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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7801 |
FA
7801
Freestate Advisors
Overland Park,
Kansas
| US$1.34億 | +US$880萬 | +7% | 6.43% | – | 44 | 9.09% | 1.7 |
|
| 7802 |
PWP
7802
PrairieView Wealth Partners
Orland Park,
Illinois
| US$1.34億 | +US$1187萬 | +10% | 9.42% | – | 31 | 9.68% | 1.7 |
|
| 7803 |
IW
7803
Integrated Wealthcare
Durham,
North Carolina
| US$1.34億 | +US$1433萬 | +12% | 12.1% | – | 29 | 3.45% | 0.5 |
|
| 7804 |
LP
7804
Lexington Partners
New York
| US$1.34億 | -US$2.33億 | -63% | 37.1% | 1.27% | 3 | 33.33% | 2.8 |
|
| 7805 |
EWM
7805
Elevation Wealth Management
Eden Prairie,
Minnesota
| US$1.34億 | +US$2477萬 | +23% | 21.4% | – | 153 | 15.03% | 0.4 |
|
| 7806 |
PFS
7806
Paller Financial Services
Centennial,
Colorado
| US$1.34億 | +US$1286萬 | +11% | 16.7% | – | 49 | 22.45% | 0.4 |
|
| 7807 |
BI
7807
BluePrint Investing
San Francisco,
California
| US$1.34億 | +US$815萬 | +6% | 7.25% | – | 26 | 0% | 0.5 |
|
| 7808 |
MWM
7808
McAlvany Wealth Management
Durango,
Colorado
| US$1.34億 | -US$1480萬 | -10% | 15.8% | – | 49 | 18.37% | 0.4 |
|
| 7809 |
EBA
7809
Eagle Bay Advisors
New York
| US$1.34億 | +US$2029萬 | +18% | 15.9% | 85% | 151 | 22.52% | 2.6 |
|
| 7810 |
DWM
7810
DWR Wealth Management
San Jose,
California
| US$1.34億 | +US$1867萬 | +16% | 12% | – | 56 | 8.93% | 0.4 |
|
| 7811 |
CH
7811
Cannae Holdings
Las Vegas,
Nevada
| US$1.34億 | +US$1.09億 | +444% | 4.46% | 88.6% | 3 | 66.67% | 2.4 |
|
| 7812 |
NC
7812
Nightview Capital
Austin,
Texas
| US$1.34億 | +US$298萬 | +2% | 10.6% | 142% | 17 | 29.41% | 1.6 |
|
| 7813 |
NPAN
7813
Northeast Planning Associates NH
Bedford,
New Hampshire
| US$1.33億 | -US$1543萬 | -10% | 0.19% | – | 69 | 26.09% | 0.9 |
|
| 7814 |
CF
7814
Carter Financial
La Jolla,
California
| US$1.33億 | +US$1837萬 | +16% | 13.2% | – | 33 | 15.15% | 0.4 |
|
| 7815 |
CWM
7815
Capstone Wealth Management
Billings,
Montana
| US$1.33億 | +US$1533萬 | +13% | 11.8% | – | 48 | 20.83% | 0.4 |
|
| 7816 |
HAP
7816
Harbor Asset Planning
Belmont,
Massachusetts
| US$1.33億 | +US$1430萬 | +12% | 15.2% | – | 428 | 4.91% | 0.9 |
|
| 7817 |
AC
7817
Aldebaran Capital
Carmel,
Indiana
| US$1.33億 | +US$228萬 | +2% | 7.57% | 80.4% | 43 | 9.3% | 2.4 |
|
| 7818 |
WA
7818
Winter & Associates
St. Paul,
Minnesota
| US$1.33億 | +US$1886萬 | +17% | 14.3% | – | 99 | 29.29% | 0.4 |
|
| 7819 |
AA
7819
Alpha Advisors
Richmond,
Virginia
| US$1.33億 | +US$636萬 | +5% | 6.99% | – | 51 | 7.84% | 1.2 |
|
| 7820 |
PCM
7820
Perkins Capital Management
Wayzata,
Minnesota
| US$1.33億 | +US$2629萬 | +25% | 53.7% | 303% | 90 | 16.67% | 5.6 |
|
| 7821 |
BCVI
7821
Bain Capital Venture Investors
Boston,
Massachusetts
| US$1.33億 | -US$4212萬 | -24% | 6.63% | 34.2% | 4 | 25% | 0.4 |
|
| 7822 |
SWM
7822
Sherman Wealth Management
Gaithersburg,
Maryland
| US$1.33億 | +US$1642萬 | +14% | 15.6% | – | 87 | 11.49% | 0.4 |
|
| 7823 |
RHIG
7823
R.H. Investment Group
Scottsdale,
Arizona
| US$1.33億 | +US$310萬 | +2% | 7.19% | – | 48 | 8.33% | 1 |
|
| 7824 |
SI
7824
Severin Investments
St. Louis,
Missouri
| US$1.33億 | +US$1621萬 | +14% | 24.1% | – | 203 | 30.05% | 1 |
|
| 7825 |
FFP
7825
Frisco Financial Planning
Frisco,
Texas
| US$1.33億 | +US$1146萬 | +9% | 9.04% | – | 29 | 0% | 1.1 |
|