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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
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| US$5.3億 | +US$6800萬 | +15% | 10.2% | 70.7% | 266 | 25.94% | 1.9 |
|
| 3752 |
3752
Ballast Inc
Lexington,
Kentucky
| US$5.3億 | +US$9785萬 | +23% | 18.4% | 71.3% | 162 | 21.6% | 4.3 |
|
| 3753 |
3753
New Hampshire Trust
Concord,
New Hampshire
| US$5.3億 | +US$3435萬 | +7% | 11% | 88.5% | 180 | 15.56% | 2.8 |
|
| 3754 |
3754
Adamsbrown Wealth Consultants
Wichita,
Kansas
| US$5.3億 | +US$1.52億 | +40% | 15.2% | 60.6% | 177 | 24.29% | 1.9 |
|
| 3755 |
GECH
3755
Garnet Equity Capital Holdings
New York
| US$5.3億 | -US$1.12億 | -17% | 35.4% | 302% | 32 | 40.63% | 1.4 |
|
| 3756 |
3756
Valicenti Advisory Services
Elmira,
New York
| US$5.3億 | +US$7104萬 | +15% | 26.6% | 134% | 86 | 5.81% | 5.5 |
|
| 3757 |
3757
Bridgewealth Advisory Group
Fresno,
California
| US$5.3億 | +US$4772萬 | +10% | 8.13% | 39.1% | 148 | 13.51% | 1.4 |
|
| 3758 |
3758
DMKC Advisory Services
Des Moines,
Iowa
| US$5.3億 | +US$2.9億 | +121% | 7.82% | – | 92 | 8.7% | 1.1 |
|
| 3759 |
3759
J. Derek Lewis & Associates
Newport Beach,
California
| US$5.29億 | +US$8462萬 | +19% | 13.5% | – | 237 | 19.83% | 0.4 |
|
| 3760 |
3760
Teramo Advisors
Naples,
Florida
| US$5.29億 | +US$5489萬 | +12% | 14.6% | 72.1% | 4 | 0% | 4.4 |
|
| 3761 |
3761
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$5.29億 | +US$3210萬 | +6% | 5.9% | 60% | 77 | 16.88% | 4.6 |
|
| 3762 |
KMWM
3762
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$5.29億 | +US$4021萬 | +8% | 12.5% | – | 271 | 13.65% | 3.6 |
|
| 3763 |
3763
Great Point Partners
Greenwich,
Connecticut
| US$5.29億 | +US$9400萬 | +22% | 27.3% | 710% | 54 | 44.44% | 0.4 |
|
| 3764 |
3764
Clearlake Capital Group
Santa Monica,
California
| US$5.29億 | -US$1.52億 | -22% | 22% | 47.3% | 6 | 0% | 4.3 |
|
| 3765 |
3765
Voisard Asset Management Group
Grand Rapids,
Michigan
| US$5.29億 | +US$5979萬 | +13% | 13.2% | 50.5% | 116 | 14.66% | 1.6 |
|
| 3766 |
CWM
3766
Compass Wealth Management
Guilford,
Connecticut
| US$5.28億 | +US$1.24億 | +31% | 16.4% | 103% | 168 | 55.95% | 1.3 |
|
| 3767 |
3767
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$5.28億 | +US$5199萬 | +11% | 18.7% | 109% | 260 | 37.69% | 2.8 |
|
| 3768 |
3768
Silverlake Wealth Management
Williston,
Vermont
| US$5.28億 | +US$4868萬 | +10% | 11.7% | 73.3% | 414 | 13.77% | 2.3 |
|
| 3769 |
3769
Webs Creek Capital Management
Dallas,
Texas
| US$5.28億 | -US$4956萬 | -9% | 5.53% | 133% | 15 | 20% | 1 |
|
| 3770 |
3770
Auxano Advisors
Bellevue,
Washington
| US$5.28億 | +US$2652萬 | +5% | 11.2% | 85.4% | 220 | 15.45% | 2.7 |
|
| 3771 |
3771
Global Wealth Strategies & Associates
Denver,
Colorado
| US$5.28億 | +US$1.21億 | +30% | 15.4% | 68.7% | 539 | 82.75% | 2.4 |
|
| 3772 |
YLHM
3772
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| US$5.27億 | +US$4726萬 | +10% | 18.8% | 144% | 89 | 11.24% | 2.3 |
|
| 3773 |
3773
New York Life Insurance Company
New York
| US$5.27億 | +US$3667萬 | +7% | 15.2% | 71% | 6 | 50% | 6.3 |
|
| 3774 |
3774
Pinion Investment Advisors
Wichita,
Kansas
| US$5.27億 | +US$9855萬 | +23% | 14.5% | 81.7% | 218 | 22.94% | 2.8 |
|
| 3775 |
3775
Altrius Capital Management
New Bern,
North Carolina
| US$5.26億 | +US$2399萬 | +5% | 3.06% | 43.1% | 92 | 8.7% | 2.8 |
|