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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7351 |
7351
Joel Adams & Associates
Asheville,
North Carolina
| US$1.56億 | +US$2105萬 | +16% | 9.51% | – | 68 | 5.88% | 1.3 |
|
| 7352 |
7352
APEIRON Capital Ltd
Hong Kong
| US$1.56億 | +US$4875萬 | +46% | 202% | 487% | 22 | 77.27% | 0.5 |
|
| 7353 |
7353
Rare Wolf Capital
Bellevue,
Washington
| US$1.56億 | +US$130萬 | +0.8% | 14.4% | – | 137 | 19.71% | 0.4 |
|
| 7354 |
SC
7354
Settian Capital
New York
| US$1.56億 | +US$1284萬 | +9% | 13.7% | 62.5% | 27 | 18.52% | 2.3 |
|
| 7355 |
7355
Bonfire Financial
Colorado Springs,
Colorado
| US$1.56億 | +US$2274萬 | +17% | 13.8% | – | 62 | 11.29% | 1.3 |
|
| 7356 |
7356
Financial Life Planners
Tempe,
Arizona
| US$1.56億 | +US$2518萬 | +19% | 18.1% | – | 372 | 10.48% | 0.4 |
|
| 7357 |
7357
Renasant Bank
Tupelo,
Mississippi
| US$1.56億 | +US$1431萬 | +10% | 12.3% | 65% | 156 | 21.79% | 3 |
|
| 7358 |
7358
Clarendon Private
Boston,
Massachusetts
| US$1.56億 | +US$2542萬 | +20% | 22.5% | – | 130 | 13.08% | 1.1 |
|
| 7359 |
7359
Clearview Wealth Management
Irvine,
California
| US$1.56億 | +US$1421萬 | +10% | 13.7% | – | 63 | 6.35% | 0.2 |
|
| 7360 |
7360
GraniteShares Advisors
New York
| US$1.56億 | +US$1668萬 | +12% | 5.93% | 88.4% | 103 | 25.24% | 1.7 |
|
| 7361 |
7361
Ipsen Advisor Group
Little Rock,
Arkansas
| US$1.55億 | +US$1257萬 | +9% | 9.26% | – | 112 | 11.61% | 2.4 |
|
| 7362 |
7362
Morey & Quinn Wealth Partners
Omaha,
Nebraska
| US$1.55億 | +US$1487萬 | +11% | 15.6% | – | 143 | 4.9% | 1.3 |
|
| 7363 |
7363
Spahn Wealth & Retirement
Scottsdale,
Arizona
| US$1.55億 | +US$7685萬 | +98% | 10.3% | – | 40 | 42.5% | 0.7 |
|
| 7364 |
7364
Expect Equity LLC
Pikesville,
Maryland
| US$1.55億 | +US$2681萬 | +21% | 22.4% | – | 67 | 10.45% | 1 |
|
| 7365 |
7365
Cultivar Capital
Denton,
Texas
| US$1.55億 | -US$119萬 | -0.8% | 0.01% | 38.3% | 47 | 17.02% | 1.6 |
|
| 7366 |
7366
Visa Foundation
San Francisco,
California
| US$1.55億 | +US$2358萬 | +18% | 17.9% | 58.1% | 2 | 50% | 2.3 |
|
| 7367 |
7367
Rockbridge Capital Management
Alexandria,
Virginia
| US$1.55億 | +US$624萬 | +4% | 2.74% | – | 31 | 12.9% | 1.1 |
|
| 7368 |
7368
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| US$1.55億 | -US$964萬 | -6% | 6.34% | – | 91 | 18.68% | 1.3 |
|
| 7369 |
7369
Guardian Investment Management
Tiburon,
California
| US$1.55億 | +US$2825萬 | +22% | 18.7% | 103% | 60 | 0% | 6.9 |
|
| 7370 |
7370
Aegis Wealth Management (Iowa)
Guthrie Center,
Iowa
| US$1.55億 | +US$2764萬 | +22% | 14% | – | 133 | 27.07% | 0.4 |
|
| 7371 |
7371
Bright Futures Wealth Management
Webster, Ny 14580,
New York
| US$1.55億 | +US$875萬 | +6% | 16.2% | – | 230 | 27.83% | 1 |
|
| 7372 |
WT
7372
WHI Trust
Chicago,
Illinois
| US$1.55億 | +US$2198萬 | +17% | 8.01% | – | 88 | 32.95% | 0.5 |
|
| 7373 |
DIS
7373
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$1.55億 | -US$197萬 | -1% | 2.58% | 93.8% | 56 | 8.93% | 5.6 |
|
| 7374 |
7374
Tide Cove Capital Partners
San Diego,
California
| US$1.55億 | +US$762萬 | +5% | 9.77% | – | 13 | 0% | 1.3 |
|
| 7375 |
7375
Entruity Wealth
Bakersfield,
California
| US$1.55億 | +US$723萬 | +5% | 4.98% | – | 59 | 30.51% | 1 |
|