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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
RK Capital Management (Colorado)
Denver,
Colorado
| US$3.73億 | -US$1.22億 | -25% | 4.54% | 89% | 51 | 41.18% | 2 |
|
| 3702 |
3702
McDonald Partners
Cleveland,
Ohio
| US$3.73億 | +US$968萬 | +3% | 1.61% | 90.7% | 244 | 4.51% | 2.3 |
|
| 3703 |
3703
Financial & Tax Architects
St Louis,
Missouri
| US$3.73億 | +US$956萬 | +3% | 0.04% | 50.2% | 93 | 20.43% | 1.8 |
|
| 3704 |
3704
Catalyst Funds Management
Sydney NSW,
Australia
| US$3.73億 | +US$1475萬 | +4% | 7.61% | – | 1,707 | 69.19% | 0.1 |
|
| 3705 |
HM
3705
HCEP Management
Hong Kong
| US$3.73億 | -US$1.59億 | -30% | 4.33% | 182% | 18 | 61.11% | 0.8 |
|
| 3706 |
3706
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$3.73億 | +US$1516萬 | +4% | 2.98% | 74% | 152 | 6.58% | 3.3 |
|
| 3707 |
3707
RR Advisors
Dallas,
Texas
| US$3.73億 | -US$445萬 | -1% | 6.9% | 115% | 25 | 16% | 3.2 |
|
| 3708 |
3708
Valicenti Advisory Services
Elmira,
New York
| US$3.72億 | +US$1347萬 | +4% | 5.3% | 134% | 88 | 21.59% | 5 |
|
| 3709 |
3709
Waller Financial Planning Group
Columbus,
Ohio
| US$3.72億 | -US$312萬 | -0.8% | 1.15% | 47.5% | 72 | 15.28% | 3.3 |
|
| 3710 |
3710
Hamilton Wealth
Encino,
California
| US$3.72億 | +US$5173萬 | +16% | 6.71% | 108% | 126 | 40.48% | 1.4 |
|
| 3711 |
RS
3711
Retirement Solution
Redmond,
Washington
| US$3.72億 | +US$308萬 | +0.8% | 1.54% | 77.3% | 41 | 12.2% | 2 |
|
| 3712 |
3712
REAP Financial Group
Austin,
Texas
| US$3.72億 | +US$733萬 | +2% | 2.53% | – | 611 | 15.22% | 0.5 |
|
| 3713 |
3713
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$3.72億 | +US$1215萬 | +3% | 2.31% | 56.9% | 109 | 7.34% | 3.1 |
|
| 3714 |
3714
Arjuna Capital
Durham,
North Carolina
| US$3.72億 | +US$1897萬 | +5% | 6.42% | 105% | 113 | 22.12% | 2.5 |
|
| 3715 |
3715
Essex Savings Bank
Essex,
Connecticut
| US$3.72億 | +US$2747萬 | +8% | 2.9% | 95.2% | 281 | 12.1% | 3.4 |
|
| 3716 |
LHC
3716
Lodge Hill Capital
New York
| US$3.71億 | -US$4608萬 | -11% | 9.93% | 17.9% | 27 | 37.04% | 0.9 |
|
| 3717 |
H2CM
3717
H/2 Credit Manager
Stamford,
Connecticut
| US$3.71億 | -US$1876萬 | -5% | 5.12% | 97.4% | 15 | 0% | 2.4 |
|
| 3718 |
3718
Nepsis Inc
Minneapolis,
Minnesota
| US$3.71億 | +US$129萬 | +0.3% | 1.81% | 131% | 29 | 6.9% | 4.2 |
|
| 3719 |
3719
Drive Wealth Management
Lehi,
Utah
| US$3.71億 | +US$1380萬 | +4% | 2.62% | 94.4% | 340 | 12.65% | 1.3 |
|
| 3720 |
PTB
3720
Pioneer Trust Bank
Salem,
Oregon
| US$3.71億 | +US$1103萬 | +3% | 3.21% | 61.4% | 76 | 1.32% | 7.5 |
|
| 3721 |
3721
Pathway Financial Advisors
South Burlington,
Vermont
| US$3.7億 | +US$42.1萬 | +0.1% | 1.68% | 52.7% | 181 | 10.5% | 3.5 |
|
| 3722 |
3722
Manhattan West Asset Management
Los Angeles,
California
| US$3.7億 | -US$4670萬 | -11% | 3.83% | 65.6% | 160 | 17.5% | 1.5 |
|
| 3723 |
3723
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$3.7億 | +US$1419萬 | +4% | 5.81% | 111% | 143 | 6.29% | 5 |
|
| 3724 |
3724
GE Investment Management
Norwalk,
Connecticut
| US$3.7億 | -US$6.84億 | -65% | 7.76% | – | 5 | 0% | 0.4 |
|
| 3725 |
3725
Sio Capital Management
New York
| US$3.7億 | +US$3368萬 | +10% | 9.83% | 564% | 64 | 45.31% | 0.7 |
|