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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Luminus Management
Houston,
Texas
| US$3.25億 | -US$1.22億 | -27% | 15.5% | 8.7% | 27 | 59.26% | 1.1 |
|
| 3377 |
3377
Catterton Management Company
Greenwich,
Connecticut
| US$3.24億 | -US$1.19億 | -27% | 25.4% | 13.2% | 3 | 0% | 1.3 |
|
| 3378 |
3378
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$3.24億 | -US$4562萬 | -12% | 12.2% | 86.2% | 107 | 14.02% | 2.5 |
|
| 3379 |
3379
Sargent Investment Group
Bethesda,
Maryland
| US$3.24億 | -US$7319萬 | -18% | 18.1% | 113% | 207 | 14.98% | 2.3 |
|
| 3380 |
3380
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$3.23億 | +US$4133萬 | +15% | 11.8% | 44% | 94 | 30.85% | 1.6 |
|
| 3381 |
LDFR
3381
Lehman & Derafelo Financial Resources
Media,
Pennsylvania
| US$3.23億 | -US$3639萬 | -10% | 10.9% | 37.5% | 213 | 52.11% | 1.5 |
|
| 3382 |
3382
Brickley Wealth Management
San Mateo,
California
| US$3.23億 | -US$5168萬 | -14% | 14.9% | 62.6% | 49 | 20.41% | 2.5 |
|
| 3383 |
3383
Summit Asset Management
Memphis,
Tennessee
| US$3.23億 | -US$2529萬 | -7% | 12.5% | 48.9% | 164 | 9.76% | 4.8 |
|
| 3384 |
3384
Punch Card Management
Winter Park,
Florida
| US$3.23億 | -US$6735萬 | -17% | 20.4% | 41% | 4 | 25% | 3.3 |
|
| 3385 |
3385
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$3.23億 | -US$4212萬 | -12% | 12% | 45.6% | 66 | 10.61% | 4 |
|
| 3386 |
3386
Essex LLC
Deer Park,
Illinois
| US$3.23億 | -US$4628萬 | -13% | 11.9% | 91.4% | 168 | 10.12% | 0.7 |
|
| 3387 |
AW
3387
Avion Wealth
The Woodlands,
Texas
| US$3.22億 | -US$2524萬 | -7% | 9.33% | 45.4% | 568 | 28.7% | 1.3 |
|
| 3388 |
3388
Vesa Equity Investment
Luxembourg
| US$3.22億 | -US$5623萬 | -15% | 14.9% | 2.97% | 1 | 0% | 1.5 |
|
| 3389 |
3389
McIlrath & Eck
Arlington,
Washington
| US$3.22億 | -US$2386萬 | -7% | 12.7% | 44% | 900 | 11.44% | 2.8 |
|
| 3390 |
3390
High Falls Advisors
Rochester,
New York
| US$3.22億 | -US$5093萬 | -14% | 12% | 56.9% | 124 | 17.74% | 2.4 |
|
| 3391 |
3391
Perennial Advisors
New York
| US$3.21億 | -US$5544萬 | -15% | 12.7% | – | 95 | 11.58% | 3.8 |
|
| 3392 |
3392
M. Kulyk & Associates
Decatur,
Georgia
| US$3.21億 | -US$4490萬 | -12% | 10.8% | 63.3% | 107 | 16.82% | 1.1 |
|
| 3393 |
3393
Sicart Associates
New York
| US$3.21億 | -US$6520萬 | -17% | 11.9% | 99.1% | 97 | 15.46% | 3.1 |
|
| 3394 |
3394
True North Advisors
Dallas,
Texas
| US$3.21億 | -US$5081萬 | -14% | 14.7% | 82.9% | 216 | 18.06% | 1.6 |
|
| 3395 |
3395
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$3.21億 | -US$6387萬 | -17% | 16.1% | 70.3% | 66 | 24.24% | 2.7 |
|
| 3396 |
3396
Independent Solutions Wealth Management
Williamsville,
New York
| US$3.21億 | -US$1.04億 | -24% | 12.6% | 112% | 253 | 30.43% | 1.6 |
|
| 3397 |
3397
Greystone Financial Group
Bloomfield Hills,
Michigan
| US$3.21億 | -US$7492萬 | -19% | 9.76% | 64.8% | 98 | 47.96% | 0.8 |
|
| 3398 |
3398
WrapManager Inc
Mill Valley,
California
| US$3.2億 | -US$5263萬 | -14% | 11.5% | 64.6% | 315 | 17.46% | 2.8 |
|
| 3399 |
3399
HUB Investment Partners
Austin,
Texas
| US$3.2億 | -US$1.05億 | -25% | 12.4% | 95.7% | 200 | 27.5% | 1.1 |
|
| 3400 |
NAMP
3400
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$3.2億 | -US$7063萬 | -18% | 15.5% | 90.2% | 148 | 9.46% | 5.3 |
|