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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
Independent Solutions Wealth Management
Williamsville,
New York
| US$2.26億 | – | – | 6.92% | 125% | 155 | – | 0 |
|
| 3552 |
3552
Moller Wealth Partners
| US$2.26億 | +US$1915萬 | +9% | 5.62% | 44.1% | 49 | 6.12% | 4.7 |
|
| 3553 |
3553
Inscription Capital
Houston,
Texas
| US$2.26億 | +US$4394萬 | +24% | 6.44% | – | 156 | 17.31% | 0.6 |
|
| 3554 |
3554
Wellington Shields & Co
New York
| US$2.26億 | +US$1.61億 | +248% | 8.69% | 109% | 235 | 85.53% | 0.8 |
|
| 3555 |
3555
NYL Investors
New York
| US$2.26億 | -US$596萬 | -3% | 3.91% | 12.7% | 27 | 3.7% | 1.1 |
|
| 3556 |
3556
Harvey Capital Management
Palm Beach,
Florida
| US$2.25億 | +US$2399萬 | +12% | 11.9% | 147% | 81 | 13.58% | 3.3 |
|
| 3557 |
3557
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$2.25億 | +US$1357萬 | +6% | 16.5% | 66.5% | 30 | 66.67% | 0.3 |
|
| 3558 |
3558
Stone Run Capital
New York
| US$2.25億 | +US$1516萬 | +7% | 7.95% | 77.8% | 60 | 5% | 5 |
|
| 3559 |
3559
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$2.25億 | +US$1.12億 | +99% | 4.29% | 63.3% | 61 | 52.46% | 0.9 |
|
| 3560 |
NME
3560
Notis-McConarty Edward
| US$2.25億 | +US$1210萬 | +6% | 8.05% | 91.2% | 102 | 3.92% | 4.5 |
|
| 3561 |
BCM
3561
Birmingham Capital Management
Birmingham,
Alabama
| US$2.25億 | +US$772萬 | +4% | 6.25% | 103% | 101 | 3.96% | 5.2 |
|
| 3562 |
LFG
3562
LifePlan Financial Group
Dayton,
Ohio
| US$2.25億 | +US$1226萬 | +6% | 4.87% | 20.2% | 589 | 7.81% | 2.1 |
|
| 3563 |
3563
Physician Wealth Advisors
Midvale,
Utah
| US$2.25億 | +US$1998萬 | +10% | 7.59% | 79.9% | 120 | 10.83% | 0.2 |
|
| 3564 |
3564
Summit Wealth & Retirement Planning
San Ramon,
California
| US$2.25億 | +US$5907萬 | +36% | 6.22% | 67.6% | 130 | 13.85% | 0.8 |
|
| 3565 |
3565
Wall Capital Group
Phoenix,
Arizona
| US$2.25億 | +US$1356萬 | +6% | 7.07% | – | 24 | 8.33% | 2.2 |
|
| 3566 |
3566
One Day In July LLC
Burlington,
Vermont
| US$2.24億 | +US$3103萬 | +16% | 3.33% | 43.1% | 35 | 0% | 0.9 |
|
| 3567 |
3567
Security National Bank
Omaha,
Nebraska
| US$2.24億 | +US$1241萬 | +6% | 11.4% | 125% | 76 | 9.21% | 2 |
|
| 3568 |
3568
TIFF Advisory Services
Radnor,
Pennsylvania
| US$2.24億 | +US$9329萬 | +71% | 7.47% | 86.3% | 17 | 82.35% | 0.6 |
|
| 3569 |
3569
Peavine Capital
Reno,
Nevada
| US$2.24億 | -US$601萬 | -3% | 4.56% | 30.8% | 15 | 13.33% | 3.1 |
|
| 3570 |
3570
Pacifica Capital Investments
Leander,
Texas
| US$2.24億 | +US$1604萬 | +8% | 4.55% | 70.4% | 21 | 9.52% | 4.2 |
|
| 3571 |
3571
Alliance Wealth Management Group
Flemington,
New Jersey
| US$2.24億 | +US$1618萬 | +8% | 4.39% | – | 60 | 10% | 2.3 |
|
| 3572 |
3572
Keystone Financial Planning
Cleveland,
Ohio
| US$2.24億 | +US$1459萬 | +7% | 5.58% | 46% | 46 | 2.17% | 4.4 |
|
| 3573 |
3573
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$2.24億 | +US$1654萬 | +8% | 5.38% | 47.1% | 31 | 6.45% | 2.6 |
|
| 3574 |
3574
Ennismore Fund Management
London,
United Kingdom
| US$2.24億 | – | – | 7.26% | – | 11 | – | 0 |
|
| 3575 |
3575
Soundwatch Capital
Rowayton,
Connecticut
| US$2.24億 | – | – | 8.6% | 68.6% | 13 | – | 0 |
|