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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
Janiczek Wealth Management
Denver,
Colorado
| US$3.07億 | -US$2943萬 | -9% | 5.11% | 16.4% | 1,087 | 10.4% | 1.8 |
|
| 3377 |
3377
Monarch Capital Management
Fort Wayne,
Indiana
| US$3.07億 | -US$2874萬 | -9% | 4.52% | 77% | 121 | 6.61% | 6.6 |
|
| 3378 |
3378
Tucker Asset Management
Littleton,
Colorado
| US$3.07億 | -US$299萬 | -1% | 0.79% | 64.2% | 938 | 39.23% | 0.7 |
|
| 3379 |
HWM
3379
HFR Wealth Management
Niskayuna,
New York
| US$3.07億 | -US$2458萬 | -7% | 2.64% | 47.5% | 60 | 11.67% | 1.2 |
|
| 3380 |
3380
First PREMIER Bank
Sioux Falls,
South Dakota
| US$3.06億 | -US$2850萬 | -9% | 6.21% | 63% | 434 | 11.98% | 3.4 |
|
| 3381 |
3381
Monarch Alternative Capital
New York
| US$3.06億 | -US$4338萬 | -12% | 9.38% | 497% | 9 | 11.11% | 1.1 |
|
| 3382 |
3382
Kadensa Capital
Central,
Hong Kong
| US$3.06億 | +US$4264萬 | +16% | 3.03% | 191% | 28 | 39.29% | 0.3 |
|
| 3383 |
3383
Harbourvest Partners
Boston,
Massachusetts
| US$3.06億 | +US$116萬 | +0.4% | 7.3% | 8.96% | 69 | 13.04% | 1.3 |
|
| 3384 |
SF
3384
Symphony Financial
Houston,
Texas
| US$3.06億 | -US$3234萬 | -10% | 4.6% | 95.7% | 204 | 19.61% | 1.4 |
|
| 3385 |
3385
Parker Investment Management
Menlo Park,
California
| US$3.06億 | -US$1.27億 | -29% | 5.22% | 208% | 30 | 23.33% | 3.1 |
|
| 3386 |
3386
Univest Financial
Souderton,
Pennsylvania
| US$3.06億 | -US$89.5萬 | -0.3% | 6.34% | 82.6% | 109 | 16.51% | 4.4 |
|
| 3387 |
3387
One Wealth Advisors
San Francisco,
California
| US$3.06億 | -US$6786萬 | -18% | 4.65% | 66% | 221 | 34.84% | 1.3 |
|
| 3388 |
3388
Welch Capital Partners
Harrison,
New York
| US$3.05億 | -US$1997萬 | -6% | 4.71% | 79.2% | 35 | 11.43% | 2.7 |
|
| 3389 |
NIC
3389
Northwest Investment Counselors
Lake Oswego,
Oregon
| US$3.05億 | -US$2079萬 | -6% | 6.31% | 32.4% | 589 | 18.34% | 2.4 |
|
| 3390 |
3390
High Falls Advisors
Rochester,
New York
| US$3.05億 | -US$1668萬 | -5% | 5.81% | 56.9% | 119 | 17.65% | 2.6 |
|
| 3391 |
3391
Monograph Wealth Advisors
Manhattan Beach,
California
| US$3.05億 | -US$3956萬 | -11% | 6.27% | 68% | 84 | 25% | 0.7 |
|
| 3392 |
3392
Independent Solutions Wealth Management
Williamsville,
New York
| US$3.05億 | -US$1588萬 | -5% | 4.4% | 125% | 227 | 13.22% | 1.9 |
|
| 3393 |
3393
Perennial Advisors
New York
| US$3.05億 | -US$1644萬 | -5% | 4.9% | – | 90 | 4.44% | 4 |
|
| 3394 |
3394
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$3.05億 | -US$1784萬 | -6% | 5.17% | 45.6% | 59 | 8.47% | 4.4 |
|
| 3395 |
3395
True North Advisors
Dallas,
Texas
| US$3.05億 | -US$1622萬 | -5% | 2.6% | 82.9% | 205 | 14.15% | 1.9 |
|
| 3396 |
3396
Brickley Wealth Management
San Mateo,
California
| US$3.05億 | -US$1851萬 | -6% | 5.44% | 62.6% | 45 | 20% | 2.9 |
|
| 3397 |
3397
Finepoint Capital
Boston,
Massachusetts
| US$3.04億 | +US$1484萬 | +5% | 16.5% | 27.4% | 64 | 15.63% | 0.7 |
|
| 3398 |
3398
Axar Capital Management
New York
| US$3.04億 | -US$55.9萬 | -0.2% | 0.29% | 680% | 2 | 50% | 5.3 |
|
| 3399 |
3399
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$3.04億 | -US$2476萬 | -8% | 9.55% | 52.1% | 180 | 48.33% | 1.9 |
|
| 3400 |
3400
Essex LLC
Deer Park,
Illinois
| US$3.04億 | -US$1901萬 | -6% | 3.39% | 91.4% | 156 | 8.33% | 1 |
|