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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
KB Financial Partners
Princeton,
New Jersey
| US$3.64億 | +US$2368萬 | +7% | 5.03% | – | 646 | 16.1% | 1.4 |
|
| 3377 |
3377
Cannon Financial Strategists
Athens,
Georgia
| US$3.64億 | +US$6848萬 | +23% | 3.14% | 56.7% | 81 | 17.28% | 2.6 |
|
| 3378 |
NAMP
3378
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$3.64億 | +US$2348萬 | +7% | 8.19% | 90.2% | 147 | 3.4% | 5.7 |
|
| 3379 |
3379
Benedict Financial Advisors
Atlanta,
Georgia
| US$3.64億 | +US$853萬 | +2% | 2.89% | 72.4% | 121 | 4.13% | 5.4 |
|
| 3380 |
3380
Janiczek Wealth Management
Denver,
Colorado
| US$3.63億 | +US$1079萬 | +3% | 3.42% | 16.4% | 1,030 | 6.8% | 2.4 |
|
| 3381 |
AGM
3381
Alpine Global Management
New York
| US$3.63億 | +US$1.06億 | +41% | 8.28% | 149% | 285 | 81.05% | 0.3 |
|
| 3382 |
3382
Fairfield, Bush & Co
Darien,
Connecticut
| US$3.63億 | +US$7928萬 | +28% | 12.7% | 112% | 564 | 74.47% | 1.3 |
|
| 3383 |
RC
3383
Reik & Co
New York
| US$3.63億 | +US$2331萬 | +7% | 7.42% | 38.6% | 55 | 5.45% | 6.8 |
|
| 3384 |
LT
3384
Legacy Trust
Grand Rapids,
Michigan
| US$3.63億 | +US$2708萬 | +8% | 8.48% | 95% | 169 | 10.65% | 0.5 |
|
| 3385 |
3385
Waller Financial Planning Group
Columbus,
Ohio
| US$3.63億 | +US$981萬 | +3% | 2.6% | 47.5% | 58 | 6.9% | 3.2 |
|
| 3386 |
3386
Kirr Marbach & Co
Columbus,
Indiana
| US$3.62億 | +US$3985萬 | +12% | 7.43% | 121% | 49 | 8.16% | 4 |
|
| 3387 |
3387
Gries Financial
Cleveland,
Ohio
| US$3.62億 | +US$2391萬 | +7% | 5.42% | 71.3% | 173 | 13.87% | 1.4 |
|
| 3388 |
3388
Hohimer Wealth Management
Seattle,
Washington
| US$3.62億 | +US$1685萬 | +5% | 7.15% | 99.7% | 197 | 12.18% | 2.1 |
|
| 3389 |
3389
Bender Robert & Associates
Pasadena,
California
| US$3.62億 | +US$3920萬 | +12% | 17.3% | 146% | 56 | 12.5% | 6.2 |
|
| 3390 |
3390
Berkshire Bank
Pittsfield,
Massachusetts
| US$3.62億 | +US$2562萬 | +8% | 6.61% | 69.7% | 138 | 7.97% | 2.2 |
|
| 3391 |
3391
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$3.62億 | +US$1465萬 | +4% | 3.94% | 45.6% | 56 | 5.36% | 4.8 |
|
| 3392 |
3392
Cornerstone Retirement Group
Reno,
Nevada
| US$3.62億 | +US$2085萬 | +6% | 3.46% | – | 25 | 20% | 0.5 |
|
| 3393 |
3393
Goodman Financial
Houston,
Texas
| US$3.61億 | +US$1647萬 | +5% | 4.7% | 52.5% | 54 | 20.37% | 2.8 |
|
| 3394 |
3394
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$3.61億 | +US$1.03億 | +40% | 8.63% | 58.9% | 99 | 24.24% | 1.3 |
|
| 3395 |
3395
Analog Century Management
New York
| US$3.6億 | +US$3042萬 | +9% | 21.8% | 785% | 22 | 18.18% | 1.6 |
|
| 3396 |
3396
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$3.6億 | +US$2522萬 | +8% | 8.9% | 83.3% | 77 | 6.49% | 5.1 |
|
| 3397 |
3397
Heritage Investment Group
Pompano Beach,
Florida
| US$3.6億 | +US$3029萬 | +9% | 4.85% | 51.2% | 93 | 17.2% | 1.1 |
|
| 3398 |
HWM
3398
HFR Wealth Management
Niskayuna,
New York
| US$3.6億 | +US$733萬 | +2% | 5.09% | 47.5% | 62 | 12.9% | 1.8 |
|
| 3399 |
3399
Sage Rhino Capital
Menlo Park,
California
| US$3.59億 | +US$1620萬 | +5% | 4.45% | 86.8% | 234 | 9.83% | 2.7 |
|
| 3400 |
WCMN
3400
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$3.59億 | +US$1143萬 | +3% | 5.37% | 121% | 46 | 4.35% | 6.8 |
|