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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8051 |
PWA
8051
Portus Wealth Advisors
Charlotte,
North Carolina
| US$1.21億 | +US$1528萬 | +14% | 22.2% | – | 568 | 91.37% | 0.7 |
|
| 8052 |
P
8052
Pandowealth
Peachtree City,
Georgia
| US$1.21億 | +US$688萬 | +6% | 13.8% | – | 20 | 15% | 0.5 |
|
| 8053 |
ARA
8053
Alexander Randolph Advisory
Mclean,
Virginia
| US$1.21億 | +US$541萬 | +5% | 15.9% | – | 57 | 33.33% | 2.2 |
|
| 8054 |
DG
8054
Dala Group
Hoffman Estates,
Illinois
| US$1.21億 | +US$174萬 | +1% | 22.2% | – | 75 | 12% | 0.5 |
|
| 8055 |
VWM
8055
Verus Wealth Management
De Pere,
Wisconsin
| US$1.21億 | +US$1361萬 | +13% | 9.68% | – | 57 | 14.04% | 1.2 |
|
| 8056 |
CIM
8056
Chapman Investment Management
San Anselmo,
California
| US$1.21億 | +US$4.79萬 | +0% | 0% | 44% | 53 | 100% | 0 |
|
| 8057 |
WFP
8057
Worthington Financial Partners
Worthington,
Ohio
| US$1.21億 | +US$439萬 | +4% | 41% | – | 108 | 11.11% | 0.5 |
|
| 8058 |
MGI
8058
Miller Global Investments
Dallas,
Texas
| US$1.21億 | +US$1167萬 | +11% | 9.93% | – | 310 | 14.84% | 0.4 |
|
| 8059 |
SPCM
8059
Stoic Point Capital Management
Palo Alto,
California
| US$1.21億 | +US$1786萬 | +17% | 11.5% | – | 78 | 30.77% | 0.3 |
|
| 8060 |
RCP
8060
Roan Capital Partners
Johnson City,
Tennessee
| US$1.21億 | +US$1234萬 | +11% | 8.34% | – | 89 | 25.84% | 0.2 |
|
| 8061 |
KPWM
8061
KDK Private Wealth Management
Houston,
Texas
| US$1.21億 | +US$1125萬 | +10% | 9.05% | – | 62 | 11.29% | 1.4 |
|
| 8062 |
MFG
8062
Mission Financial Group
Las Vegas,
Nevada
| US$1.21億 | – | – | 13.5% | – | 158 | – | 3.3 |
|
| 8063 |
V
8063
Viaable
Wayne,
Pennsylvania
| US$1.21億 | – | – | 2.91% | – | 36 | – | 0 |
|
| 8064 |
MM
8064
Morangie Management
Vero Beach,
Florida
| US$1.2億 | +US$1178萬 | +11% | 15.3% | – | 35 | 5.71% | 1.3 |
|
| 8065 |
HA
8065
Helium Advisors
Everett,
Washington
| US$1.2億 | +US$1526萬 | +15% | 15.1% | – | 110 | 18.18% | 1 |
|
| 8066 |
MAM
8066
Mirabaud Asset Management
London,
United Kingdom
| US$1.2億 | -US$116萬 | -1% | 25.5% | – | 53 | 47.17% | 1.2 |
|
| 8067 |
RG
8067
RHL Group
Holly,
Michigan
| US$1.2億 | +US$310萬 | +3% | 15.9% | – | 297 | 28.96% | 0.3 |
|
| 8068 |
BHFP
8068
Blom & Howell Financial Planning
Modesto,
California
| US$1.2億 | +US$1822萬 | +18% | 16.3% | – | 67 | 8.96% | 0.4 |
|
| 8069 |
PC
8069
Payne Capital
Lake Oswego,
Oregon
| US$1.2億 | +US$1108萬 | +10% | 11.1% | – | 59 | 6.78% | 0.6 |
|
| 8070 |
BLC
8070
Blue Line Capital
Chicago,
Illinois
| US$1.2億 | +US$3154萬 | +36% | 30.3% | – | 98 | 40.82% | 0.3 |
|
| 8071 |
IMC
8071
Investment Management Corporation
Roanoke,
Virginia
| US$1.2億 | +US$337萬 | +3% | 11.2% | – | 56 | 17.86% | 1.1 |
|
| 8072 |
JCA
8072
January Capital Advisors
San Francisco,
California
| US$1.2億 | +US$4551萬 | +61% | 13.1% | – | 58 | 15.52% | 1.4 |
|
| 8073 |
CCMW
8073
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$1.2億 | +US$1151萬 | +11% | 13.6% | 161% | 220 | 10% | 3.8 |
|
| 8074 |
GCIG
8074
Grand Central Investment Group
Tampa,
Florida
| US$1.2億 | -US$1562萬 | -12% | 8.09% | – | 45 | 13.33% | 3.2 |
|
| 8075 |
ES
8075
ETF Store
Overland Park,
Kansas
| US$1.2億 | +US$1686萬 | +16% | 11.6% | 55.8% | 119 | 20.17% | 2.6 |
|