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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
LWA
3276
Lowe Wealth Advisors
Columbia,
Maryland
| US$1.49億 | +US$311萬 | +2% | 2.67% | 63.3% | 270 | 18.52% | 1.1 |
|
| 3277 |
3277
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$1.49億 | +US$946萬 | +7% | 3.09% | 112% | 53 | 5.66% | 1.4 |
|
| 3278 |
NJBEST
3278
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| US$1.49億 | +US$449萬 | +3% | 1.51% | 42% | 235 | 44.68% | 1 |
|
| 3279 |
NFG
3279
Noven Financial Group
Denver,
Colorado
| US$1.49億 | +US$760萬 | +5% | 2.87% | 45.1% | 47 | 27.66% | 1.1 |
|
| 3280 |
3280
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$1.48億 | +US$478萬 | +3% | 0.47% | 55% | 30 | 13.33% | 0.4 |
|
| 3281 |
3281
Heritage Wealth Advisors
Richmond,
Virginia
| US$1.48億 | +US$2050萬 | +16% | 2.78% | 65% | 94 | 11.7% | 1.6 |
|
| 3282 |
LCM
3282
Liberty Capital Management
Birmingham,
Michigan
| US$1.48億 | +US$1475萬 | +11% | 3.51% | – | 114 | 19.3% | 2.2 |
|
| 3283 |
BHA
3283
Beech Hill Advisors
New York
| US$1.48億 | +US$2014萬 | +16% | 3.27% | 105% | 83 | 36.14% | 1.4 |
|
| 3284 |
RCI
3284
Redwood Capital Investments
Hanover,
Maryland
| US$1.48億 | +US$206萬 | +1% | 2.07% | – | 2 | 0% | 0.5 |
|
| 3285 |
KFP
3285
Keystone Financial Planning
Cleveland,
Ohio
| US$1.48億 | +US$797萬 | +6% | 5.87% | 46% | 48 | 18.75% | 1.8 |
|
| 3286 |
MIC
3286
MU Investments Company
Tokyo,
Japan
| US$1.48億 | -US$1068萬 | -7% | 1.22% | 40.4% | 203 | 24.63% | 2 |
|
| 3287 |
MA
3287
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$1.47億 | +US$5.5萬 | +0% | 3.38% | 166% | 72 | 8.33% | 2.4 |
|
| 3288 |
MIC
3288
Meridian Investment Counsel
Lafayette,
California
| US$1.47億 | +US$433萬 | +3% | 3.88% | 116% | 176 | 6.25% | 2 |
|
| 3289 |
BI
3289
Boulegeris Investments
Sandy Springs,
Georgia
| US$1.47億 | +US$505萬 | +4% | 6.37% | 39.1% | 52 | 13.46% | 1.4 |
|
| 3290 |
TG
3290
TLP Group
Evanston,
Illinois
| US$1.47億 | -US$1768萬 | -11% | 3.51% | 42.7% | 455 | 73.85% | 0.2 |
|
| 3291 |
MC
3291
MRJ Capital
New York
| US$1.47億 | +US$30.8萬 | +0.2% | 1.7% | 127% | 55 | 14.55% | 2.1 |
|
| 3292 |
3292
Affinity Wealth Management
Wilmington,
Delaware
| US$1.47億 | -US$1601萬 | -10% | 2.61% | 116% | 60 | 23.33% | 1.2 |
|
| 3293 |
VWM
3293
Vector Wealth Management
Minneapolis,
Minnesota
| US$1.47億 | +US$1169萬 | +9% | 4.69% | 2.13% | 82 | 7.32% | 2.1 |
|
| 3294 |
MC
3294
Miles Capital
West Des Moines,
Iowa
| US$1.47億 | -US$209萬 | -1% | 2.59% | 15.4% | 215 | 43.26% | 0.8 |
|
| 3295 |
FPA
3295
Fieldpoint Private Advisors
New York
| US$1.47億 | +US$569萬 | +4% | 0.64% | 34% | 66 | 16.67% | 1.8 |
|
| 3296 |
AAM
3296
American Asset Management
Boca Raton,
Florida
| US$1.47億 | +US$1532萬 | +12% | 5.29% | 42.5% | 12 | 25% | 0.9 |
|
| 3297 |
DDC
3297
Daniel Devine & Co
Parkland,
Florida
| US$1.47億 | -US$683萬 | -4% | 1.7% | 34.2% | 59 | 15.25% | 1.3 |
|
| 3298 |
SFA
3298
Stewardship Financial Advisors
Stockbridge,
Georgia
| US$1.47億 | +US$2015萬 | +16% | 2.67% | 39.1% | 47 | 21.28% | 0.5 |
|
| 3299 |
CAM
3299
Crestone Asset Management
Boulder,
Colorado
| US$1.46億 | +US$3367萬 | +30% | 4.65% | 6.65% | 27 | 25.93% | 0.5 |
|
| 3300 |
FCMI
3300
Foresite Capital Management II
Larkspur,
California
| US$1.46億 | -US$5805萬 | -28% | 1.06% | 66.2% | 20 | 25% | 1.2 |
|