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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3776 |
RCA
3776
Rex Capital Advisors
Providence,
Rhode Island
| US$1.28億 | +US$783萬 | +7% | 6.29% | 7.31% | 36 | 8.33% | 1.8 |
|
| 3777 |
3777
Stonehearth Capital Management
Danvers,
Massachusetts
| US$1.28億 | +US$174萬 | +1% | 3.5% | 87.5% | 36 | 13.89% | 1.9 |
|
| 3778 |
3778
Denver PWM
Denver,
Colorado
| US$1.28億 | – | – | 3.36% | 44.8% | 60 | – | 0 |
|
| 3779 |
3779
RB Capital Management
Reno,
Nevada
| US$1.28億 | +US$1202萬 | +10% | 3.29% | 79.4% | 135 | 12.59% | 0.6 |
|
| 3780 |
3780
Loudon Investment Management
West Lebanon,
New Hampshire
| US$1.28億 | -US$391萬 | -3% | 3.45% | 61.6% | 89 | 6.74% | 2.7 |
|
| 3781 |
3781
Scholtz & Company
Stamford,
Connecticut
| US$1.28億 | +US$1182萬 | +10% | 7.27% | 89.2% | 74 | 51.35% | 0.7 |
|
| 3782 |
3782
Bernicke Wealth Management
Altoona,
Wisconsin
| US$1.27億 | +US$203萬 | +2% | 2.13% | – | 56 | 14.29% | 1.6 |
|
| 3783 |
3783
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$1.27億 | +US$1434萬 | +13% | 6.06% | 138% | 64 | 14.06% | 0.2 |
|
| 3784 |
3784
Adirondack Trust Company
Saratoga Springs,
New York
| US$1.27億 | +US$318萬 | +3% | 3.72% | 96.8% | 333 | 7.21% | 3.3 |
|
| 3785 |
WEO
3785
William E. Oberndorf
| US$1.27億 | +US$2913萬 | +30% | 19.7% | 36.2% | 8 | 37.5% | 1 |
|
| 3786 |
HH
3786
HWG Holdings
Houston,
Texas
| US$1.27億 | -US$811萬 | -6% | 7.52% | – | 133 | 48.87% | 0.2 |
|
| 3787 |
3787
Technology Crossover Management V
Menlo Park,
California
| US$1.27億 | -US$162萬 | -1% | 1.57% | 2.5% | 2 | 0% | 2.3 |
|
| 3788 |
3788
Manifold Partners
San Francisco,
California
| US$1.27億 | +US$4152萬 | +49% | 4.47% | 24.9% | 18 | 38.89% | 0.9 |
|
| 3789 |
3789
Capital Wealth Planning
Naples,
Florida
| US$1.27億 | -US$4.98億 | -80% | 5.04% | 73.9% | 210 | 33.33% | 1 |
|
| 3790 |
3790
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| US$1.27億 | +US$406萬 | +3% | 4.41% | – | 399 | 22.06% | 2.2 |
|
| 3791 |
3791
Geneva Partners
Lake Geneva,
Wisconsin
| US$1.27億 | – | – | 6.12% | 401% | 88 | – | 1 |
|
| 3792 |
SAM
3792
Security Asset Management
New York
| US$1.27億 | +US$492萬 | +4% | 6.33% | 67.4% | 78 | 1.28% | 2.3 |
|
| 3793 |
3793
Michael & Susan Dell Foundation
New York
| US$1.27億 | +US$36.3萬 | +0.3% | 0.77% | 238% | 7 | 0% | 2.7 |
|
| 3794 |
3794
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.27億 | +US$956萬 | +8% | 3.48% | 75.5% | 78 | 2.56% | 0.7 |
|
| 3795 |
3795
Rezny Wealth Management
Fort Myers,
Florida
| US$1.27億 | +US$74.6萬 | +0.6% | 3.65% | 99.6% | 16 | 25% | 1.6 |
|
| 3796 |
7A
3796
734 Agriculture
New York
| US$1.27億 | +US$1056萬 | +9% | 9.11% | 23.8% | 1 | 0% | 3.5 |
|
| 3797 |
MI
3797
Moneywise Inc
Forest,
Virginia
| US$1.27億 | +US$912萬 | +8% | 3.31% | 58% | 41 | 9.76% | 0.8 |
|
| 3798 |
3798
Emory University
Atlanta,
Georgia
| US$1.26億 | +US$1315萬 | +12% | 16.9% | – | 59 | 23.73% | 0.9 |
|
| 3799 |
3799
Financial Advisors Network
Tustin,
California
| US$1.26億 | +US$584萬 | +5% | 2.54% | – | 94 | 6.38% | 0.7 |
|
| 3800 |
3800
Elm Advisors
Burlingame,
California
| US$1.26億 | +US$410萬 | +3% | 4.42% | 50.5% | 84 | 7.14% | 3 |
|