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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
3801
MONECO Advisors
Fairfield,
Connecticut
| US$2.58億 | -US$1457萬 | -5% | 13.4% | 70.5% | 273 | 17.58% | 1.9 |
|
| 3802 |
3802
NVWM LLC
Yardley,
Pennsylvania
| US$2.57億 | -US$5806萬 | -18% | 13.7% | 119% | 597 | 24.62% | 2.1 |
|
| 3803 |
3803
Trinity Legacy Partners
Houston,
Texas
| US$2.57億 | -US$3887萬 | -13% | 10% | 63.3% | 109 | 18.35% | 1.7 |
|
| 3804 |
3804
Daniels + Tansey
Wilmington,
Delaware
| US$2.57億 | -US$3860萬 | -13% | 14.3% | 21.1% | 33 | 15.15% | 1.5 |
|
| 3805 |
3805
Firestone Capital Management
Coral Gables,
Florida
| US$2.57億 | -US$4809萬 | -16% | 12.8% | 51.6% | 127 | 14.17% | 2.1 |
|
| 3806 |
3806
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$2.57億 | -US$2963萬 | -10% | 12% | 64.1% | 198 | 7.58% | 4.2 |
|
| 3807 |
3807
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$2.57億 | -US$4203萬 | -14% | 13.2% | 83.6% | 177 | 6.21% | 5.2 |
|
| 3808 |
CPFP
3808
Clear Perspectives Financial Planning
Cincinnati,
Ohio
| US$2.56億 | -US$734萬 | -3% | 6.47% | – | 233 | 18.88% | 1.1 |
|
| 3809 |
3809
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$2.56億 | -US$3562萬 | -12% | 11.8% | 74% | 76 | 10.53% | 5.2 |
|
| 3810 |
HF
3810
Halpern Financial
Ashburn,
Virginia
| US$2.56億 | -US$1474萬 | -5% | 13.1% | 26.3% | 353 | 47.03% | 1 |
|
| 3811 |
3811
Harvey Capital Management
Palm Beach,
Florida
| US$2.56億 | -US$6756萬 | -21% | 18.9% | 147% | 79 | 8.86% | 3.1 |
|
| 3812 |
3812
High Note Wealth
Deephaven,
Minnesota
| US$2.56億 | -US$2720萬 | -10% | 12.5% | 82.8% | 104 | 20.19% | 1 |
|
| 3813 |
3813
Progressive Investment Management
Lake Oswego,
Oregon
| US$2.56億 | -US$6135萬 | -19% | 19.7% | 139% | 57 | 14.04% | 3.6 |
|
| 3814 |
3814
First Sabrepoint Capital Management
Dallas,
Texas
| US$2.56億 | -US$2883萬 | -10% | 13.7% | 218% | 32 | 40.63% | 1.5 |
|
| 3815 |
3815
Perennial Investment Advisors
Los Angeles,
California
| US$2.56億 | -US$6034萬 | -19% | 17.6% | 84.3% | 232 | 19.83% | 1.6 |
|
| 3816 |
3816
Peddock Capital Advisors
Braintree,
Massachusetts
| US$2.56億 | -US$5291萬 | -17% | 11.7% | 113% | 156 | 7.05% | 4.6 |
|
| 3817 |
3817
Hamilton Wealth
Encino,
California
| US$2.56億 | +US$2546萬 | +11% | 12% | 108% | 90 | 36.67% | 1.2 |
|
| 3818 |
3818
Pinnacle Private Wealth
Andover,
Massachusetts
| US$2.56億 | -US$6542萬 | -20% | 14.8% | – | 318 | 20.75% | 0.4 |
|
| 3819 |
3819
Mattern Wealth Management
Lawrence,
Kansas
| US$2.55億 | -US$4991萬 | -16% | 11.7% | 54% | 166 | 14.46% | 1.8 |
|
| 3820 |
3820
ThornTree Capital Partners
Boston,
Massachusetts
| US$2.55億 | -US$2.01億 | -44% | 28.5% | 217% | 22 | 36.36% | 1.4 |
|
| 3821 |
3821
Claar Advisors
New York
| US$2.55億 | -US$8591萬 | -25% | 16.5% | 65.5% | 43 | 18.6% | 2 |
|
| 3822 |
3822
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$2.55億 | -US$3637萬 | -12% | 12.3% | 75% | 169 | 10.65% | 5 |
|
| 3823 |
3823
White Pine Capital
Bloomington,
Minnesota
| US$2.55億 | -US$6758萬 | -21% | 12.3% | 143% | 229 | 9.17% | 5.4 |
|
| 3824 |
HA
3824
HYA Advisors
Springfield,
Missouri
| US$2.55億 | -US$3375萬 | -12% | 12.8% | – | 158 | 13.92% | 2 |
|
| 3825 |
3825
Source Financial Advisors
New York
| US$2.55億 | -US$8462萬 | -25% | 19.9% | 18.5% | 121 | 18.18% | 1.1 |
|