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進一步了解
全球頂尖投資人與避險基金的最新股票投資組合
巨額 AUM
超過2,000億美元
AUM 規模大
100億美元至2,000億美元
中型 AUM
20億美元至100億美元
AUM 較小
2.5億美元至20億美元
微型資產管理規模
低於2.5億美元
低於10%
低於20%
低於40%
低於60%
低於80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | 名稱 | AUM |
AUM 成長率 |
AUM 成長率% |
季度 估算報酬率 |
3年 估算報酬率 | 持股 | 投資組合週轉率 |
平均持有 期間(年) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
U.S. Wealth Group
Woodbury,
New York
| US$1.67億 | +US$1909萬 | +13% | 6.73% | – | 49 | 20.41% | 1.2 |
|
| 7127 |
7127
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$1.67億 | +US$1911萬 | +13% | 11.1% | 62.6% | 101 | 19.8% | 1.8 |
|
| 7128 |
7128
Custos Family Office
Austin,
Texas
| US$1.67億 | +US$2231萬 | +15% | 13.8% | 57.4% | 72 | 15.28% | 2.1 |
|
| 7129 |
7129
Strong Retirement Solutions
Silverdale,
Washington
| US$1.67億 | +US$2412萬 | +17% | 18.8% | – | 89 | 11.24% | 0.5 |
|
| 7130 |
MFFIA
7130
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$1.67億 | -US$963萬 | -5% | 34% | 136% | 87 | 10.34% | 2.2 |
|
| 7131 |
AAM
7131
Ackerman Asset Management
Rockville,
Maryland
| US$1.67億 | +US$2335萬 | +16% | 14.5% | – | 38 | 7.89% | 0.9 |
|
| 7132 |
EWP
7132
Evergreen Wealth Partners
Kalispell,
Montana
| US$1.67億 | +US$3571萬 | +27% | 8.83% | – | 97 | 21.65% | 0.4 |
|
| 7133 |
7133
Orca Wealth Management
New Port Richey,
Florida
| US$1.67億 | +US$2612萬 | +19% | 34.3% | – | 86 | 25.58% | 1 |
|
| 7134 |
7134
Lauer Wealth
Valparaiso,
Indiana
| US$1.67億 | +US$4104萬 | +33% | 12.7% | 89.4% | 101 | 59.41% | 0.8 |
|
| 7135 |
7135
Grand Alliance Asset Management
Central,
Hong Kong
| US$1.67億 | +US$138萬 | +0.8% | 116% | – | 18 | 44.44% | 0.5 |
|
| 7136 |
7136
Wright Wealth
Atlanta,
Georgia
| US$1.67億 | +US$1705萬 | +11% | 9.09% | – | 54 | 5.56% | 0.5 |
|
| 7137 |
IR
7137
IAT Reinsurance
New York
| US$1.67億 | -US$1.43億 | -46% | 27.4% | 60.2% | 80 | 20% | 3.9 |
|
| 7138 |
7138
Copia Wealth Management
Bend,
Oregon
| US$1.66億 | +US$2095萬 | +14% | 11.1% | – | 583 | 10.98% | 1.2 |
|
| 7139 |
7139
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| US$1.66億 | +US$1777萬 | +12% | 12.1% | – | 62 | 8.06% | 1.2 |
|
| 7140 |
7140
Harber Asset Management
Asheville,
North Carolina
| US$1.66億 | +US$1004萬 | +6% | 29.5% | 63.6% | 50 | 40% | 1 |
|
| 7141 |
7141
SeaTown Holdings
Singapore
| US$1.66億 | +US$1372萬 | +9% | 35.9% | 220% | 19 | 31.58% | 1.4 |
|
| 7142 |
7142
Silvia McColl Wealth Management
San Diego,
California
| US$1.66億 | +US$1436萬 | +9% | 13.7% | 82.7% | 124 | 5.65% | 2.7 |
|
| 7143 |
7143
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$1.66億 | -US$3195萬 | -16% | 8.62% | 51.3% | 286 | 26.57% | 2.2 |
|
| 7144 |
7144
Mainstream Capital Management
Los Angeles,
California
| US$1.66億 | +US$1700萬 | +11% | 17.7% | – | 92 | 6.52% | 1.4 |
|
| 7145 |
7145
Bitterroot Capital Advisors
Bozeman,
Montana
| US$1.66億 | +US$129萬 | +0.8% | 8.63% | – | 62 | 17.74% | 0.5 |
|
| 7146 |
7146
Kurv Investment Management
San Francisco,
California
| US$1.66億 | -US$703萬 | -4% | 52.3% | – | 76 | 48.68% | 0.3 |
|
| 7147 |
7147
Capstone Wealth Management Group (Oregon)
Bend,
Oregon
| US$1.66億 | +US$342萬 | +2% | 16.1% | – | 139 | 23.02% | 1.1 |
|
| 7148 |
7148
Shum Financial Group
Alameda,
California
| US$1.66億 | +US$2450萬 | +17% | 15% | – | 110 | 19.09% | 1.4 |
|
| 7149 |
7149
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$1.66億 | +US$2411萬 | +17% | 18.6% | 79% | 90 | 6.67% | 3.7 |
|
| 7150 |
7150
Zeit Capital
Greenwood Village,
Colorado
| US$1.66億 | +US$1649萬 | +11% | 10.6% | 56.5% | 52 | 0% | 2.6 |
|