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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Arkos Global Advisors
Houston,
Texas
| US$8.44億 | +US$4767萬 | +6% | 7.08% | 43.6% | 207 | 43.96% | 3.6 |
|
| 2852 |
2852
Parr McKnight Wealth Management Group
Minneapolis,
Minnesota
| US$8.44億 | +US$8123萬 | +11% | 10.4% | – | 226 | 8.41% | 1.2 |
|
| 2853 |
2853
Power Corp of Canada
Montreal, Quebec,
Canada
| US$8.43億 | +US$9768萬 | +13% | 40.9% | 14.4% | 1 | 0% | 2.5 |
|
| 2854 |
2854
Kora Management
Brooklyn,
New York
| US$8.43億 | +US$1.41億 | +20% | 32.7% | 307% | 10 | 10% | 2.3 |
|
| 2855 |
2855
LaFleur & Godfrey
Grand Rapids,
Michigan
| US$8.42億 | +US$3888萬 | +5% | 10.2% | 85.2% | 153 | 10.46% | 5 |
|
| 2856 |
2856
WoodTrust Financial
Wisconsin Rapids,
Wisconsin
| US$8.42億 | +US$6711萬 | +9% | 16% | 80.3% | 197 | 20.81% | 3 |
|
| 2857 |
2857
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$8.42億 | -US$338萬 | -0.4% | 7.08% | 40.2% | 121 | 9.09% | 4 |
|
| 2858 |
2858
Range Advisory
Mclean,
Virginia
| US$8.4億 | +US$3.01億 | +56% | 16.5% | – | 363 | 31.13% | 0.3 |
|
| 2859 |
2859
First Pacific Financial
Vancouver,
Washington
| US$8.39億 | +US$6275萬 | +8% | 12% | 53.6% | 718 | 36.63% | 2.1 |
|
| 2860 |
2860
Financial Enhancement Group
Anderson,
Indiana
| US$8.39億 | +US$3149萬 | +4% | 10.4% | 62.2% | 146 | 13.7% | 3.3 |
|
| 2861 |
2861
Security National Bank
Omaha,
Nebraska
| US$8.38億 | +US$1.51億 | +22% | 19.7% | 113% | 449 | 20.94% | 2.4 |
|
| 2862 |
2862
St. Denis J. Villere & Co
New Orleans,
Louisiana
| US$8.38億 | -US$6915萬 | -8% | 8.76% | 32.6% | 88 | 17.05% | 4.6 |
|
| 2863 |
2863
Nottingham Advisors
Amherst,
New York
| US$8.38億 | +US$6064萬 | +8% | 7.37% | 44.3% | 123 | 9.76% | 4.5 |
|
| 2864 |
2864
Physician Wealth Advisors
Midvale,
Utah
| US$8.37億 | +US$1.19億 | +17% | 15.6% | 71.3% | 2,476 | 22.66% | 1.2 |
|
| 2865 |
2865
Professional Advisory Services
Vero Beach,
Florida
| US$8.36億 | +US$1.11億 | +15% | 18.9% | 69.3% | 96 | 19.79% | 5.6 |
|
| 2866 |
2866
Glassman Wealth Services
Vienna,
Virginia
| US$8.35億 | +US$9910萬 | +13% | 12.4% | 62.6% | 245 | 27.35% | 4 |
|
| 2867 |
2867
Artemis Wealth Advisors
New York
| US$8.35億 | +US$1.72億 | +26% | 48.5% | 174% | 60 | 33.33% | 2 |
|
| 2868 |
2868
Breakwater Capital Group
Paramus,
New Jersey
| US$8.33億 | +US$8652萬 | +12% | 13.1% | 67.4% | 395 | 10.13% | 2.2 |
|
| 2869 |
2869
Blue Edge Capital
Richmond,
Virginia
| US$8.33億 | +US$7984萬 | +11% | 15.3% | 67.4% | 143 | 10.49% | 5.2 |
|
| 2870 |
2870
HHLR Advisors
Grand Cayman,
Cayman Islands
| US$8.32億 | -US$8.41億 | -50% | 26.8% | 137% | 43 | 30.23% | 2.5 |
|
| 2871 |
2871
Atmos Capital Gestao de Recursos
Leblon - Rio De Janeiro,
Brazil
| US$8.32億 | +US$1.18億 | +17% | 1.63% | 101% | 17 | 5.88% | 1.4 |
|
| 2872 |
2872
Noesis Capital Mangement
Boca Raton,
Florida
| US$8.32億 | +US$1.55億 | +23% | 29.3% | 128% | 131 | 9.92% | 5.1 |
|
| 2873 |
2873
Sargent Investment Group
Bethesda,
Maryland
| US$8.32億 | +US$7244萬 | +10% | 13.6% | 113% | 292 | 12.33% | 2.3 |
|
| 2874 |
2874
AA Financial Advisors
Columbus,
Ohio
| US$8.32億 | +US$1.22億 | +17% | 11.1% | – | 242 | 13.64% | 1.5 |
|
| 2875 |
2875
American Financial Advisors
Marietta,
Georgia
| US$8.31億 | +US$8156萬 | +11% | 14.2% | 52.7% | 175 | 12.57% | 3.7 |
|