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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 |
3776
Auxano Advisors
Bellevue,
Washington
| US$3.62億 | +US$1826萬 | +5% | 6.1% | 85.4% | 158 | 8.86% | 1.9 |
|
| 3777 |
3777
Clark Asset Management
Stratham,
New Hampshire
| US$3.61億 | +US$3543萬 | +11% | 1.81% | 51.8% | 105 | 26.67% | 1 |
|
| 3778 |
3778
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$3.6億 | -US$329萬 | -0.9% | 0.5% | 49.3% | 51 | 1.96% | 7.1 |
|
| 3779 |
3779
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$3.6億 | -US$735萬 | -2% | 2.23% | 79.4% | 100 | 7% | 2.8 |
|
| 3780 |
MJP
3780
Michael J. Puzo
| US$3.6億 | -US$48.5萬 | -0.1% | 2.95% | 90.3% | 75 | 2.67% | 7.2 |
|
| 3781 |
3781
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$3.6億 | +US$58.4萬 | +0.2% | 0.05% | 53.6% | 54 | 9.26% | 5.3 |
|
| 3782 |
3782
Kiley Juergens Wealth Management
Olympia,
Washington
| US$3.6億 | +US$3676萬 | +11% | 7.58% | 106% | 71 | 7.04% | 3.7 |
|
| 3783 |
3783
Univest Financial
Souderton,
Pennsylvania
| US$3.6億 | +US$469萬 | +1% | 2.01% | 82.6% | 135 | 4.44% | 4.3 |
|
| 3784 |
3784
Financial Insights
Tacoma,
Washington
| US$3.6億 | +US$142萬 | +0.4% | 4.51% | 82.1% | 160 | 4.38% | 2.6 |
|
| 3785 |
3785
Safeguard Financial
Minocqua,
Wisconsin
| US$3.6億 | +US$5275萬 | +17% | 2.64% | 21.9% | 100 | 19% | 1.2 |
|
| 3786 |
3786
Blue Owl Capital Holdings
New York
| US$3.6億 | -US$1.41億 | -28% | 13.4% | 145% | 55 | 43.64% | 0.7 |
|
| 3787 |
3787
Stokes Capital Advisors
Greenwood,
South Carolina
| US$3.6億 | +US$1567萬 | +5% | 0.98% | 61.3% | 77 | 3.9% | 4.2 |
|
| 3788 |
3788
Svenska Handelsbanken
Stockholm,
Sweden
| US$3.59億 | +US$4220萬 | +13% | 11.5% | – | 19 | 63.16% | 0.1 |
|
| 3789 |
3789
New World Advisors
Hingham,
Massachusetts
| US$3.59億 | +US$1720萬 | +5% | 7.67% | 84.1% | 75 | 10.67% | 1.9 |
|
| 3790 |
3790
Lifeworks Advisors
Grand Rapids,
Michigan
| US$3.59億 | +US$182萬 | +0.5% | 1.85% | 80.4% | 250 | 20.4% | 1.3 |
|
| 3791 |
3791
Genworth Financial
Glen Allen,
Virginia
| US$3.59億 | +US$1268萬 | +4% | 3.63% | 73.6% | 2 | 0% | 3.1 |
|
| 3792 |
3792
AXS Investments
Port Chester,
New York
| US$3.59億 | -US$5781萬 | -14% | 1% | 104% | 322 | 43.17% | 1.5 |
|
| 3793 |
3793
General Pension Society PZU Joint Stock
Warsaw,
Poland
| US$3.59億 | +US$180萬 | +0.5% | 5.67% | 116% | 19 | 0% | 7.6 |
|
| 3794 |
3794
Ellsworth Advisors
Hudson,
Ohio
| US$3.59億 | +US$1019萬 | +3% | 0.75% | 131% | 194 | 21.13% | 1.5 |
|
| 3795 |
3795
Doliver Advisors
Houston,
Texas
| US$3.58億 | +US$297萬 | +0.8% | 2.17% | 92.3% | 152 | 11.84% | 3.5 |
|
| 3796 |
3796
CenterStar Asset Management
Chicago,
Illinois
| US$3.58億 | +US$3335萬 | +10% | 4.43% | 104% | 384 | 73.44% | 0.3 |
|
| 3797 |
3797
Paradigm Asset Management
New York
| US$3.58億 | -US$3567萬 | -9% | 1.21% | 73.8% | 584 | 27.57% | 2.3 |
|
| 3798 |
3798
Clare Market Investments
Dallas,
Texas
| US$3.58億 | +US$3435萬 | +11% | 10% | – | 160 | 20.63% | 2.4 |
|
| 3799 |
3799
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| US$3.58億 | +US$977萬 | +3% | 2.7% | 63.5% | 197 | 26.4% | 2 |
|
| 3800 |
3800
Louisbourg Investments
Dieppe,
New Brunswick, Canada
| US$3.57億 | -US$279萬 | -0.8% | 1.27% | 93.1% | 174 | 8.62% | 0.5 |
|