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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
7301
Journey Beyond Wealth
Roswell,
Georgia
| US$1.19億 | +US$1159萬 | +11% | 10.3% | – | 30 | 10% | 0.5 |
|
| 7302 |
7302
WPG Advisers
Baltimore,
Maryland
| US$1.19億 | +US$1133萬 | +11% | 11.7% | – | 1,514 | 11.43% | 0.5 |
|
| 7303 |
7303
Copia Wealth Management
Bend,
Oregon
| US$1.19億 | +US$1042萬 | +10% | 9.93% | – | 496 | 15.12% | 0.4 |
|
| 7304 |
7304
Mittelman Wealth Management
Andover,
Massachusetts
| US$1.18億 | +US$762萬 | +7% | 6.57% | – | 40 | 22.5% | 0.8 |
|
| 7305 |
7305
Innovative Advisory Group
Lexington,
Massachusetts
| US$1.18億 | +US$1311萬 | +12% | 10.2% | – | 265 | 12.45% | 0.4 |
|
| 7306 |
BG
7306
BRX Global
New York
| US$1.18億 | -US$1631萬 | -12% | 15.6% | 65.8% | 4 | 25% | 3.6 |
|
| 7307 |
7307
Cushing Capital Partners
Delafield,
Wisconsin
| US$1.18億 | +US$702萬 | +6% | 5.98% | – | 93 | 13.98% | 0.4 |
|
| 7308 |
FF
7308
Fox Financial
Wyomissing,
Pennsylvania
| US$1.18億 | +US$1205萬 | +11% | 10.9% | – | 13 | 0% | 1.5 |
|
| 7309 |
7309
Sound Financial Strategies Group
Madison,
Mississippi
| US$1.18億 | +US$625萬 | +6% | 3.48% | 26.4% | 105 | 14.29% | 1.4 |
|
| 7310 |
7310
Pin Oak Investment Advisors
Houston,
Texas
| US$1.18億 | -US$1301萬 | -10% | 1.04% | 62.7% | 495 | 14.95% | 4.2 |
|
| 7311 |
7311
Fairway Financial
Casselberry,
Florida
| US$1.18億 | +US$792萬 | +7% | 6.33% | – | 22 | 9.09% | 0.5 |
|
| 7312 |
7312
Principia Wealth Advisory
Dallas,
Texas
| US$1.18億 | +US$1375萬 | +13% | 9.39% | – | 1,025 | 24.59% | 0.4 |
|
| 7313 |
BPC
7313
Bryce Point Capital
Scarsdale,
New York
| US$1.18億 | -US$1482萬 | -11% | 14.6% | – | 284 | 75.7% | 0.2 |
|
| 7314 |
NMCM
7314
Nicholson Meyer Capital Management
Kansas City,
Missouri
| US$1.18億 | +US$943萬 | +9% | 7.7% | – | 48 | 12.5% | 0.2 |
|
| 7315 |
7315
Somerset Group
Wayzata,
Minnesota
| US$1.18億 | +US$822萬 | +7% | 8.9% | 84.6% | 63 | 6.35% | 7 |
|
| 7316 |
7316
Fortress Financial Group
Rochester,
Minnesota
| US$1.18億 | +US$1789萬 | +18% | 9.48% | – | 82 | 20.73% | 0.4 |
|
| 7317 |
7317
Family Legacy Financial Solutions
Cary,
North Carolina
| US$1.18億 | – | – | 7.61% | – | 246 | – | 0 |
|
| 7318 |
PCC
7318
Park Circle Company
Baltimore,
Maryland
| US$1.18億 | +US$411萬 | +4% | 3.06% | 70.5% | 122 | 13.93% | 3.9 |
|
| 7319 |
CFG
7319
Chapman Financial Group
Kailua,
Hawaii
| US$1.18億 | – | – | 6.78% | – | 216 | – | 0.5 |
|
| 7320 |
7320
Longview Financial Advisors
Huntsville,
Alabama
| US$1.18億 | +US$119萬 | +1% | 5.03% | 47.4% | 45 | 13.33% | 1.3 |
|
| 7321 |
7321
Entruity Wealth
Bakersfield,
California
| US$1.18億 | +US$1156萬 | +11% | 6.13% | – | 42 | 2.38% | 0.5 |
|
| 7322 |
7322
Cornerstone Financial Group
Omaha,
Nebraska
| US$1.18億 | +US$641萬 | +6% | 6.62% | – | 67 | 1.49% | 0.5 |
|
| 7323 |
IFS
7323
Integrated Financial Solutions
Reston,
Virginia
| US$1.18億 | – | – | 29.1% | – | 24 | – | 0 |
|
| 7324 |
7324
Williams & Novak
Westlake Village,
California
| US$1.18億 | +US$1538萬 | +15% | 8.43% | 61.6% | 152 | 28.29% | 0.9 |
|
| 7325 |
7325
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| US$1.18億 | +US$891萬 | +8% | 11.6% | 111% | 86 | 19.77% | 2.1 |
|