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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
TCI Wealth Advisors
Tucson,
Arizona
| US$1.96億 | +US$418萬 | +2% | 2.71% | 65% | 1,442 | 13.94% | 2.2 |
|
| 3177 |
3177
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$1.96億 | +US$405萬 | +2% | 3.86% | 83.3% | 85 | 5.88% | 1.1 |
|
| 3178 |
3178
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$1.95億 | -US$405萬 | -2% | 2.12% | 101% | 155 | 7.1% | 2.8 |
|
| 3179 |
3179
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$1.95億 | +US$216萬 | +1% | 2.64% | 101% | 110 | 6.36% | 2.9 |
|
| 3180 |
3180
Bridgeworth
Birmingham,
Alabama
| US$1.95億 | +US$515萬 | +3% | 0.93% | 19.3% | 160 | 21.25% | 0.4 |
|
| 3181 |
3181
Golden Gate Private Equity
San Francisco,
California
| US$1.95億 | -US$3898萬 | -17% | 4.81% | 8.72% | 24 | 8.33% | 1.1 |
|
| 3182 |
3182
Frazier Management
Seattle,
Washington
| US$1.95億 | +US$789萬 | +4% | 3.16% | 408% | 7 | 0% | 1.3 |
|
| 3183 |
3183
Pacifica Capital Investments
Leander,
Texas
| US$1.95億 | +US$270萬 | +1% | 1.51% | 70.4% | 17 | 0% | 3.3 |
|
| 3184 |
3184
Beck Capital Management
Austin,
Texas
| US$1.95億 | +US$510萬 | +3% | 5.47% | 291% | 113 | 29.2% | 1 |
|
| 3185 |
3185
Bishop Rock Capital
New York
| US$1.95億 | -US$1715萬 | -8% | 9.11% | 35.4% | 31 | 32.26% | 0.4 |
|
| 3186 |
FA
3186
FMA Advisory
Harrisburg,
Pennsylvania
| US$1.95億 | -US$201萬 | -1% | 3.08% | 46.7% | 146 | 29.45% | 0.2 |
|
| 3187 |
3187
Alpha Omega Wealth Management
Richmond,
Virginia
| US$1.95億 | +US$687萬 | +4% | 2% | 60.7% | 500 | 9.6% | 0.9 |
|
| 3188 |
3188
Crestwood Capital Management
New York
| US$1.95億 | -US$3602萬 | -16% | 9.32% | 203% | 29 | 37.93% | 1.2 |
|
| 3189 |
3189
Courage Capital Management
Nashville,
Tennessee
| US$1.94億 | +US$7294萬 | +60% | 2.67% | 86.5% | 22 | 36.36% | 1.2 |
|
| 3190 |
3190
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| US$1.94億 | -US$23.4萬 | -0.1% | 2.75% | 62.3% | 88 | 17.05% | 1.8 |
|
| 3191 |
3191
Kingsview Wealth Management
Grants Pass,
Oregon
| US$1.94億 | +US$2566萬 | +15% | 2.31% | 71.5% | 406 | 38.92% | 0.2 |
|
| 3192 |
3192
Goodman Financial
Houston,
Texas
| US$1.94億 | +US$305萬 | +2% | 2.93% | 52.5% | 43 | 4.65% | 2 |
|
| 3193 |
3193
WealthTrust-Arizona
Scottsdale,
Arizona
| US$1.94億 | +US$805萬 | +4% | 2.46% | 20.2% | 705 | 18.72% | 2.3 |
|
| 3194 |
GWA
3194
Guidant Wealth Advisors
Palatine,
Illinois
| US$1.94億 | +US$326萬 | +2% | 1.95% | 17.8% | 247 | 15.38% | 0.6 |
|
| 3195 |
3195
Hudock Inc
Williamsport,
Pennsylvania
| US$1.94億 | +US$707萬 | +4% | 1.7% | 69.7% | 661 | 12.86% | 2.6 |
|
| 3196 |
FCT
3196
Family Capital Trust
Peabody,
Massachusetts
| US$1.93億 | +US$488萬 | +3% | 5.46% | 32.3% | 56 | 1.79% | 3.2 |
|
| 3197 |
SIG
3197
Schaller Investment Group
Winston Salem,
North Carolina
| US$1.93億 | +US$608萬 | +3% | 5.5% | 21.9% | 45 | 8.89% | 2.9 |
|
| 3198 |
3198
Heritage Wealth Advisors
Richmond,
Virginia
| US$1.93億 | +US$769萬 | +4% | 1.73% | 65% | 101 | 8.91% | 2.1 |
|
| 3199 |
3199
Yorktown Energy Partners IX
New York
| US$1.93億 | -US$9275萬 | -32% | 32.1% | 67.3% | 2 | 0% | 0.4 |
|
| 3200 |
3200
SL Advisors
Westfield,
New Jersey
| US$1.93億 | +US$1678萬 | +10% | 9.81% | 74.1% | 57 | 5.26% | 0.9 |
|