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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$2.96億 | -US$1194萬 | -4% | 3.15% | 86.1% | 195 | 4.62% | 6.5 |
|
| 3752 |
3752
Satovsky Asset Management
New York
| US$2.95億 | -US$72.6萬 | -0.2% | 1.6% | 53.6% | 44 | 6.82% | 1.9 |
|
| 3753 |
3753
Geisinger Health
Danville,
Pennsylvania
| US$2.95億 | -US$1727萬 | -6% | 3.15% | – | 5 | 20% | 0.8 |
|
| 3754 |
3754
Schwarz Dygos Wheeler Investment Advisors
Minneapolis,
Minnesota
| US$2.95億 | -US$833萬 | -3% | 2.51% | 74% | 144 | 6.25% | 2.8 |
|
| 3755 |
3755
Keating Investment Counselors
Delray Beach,
Florida
| US$2.95億 | +US$1829萬 | +7% | 1.05% | 50% | 84 | 8.33% | 5.1 |
|
| 3756 |
MJP
3756
Michael J. Puzo
| US$2.95億 | -US$2108萬 | -7% | 3.31% | 90.3% | 80 | 7.5% | 6.8 |
|
| 3757 |
3757
Adams Wealth Management
Logan,
Utah
| US$2.95億 | -US$2552萬 | -8% | 3.38% | 105% | 109 | 22.02% | 2.2 |
|
| 3758 |
3758
Kathryn A. Hall
| US$2.95億 | -US$1218萬 | -4% | 0.99% | 95.2% | 52 | 7.69% | 3.3 |
|
| 3759 |
3759
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$2.95億 | -US$678萬 | -2% | 3.08% | 94.5% | 102 | 15.69% | 2.9 |
|
| 3760 |
3760
Harbourvest Partners
Boston,
Massachusetts
| US$2.95億 | -US$5756萬 | -16% | 7.76% | 8.96% | 63 | 12.7% | 2.1 |
|
| 3761 |
SPC
3761
Stony Point Capital
New York
| US$2.94億 | -US$1379萬 | -4% | 2.89% | 208% | 33 | 39.39% | 0.9 |
|
| 3762 |
3762
Pacific Center for Financial Services
San Ramon,
California
| US$2.94億 | -US$970萬 | -3% | 3.46% | 60.1% | 423 | 5.44% | 4.5 |
|
| 3763 |
3763
Corrigan Financial
Middletown,
Rhode Island
| US$2.94億 | -US$2442萬 | -8% | 3.08% | 9.54% | 79 | 53.16% | 4.8 |
|
| 3764 |
3764
Ararat Capital Management
Westport,
Connecticut
| US$2.94億 | -US$568萬 | -2% | 6.49% | 99.2% | 21 | 28.57% | 1.3 |
|
| 3765 |
3765
Raffa Wealth Management
Washington,
District of Columbia
| US$2.94億 | +US$86.2萬 | +0.3% | 3.51% | 35.8% | 1,081 | 2.59% | 3.3 |
|
| 3766 |
3766
Searle & Co
Greenwich,
Connecticut
| US$2.94億 | -US$2900萬 | -9% | 3.86% | 108% | 152 | 5.92% | 4.9 |
|
| 3767 |
3767
United Capital Management of KS
Salina,
Kansas
| US$2.94億 | -US$1840萬 | -6% | 0.5% | 295% | 81 | 12.35% | 3 |
|
| 3768 |
LFM
3768
Lumina Fund Management
New York
| US$2.94億 | +US$5992萬 | +26% | 3.82% | 28.1% | 76 | 30.26% | 2.5 |
|
| 3769 |
3769
Rosenblum Silverman Sutton
San Francisco,
California
| US$2.94億 | -US$937萬 | -3% | 1.55% | 90.1% | 72 | 5.56% | 5.1 |
|
| 3770 |
3770
Elevated Capital Advisors
Sandy,
Utah
| US$2.94億 | -US$694萬 | -2% | 2.84% | 50.2% | 186 | 13.98% | 2.1 |
|
| 3771 |
3771
Harrell Investment Partners
Austin,
Texas
| US$2.94億 | -US$135萬 | -0.5% | 2.4% | 121% | 102 | 5.88% | 2.6 |
|
| 3772 |
BC
3772
Bruce & Co
Chicago,
Illinois
| US$2.93億 | -US$6306萬 | -18% | 5.29% | 94.5% | 39 | 7.69% | 5.4 |
|
| 3773 |
3773
Apeiron RIA
Dallas,
Texas
| US$2.93億 | +US$111萬 | +0.4% | 2.35% | 68.5% | 198 | 8.08% | 1.1 |
|
| 3774 |
3774
Formula Growth
Montreal,
Quebec, Canada
| US$2.93億 | -US$2102萬 | -7% | 8.07% | 118% | 160 | 30.63% | 2.8 |
|
| 3775 |
3775
Moss Adams Wealth Advisors
Seattle,
Washington
| US$2.93億 | -US$1339萬 | -4% | 4.27% | 79.6% | 175 | 21.71% | 0.6 |
|