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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7776 |
PSC
7776
Piper Sandler & Co
Minneapolis,
Minnesota
| US$1.35億 | +US$3286萬 | +32% | 0.01% | 0.04% | 21 | 14.29% | 0.3 |
|
| 7777 |
SI
7777
Stirlingshire Investments
New York
| US$1.35億 | +US$2081萬 | +18% | 15% | – | 255 | 36.47% | 0.3 |
|
| 7778 |
PAG
7778
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| US$1.35億 | +US$806萬 | +6% | 16.6% | – | 143 | 30.07% | 1 |
|
| 7779 |
AHIA
7779
Andrew Hill Investment Advisors
Naples,
Florida
| US$1.35億 | +US$2254萬 | +20% | 16.3% | – | 68 | 36.76% | 1.2 |
|
| 7780 |
OP
7780
Oath Planning
Tulsa,
Oklahoma
| US$1.35億 | +US$2216萬 | +20% | 9.22% | – | 73 | 8.22% | 0.5 |
|
| 7781 |
RFS
7781
RM Financial Services
Falmouth,
Maine
| US$1.35億 | +US$1863萬 | +16% | 11.3% | – | 81 | 9.88% | 0.5 |
|
| 7782 |
VWM
7782
VanWeelden Wealth Management
West Chester Township,
Ohio
| US$1.35億 | +US$917萬 | +7% | 6.4% | – | 34 | 52.94% | 1.3 |
|
| 7783 |
BPW
7783
BLVD Private Wealth
Prospect,
Kentucky
| US$1.35億 | +US$1949萬 | +17% | 23.8% | – | 79 | 29.11% | 0.7 |
|
| 7784 |
SIM
7784
Summitas Investment Management
Mckinney,
Texas
| US$1.35億 | +US$703萬 | +6% | 11.6% | – | 10 | 0% | 0.5 |
|
| 7785 |
LPP
7785
Life Planning Partners
Jacksonville,
Florida
| US$1.35億 | +US$353萬 | +3% | 9.67% | – | 74 | 12.16% | 3.4 |
|
| 7786 |
FA
7786
Fountainhead AM
Warren,
New Jersey
| US$1.35億 | +US$2307萬 | +21% | 16.6% | 65.6% | 250 | 25.6% | 1.8 |
|
| 7787 |
CBCM
7787
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$1.35億 | +US$1032萬 | +8% | 10.1% | 46.8% | 6 | 0% | 7.7 |
|
| 7788 |
TWP
7788
Tenet Wealth Partners
Champaign,
Illinois
| US$1.34億 | – | – | 11.1% | – | 101 | – | 0 |
|
| 7789 |
AWM
7789
Athena Wealth Management
Reno,
Nevada
| US$1.34億 | +US$1221萬 | +10% | 8.93% | – | 126 | 33.33% | 0.4 |
|
| 7790 |
TWA
7790
Talisman Wealth Advisors
Mountainside,
New Jersey
| US$1.34億 | +US$1029萬 | +8% | 13% | 70.8% | 151 | 60.26% | 1.6 |
|
| 7791 |
PL
7791
PeakShares LLC
Tampa,
Florida
| US$1.34億 | +US$2544萬 | +23% | 34.2% | – | 133 | 21.05% | 0.4 |
|
| 7792 |
RTC
7792
Real Talk Capital
Franklin,
Tennessee
| US$1.34億 | +US$2829萬 | +27% | 16.4% | – | 105 | 13.33% | 1.1 |
|
| 7793 |
HIFS
7793
Hingham Institution for Savings
Hingham,
Massachusetts
| US$1.34億 | +US$2114萬 | +19% | 14.4% | – | 16 | 12.5% | 0.4 |
|
| 7794 |
BCM
7794
Boreal Capital Management
Miami,
Florida
| US$1.34億 | +US$1134萬 | +9% | 18.4% | – | 523 | 15.87% | 0.8 |
|
| 7795 |
KIA
7795
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$1.34億 | +US$1143萬 | +9% | 15.2% | 80.5% | 107 | 11.21% | 2.6 |
|
| 7796 |
VCWM
7796
Vista Cima Wealth Management
Surprise,
Arizona
| US$1.34億 | +US$3305萬 | +33% | 18.9% | – | 52 | 13.46% | 1.2 |
|
| 7797 |
LA
7797
LWM Advisors
El Dorado Hills,
California
| US$1.34億 | +US$1884萬 | +16% | 14.1% | – | 37 | 24.32% | 1.1 |
|
| 7798 |
AFP
7798
Arnold Financial Planning
Hiawatha,
Iowa
| US$1.34億 | +US$2706萬 | +25% | 9.94% | – | 42 | 40.48% | 0.3 |
|
| 7799 |
WA
7799
Waystone Advisors
Redmond,
Washington
| US$1.34億 | +US$2219萬 | +20% | 14.9% | – | 120 | 24.17% | 0.4 |
|
| 7800 |
AWA
7800
Asempa Wealth Advisors
Baton Rouge,
Louisiana
| US$1.34億 | +US$1926萬 | +17% | 14.5% | – | 125 | 12.8% | 0.4 |
|