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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
Patriot Financial Partners
Radnor,
Pennsylvania
| US$1.73億 | -US$2138萬 | -11% | 2.77% | 16.6% | 9 | 44.44% | 2.6 |
|
| 3552 |
3552
Bogart Wealth LLC
Mclean,
Virginia
| US$1.73億 | +US$1696萬 | +11% | 2.63% | 60.5% | 369 | 11.92% | 0.6 |
|
| 3553 |
3553
UG Investment Advisers
Taipei,
Taiwan
| US$1.73億 | -US$1654萬 | -9% | 3.55% | 172% | 8 | 50% | 0.3 |
|
| 3554 |
3554
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$1.73億 | -US$579萬 | -3% | 1.33% | 46.7% | 159 | 20.75% | 1.3 |
|
| 3555 |
3555
VNBTrust National Association
Charlottesville,
Virginia
| US$1.73億 | +US$120萬 | +0.7% | 5.41% | 42.9% | 118 | 11.02% | 2.9 |
|
| 3556 |
3556
First Capital Advisors Group
Little Silver,
New Jersey
| US$1.73億 | +US$1413萬 | +9% | 0.84% | – | 904 | 81.19% | 0.2 |
|
| 3557 |
3557
WESPAC Advisors SoCal
Pasadena,
California
| US$1.73億 | -US$270萬 | -2% | 0.26% | 135% | 313 | 21.73% | 1.5 |
|
| 3558 |
3558
AMG Funds
Stamford,
Connecticut
| US$1.73億 | -US$1304萬 | -7% | 3.54% | 6.28% | 116 | 8.62% | 1.3 |
|
| 3559 |
3559
Kassirer Asset Management
Toronto,
Ontario, Canada
| US$1.73億 | +US$7531萬 | +77% | 19.6% | 577% | 105 | 64.76% | 0.4 |
|
| 3560 |
3560
Wealth Alliance Advisory Group
Wichita,
Kansas
| US$1.72億 | +US$6037萬 | +54% | 1.32% | 72.7% | 127 | 33.86% | 0.2 |
|
| 3561 |
3561
Tillar-Wenstrup Advisors
Centerville,
Ohio
| US$1.72億 | +US$4337萬 | +34% | 1.01% | 27.4% | 62 | 41.94% | 1.3 |
|
| 3562 |
3562
Union Square GP 2008
New York
| US$1.72億 | +US$5423萬 | +46% | 46.2% | – | 1 | 0% | 0.3 |
|
| 3563 |
LFG
3563
LifePlan Financial Group
Dayton,
Ohio
| US$1.71億 | +US$1438萬 | +9% | 1.6% | 20.2% | 526 | 79.28% | 0.7 |
|
| 3564 |
3564
SigFig Wealth Management
San Francisco,
California
| US$1.71億 | -US$3772萬 | -18% | 0.75% | 49.3% | 41 | 43.9% | 0.8 |
|
| 3565 |
KC
3565
Keenan Capital
Burlingame,
California
| US$1.71億 | +US$3379萬 | +25% | 18.8% | 110% | 14 | 14.29% | 0.2 |
|
| 3566 |
3566
Pathway Financial Advisors
South Burlington,
Vermont
| US$1.71億 | -US$188萬 | -1% | 1.39% | 52.7% | 490 | 13.47% | 0.2 |
|
| 3567 |
ECM
3567
EII Capital Management
New York
| US$1.71億 | -US$6539萬 | -28% | 7.6% | 46.9% | 255 | 37.65% | 0.9 |
|
| 3568 |
3568
MayTech Global Investments
New York
| US$1.71億 | +US$1941萬 | +13% | 8.32% | 158% | 48 | 43.75% | 0.1 |
|
| 3569 |
3569
CNB Bank
Clearfield,
Pennsylvania
| US$1.71億 | +US$395萬 | +2% | 1.3% | 91.6% | 387 | 26.1% | 0.2 |
|
| 3570 |
3570
Silicon Valley Capital Partners
San Jose,
California
| US$1.71億 | +US$567萬 | +3% | 0.19% | 103% | 27 | 22.22% | 1.3 |
|
| 3571 |
3571
AlphaSimPlex Group
Boston,
Massachusetts
| US$1.71億 | +US$7689萬 | +82% | 1.54% | 35.5% | 85 | 81.18% | 0 |
|
| 3572 |
3572
McIlrath & Eck
Arlington,
Washington
| US$1.71億 | +US$1.5萬 | +0% | 0.76% | 44% | 605 | 18.68% | 0.2 |
|
| 3573 |
3573
Winch Advisory Services
Appleton,
Wisconsin
| US$1.71億 | +US$438萬 | +3% | 0.81% | 80.8% | 353 | 15.3% | 1.8 |
|
| 3574 |
3574
Thomas Story & Son
Culver,
Indiana
| US$1.7億 | -US$445萬 | -3% | 2.51% | 101% | 55 | 1.82% | 3.4 |
|
| 3575 |
NAH
3575
Neumann Advisory (HK)
Central,
Hong Kong
| US$1.7億 | +US$2039萬 | +14% | 7.01% | 77.3% | 11 | 0% | 0.3 |
|