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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 |
3701
REDW Wealth
Albuquerque,
New Mexico
| US$2.73億 | -US$6416萬 | -19% | 12.4% | 54.1% | 131 | 19.08% | 3.2 |
|
| 3702 |
3702
Centric Wealth Management
Chicago,
Illinois
| US$2.72億 | -US$4380萬 | -14% | 12% | 44.4% | 166 | 31.93% | 1.7 |
|
| 3703 |
3703
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$2.72億 | -US$4704萬 | -15% | 13.1% | 85.6% | 120 | 5.83% | 4.8 |
|
| 3704 |
PWM
3704
Praetorian Wealth Management
Carmel,
California
| US$2.72億 | -US$2128萬 | -7% | 13.1% | 60.4% | 41 | 24.39% | 1.5 |
|
| 3705 |
3705
Syverson Strege & Co
West Des Moines,
Iowa
| US$2.72億 | +US$1.8億 | +196% | 10.4% | 66.8% | 360 | 18.06% | 1.1 |
|
| 3706 |
3706
Parkman Healthcare Partners
Stamford,
Connecticut
| US$2.72億 | -US$7015萬 | -21% | 0.86% | 306% | 92 | 30.43% | 1 |
|
| 3707 |
3707
Roof Eidam Maycock Peralta (REMP)
San Francisco,
California
| US$2.71億 | -US$3814萬 | -12% | 9.93% | 62.3% | 107 | 11.21% | 4.7 |
|
| 3708 |
3708
Westover Capital Advisors
Wilmington,
Delaware
| US$2.71億 | -US$4950萬 | -15% | 11.4% | 144% | 198 | 27.78% | 2.7 |
|
| 3709 |
3709
Private Wealth Advisors (California)
Fresno,
California
| US$2.71億 | -US$4276萬 | -14% | 12.4% | 63.6% | 101 | 29.7% | 2 |
|
| 3710 |
3710
Alliance Wealth Management Group
Flemington,
New Jersey
| US$2.71億 | -US$3676萬 | -12% | 11% | – | 75 | 8% | 3.7 |
|
| 3711 |
3711
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$2.71億 | -US$4356萬 | -14% | 10.1% | 69.3% | 49 | 14.29% | 4.5 |
|
| 3712 |
3712
Flagstar Advisors
New York
| US$2.7億 | -US$4757萬 | -15% | 13.3% | 81.9% | 150 | 8.67% | 0.7 |
|
| 3713 |
AFA
3713
Alta Fundamental Advisers
New York
| US$2.7億 | -US$3246萬 | -11% | 11% | 340% | 27 | 18.52% | 1.3 |
|
| 3714 |
3714
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$2.7億 | -US$6770萬 | -20% | 17% | 141% | 26 | 23.08% | 4.8 |
|
| 3715 |
3715
Red Door Wealth Management
Memphis,
Tennessee
| US$2.7億 | -US$2809萬 | -9% | 14% | 100% | 147 | 15.65% | 1.9 |
|
| 3716 |
3716
Virtus ETF Advisers
New York
| US$2.7億 | +US$4635萬 | +21% | 14% | 177% | 501 | 38.92% | 1.6 |
|
| 3717 |
3717
Washington University
St Louis,
Missouri
| US$2.7億 | -US$772萬 | -3% | 29% | 44% | 11 | 36.36% | 0.6 |
|
| 3718 |
3718
Soviero Asset Management
New York
| US$2.7億 | -US$1.38億 | -34% | 17.6% | 676% | 46 | 58.7% | 0.5 |
|
| 3719 |
3719
Riversedge Advisors
Wilmington,
Delaware
| US$2.69億 | -US$3824萬 | -12% | 12.8% | 71.3% | 74 | 20.27% | 1.7 |
|
| 3720 |
3720
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.69億 | -US$1873萬 | -7% | 6.42% | 13.4% | 3 | 0% | 7.5 |
|
| 3721 |
3721
Seven Post Investment Office
San Francisco,
California
| US$2.69億 | -US$5883萬 | -18% | 18.1% | 44.4% | 58 | 32.76% | 2.4 |
|
| 3722 |
3722
Relyea Zuckerberg Hanson
Stamford,
Connecticut
| US$2.68億 | -US$3681萬 | -12% | 16.5% | 95.9% | 155 | 12.26% | 1.9 |
|
| 3723 |
3723
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| US$2.68億 | -US$4420萬 | -14% | 14.1% | 72.9% | 185 | 9.19% | 3.9 |
|
| 3724 |
3724
RB Capital Management
Reno,
Nevada
| US$2.68億 | -US$4336萬 | -14% | 14.9% | 79.4% | 183 | 14.75% | 3.2 |
|
| 3725 |
3725
Albar Capital
London,
United Kingdom
| US$2.68億 | +US$2799萬 | +12% | 11.5% | 163% | 49 | 79.59% | 0.3 |
|