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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Zeal Asset Management
Central,
Hong Kong
| US$4.38億 | +US$1.69億 | +63% | 33.6% | 26.9% | 9 | 22.22% | 0.8 |
|
| 3077 |
3077
Stelac Advisory Services
New York
| US$4.38億 | +US$1.67億 | +62% | 8.58% | 84.9% | 301 | 28.9% | 1.4 |
|
| 3078 |
3078
Kanen Wealth Management
Coconut Creek,
Florida
| US$4.38億 | +US$2.46億 | +128% | 28.2% | 328% | 35 | 42.86% | 0.2 |
|
| 3079 |
3079
Nishkama Capital LLC
Dorado,
Puerto Rico
| US$4.38億 | +US$6710萬 | +18% | 15.5% | 723% | 50 | 66% | 0.3 |
|
| 3080 |
3080
SAIF Advisors
Admiralty,
Hong Kong
| US$4.38億 | -US$3459萬 | -7% | 2.22% | – | 3 | 0% | 1.8 |
|
| 3081 |
3081
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$4.37億 | +US$2330萬 | +6% | 4.87% | 54.3% | 407 | 13.02% | 3.9 |
|
| 3082 |
3082
SlateStone Wealth
Jupiter,
Florida
| US$4.37億 | +US$3261萬 | +8% | 8.59% | 79.1% | 178 | 12.36% | 1.6 |
|
| 3083 |
3083
180 Wealth Advisors
Federal Way,
Washington
| US$4.37億 | +US$3398萬 | +8% | 9.79% | 165% | 390 | 17.18% | 1.7 |
|
| 3084 |
3084
World Investment Advisors
Santa Barbara,
California
| US$4.37億 | +US$2207萬 | +5% | 4.96% | 65.4% | 257 | 15.95% | 1.2 |
|
| 3085 |
3085
McRae Capital Management
Morristown,
New Jersey
| US$4.37億 | +US$3327萬 | +8% | 7.68% | 78.2% | 115 | 11.3% | 4 |
|
| 3086 |
LCM
3086
LH Capital Markets
New York
| US$4.37億 | -US$5.21億 | -54% | 1.68% | 12.2% | 150 | 83.33% | 0.2 |
|
| 3087 |
SIA
3087
Strategic Investment Advisors
Farmington Hills,
Michigan
| US$4.37億 | +US$5139萬 | +13% | 5.65% | 66.1% | 214 | 24.3% | 1.3 |
|
| 3088 |
MRCM
3088
M&R Capital Management
Summit,
New Jersey
| US$4.37億 | +US$3534萬 | +9% | 6.77% | 52.6% | 442 | 7.92% | 4.7 |
|
| 3089 |
3089
Dorchester Wealth Management
Montreal,
Quebec, Canada
| US$4.36億 | +US$3342萬 | +8% | 8.14% | 18.3% | 154 | 8.44% | 3.4 |
|
| 3090 |
TCM
3090
Tao Capital Management
San Francisco,
California
| US$4.36億 | +US$8948萬 | +26% | 14.5% | 314% | 10 | 30% | 0.8 |
|
| 3091 |
3091
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| US$4.35億 | +US$6337萬 | +17% | 5.16% | 47% | 110 | 8.18% | 3 |
|
| 3092 |
3092
Viridian RIA
Bothell,
Washington
| US$4.35億 | +US$3748萬 | +9% | 7.31% | 63.1% | 79 | 0% | 0.3 |
|
| 3093 |
3093
Cutter & Co Brokerage
Ballwin,
Missouri
| US$4.35億 | +US$2510萬 | +6% | 6.26% | 40.4% | 327 | 12.23% | 2.4 |
|
| 3094 |
3094
Kesler Norman & Wride
Ogden,
Utah
| US$4.34億 | +US$3153萬 | +8% | 5.93% | 76% | 155 | 2.58% | 0.5 |
|
| 3095 |
3095
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$4.34億 | +US$4667萬 | +12% | 7.85% | 52% | 752 | 11.04% | 3.7 |
|
| 3096 |
3096
American Investment Services
Great Barrington,
Massachusetts
| US$4.34億 | +US$6475萬 | +18% | 5.35% | 63.1% | 126 | 7.94% | 4 |
|
| 3097 |
3097
TBH Global Asset Management
Brentwood,
Tennessee
| US$4.34億 | +US$4898萬 | +13% | 6.84% | 83.3% | 203 | 21.18% | 1 |
|
| 3098 |
3098
Certuity
North Palm Beach,
Florida
| US$4.33億 | +US$6072萬 | +16% | 8.75% | 197% | 386 | 26.94% | 0.7 |
|
| 3099 |
3099
CFO4Life Group
Coppell,
Texas
| US$4.33億 | +US$3108萬 | +8% | 8.01% | 56.7% | 153 | 13.07% | 2.2 |
|
| 3100 |
3100
Austin Private Wealth
Austin,
Texas
| US$4.33億 | +US$5291萬 | +14% | 5.97% | 62.3% | 141 | 25.53% | 0.8 |
|