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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Squar Milner Financial Services
Irvine,
California
| US$1.96億 | +US$4740萬 | +32% | 1.33% | – | 834 | 76.38% | 1.2 |
|
| 3527 |
3527
BMT Investment Advisors
Berwyn,
Pennsylvania
| US$1.96億 | +US$494萬 | +3% | 0.84% | – | 86 | 8.14% | 1.7 |
|
| 3528 |
3528
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$1.96億 | +US$26.1萬 | +0.1% | 3.69% | 111% | 464 | 13.58% | 1.8 |
|
| 3529 |
SSI
3529
Scott & Selber Inc
Houston,
Texas
| US$1.96億 | -US$330萬 | -2% | 1% | 202% | 81 | 20.99% | 2.6 |
|
| 3530 |
3530
Financial Advisors Network
Tustin,
California
| US$1.95億 | +US$938萬 | +5% | 0.71% | – | 110 | 6.36% | 1.6 |
|
| 3531 |
PS
3531
Portfolio Strategies
Monsey,
New York
| US$1.95億 | +US$4374萬 | +29% | 3.26% | 137% | 64 | 32.81% | 1 |
|
| 3532 |
3532
Chase Investment Counsel
Charlottesville,
Virginia
| US$1.95億 | -US$138萬 | -0.7% | 2.67% | 350% | 120 | 39.17% | 1.4 |
|
| 3533 |
3533
Riggs Asset Management
Dallas,
Pennsylvania
| US$1.95億 | +US$1614萬 | +9% | 1% | 219% | 282 | 12.77% | 3.1 |
|
| 3534 |
3534
Tenzing Global Management
San Francisco,
California
| US$1.95億 | +US$653萬 | +3% | 1.71% | 273% | 31 | 48.39% | 0.8 |
|
| 3535 |
3535
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| US$1.94億 | +US$918萬 | +5% | 4.33% | 101% | 215 | 79.53% | 1.8 |
|
| 3536 |
3536
Employers Holdings
Reno,
Nevada
| US$1.94億 | +US$1522萬 | +8% | 1.86% | – | 228 | 40.79% | 0.2 |
|
| 3537 |
CC
3537
Claybrook Capital
Wellesley,
Massachusetts
| US$1.94億 | +US$404萬 | +2% | 0.76% | 7.15% | 103 | 12.62% | 0.9 |
|
| 3538 |
3538
TLWM Financial
San Antonio,
Texas
| US$1.94億 | +US$2065萬 | +12% | 1.12% | 53.9% | 65 | 15.38% | 1.1 |
|
| 3539 |
SP
3539
StackLine Partners
New York
| US$1.94億 | -US$3020萬 | -13% | 3.74% | 12.7% | 23 | 39.13% | 0.5 |
|
| 3540 |
3540
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$1.94億 | -US$109萬 | -0.6% | 1.12% | 70.2% | 175 | 21.71% | 2.4 |
|
| 3541 |
3541
D. Scott Neal
Lexington,
Kentucky
| US$1.94億 | +US$1010萬 | +5% | 0.55% | 105% | 37 | 21.62% | 2.8 |
|
| 3542 |
3542
Consolidated Investment Group
Englewood,
Colorado
| US$1.94億 | +US$314萬 | +2% | 2.13% | 150% | 47 | 10.64% | 3.6 |
|
| 3543 |
3543
Day & Ennis
Macon,
Georgia
| US$1.94億 | +US$402萬 | +2% | 1.52% | 15.2% | 93 | 9.68% | 2.6 |
|
| 3544 |
3544
Mathes Company
New York
| US$1.94億 | +US$499萬 | +3% | 0.6% | 121% | 127 | 9.45% | 3.9 |
|
| 3545 |
3545
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$1.94億 | -US$3965萬 | -17% | 0.49% | 59.6% | 73 | 47.95% | 0.8 |
|
| 3546 |
3546
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$1.94億 | +US$616萬 | +3% | 1.25% | 50.9% | 99 | 16.16% | 1.1 |
|
| 3547 |
3547
Lapides Asset Management
Greenwich,
Connecticut
| US$1.94億 | -US$2315萬 | -11% | 0.78% | 63% | 79 | 20.25% | 3.1 |
|
| 3548 |
3548
One Day In July LLC
Burlington,
Vermont
| US$1.93億 | +US$1392萬 | +8% | 1.61% | 48.2% | 35 | 0% | 0.7 |
|
| 3549 |
3549
Cowen Prime Advisors
New York
| US$1.93億 | -US$1368萬 | -7% | 0.16% | 116% | 175 | 8.57% | 4.1 |
|
| 3550 |
3550
Thomas Story & Son
Culver,
Indiana
| US$1.93億 | -US$131萬 | -0.7% | 1.66% | 101% | 58 | 1.72% | 4 |
|