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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
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$5.87億 | +US$7849萬 | +15% | 14.1% | 68.6% | 106 | 23.58% | 2.4 |
|
| 3552 |
3552
Davern Capital Partners
Ny,
New York
| US$5.87億 | +US$2.22億 | +61% | 7.47% | – | 20 | 40% | 0.3 |
|
| 3553 |
3553
Running Oak Capital
Edina,
Minnesota
| US$5.87億 | -US$1.54億 | -21% | 3.21% | 40.8% | 63 | 19.05% | 3.5 |
|
| 3554 |
3554
ESL Trust Services
Rochester,
New York
| US$5.87億 | +US$6291萬 | +12% | 12.4% | 53.9% | 277 | 10.83% | 1.8 |
|
| 3555 |
3555
High Note Wealth
Deephaven,
Minnesota
| US$5.86億 | +US$7735萬 | +15% | 13.5% | 82.8% | 1,033 | 16.46% | 1.4 |
|
| 3556 |
3556
REAP Financial Group
Austin,
Texas
| US$5.86億 | +US$7888萬 | +16% | 12.1% | 63% | 587 | 16.87% | 1.8 |
|
| 3557 |
3557
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$5.85億 | +US$7454萬 | +15% | 11.9% | 56.9% | 145 | 15.17% | 3.5 |
|
| 3558 |
3558
Hutchinson Capital Management
San Rafael,
California
| US$5.84億 | +US$3958萬 | +7% | 7.84% | 52.6% | 112 | 16.96% | 4.8 |
|
| 3559 |
3559
Land & Buildings Investment Management
Stamford,
Connecticut
| US$5.83億 | -US$792萬 | -1% | 12.2% | 53.9% | 24 | 37.5% | 1.7 |
|
| 3560 |
DCPAL
3560
Div Capital Phoenix Assets Ltd
Georgetown,
| US$5.83億 | +US$1.49億 | +34% | 17.6% | – | 12 | 33.33% | 0.4 |
|
| 3561 |
HPC
3561
Hobart Private Capital
Charlotte,
North Carolina
| US$5.83億 | +US$7411萬 | +15% | 15% | 60% | 151 | 21.85% | 1.7 |
|
| 3562 |
3562
Frisch Financial Group
Melville,
New York
| US$5.83億 | +US$1.05億 | +22% | 13.4% | 66.6% | 196 | 19.39% | 3 |
|
| 3563 |
3563
Magnolia Capital Advisors
Jackson,
Mississippi
| US$5.83億 | +US$7400萬 | +15% | 14.7% | 78.7% | 313 | 15.97% | 1.5 |
|
| 3564 |
3564
111 Capital
Paris,
France
| US$5.82億 | +US$1.76億 | +43% | 28.3% | – | 627 | 69.86% | 0.3 |
|
| 3565 |
3565
Great Diamond Partners
Portland,
Maine
| US$5.82億 | +US$6224萬 | +12% | 15% | 86.1% | 250 | 13.6% | 2.9 |
|
| 3566 |
3566
Liberty Capital Management
Birmingham,
Michigan
| US$5.82億 | – | – | 13.8% | – | 184 | – | 6.2 |
|
| 3567 |
3567
Marietta Investment Partners
Milwaukee,
Wisconsin
| US$5.82億 | +US$8224萬 | +16% | 25.9% | 160% | 177 | 12.99% | 4.8 |
|
| 3568 |
3568
Cambridge Advisors
Omaha,
Nebraska
| US$5.82億 | +US$6636萬 | +13% | 11.4% | 58.6% | 185 | 4.86% | 6.8 |
|
| 3569 |
GFI
3569
Global Frontier Investments
Charleston,
South Carolina
| US$5.81億 | -US$1.51億 | -21% | 7.87% | – | 21 | 0% | 4 |
|
| 3570 |
3570
Retirement Income Solutions
Ann Arbor,
Michigan
| US$5.81億 | -US$426萬 | -0.7% | 11.9% | 60.8% | 173 | 0.58% | 4.1 |
|
| 3571 |
3571
Cedar Mountain Advisors
Lake Oswego,
Oregon
| US$5.81億 | +US$6935萬 | +14% | 12.5% | 57.7% | 1,227 | 10.35% | 1.6 |
|
| 3572 |
3572
Stempoint Capital
New York
| US$5.81億 | +US$5817萬 | +11% | 35.1% | – | 116 | 56.9% | 0.4 |
|
| 3573 |
3573
Prosight Management
Dallas,
Texas
| US$5.8億 | -US$2947萬 | -5% | 1.98% | 39.5% | 51 | 39.22% | 1.2 |
|
| 3574 |
3574
Correct Capital Wealth Management
Clayton,
Missouri
| US$5.8億 | +US$4435萬 | +8% | 11.8% | 83.6% | 113 | 7.96% | 2.1 |
|
| 3575 |
3575
McNamara Financial Services
Marshfield,
Massachusetts
| US$5.8億 | +US$5133萬 | +10% | 10.3% | 42.6% | 105 | 6.67% | 4.4 |
|