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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Princeton Capital Management
Red Bank,
New Jersey
| US$2.05億 | +US$679萬 | +3% | 5.62% | 206% | 260 | 6.92% | 1.7 |
|
| 3477 |
3477
Valicenti Advisory Services
Elmira,
New York
| US$2.05億 | -US$429萬 | -2% | 1.81% | 134% | 66 | 9.09% | 3.5 |
|
| 3478 |
3478
Confluence Wealth Management
Portland,
Oregon
| US$2.05億 | +US$350萬 | +2% | 3.44% | 31.9% | 118 | 4.24% | 3.3 |
|
| 3479 |
TCPWM
3479
Traverso Chambers Private Wealth Management
Santa Rosa,
California
| US$2.05億 | +US$85.5萬 | +0.4% | 1.76% | 16.4% | 102 | 7.84% | 0.5 |
|
| 3480 |
3480
Clearline Capital
New York
| US$2.05億 | +US$1352萬 | +7% | 2.72% | 57.4% | 60 | 50% | 0.5 |
|
| 3481 |
3481
Rothschild Capital Partners
New York
| US$2.04億 | +US$2532萬 | +14% | 5.34% | 90.8% | 42 | 21.43% | 2.8 |
|
| 3482 |
3482
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$2.04億 | +US$1228萬 | +6% | 2.18% | 47.1% | 33 | 3.03% | 2.3 |
|
| 3483 |
WEO
3483
William E. Oberndorf
| US$2.04億 | +US$2113萬 | +12% | 13.2% | 36.2% | 9 | 22.22% | 2.1 |
|
| 3484 |
3484
Keystone Financial Planning
Cleveland,
Ohio
| US$2.04億 | +US$173萬 | +0.9% | 0.66% | 46% | 48 | 6.25% | 3.8 |
|
| 3485 |
GII
3485
Gryphon International Investment
Toronto,
Ontario, Canada
| US$2.04億 | +US$2527萬 | +14% | 0% | 5.67% | 20 | 5% | 2.9 |
|
| 3486 |
3486
Crossvault Capital Management
San Antonio,
Texas
| US$2.04億 | +US$1022萬 | +5% | 3.89% | 56.4% | 80 | 7.5% | 2.9 |
|
| 3487 |
3487
Alliance Wealth Management Group
Flemington,
New Jersey
| US$2.04億 | +US$1551萬 | +8% | 2.56% | 43.4% | 60 | 10% | 1.9 |
|
| 3488 |
3488
Ironwood Financial
Tucson,
Arizona
| US$2.04億 | +US$1027萬 | +5% | 1.89% | 54.1% | 400 | 3.5% | 2.7 |
|
| 3489 |
3489
Tree Line Advisors
Central,
Hong Kong
| US$2.03億 | +US$5288萬 | +35% | 12.2% | 670% | 7 | 14.29% | 0.4 |
|
| 3490 |
3490
Mirador Capital Partners
Pleasanton,
California
| US$2.03億 | +US$1863萬 | +10% | 2.23% | 120% | 173 | 24.28% | 1.7 |
|
| 3491 |
3491
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$2.03億 | +US$505萬 | +3% | 5.51% | 39.8% | 6 | 0% | 2.5 |
|
| 3492 |
3492
First Washington Corp
Seattle,
Washington
| US$2.03億 | +US$576萬 | +3% | 8.93% | 142% | 86 | 11.63% | 3.2 |
|
| 3493 |
3493
Westover Capital Advisors
Wilmington,
Delaware
| US$2.03億 | +US$1006萬 | +5% | 4.4% | 144% | 153 | 24.18% | 1.6 |
|
| 3494 |
3494
Security National Bank
Omaha,
Nebraska
| US$2.02億 | +US$957萬 | +5% | 3.73% | 125% | 74 | 6.76% | 1.6 |
|
| 3495 |
3495
Jupiter Wealth Management
Glendale,
Colorado
| US$2.02億 | -US$579萬 | -3% | 3.48% | 99.2% | 87 | 18.39% | 0.2 |
|
| 3496 |
3496
Galileo PTC
Road Town, Tortola,
British Virgin Islands
| US$2.02億 | -US$4840萬 | -19% | 18.8% | 82.7% | 2 | 0% | 0.8 |
|
| 3497 |
3497
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$2.02億 | +US$1286萬 | +7% | 0.48% | 167% | 65 | 47.69% | 0.6 |
|
| 3498 |
DI
3498
Diligent Investors
Redlands,
California
| US$2.01億 | +US$2566萬 | +15% | 5.53% | 82.2% | 225 | 12.44% | 2.5 |
|
| 3499 |
3499
Ecofin Advisors
London,
United Kingdom
| US$2.01億 | +US$5614萬 | +39% | 5.01% | 77% | 35 | 34.29% | 1.6 |
|
| 3500 |
3500
Rush Island Management
New York
| US$2.01億 | +US$3237萬 | +19% | 1.19% | 15.5% | 24 | 45.83% | 0.3 |
|