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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
Harvey Partners
Tarrytown,
New York
| US$4.55億 | +US$4920萬 | +12% | 17.4% | 174% | 38 | 21.05% | 1.9 |
|
| 2752 |
2752
Well Done LLC
Holland,
Michigan
| US$4.55億 | -US$4562萬 | -9% | 13.5% | 80.4% | 203 | 20.2% | 3 |
|
| 2753 |
2753
Procyon Advisors
Shelton,
Connecticut
| US$4.55億 | -US$3091萬 | -6% | 13% | 92.3% | 366 | 20.49% | 1.6 |
|
| 2754 |
2754
TenCore Partners
New York
| US$4.54億 | -US$1.48億 | -25% | 27.5% | 78.4% | 14 | 7.14% | 1.6 |
|
| 2755 |
2755
Biondo Investment Advisors
Milford,
Pennsylvania
| US$4.54億 | -US$1.13億 | -20% | 17.8% | 83.4% | 80 | 6.25% | 4.7 |
|
| 2756 |
2756
Destiny Wealth Partners
Tavares,
Florida
| US$4.54億 | -US$5999萬 | -12% | 11.2% | 70.4% | 668 | 27.54% | 0.7 |
|
| 2757 |
2757
Capital Advantage
Walnut Creek,
California
| US$4.54億 | +US$1886萬 | +4% | 8.91% | 49.2% | 46 | 13.04% | 4.1 |
|
| 2758 |
2758
ECP ControlCo
Summit,
New Jersey
| US$4.54億 | -US$1.34億 | -23% | 24% | 42.5% | 8 | 12.5% | 1 |
|
| 2759 |
2759
Capricorn Investment Group
Palo Alto,
California
| US$4.53億 | -US$4億 | -47% | 36% | 95.9% | 14 | 7.14% | 0.4 |
|
| 2760 |
2760
Oslo Pensjonsforsikring
Oslo,
| US$4.53億 | -US$5581萬 | -11% | 11.7% | 79% | 16 | 6.25% | 3.7 |
|
| 2761 |
2761
Crewe Advisors
Salt Lake City,
Utah
| US$4.53億 | -US$5967萬 | -12% | 16.4% | 96.1% | 1,172 | 57.59% | 0.8 |
|
| 2762 |
2762
TrinityPoint Wealth
Milford,
Connecticut
| US$4.53億 | -US$9968萬 | -18% | 14.1% | 28.4% | 322 | 18.32% | 2.1 |
|
| 2763 |
2763
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| US$4.52億 | -US$5722萬 | -11% | 12.4% | 47% | 153 | 21.57% | 2.9 |
|
| 2764 |
2764
Austin Private Wealth
Austin,
Texas
| US$4.52億 | -US$4886萬 | -10% | 14.4% | 62.4% | 175 | 31.43% | 1.5 |
|
| 2765 |
2765
Amarillo National Bank
Amarillo,
Texas
| US$4.52億 | -US$6481萬 | -13% | 13.5% | 63.5% | 111 | 10.81% | 4.8 |
|
| 2766 |
2766
BlueSky Wealth Advisors
New Bern,
North Carolina
| US$4.51億 | -US$6421萬 | -12% | 11.4% | 45.9% | 69 | 11.59% | 3.4 |
|
| 2767 |
2767
Searchlight Capital Partners
New York
| US$4.5億 | -US$1050萬 | -2% | 3.26% | 38.5% | 7 | 0% | 3.1 |
|
| 2768 |
2768
KLCM Advisors
Milwaukee,
Wisconsin
| US$4.49億 | -US$2303萬 | -5% | 11.4% | 122% | 128 | 17.97% | 4.1 |
|
| 2769 |
2769
HeadInvest LLC
Portland,
Maine
| US$4.49億 | -US$7390萬 | -14% | 11.3% | 59.1% | 229 | 5.68% | 4.5 |
|
| 2770 |
2770
Aviance Capital Partners
Naples,
Florida
| US$4.49億 | -US$9538萬 | -18% | 13.9% | 109% | 280 | 16.43% | 4.2 |
|
| 2771 |
2771
Strategic Wealth Partners Group
Deerfield,
Illinois
| US$4.49億 | -US$7596萬 | -14% | 16.3% | – | 55 | 3.64% | 3.4 |
|
| 2772 |
2772
Certified Advisory Corp
Altamonte Springs,
Florida
| US$4.49億 | -US$2210萬 | -5% | 12.4% | 62.9% | 261 | 14.18% | 3.1 |
|
| 2773 |
2773
Arcadia Investment Management
Kalamazoo,
Michigan
| US$4.48億 | -US$8076萬 | -15% | 14.1% | 83.5% | 302 | 9.27% | 4.4 |
|
| 2774 |
2774
Peavine Capital
Reno,
Nevada
| US$4.48億 | -US$6436萬 | -13% | 9.32% | 30.8% | 16 | 31.25% | 3.9 |
|
| 2775 |
2775
B. Riley Financial
Los Angeles,
California
| US$4.48億 | -US$1.31億 | -23% | 27.6% | 682% | 77 | 48.05% | 0.5 |
|