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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7751 |
IASG
7751
Investment Advisory Services Group
Boca Raton,
Florida
| US$1.37億 | +US$2172萬 | +19% | 12.1% | – | 38 | 26.32% | 0.4 |
|
| 7752 |
7752
Axos Invest
Las Vegas,
Nevada
| US$1.37億 | +US$430萬 | +3% | 11.1% | – | 20 | 5% | 1.4 |
|
| 7753 |
LI
7753
Latash Investments
Anchorage,
Alaska
| US$1.36億 | +US$767萬 | +6% | 6.43% | 110% | 20 | 5% | 4.7 |
|
| 7754 |
7754
Aventus Investment Advisors
Naples,
Florida
| US$1.36億 | +US$1829萬 | +15% | 15.6% | – | 170 | 20.59% | 0.8 |
|
| 7755 |
7755
Vesey Street Capital Partners
New York
| US$1.36億 | +US$5064萬 | +59% | 59% | 47.8% | 1 | 0% | 4.5 |
|
| 7756 |
7756
Sidoxia Capital Management
Newport Beach,
California
| US$1.36億 | +US$2061萬 | +18% | 21.8% | – | 89 | 7.87% | 0.2 |
|
| 7757 |
7757
Fulcrum Equity Management
Plano,
Texas
| US$1.36億 | +US$3290萬 | +32% | 24.6% | 116% | 165 | 35.76% | 1.2 |
|
| 7758 |
7758
Transmarket Holdings
Chicago,
Illinois
| US$1.36億 | -US$5089萬 | -27% | 19% | – | 63 | 85.71% | 0.1 |
|
| 7759 |
7759
KVP Capital Advisors
San Francisco,
California
| US$1.36億 | +US$234萬 | +2% | 25.3% | – | 38 | 23.68% | 0.4 |
|
| 7760 |
7760
Rahlfs Capital
Lake Kiowa,
Texas
| US$1.36億 | +US$7.94萬 | +0.1% | 11.3% | – | 91 | 10.99% | 1.3 |
|
| 7761 |
7761
WJ Financial Advisors
Killingworth,
Connecticut
| US$1.36億 | +US$1230萬 | +10% | 10.3% | – | 142 | 13.38% | 0.6 |
|
| 7762 |
7762
Semitam Bonam
Goshen,
New York
| US$1.36億 | +US$1375萬 | +11% | 8.45% | – | 50 | 12% | 0.9 |
|
| 7763 |
7763
Ishara Investments
Los Angeles,
California
| US$1.36億 | +US$3047萬 | +29% | 20.8% | – | 53 | 52.83% | 0.2 |
|
| 7764 |
7764
Golden Bell Financial Planning
Alpharetta,
Georgia
| US$1.36億 | +US$1056萬 | +8% | 4.92% | – | 41 | 9.76% | 1.3 |
|
| 7765 |
7765
Rhodes Investment Advisors
Fort Worth,
Texas
| US$1.36億 | +US$1989萬 | +17% | 19.2% | – | 137 | 22.63% | 0.4 |
|
| 7766 |
7766
Red Crane Wealth Management
San Francisco,
California
| US$1.36億 | +US$1444萬 | +12% | 10.9% | – | 80 | 11.25% | 1.2 |
|
| 7767 |
7767
Hanseatic Management Services
Albuquerque,
New Mexico
| US$1.36億 | +US$3146萬 | +30% | 53.5% | – | 96 | 30.21% | 0.8 |
|
| 7768 |
7768
Challenger Wealth Management
Aliso Viejo,
California
| US$1.36億 | +US$1071萬 | +9% | 13% | – | 65 | 10.77% | 1.3 |
|
| 7769 |
7769
Phillips Wealth Planners
Starkville,
Mississippi
| US$1.36億 | +US$285萬 | +2% | 12% | 82% | 228 | 12.72% | 1.9 |
|
| 7770 |
7770
Core Wealth Advisors (Indiana)
Indianapolis,
Indiana
| US$1.36億 | +US$565萬 | +4% | 11.9% | – | 37 | 16.22% | 0.4 |
|
| 7771 |
7771
Donalies Financial Planning
Washington,
District of Columbia
| US$1.36億 | +US$1836萬 | +16% | 14.9% | – | 80 | 10% | 0.5 |
|
| 7772 |
TF
7772
Telligent Fund
Hong Kong
| US$1.36億 | +US$4206萬 | +45% | 88.5% | – | 28 | 32.14% | 0.7 |
|
| 7773 |
7773
Valor Advisors
Miami,
Florida
| US$1.36億 | +US$1676萬 | +14% | 13.4% | – | 37 | 18.92% | 0.5 |
|
| 7774 |
7774
MRP Capital Investments
Alpharetta,
Georgia
| US$1.36億 | +US$2087萬 | +18% | 37.4% | 222% | 240 | 19.58% | 1.5 |
|
| 7775 |
7775
Ulland Investment Advisors
Minneapolis,
Minnesota
| US$1.36億 | +US$1896萬 | +16% | 20.5% | 161% | 234 | 11.97% | 2.9 |
|