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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Overbrook Management Corp
New York
| US$6.63億 | +US$1.34億 | +25% | 26% | 157% | 73 | 36.99% | 2.6 |
|
| 3302 |
3302
WFM Asia
Road Town, Tortola,
British Virgin Islands
| US$6.63億 | +US$3069萬 | +5% | 43.4% | 89.9% | 7 | 42.86% | 3.3 |
|
| 3303 |
3303
Wick Capital Partners
Wayne,
Pennsylvania
| US$6.63億 | +US$1.14億 | +21% | 14.8% | 60% | 296 | 41.22% | 1 |
|
| 3304 |
3304
Dudley & Shanley
Palm Beach,
Florida
| US$6.62億 | +US$5105萬 | +8% | 6.27% | 67.9% | 38 | 5.26% | 4.4 |
|
| 3305 |
3305
Brady Martz Wealth Solutions
Grand Forks,
North Dakota
| US$6.62億 | +US$7513萬 | +13% | 12% | – | 232 | 17.67% | 1 |
|
| 3306 |
CA
3306
Clune & Associates
Chicago,
Illinois
| US$6.61億 | +US$1.3億 | +24% | 9.32% | – | 176 | 11.36% | 1.2 |
|
| 3307 |
3307
Providence Capital Advisors
Charlotte,
North Carolina
| US$6.6億 | +US$4780萬 | +8% | 8.89% | 47.4% | 387 | 48.84% | 1.9 |
|
| 3308 |
3308
Beck Bode LLC
Dedham,
Massachusetts
| US$6.6億 | +US$6952萬 | +12% | 16.6% | 155% | 135 | 45.93% | 1.2 |
|
| 3309 |
3309
Ellis Investment Partners
Berwyn,
Pennsylvania
| US$6.6億 | +US$8365萬 | +15% | 16.1% | 66.3% | 295 | 12.54% | 4.1 |
|
| 3310 |
3310
Fourth Sail Capital
Camana Bay Grand Cayman,
Cayman Islands
| US$6.6億 | +US$5149萬 | +8% | 4.34% | – | 37 | 62.16% | 0.4 |
|
| 3311 |
3311
Partners in Financial Planning
Salem,
Virginia
| US$6.6億 | +US$5657萬 | +9% | 8.9% | 38.9% | 133 | 9.77% | 3.4 |
|
| 3312 |
3312
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$6.59億 | +US$9248萬 | +16% | 18.9% | 130% | 170 | 31.76% | 2.1 |
|
| 3313 |
3313
Essex LLC
Deer Park,
Illinois
| US$6.59億 | +US$9229萬 | +16% | 26.4% | 91.4% | 189 | 12.17% | 3.1 |
|
| 3314 |
3314
West Financial Advisors
Des Moines,
Iowa
| US$6.59億 | +US$6939萬 | +12% | 10.3% | 45.1% | 228 | 17.11% | 2.7 |
|
| 3315 |
3315
Pandi LLC
Leawood,
Kansas
| US$6.58億 | +US$4850萬 | +8% | 14.8% | – | 4 | 0% | 0.9 |
|
| 3316 |
3316
Mengis Capital Management
Portland,
Oregon
| US$6.58億 | +US$7666萬 | +13% | 19% | 104% | 224 | 8.04% | 5.6 |
|
| 3317 |
3317
Allen Mooney & Barnes Investment Advisors
Thomasville,
Georgia
| US$6.58億 | -US$3775萬 | -5% | 10.9% | 78.9% | 168 | 14.88% | 3.2 |
|
| 3318 |
3318
Mitchell Capital Management
Leawood,
Kansas
| US$6.57億 | +US$1.12億 | +21% | 38.7% | 219% | 127 | 18.9% | 3.2 |
|
| 3319 |
3319
Alpha Omega Wealth Management
Richmond,
Virginia
| US$6.57億 | +US$4025萬 | +7% | 10.4% | 60.7% | 215 | 7.44% | 6.8 |
|
| 3320 |
3320
Ritter Daniher Financial Advisory
Cincinnati,
Ohio
| US$6.57億 | +US$6740萬 | +11% | 12.3% | 56.7% | 630 | 10.79% | 2.1 |
|
| 3321 |
3321
CMH Wealth Management
Portsmouth,
New Hampshire
| US$6.55億 | +US$7291萬 | +13% | 15.8% | 76.6% | 121 | 9.92% | 2.1 |
|
| 3322 |
3322
Clear Trail Advisors
Houston,
Texas
| US$6.55億 | +US$5456萬 | +9% | 4.49% | – | 166 | 13.25% | 0.4 |
|
| 3323 |
3323
Sovereign Financial Group
Stamford,
Connecticut
| US$6.54億 | +US$7879萬 | +14% | 18% | 90.7% | 407 | 15.23% | 2.8 |
|
| 3324 |
3324
WealthShield Partners
Cary,
North Carolina
| US$6.54億 | -US$2.44億 | -27% | 17% | 71% | 626 | 42.17% | 3.6 |
|
| 3325 |
3325
Marble Wealth
Montgomery,
Alabama
| US$6.53億 | +US$8188萬 | +14% | 16.9% | – | 244 | 13.11% | 0.4 |
|