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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
Longview Financial Advisors
Huntsville,
Alabama
| US$1.18億 | +US$119萬 | +1% | 5.03% | 47.4% | 45 | 13.33% | 1.3 |
|
| 7327 |
7327
Entruity Wealth
Bakersfield,
California
| US$1.18億 | +US$1156萬 | +11% | 6.13% | – | 42 | 2.38% | 0.5 |
|
| 7328 |
7328
Cornerstone Financial Group
Omaha,
Nebraska
| US$1.18億 | +US$641萬 | +6% | 6.62% | – | 67 | 1.49% | 0.5 |
|
| 7329 |
IFS
7329
Integrated Financial Solutions
Reston,
Virginia
| US$1.18億 | – | – | 29.1% | – | 24 | – | 0 |
|
| 7330 |
7330
Williams & Novak
Westlake Village,
California
| US$1.18億 | +US$1538萬 | +15% | 8.43% | 61.6% | 152 | 28.29% | 0.9 |
|
| 7331 |
7331
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| US$1.18億 | +US$891萬 | +8% | 11.6% | 111% | 86 | 19.77% | 2.1 |
|
| 7332 |
7332
University of Chicago
Chicago,
Illinois
| US$1.17億 | +US$5145萬 | +78% | 10.6% | 62.3% | 13 | 23.08% | 1.1 |
|
| 7333 |
7333
EDMP Inc
Lutz,
Florida
| US$1.17億 | -US$195萬 | -2% | 5.98% | 78% | 73 | 8.22% | 4.2 |
|
| 7334 |
7334
ADG Wealth Management Group
Metairie,
Louisiana
| US$1.17億 | +US$1141萬 | +11% | 7.76% | – | 30 | 26.67% | 0.3 |
|
| 7335 |
7335
Momentum Wealth Planning
Estero,
Florida
| US$1.17億 | – | – | 15.5% | – | 39 | – | 0 |
|
| 7336 |
7336
Mascagni Wealth Management
Clinton,
Mississippi
| US$1.17億 | +US$1689萬 | +17% | 12.5% | – | 128 | 17.97% | 0.4 |
|
| 7337 |
7337
Affinity Wealth
Canton,
Ohio
| US$1.17億 | +US$1963萬 | +20% | 12.5% | – | 79 | 51.9% | 0.3 |
|
| 7338 |
CTA
7338
Camelot Technology Advisors
San Francisco,
California
| US$1.17億 | +US$674萬 | +6% | 7.74% | 71% | 55 | 10.91% | 1.4 |
|
| 7339 |
OF
7339
Outfitter Financial
Brunswick,
Maine
| US$1.17億 | +US$624萬 | +6% | 9.82% | 97.6% | 78 | 8.97% | 3.2 |
|
| 7340 |
7340
Michels Family Financial
Fort Worth,
Texas
| US$1.17億 | +US$672萬 | +6% | 7.01% | – | 128 | 6.25% | 0.5 |
|
| 7341 |
7341
Carbahal Olsen Financial Services Group
Davis,
California
| US$1.17億 | +US$1194萬 | +11% | 10.7% | – | 36 | 5.56% | 0.5 |
|
| 7342 |
7342
PlanWiser Financial
Colorado Springs,
Colorado
| US$1.17億 | +US$684萬 | +6% | 7.83% | – | 52 | 25% | 0.2 |
|
| 7343 |
C
7343
Croban
Fremont,
Ohio
| US$1.17億 | +US$851萬 | +8% | 4.1% | – | 77 | 7.79% | 1.4 |
|
| 7344 |
7344
LTG Capital
Newton,
Massachusetts
| US$1.17億 | +US$722萬 | +7% | 7.72% | 59% | 27 | 3.7% | 3.3 |
|
| 7345 |
7345
Wulff, Hansen & Co
San Rafael,
California
| US$1.17億 | +US$716萬 | +7% | 9.44% | 85.8% | 108 | 17.59% | 2.4 |
|
| 7346 |
S2L
7346
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| US$1.17億 | +US$1377萬 | +13% | 8.32% | 86% | 6 | 66.67% | 0.8 |
|
| 7347 |
7347
GeoSphere Capital Management
Miami Beach,
Florida
| US$1.17億 | -US$6744萬 | -37% | 17.7% | 446% | 51 | 58.82% | 0.3 |
|
| 7348 |
7348
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$1.17億 | +US$1356萬 | +13% | 14.5% | – | 87 | 37.93% | 1.5 |
|
| 7349 |
UFA
7349
Uptown Financial Advisors
Dallas,
Texas
| US$1.17億 | +US$1876萬 | +19% | 8.63% | – | 79 | 16.46% | 0.4 |
|
| 7350 |
AA
7350
Alpha Advisors
Richmond,
Virginia
| US$1.17億 | +US$188萬 | +2% | 6.23% | – | 45 | 15.56% | 0.4 |
|