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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7501 |
AAG
7501
Accordant Advisory Group
Annapolis,
Maryland
| US$1.48億 | -US$1314萬 | -8% | 10.6% | – | 252 | 9.52% | 1.1 |
|
| 7502 |
PPWM
7502
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$1.48億 | +US$3305萬 | +29% | 11.9% | – | 85 | 22.35% | 1.5 |
|
| 7503 |
SA
7503
Sacks & Associates
Warren,
New Jersey
| US$1.48億 | +US$1373萬 | +10% | 15.5% | – | 84 | 11.9% | 0.5 |
|
| 7504 |
VIS
7504
Vertex Investment Solutions
Chiyoda-Ku,
| US$1.48億 | +US$6168萬 | +71% | 3.73% | – | 29 | 24.14% | 0.4 |
|
| 7505 |
PLC
7505
Peapod Lane Capital
Bedford Hills,
New York
| US$1.48億 | +US$2630萬 | +22% | 27.7% | – | 69 | 21.74% | 1 |
|
| 7506 |
NCM
7506
Nitor Capital Management
Englewood Cliffs,
New Jersey
| US$1.48億 | +US$1827萬 | +14% | 3.7% | – | 26 | 15.38% | 0.5 |
|
| 7507 |
PSB
7507
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$1.48億 | +US$582萬 | +4% | 16.4% | 85.5% | 431 | 7.89% | 3.8 |
|
| 7508 |
9C
7508
9823 Capital
Dallas,
Texas
| US$1.48億 | +US$1563萬 | +12% | 13.7% | – | 64 | 78.13% | 0.2 |
|
| 7509 |
MCM
7509
Moon Capital Management
New York
| US$1.48億 | -US$1755萬 | -11% | 12.2% | 76.3% | 15 | 20% | 3.4 |
|
| 7510 |
HWMG
7510
Harbour Wealth Management Group
Daniel Island,
South Carolina
| US$1.48億 | +US$1513萬 | +11% | 16.3% | – | 91 | 4.4% | 0.5 |
|
| 7511 |
PWM
7511
Partnership Wealth Management
Towson,
Maryland
| US$1.48億 | +US$1681萬 | +13% | 15.6% | 67.6% | 68 | 4.41% | 2.3 |
|
| 7512 |
AA
7512
Ahara Advisors
Jersey City,
New Jersey
| US$1.48億 | +US$2827萬 | +24% | 22.4% | – | 56 | 7.14% | 0.4 |
|
| 7513 |
TWPM
7513
Total Wealth Planning & Management
Ponte Vedra Beach,
Florida
| US$1.48億 | +US$1246萬 | +9% | 20.5% | – | 238 | 25.21% | 1 |
|
| 7514 |
NI
7514
Navi International
Sao Paulo,
Brazil
| US$1.48億 | -US$7440萬 | -33% | 7.42% | – | 18 | 55.56% | 0.3 |
|
| 7515 |
BSTWA
7515
Blake Schutter Theil Wealth Advisors
Dayton,
Ohio
| US$1.48億 | +US$2515萬 | +20% | 10.1% | – | 116 | 9.48% | 1.4 |
|
| 7516 |
ACM
7516
Alcosta Capital Management
San Ramon,
California
| US$1.48億 | +US$1658萬 | +13% | 22.3% | 175% | 23 | 4.35% | 2.7 |
|
| 7517 |
RLWM
7517
RF&L Wealth Management
Acton,
Massachusetts
| US$1.48億 | +US$1423萬 | +11% | 12% | 69.9% | 54 | 11.11% | 3.1 |
|
| 7518 |
LC
7518
Lawood & Co
Williamsport,
Pennsylvania
| US$1.48億 | +US$3987萬 | +37% | 19% | – | 99 | 13.13% | 0.5 |
|
| 7519 |
BM
7519
Bislett Management
Palo Alto,
California
| US$1.48億 | +US$1798萬 | +14% | 18.6% | 19.8% | 18 | 0% | 6.2 |
|
| 7520 |
7520
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$1.48億 | +US$3952萬 | +37% | 48.7% | 234% | 152 | 34.21% | 3.2 |
|
| 7521 |
LFWA
7521
LiftPoint Family Wealth Advisors
Far Hills,
New Jersey
| US$1.48億 | +US$2680萬 | +22% | 15.6% | – | 71 | 23.94% | 0.4 |
|
| 7522 |
TR
7522
Tepp RIA
Westfield,
New Jersey
| US$1.47億 | +US$1980萬 | +16% | 14.9% | – | 54 | 33.33% | 0.7 |
|
| 7523 |
DCM
7523
Dorato Capital Management
Denver,
Colorado
| US$1.47億 | +US$1199萬 | +9% | 16.1% | – | 259 | 3.86% | 0.5 |
|
| 7524 |
SFC
7524
Summit Financial Consulting
Sterling Heights,
Michigan
| US$1.47億 | +US$771萬 | +6% | 10.7% | – | 51 | 23.53% | 0.8 |
|
| 7525 |
RTM
7525
Red Tree Management
Redwood City,
California
| US$1.47億 | +US$3546萬 | +32% | 35% | – | 3 | 0% | 1.5 |
|