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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
SSA
8176
Shepherd Street Advisors
Larkspur,
California
| US$1.14億 | +US$1248萬 | +12% | 17.8% | – | 90 | 8.89% | 0.5 |
|
| 8177 |
LG
8177
Lane Generational
Dover,
Massachusetts
| US$1.14億 | -US$1171萬 | -9% | 20.5% | 148% | 48 | 29.17% | 1.9 |
|
| 8178 |
SFO
8178
Standard Family Office
Sioux Falls,
South Dakota
| US$1.14億 | +US$1699萬 | +18% | 14.3% | 67.6% | 31 | 0% | 2.2 |
|
| 8179 |
RPC
8179
Royal Palms Capital
Whitefish,
Montana
| US$1.14億 | +US$1276萬 | +13% | 12.7% | – | 57 | 12.28% | 0.4 |
|
| 8180 |
SPW
8180
Surience Private Wealth
Yakima,
Washington
| US$1.14億 | +US$2054萬 | +22% | 12.7% | 169% | 57 | 50.88% | 0.4 |
|
| 8181 |
RSEWM
8181
River's Edge Wealth Management
Beaver,
Pennsylvania
| US$1.14億 | +US$711萬 | +7% | 11.4% | – | 46 | 4.35% | 0.5 |
|
| 8182 |
IIM
8182
IFC & Insurance Marketing
Auburn,
California
| US$1.14億 | +US$1777萬 | +19% | 13% | – | 83 | 19.28% | 0.4 |
|
| 8183 |
MBC
8183
Michael Brady & Co
Westlake,
Ohio
| US$1.13億 | +US$1379萬 | +14% | 13.4% | – | 58 | 6.9% | 0.5 |
|
| 8184 |
ABG
8184
Ally Bridge Group
New York
| US$1.13億 | -US$1074萬 | -9% | 16% | 826% | 39 | 66.67% | 0.4 |
|
| 8185 |
IA
8185
Invested Advisors
State College,
Pennsylvania
| US$1.13億 | +US$1404萬 | +14% | 11.9% | – | 162 | 20.99% | 0.5 |
|
| 8186 |
LAM
8186
Lotus Asset Management
Nashville,
Tennessee
| US$1.13億 | – | – | 15.9% | – | 43 | – | 0 |
|
| 8187 |
CPA
8187
Clear Point Advisors
Melville,
New York
| US$1.13億 | -US$1618萬 | -13% | 10.2% | – | 132 | 72.73% | 0.8 |
|
| 8188 |
OCM
8188
Objective Capital Management
Pepper Pike,
Ohio
| US$1.13億 | +US$1353萬 | +14% | 14% | – | 109 | 18.35% | 2.5 |
|
| 8189 |
AWA
8189
Ark Wealth Advisors
Yorba Linda,
California
| US$1.13億 | +US$1170萬 | +12% | 13% | – | 89 | 12.36% | 0.4 |
|
| 8190 |
TWS
8190
Thomas W. Smith
| US$1.13億 | +US$1144萬 | +11% | 41.9% | – | 5 | 0% | 9.9 |
|
| 8191 |
OFP
8191
OFC Financial Planning
Short Hills,
New Jersey
| US$1.13億 | +US$1081萬 | +11% | 12.8% | – | 60 | 13.33% | 1.4 |
|
| 8192 |
AWMA
8192
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| US$1.13億 | +US$1106萬 | +11% | 10.6% | – | 26 | 15.38% | 0.4 |
|
| 8193 |
BAM
8193
Broyhill Asset Management
Charlotte,
North Carolina
| US$1.12億 | +US$424萬 | +4% | 8.5% | – | 80 | 11.25% | 1.1 |
|
| 8194 |
MRP
8194
Measured Risk Portfolios
San Diego,
California
| US$1.12億 | +US$2099萬 | +23% | 7.5% | – | 69 | 13.04% | 1.3 |
|
| 8195 |
ASCM
8195
Adkins Seale Capital Management
Shreveport,
Louisiana
| US$1.12億 | +US$1110萬 | +11% | 13.9% | – | 238 | 5.46% | 0.5 |
|
| 8196 |
VPW
8196
Vericrest Private Wealth
Newtown,
Pennsylvania
| US$1.12億 | +US$90.5萬 | +0.8% | 11.9% | – | 46 | 19.57% | 2.3 |
|
| 8197 |
TIA
8197
Teucrium Investment Advisors
Burlington,
Vermont
| US$1.12億 | -US$1658萬 | -13% | 18.3% | – | 68 | 69.12% | 0.2 |
|
| 8198 |
CCM
8198
Chicago Capital Management
Chicago,
Illinois
| US$1.12億 | -US$841萬 | -7% | 18.9% | 295% | 37 | 56.76% | 0.4 |
|
| 8199 |
EGP
8199
Emergence GP Partners
San Francisco,
California
| US$1.12億 | +US$80萬 | +0.7% | 0.9% | – | 4 | 0% | 3.4 |
|
| 8200 |
DFG
8200
DWM Financial Group
Palatine,
Illinois
| US$1.12億 | – | – | 4.32% | – | 40 | – | 1.1 |
|