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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
RGT Wealth Advisors
Dallas,
Texas
| US$1.47億 | -US$3051萬 | -17% | 5.28% | 9.35% | 146 | 47.26% | 0.4 |
|
| 3552 |
3552
Berkeley Capital Partners
Milton,
Georgia
| US$1.47億 | +US$830萬 | +6% | 4.73% | 62.8% | 123 | 17.07% | 0.9 |
|
| 3553 |
AP
3553
Agilis Partners
Waltham,
Massachusetts
| US$1.47億 | +US$78.5萬 | +0.5% | 4.13% | 8.47% | 18 | 16.67% | 1.5 |
|
| 3554 |
MCM
3554
McMillion Capital Management
Greensboro,
North Carolina
| US$1.47億 | +US$688萬 | +5% | 5.01% | 59.3% | 59 | 3.39% | 2.7 |
|
| 3555 |
3555
Cartica Management
Washington,
District of Columbia
| US$1.47億 | +US$5179萬 | +54% | 12.5% | 92.9% | 1 | 0% | 2 |
|
| 3556 |
DA
3556
DSC Advisors
Chicago,
Illinois
| US$1.47億 | -US$2961萬 | -17% | 6.79% | 3.18% | 66 | 42.42% | 1.1 |
|
| 3557 |
3557
Canal Capital Management
Richmond,
Virginia
| US$1.47億 | +US$2284萬 | +18% | 4.13% | 67.8% | 118 | 38.14% | 1 |
|
| 3558 |
TG
3558
TLP Group
Evanston,
Illinois
| US$1.47億 | +US$4566萬 | +45% | 3.78% | 42.7% | 481 | 77.75% | 0.2 |
|
| 3559 |
3559
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$1.46億 | -US$86.2萬 | -0.6% | 1.17% | 55% | 46 | 34.78% | 0.7 |
|
| 3560 |
CWM
3560
Catamount Wealth Management
Westport,
Connecticut
| US$1.46億 | +US$2281萬 | +19% | 8.97% | 70.7% | 194 | 23.71% | 1.2 |
|
| 3561 |
3561
Genesee Valley Trust
Pittsford,
New York
| US$1.46億 | +US$424萬 | +3% | 6.25% | 30.2% | 239 | 11.3% | 1.9 |
|
| 3562 |
3562
Dean Capital Management
Overland Park,
Kansas
| US$1.46億 | +US$1964萬 | +16% | 1.67% | 89.7% | 79 | 46.84% | 0.6 |
|
| 3563 |
WFWM
3563
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| US$1.46億 | -US$709萬 | -5% | 4.06% | 53.8% | 37 | 27.03% | 0.2 |
|
| 3564 |
3564
Osmium Partners
Greenbrae,
California
| US$1.46億 | +US$341萬 | +2% | 12.2% | 28.4% | 24 | 25% | 2 |
|
| 3565 |
3565
Family Management
New York
| US$1.45億 | -US$85.6萬 | -0.6% | 7.27% | 69% | 80 | 27.5% | 1.8 |
|
| 3566 |
3566
Roberts, Glore & Co
Deerfield,
Illinois
| US$1.45億 | +US$181萬 | +1% | 5.5% | 72.3% | 148 | 6.76% | 2.7 |
|
| 3567 |
3567
Eidelman Virant Capital
Saint Louis,
Missouri
| US$1.45億 | -US$2998萬 | -17% | 1.11% | 46.2% | 123 | 17.89% | 2.1 |
|
| 3568 |
BW
3568
Biegel & Waller
Columbia,
Maryland
| US$1.45億 | +US$159萬 | +1% | 8.32% | 28.2% | 59 | 20.34% | 0.2 |
|
| 3569 |
3569
Willow Creek Wealth Management
Sebastopol,
California
| US$1.45億 | +US$931萬 | +7% | 1.36% | 36.5% | 20 | 0% | 1.6 |
|
| 3570 |
3570
Courage Miller Partners
Norfolk,
Virginia
| US$1.45億 | +US$142萬 | +1% | 4.24% | 43.5% | 67 | 11.94% | 3.1 |
|
| 3571 |
3571
La Financiere de L'Echiquier
Paris,
France
| US$1.45億 | -US$1036萬 | -7% | 11.5% | 27.9% | 39 | 15.38% | 0.8 |
|
| 3572 |
3572
Delta Capital Management
Red Bank,
New Jersey
| US$1.45億 | +US$413萬 | +3% | 5.1% | 129% | 74 | 8.11% | 2.5 |
|
| 3573 |
PWMAG
3573
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$1.45億 | +US$533萬 | +4% | 4.36% | 80.5% | 130 | 8.46% | 1.6 |
|
| 3574 |
3574
Bowie Capital Management
Richardson,
Texas
| US$1.45億 | -US$5260萬 | -27% | 9.83% | 31.6% | 26 | 19.23% | 0.2 |
|
| 3575 |
3575
Glassman Wealth Services
Vienna,
Virginia
| US$1.45億 | +US$325萬 | +2% | 2.94% | 62.6% | 769 | 26.92% | 1.1 |
|