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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Retirement Capital Strategies
San Jose,
California
| US$2.01億 | +US$277萬 | +1% | 2.32% | 59% | 57 | 22.81% | 1.6 |
|
| 3502 |
3502
Bard Associates
Chicago,
Illinois
| US$2億 | +US$200萬 | +1% | 6.46% | 241% | 175 | 17.71% | 3.9 |
|
| 3503 |
3503
Wall Capital Group
Phoenix,
Arizona
| US$2億 | +US$1306萬 | +7% | 3.23% | – | 24 | 12.5% | 1.9 |
|
| 3504 |
3504
Biltmore Wealth Management
Tempe,
Arizona
| US$2億 | +US$1210萬 | +6% | 2.62% | 59.8% | 58 | 34.48% | 1.1 |
|
| 3505 |
3505
Northwestern University
Evanston,
Illinois
| US$2億 | +US$3480萬 | +21% | 1.98% | 28.2% | 5 | 20% | 1.7 |
|
| 3506 |
3506
Goodman Financial
Houston,
Texas
| US$2億 | +US$324萬 | +2% | 2.53% | 52.5% | 48 | 14.58% | 2.1 |
|
| 3507 |
3507
Norman Fields Gottscho Capital Management
New York
| US$1.99億 | +US$909萬 | +5% | 5.5% | 96.9% | 72 | 2.78% | 3.3 |
|
| 3508 |
3508
USA Financial Formulas
Ada,
Michigan
| US$1.99億 | +US$4059萬 | +26% | 1.71% | 104% | 120 | 0% | 0.5 |
|
| 3509 |
SHA
3509
Shelter Harbor Advisors
Weatogue,
Connecticut
| US$1.99億 | +US$202萬 | +1% | 4.72% | – | 33 | 66.67% | 0.3 |
|
| 3510 |
3510
Alight Capital Management
New York
| US$1.99億 | +US$2925萬 | +17% | 12.5% | 466% | 83 | 74.7% | 0.1 |
|
| 3511 |
3511
MayTech Global Investments
New York
| US$1.99億 | +US$978萬 | +5% | 6.9% | 158% | 47 | 2.13% | 1.3 |
|
| 3512 |
3512
Financial Synergies Wealth Advisors
Houston,
Texas
| US$1.99億 | +US$1109萬 | +6% | 2.43% | 79% | 31 | 16.13% | 0.2 |
|
| 3513 |
SSI
3513
Scott & Selber Inc
Houston,
Texas
| US$1.99億 | +US$779萬 | +4% | 7.46% | 202% | 84 | 27.38% | 2.4 |
|
| 3514 |
3514
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$1.99億 | +US$479萬 | +2% | 2.95% | 60.5% | 44 | 0% | 4.5 |
|
| 3515 |
LFM
3515
Lumina Fund Management
New York
| US$1.99億 | +US$2601萬 | +15% | 3.41% | 28.1% | 47 | 40.43% | 1.3 |
|
| 3516 |
3516
Prosight Management
Dallas,
Texas
| US$1.98億 | -US$3023萬 | -13% | 4.88% | 39.5% | 46 | 32.61% | 0.6 |
|
| 3517 |
DCM
3517
DeGreen Capital Management
Scottsdale,
Arizona
| US$1.98億 | +US$454萬 | +2% | 1.66% | 28.5% | 20 | 0% | 1.6 |
|
| 3518 |
3518
Omnia Family Wealth
Aventura,
Florida
| US$1.98億 | -US$460萬 | -2% | 3.14% | 80.6% | 601 | 84.36% | 2.2 |
|
| 3519 |
3519
First Command Bank
Fort Worth,
Texas
| US$1.98億 | -US$294萬 | -1% | 3.32% | 34.1% | 434 | 10.83% | 1.8 |
|
| 3520 |
3520
First Command Financial Services
Fort Worth,
Texas
| US$1.98億 | -US$294萬 | -1% | 3.32% | 34.4% | 434 | 10.83% | 1.8 |
|
| 3521 |
3521
Broadmark Asset Management
San Francisco,
California
| US$1.98億 | +US$3632萬 | +22% | 4.56% | 39.6% | 3 | 33.33% | 2.1 |
|
| 3522 |
3522
Global Strategic Investment Solutions
Scottsdale,
Arizona
| US$1.98億 | +US$1385萬 | +8% | 2.65% | 56.8% | 60 | 18.33% | 0.4 |
|
| 3523 |
3523
Blume Capital Management
Berkeley,
California
| US$1.98億 | +US$702萬 | +4% | 3.89% | 102% | 244 | 16.8% | 3.3 |
|
| 3524 |
DC
3524
Derby & Company
Newton,
Massachusetts
| US$1.97億 | +US$1266萬 | +7% | 3.81% | 33.7% | 27 | 14.81% | 1 |
|
| 3525 |
3525
Simon Quick Advisors
Morristown,
New Jersey
| US$1.97億 | -US$4248萬 | -18% | 3.07% | 77.8% | 619 | 60.9% | 0.8 |
|