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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
Redmond Asset Management
Henrico,
Virginia
| US$4.19億 | +US$3161萬 | +8% | 6.75% | 61.5% | 216 | 8.33% | 4 |
|
| 3752 |
3752
Centric Wealth Management
Chicago,
Illinois
| US$4.19億 | +US$3842萬 | +10% | 6.52% | 44.4% | 204 | 20.1% | 2.3 |
|
| 3753 |
3753
Landaas & Company
Milwaukee,
Wisconsin
| US$4.19億 | +US$5700萬 | +16% | 7.92% | 60.3% | 117 | 20.51% | 3 |
|
| 3754 |
3754
Sanders Morris Harris
Houston,
Texas
| US$4.19億 | -US$2.29億 | -35% | 8.51% | 85.8% | 311 | 55.31% | 1.8 |
|
| 3755 |
3755
AYAL Capital Advisors
Toronto,
Ontario, Canada
| US$4.19億 | +US$1.16億 | +38% | 12.1% | – | 72 | 68.06% | 0.3 |
|
| 3756 |
3756
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$4.18億 | +US$3900萬 | +10% | 15.3% | 149% | 139 | 6.47% | 5.6 |
|
| 3757 |
SIM
3757
SW Investment Management
Telluride,
Colorado
| US$4.18億 | +US$9844萬 | +31% | 25.7% | 143% | 9 | 22.22% | 2.2 |
|
| 3758 |
3758
ORG Wealth Partners
Dallas,
Texas
| US$4.18億 | +US$9228萬 | +28% | 75.9% | – | 822 | 23.84% | 0.5 |
|
| 3759 |
3759
Talos Asset Management
New York
| US$4.17億 | +US$1.82億 | +77% | 36.5% | – | 26 | 73.08% | 0.2 |
|
| 3760 |
3760
TRB Advisors
New York
| US$4.17億 | +US$2.06億 | +98% | 15.5% | 64% | 11 | 45.45% | 2.8 |
|
| 3761 |
3761
McDonald Partners
Cleveland,
Ohio
| US$4.17億 | +US$3313萬 | +9% | 10.1% | 90.7% | 256 | 8.98% | 2.9 |
|
| 3762 |
3762
RS Crum Inc
Newport Beach,
California
| US$4.17億 | +US$4568萬 | +12% | 6.49% | 54.2% | 92 | 5.43% | 2.6 |
|
| 3763 |
PT
3763
Plimoth Trust
Plymouth,
Massachusetts
| US$4.17億 | +US$3313萬 | +9% | 9.5% | 110% | 166 | 4.82% | 6 |
|
| 3764 |
3764
Madrona Financial Services
Everett,
Washington
| US$4.17億 | +US$5333萬 | +15% | 12.2% | 85.1% | 122 | 17.21% | 2.9 |
|
| 3765 |
3765
Mayport LLC
Newton,
Massachusetts
| US$4.17億 | +US$5395萬 | +15% | 8.76% | 57% | 100 | 12% | 2.1 |
|
| 3766 |
3766
IAM Advisory
Easton,
Pennsylvania
| US$4.17億 | +US$3155萬 | +8% | 8.94% | 74.5% | 106 | 14.15% | 2.1 |
|
| 3767 |
3767
Davidson Capital Management
Corpus Christi,
Texas
| US$4.16億 | +US$4761萬 | +13% | 11.1% | 79.4% | 84 | 9.52% | 2.5 |
|
| 3768 |
LCM
3768
Lionstone Capital Management
New York
| US$4.16億 | +US$5474萬 | +15% | 22.3% | 74.1% | 12 | 16.67% | 4.9 |
|
| 3769 |
3769
Scissortail Wealth Management
Tulsa,
Oklahoma
| US$4.16億 | +US$2697萬 | +7% | 8.91% | 65% | 117 | 16.24% | 1.4 |
|
| 3770 |
3770
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| US$4.16億 | +US$3303萬 | +9% | 8.49% | 63.3% | 292 | 19.18% | 1.5 |
|
| 3771 |
3771
Gavilan Investment Partners
Burlingame,
California
| US$4.16億 | +US$6053萬 | +17% | 22.8% | 109% | 13 | 7.69% | 2.3 |
|
| 3772 |
3772
3Chopt Investment Partners
Richmond,
Virginia
| US$4.16億 | +US$3415萬 | +9% | 12.1% | 116% | 251 | 19.12% | 0.8 |
|
| 3773 |
3773
RR Advisors
Dallas,
Texas
| US$4.16億 | -US$289萬 | -0.7% | 1.41% | 115% | 30 | 16.67% | 3.3 |
|
| 3774 |
3774
Artia Global Partners
Miami,
Florida
| US$4.16億 | +US$2055萬 | +5% | 19.8% | 725% | 49 | 53.06% | 0.7 |
|
| 3775 |
3775
Cypress Asset Management
Houston,
Texas
| US$4.15億 | +US$4204萬 | +11% | 15% | 141% | 112 | 4.46% | 6.7 |
|