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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Euro Pacific Asset Management
Dorado,
Puerto Rico
| US$8.8億 | -US$1.3億 | -13% | 10.4% | 172% | 96 | 0% | 3.5 |
|
| 2777 |
2777
Foguth Wealth Management
Brighton,
Michigan
| US$8.79億 | +US$2167萬 | +3% | 11.1% | – | 226 | 12.39% | 1.2 |
|
| 2778 |
2778
Cannon Financial Strategists
Athens,
Georgia
| US$8.79億 | +US$1.18億 | +15% | 10.8% | 52.4% | 137 | 23.36% | 3.2 |
|
| 2779 |
2779
Absher Wealth Management
Chapel Hill,
North Carolina
| US$8.78億 | +US$2545萬 | +3% | 5.81% | 54.5% | 76 | 10.53% | 4 |
|
| 2780 |
2780
Eclectic Associates
Fullerton,
California
| US$8.78億 | +US$1.25億 | +17% | 10.3% | 53.8% | 167 | 7.78% | 2.7 |
|
| 2781 |
2781
Vision Capital Management
Portland,
Oregon
| US$8.76億 | +US$8405萬 | +11% | 14.3% | 67.4% | 158 | 6.33% | 4.6 |
|
| 2782 |
2782
St Louis Trust
Saint Louis,
Missouri
| US$8.75億 | +US$1892萬 | +2% | 18.3% | 71.4% | 150 | 20% | 5.1 |
|
| 2783 |
2783
Managed Asset Portfolios
Rochester,
Michigan
| US$8.75億 | +US$4049萬 | +5% | 17.5% | 99.2% | 56 | 17.86% | 4.3 |
|
| 2784 |
2784
Lake Street Private Wealth
Chicago,
Illinois
| US$8.74億 | +US$8890萬 | +11% | 17.1% | 92.5% | 290 | 12.07% | 3.7 |
|
| 2785 |
2785
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$8.74億 | +US$7035萬 | +9% | 9.53% | 52.5% | 199 | 14.07% | 4.4 |
|
| 2786 |
2786
Concord Wealth Partners
Abingdon,
Virginia
| US$8.73億 | +US$1.03億 | +13% | 14.3% | 66% | 886 | 76.64% | 0.9 |
|
| 2787 |
2787
Thompson Investment Management
Madison,
Wisconsin
| US$8.72億 | +US$9809萬 | +13% | 12.6% | 100% | 519 | 6.74% | 4.1 |
|
| 2788 |
CFGSD
2788
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| US$8.72億 | +US$1.57億 | +22% | 16.3% | 72% | 120 | 13.33% | 2.5 |
|
| 2789 |
2789
Walkner Condon Financial Advisors
Madison,
Wisconsin
| US$8.71億 | +US$1.13億 | +15% | 10.4% | 56.8% | 360 | 15% | 2.8 |
|
| 2790 |
2790
Mint Tower Capital Management
Amsterdam,
Netherlands
| US$8.71億 | -US$2.46億 | -22% | 3.83% | 40% | 404 | 32.67% | 0.6 |
|
| 2791 |
2791
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| US$8.71億 | +US$1.66億 | +24% | 30.7% | 183% | 65 | 9.23% | 7.4 |
|
| 2792 |
2792
Scarborough Advisors
Annapolis,
Maryland
| US$8.71億 | -US$4270萬 | -5% | 12.3% | 63.3% | 764 | 81.28% | 1.4 |
|
| 2793 |
MO
2793
McMillan Office
St. Clair Shores,
Michigan
| US$8.71億 | +US$8921萬 | +11% | 15.1% | – | 512 | 3.32% | 0.5 |
|
| 2794 |
SCM
2794
SIR Capital Management
New York
| US$8.7億 | -US$2.01億 | -19% | 1.05% | 71.1% | 107 | 43.93% | 0.9 |
|
| 2795 |
2795
Premier Path Wealth Partners
Madison,
New Jersey
| US$8.7億 | +US$1.02億 | +13% | 18.4% | 98.8% | 416 | 8.17% | 2 |
|
| 2796 |
2796
Oslo Pensjonsforsikring
Oslo,
| US$8.69億 | +US$2.27億 | +35% | 16.6% | 79% | 496 | 17.14% | 1.7 |
|
| 2797 |
2797
Gilbert & Cook
West Des Moines,
Iowa
| US$8.69億 | +US$9473萬 | +12% | 13% | 63.2% | 238 | 10.92% | 3.8 |
|
| 2798 |
2798
Tran Capital Management
San Rafael,
California
| US$8.69億 | +US$1.4億 | +19% | 34.3% | 149% | 78 | 24.36% | 3 |
|
| 2799 |
2799
Nicola Wealth Management
Vancouver,
British Columbia, Canada
| US$8.68億 | +US$3538萬 | +4% | 8.23% | 56.1% | 67 | 16.42% | 2.8 |
|
| 2800 |
2800
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| US$8.68億 | +US$1.12億 | +15% | 18.7% | 76.1% | 298 | 9.4% | 4.7 |
|