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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
DSN
3601
D. Scott Neal
Lexington,
Kentucky
| US$1.47億 | -US$841萬 | -5% | 2.03% | 105% | 194 | 16.49% | 1.3 |
|
| 3602 |
BJCM
3602
Blue Jay Capital Management
Los Angeles,
California
| US$1.47億 | -US$5665萬 | -28% | 11.7% | – | 30 | 63.33% | 0.3 |
|
| 3603 |
FPS
3603
Fieldpoint Private Securities
Greenwich,
Connecticut
| US$1.47億 | +US$1796萬 | +14% | 3.01% | 47.2% | 357 | 63.87% | 0.2 |
|
| 3604 |
HWP
3604
Hefty Wealth Partners
Auburn,
Indiana
| US$1.46億 | +US$895萬 | +7% | 1.58% | – | 264 | 14.02% | 1.1 |
|
| 3605 |
WA
3605
WESPAC Advisors
Orinda,
California
| US$1.46億 | +US$5958萬 | +69% | 3.04% | 112% | 144 | 34.03% | 0.7 |
|
| 3606 |
3606
RGT Wealth Advisors
Dallas,
Texas
| US$1.46億 | -US$118萬 | -0.8% | 2.26% | 9.35% | 117 | 35.9% | 0.5 |
|
| 3607 |
FCAG
3607
First Capital Advisors Group
Little Silver,
New Jersey
| US$1.46億 | +US$1223萬 | +9% | 2.28% | – | 149 | 18.79% | 0.4 |
|
| 3608 |
LFG
3608
LifePlan Financial Group
Dayton,
Ohio
| US$1.46億 | +US$194萬 | +1% | 1.98% | 20.2% | 111 | 5.41% | 2.6 |
|
| 3609 |
SC
3609
Searle & Co
Greenwich,
Connecticut
| US$1.46億 | +US$310萬 | +2% | 2.6% | 93.8% | 138 | 13.04% | 0.9 |
|
| 3610 |
MSFP
3610
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.46億 | +US$536萬 | +4% | 3.98% | 92.4% | 391 | 8.18% | 2.2 |
|
| 3611 |
HBWM
3611
Hollow Brook Wealth Management
Katonah,
New York
| US$1.46億 | +US$1713萬 | +13% | 3.39% | 92.8% | 49 | 22.45% | 2.2 |
|
| 3612 |
3612
Family Management
New York
| US$1.45億 | +US$15.5萬 | +0.1% | 0.29% | 69% | 80 | 25% | 1.9 |
|
| 3613 |
TCCM
3613
Timber Creek Capital Management
Boston,
Massachusetts
| US$1.45億 | +US$1221萬 | +9% | 1.87% | 139% | 149 | 10.07% | 2.3 |
|
| 3614 |
3614
Maven Securities
St Helier,
Jersey
| US$1.45億 | -US$850萬 | -6% | 6.45% | 135% | 63 | 76.19% | 0.2 |
|
| 3615 |
IAMOG
3615
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$1.45億 | +US$117萬 | +0.8% | 1.99% | 113% | 147 | 3.4% | 2.1 |
|
| 3616 |
3616
RFG Advisory
Birmingham,
Alabama
| US$1.45億 | +US$1287萬 | +10% | 1.17% | 52.3% | 144 | 14.58% | 0.9 |
|
| 3617 |
TWM
3617
Torch Wealth Management
Cincinnati,
Ohio
| US$1.45億 | -US$509萬 | -3% | 1.91% | 48.8% | 99 | 9.09% | 2.4 |
|
| 3618 |
FA
3618
FC Advisory
West Chester,
Pennsylvania
| US$1.45億 | +US$317萬 | +2% | 2.13% | 46.6% | 43 | 13.95% | 1.6 |
|
| 3619 |
BWA
3619
Burt Wealth Advisors
North Bethesda,
Maryland
| US$1.45億 | +US$591萬 | +4% | 2.9% | 57.3% | 452 | 20.35% | 1.7 |
|
| 3620 |
HCIA
3620
Hochman Cole Investment Advisors
Deerfield,
Illinois
| US$1.45億 | +US$690萬 | +5% | 2.61% | 42.7% | 94 | 12.77% | 1.2 |
|
| 3621 |
DCCA
3621
D.C. Capital Advisors
New York
| US$1.45億 | +US$131萬 | +0.9% | 3.13% | 59.9% | 26 | 26.92% | 1.5 |
|
| 3622 |
3622
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$1.44億 | +US$293萬 | +2% | 2.44% | 137% | 97 | 15.46% | 0.2 |
|
| 3623 |
3623
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$1.44億 | +US$1338萬 | +10% | 2.19% | 47.1% | 21 | 0% | 2.2 |
|
| 3624 |
MCAI
3624
Meritech Capital Associates III
Palo Alto,
California
| US$1.44億 | +US$5720萬 | +66% | 8.62% | 135% | 4 | 25% | 2.4 |
|
| 3625 |
NR
3625
Newfound Research
Wellesley Hills,
Massachusetts
| US$1.43億 | +US$1497萬 | +12% | 1.93% | 54.6% | 232 | 6.03% | 0.9 |
|