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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
AIS
3701
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| US$1.09億 | – | – | 4.69% | 6.74% | 339 | – | 0 |
|
| 3702 |
3702
Willingdon Wealth Management
Huntersville,
North Carolina
| US$1.09億 | +US$2524萬 | +30% | 7.02% | 15.3% | 97 | 41.24% | 1 |
|
| 3703 |
SL
3703
SIB LLC
New York,
New York
| US$1.09億 | -US$1346萬 | -11% | 0.12% | 29.2% | 27 | 3.7% | 2.4 |
|
| 3704 |
3704
TMD & Associates
Scottsdale,
Arizona
| US$1.09億 | – | – | 3.67% | 20.5% | 54 | – | 0 |
|
| 3705 |
3705
Kathryn A. Hall
| US$1.09億 | +US$770萬 | +8% | 3.46% | 95.2% | 7 | 28.57% | 1.4 |
|
| 3706 |
3706
Boltwood Capital Management
Walnut Creek,
California
| US$1.09億 | +US$1526萬 | +16% | 6.03% | 63% | 97 | 16.49% | 1.8 |
|
| 3707 |
3707
Capital Wealth Planning
Naples,
Florida
| US$1.09億 | -US$1652萬 | -13% | 6.12% | 73.9% | 119 | 28.57% | 1.2 |
|
| 3708 |
PP
3708
Pension Partners
New York
| US$1.09億 | -US$1882萬 | -15% | 1.81% | – | 22 | 86.36% | 0.3 |
|
| 3709 |
3709
GSI Capital Advisors
Newport Beach,
California
| US$1.09億 | +US$1446萬 | +15% | 8.74% | 39.7% | 40 | 60% | 0.5 |
|
| 3710 |
3710
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$1.09億 | – | – | 4.87% | 117% | 194 | – | 0 |
|
| 3711 |
3711
Ruggie Capital Group
Tavares,
Florida
| US$1.09億 | +US$342萬 | +3% | 0% | 22% | 233 | 99.57% | 0 |
|
| 3712 |
3712
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| US$1.09億 | +US$316萬 | +3% | 7.14% | – | 52 | 0% | 2.2 |
|
| 3713 |
3713
Private Capital Management (Minnesota)
Eagan,
Minnesota
| US$1.09億 | – | – | 3.25% | – | 188 | – | 0 |
|
| 3714 |
3714
Physicians Financial Services
Raleigh,
North Carolina
| US$1.08億 | – | – | 6.81% | 100% | 311 | – | 0 |
|
| 3715 |
3715
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$1.08億 | – | – | 1.98% | 7.8% | 94 | – | 0.3 |
|
| 3716 |
3716
BW Gestao de Investimentos
Sao Paulo,
Brazil
| US$1.08億 | -US$3477萬 | -24% | 5.42% | 95.1% | 82 | 15.85% | 1.2 |
|
| 3717 |
3717
Aldebaran Financial
| US$1.08億 | +US$214萬 | +2% | 4.94% | 89.7% | 106 | 10.38% | 1.6 |
|
| 3718 |
3718
MML Investors Services
Springfield,
Massachusetts
| US$1.08億 | +US$929萬 | +9% | 3.31% | 74.5% | 46 | 8.7% | 0.5 |
|
| 3719 |
3719
Headlands Capital Management
San Francisco,
California
| US$1.08億 | – | – | 20.8% | – | 9 | – | 0 |
|
| 3720 |
3720
HCSF Management
San Francisco,
California
| US$1.08億 | +US$1315萬 | +14% | 20.8% | 58.8% | 12 | 33.33% | 0.7 |
|
| 3721 |
HCM
3721
Highlander Capital Management
Short Hills,
New Jersey
| US$1.08億 | +US$214萬 | +2% | 2.99% | 34.4% | 886 | 5.53% | 1.9 |
|
| 3722 |
3722
Krilogy Financial
St. Louis,
Missouri
| US$1.08億 | -US$1.02億 | -49% | 1.9% | 79% | 666 | 41.74% | 0.2 |
|
| 3723 |
3723
University of Notre Dame du Lac
South Bend,
Indiana
| US$1.08億 | +US$5301萬 | +97% | 4.56% | – | 45 | 91.11% | 0.1 |
|
| 3724 |
3724
Excalibur Management
Waltham,
Massachusetts
| US$1.08億 | +US$754萬 | +8% | 7.25% | 81.7% | 73 | 19.18% | 1.7 |
|
| 3725 |
3725
Water Oak Advisors
Winter Park,
Florida
| US$1.07億 | +US$1687萬 | +19% | 1.7% | 12.9% | 20 | 55% | 0.8 |
|