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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8076 |
8076
KDK Private Wealth Management
Houston,
Texas
| US$1.21億 | +US$1125萬 | +10% | 9.05% | – | 62 | 11.29% | 1.4 |
|
| 8077 |
8077
Mission Financial Group
Las Vegas,
Nevada
| US$1.21億 | – | – | 13.5% | – | 158 | – | 3.3 |
|
| 8078 |
8078
Viaable
Wayne,
Pennsylvania
| US$1.21億 | – | – | 2.91% | – | 36 | – | 0 |
|
| 8079 |
8079
Morangie Management
Vero Beach,
Florida
| US$1.2億 | +US$1178萬 | +11% | 15.3% | – | 35 | 5.71% | 1.3 |
|
| 8080 |
8080
Helium Advisors
Everett,
Washington
| US$1.2億 | +US$1526萬 | +15% | 15.1% | – | 110 | 18.18% | 1 |
|
| 8081 |
8081
Mirabaud Asset Management
London,
United Kingdom
| US$1.2億 | -US$116萬 | -1% | 25.5% | – | 53 | 47.17% | 1.2 |
|
| 8082 |
8082
RHL Group
Holly,
Michigan
| US$1.2億 | +US$310萬 | +3% | 15.9% | – | 297 | 28.96% | 0.3 |
|
| 8083 |
8083
Blom & Howell Financial Planning
Modesto,
California
| US$1.2億 | +US$1822萬 | +18% | 16.3% | – | 67 | 8.96% | 0.4 |
|
| 8084 |
PC
8084
Payne Capital
Lake Oswego,
Oregon
| US$1.2億 | +US$1108萬 | +10% | 11.1% | – | 59 | 6.78% | 0.6 |
|
| 8085 |
8085
Blue Line Capital
Chicago,
Illinois
| US$1.2億 | +US$3154萬 | +36% | 30.3% | – | 98 | 40.82% | 0.3 |
|
| 8086 |
8086
Investment Management Corporation
Roanoke,
Virginia
| US$1.2億 | +US$337萬 | +3% | 11.2% | – | 56 | 17.86% | 1.1 |
|
| 8087 |
8087
January Capital Advisors
San Francisco,
California
| US$1.2億 | +US$4551萬 | +61% | 13.1% | – | 58 | 15.52% | 1.4 |
|
| 8088 |
8088
Cypress Capital Management (Wyoming)
Sheridan,
Wyoming
| US$1.2億 | +US$1151萬 | +11% | 13.6% | 161% | 220 | 10% | 3.8 |
|
| 8089 |
8089
Grand Central Investment Group
Tampa,
Florida
| US$1.2億 | -US$1562萬 | -12% | 8.09% | – | 45 | 13.33% | 3.2 |
|
| 8090 |
8090
ETF Store
Overland Park,
Kansas
| US$1.2億 | +US$1686萬 | +16% | 11.6% | 61% | 119 | 20.17% | 2.6 |
|
| 8091 |
8091
Heffernan Advisory
Flagstaff,
Arizona
| US$1.2億 | +US$1171萬 | +11% | 9.52% | – | 43 | 44.19% | 0.3 |
|
| 8092 |
8092
Mann Financial Group
Detroit Lakes,
Minnesota
| US$1.2億 | +US$1329萬 | +13% | 10.8% | – | 35 | 14.29% | 0.7 |
|
| 8093 |
8093
Baer Investment Advisory
Corte Madera,
California
| US$1.19億 | +US$1941萬 | +19% | 15.5% | – | 43 | 11.63% | 0.9 |
|
| 8094 |
8094
1015 Capital Partners
Pottstown,
Pennsylvania
| US$1.19億 | +US$1651萬 | +16% | 20.8% | – | 630 | 8.57% | 0.5 |
|
| 8095 |
8095
Ankerstar Wealth
Leander,
Texas
| US$1.19億 | +US$2453萬 | +26% | 9.27% | – | 1,068 | 17.88% | 0.4 |
|
| 8096 |
8096
Red Mountain Financial
Fort Collins,
Colorado
| US$1.19億 | +US$1304萬 | +12% | 7.21% | – | 88 | 17.05% | 1.8 |
|
| 8097 |
8097
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| US$1.19億 | -US$1288萬 | -10% | 12% | 58.1% | 61 | 11.48% | 3.1 |
|
| 8098 |
8098
Bannerstone Capital Management
Wayzata,
Minnesota
| US$1.19億 | +US$1152萬 | +11% | 36.5% | – | 127 | 34.65% | 0.3 |
|
| 8099 |
8099
Oakmont Advisory Group
Albuquerque,
New Mexico
| US$1.19億 | +US$2086萬 | +21% | 11.5% | – | 513 | 77.58% | 0.1 |
|
| 8100 |
8100
Finhabits Advisors
New York
| US$1.19億 | +US$1057萬 | +10% | 6.41% | – | 15 | 0% | 0.5 |
|