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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8101 |
KWM
8101
KMT Wealth Management
El Segundo,
California
| US$1.18億 | -US$6585萬 | -36% | 19.1% | – | 131 | 94.66% | 0.1 |
|
| 8102 |
3FI
8102
3 Factor Indexing
Sacramento,
California
| US$1.18億 | +US$1226萬 | +12% | 10.6% | – | 477 | 13.42% | 0.2 |
|
| 8103 |
AGAM
8103
AK Global Asset Management
Oakland,
California
| US$1.18億 | +US$1177萬 | +11% | 12.2% | – | 34 | 35.29% | 0.4 |
|
| 8104 |
MCM
8104
Masterton Capital Management
New York
| US$1.18億 | +US$828萬 | +8% | 7.88% | 1.94% | 30 | 56.67% | 0.8 |
|
| 8105 |
AA
8105
AlphaCentric Advisors
San Juan,
Puerto Rico
| US$1.18億 | +US$1791萬 | +18% | 19.9% | – | 285 | 20.7% | 1.1 |
|
| 8106 |
CWM
8106
Curtis Wealth Management
Henderson,
Nevada
| US$1.18億 | +US$1148萬 | +11% | 12.7% | – | 57 | 15.79% | 0.4 |
|
| 8107 |
WUW
8107
Wheels Up Wealth
Benicia,
California
| US$1.18億 | +US$1156萬 | +11% | 8.61% | – | 24 | 4.17% | 0.5 |
|
| 8108 |
FWWM
8108
Fiscal Wisdom Wealth Management
Canton,
Connecticut
| US$1.18億 | +US$1375萬 | +13% | 9.78% | – | 111 | 27.03% | 0.5 |
|
| 8109 |
ERWM
8109
E&R Wealth Management
Mount Pleasant,
South Carolina
| US$1.18億 | +US$1748萬 | +17% | 7.14% | – | 12 | 0% | 0.5 |
|
| 8110 |
TFA
8110
TrustWell Financial Advisors
Jacksonville,
Florida
| US$1.18億 | +US$1154萬 | +11% | 3.04% | – | 82 | 19.51% | 0.4 |
|
| 8111 |
NFTC
8111
North Forty Two & Co
Lake Oswego,
Oregon
| US$1.18億 | +US$960萬 | +9% | 10.2% | – | 104 | 6.73% | 1.3 |
|
| 8112 |
CCM
8112
Cannon Capital Management
Salt Lake City,
Utah
| US$1.18億 | -US$534萬 | -4% | 15.8% | – | 29 | 6.9% | 0.5 |
|
| 8113 |
OCM
8113
Obion Capital Management
Miami,
Florida
| US$1.18億 | +US$1617萬 | +16% | 9.85% | – | 17 | 17.65% | 0.4 |
|
| 8114 |
AC
8114
Arrow Capital
Sydney,
Australia
| US$1.18億 | +US$1755萬 | +18% | 16.2% | – | 36 | 83.33% | 0.2 |
|
| 8115 |
WCM
8115
Weber Capital Management
San Francisco,
California
| US$1.18億 | +US$1739萬 | +17% | 37.8% | – | 14 | 7.14% | 0.5 |
|
| 8116 |
MTI
8116
Merrithew & Thorsten Inc
San Diego,
California
| US$1.17億 | +US$1136萬 | +11% | 13.4% | – | 115 | 6.09% | 0.5 |
|
| 8117 |
TCM
8117
TABR Capital Management
Orange,
California
| US$1.17億 | +US$866萬 | +8% | 19.9% | – | 76 | 57.89% | 0.6 |
|
| 8118 |
CFG
8118
CSP Financial Group
Scottsdale,
Arizona
| US$1.17億 | +US$1966萬 | +20% | 10.7% | – | 24 | 16.67% | 0.2 |
|
| 8119 |
RA
8119
Raffles Associates
New York
| US$1.17億 | +US$207萬 | +2% | 2.7% | 50% | 54 | 20.37% | 3.4 |
|
| 8120 |
EFT
8120
Envision Financial Transparency
Greensboro,
North Carolina
| US$1.17億 | +US$1433萬 | +14% | 11.7% | – | 92 | 75% | 0.1 |
|
| 8121 |
PCC
8121
Park Circle Company
Baltimore,
Maryland
| US$1.17億 | +US$922萬 | +9% | 10.5% | 70.5% | 56 | 14.29% | 5.1 |
|
| 8122 |
CA
8122
Corecam AG
Zurich,
| US$1.17億 | -US$28.2萬 | -0.2% | 7.7% | – | 71 | 46.48% | 0.3 |
|
| 8123 |
AFG
8123
Artesa Financial Group
Conroe,
Texas
| US$1.17億 | +US$1215萬 | +12% | 20.6% | – | 65 | 20% | 0.4 |
|
| 8124 |
2WWM
8124
21 West Wealth Management
Tustin,
California
| US$1.17億 | +US$940萬 | +9% | 11.2% | – | 67 | 8.96% | 0.9 |
|
| 8125 |
B
8125
Bedminster
Bluffton,
South Carolina
| US$1.17億 | +US$957萬 | +9% | 12.4% | – | 58 | 20.69% | 0.4 |
|