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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7401 |
7401
Redstone Wealth Management
Oklahoma City,
Oklahoma
| US$1.53億 | +US$2773萬 | +22% | 29.6% | – | 44 | 31.82% | 0.5 |
|
| 7402 |
7402
Brooktree Capital Management
Gand Rapids,
Michigan
| US$1.53億 | +US$2710萬 | +21% | 25.8% | 82.9% | 45 | 4.44% | 2.9 |
|
| 7403 |
7403
Muirfield Wealth Advisors
Charlotte,
North Carolina
| US$1.53億 | +US$1732萬 | +13% | 12.2% | – | 91 | 16.48% | 1.6 |
|
| 7404 |
FFG
7404
Floyd Financial Group
Springfield,
Missouri
| US$1.53億 | +US$316萬 | +2% | 13.4% | – | 70 | 10% | 1.2 |
|
| 7405 |
7405
Prosperity Bancshares
Houston,
Texas
| US$1.53億 | +US$2833萬 | +23% | 14.4% | – | 468 | 15.38% | 0.4 |
|
| 7406 |
7406
DiPaolo Financial Group
Lutz,
Florida
| US$1.53億 | +US$1567萬 | +11% | 8.95% | – | 48 | 8.33% | 0.4 |
|
| 7407 |
7407
ACT Capital Management
Wayne,
Pennsylvania
| US$1.53億 | +US$2583萬 | +20% | 24.2% | – | 76 | 44.74% | 0.8 |
|
| 7408 |
7408
DKM Wealth Management
Stockton,
California
| US$1.53億 | +US$1426萬 | +10% | 11.7% | – | 78 | 5.13% | 1.2 |
|
| 7409 |
7409
Capital Squared Financial
Rockville,
Maryland
| US$1.53億 | +US$2200萬 | +17% | 15.7% | – | 90 | 8.89% | 0.9 |
|
| 7410 |
7410
Goldenstone Wealth Management
El Dorado Hills,
California
| US$1.53億 | +US$1541萬 | +11% | 28.1% | – | 93 | 22.58% | 0.5 |
|
| 7411 |
7411
Lane Brothers & Co
Prescott,
Arizona
| US$1.53億 | +US$1564萬 | +11% | 8.58% | – | 96 | 14.58% | 0.4 |
|
| 7412 |
7412
Trace Wealth Advisors
Los Angeles,
California
| US$1.53億 | +US$1939萬 | +15% | 13.5% | – | 72 | 12.5% | 1.2 |
|
| 7413 |
7413
Allium Financial Advisors
Lake Oswego,
Oregon
| US$1.53億 | +US$2804萬 | +22% | 20.2% | – | 86 | 15.12% | 1.1 |
|
| 7414 |
7414
State of Wisconsin - Board of Commissioners of Public Lands
Madison,
Wisconsin
| US$1.53億 | +US$84.2萬 | +0.6% | 0.41% | 4.78% | 6 | 0% | 3.3 |
|
| 7415 |
7415
Crestwood Capital Management
New York
| US$1.53億 | +US$714萬 | +5% | 46.6% | 203% | 16 | 6.25% | 2.4 |
|
| 7416 |
DW
7416
Durante & Waters
Brewster,
New York
| US$1.53億 | +US$1446萬 | +10% | 10.1% | 59.1% | 31 | 0% | 2.4 |
|
| 7417 |
TL
7417
TowerView LLC
New York
| US$1.52億 | -US$247萬 | -2% | 2.5% | 17.9% | 17 | 5.88% | 5.6 |
|
| 7418 |
7418
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$1.52億 | +US$1420萬 | +10% | 21.2% | 44.2% | 199 | 62.31% | 1.1 |
|
| 7419 |
HAM
7419
Hedges Asset Management
Reno,
Nevada
| US$1.52億 | – | – | 12% | – | 108 | – | 3 |
|
| 7420 |
7420
Madrid Wealth Management
Albuquerque,
New Mexico
| US$1.52億 | +US$1988萬 | +15% | 11.9% | – | 72 | 5.56% | 0.5 |
|
| 7421 |
7421
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$1.52億 | -US$1.03億 | -40% | 3.29% | 162% | 68 | 67.65% | 1.2 |
|
| 7422 |
7422
Phoenix Asset Management Partners
London,
| US$1.52億 | +US$1960萬 | +15% | 8.51% | 139% | 12 | 16.67% | 2.3 |
|
| 7423 |
7423
Redwood Park Advisors
Redwood City,
California
| US$1.52億 | +US$209萬 | +1% | 3.16% | – | 361 | 11.36% | 1.2 |
|
| 7424 |
7424
Clayton Partners
Berkeley,
California
| US$1.52億 | +US$1463萬 | +11% | 10.7% | 109% | 50 | 36% | 2.3 |
|
| 7425 |
7425
Tannin Capital
Charlotte,
North Carolina
| US$1.52億 | +US$1437萬 | +10% | 14.7% | – | 179 | 20.67% | 0.4 |
|