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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Fiduciary Wealth Partners
Boston,
Massachusetts
| US$9518萬 | -US$1928萬 | -17% | 0.24% | – | 15 | 13.33% | 0.2 |
|
| 3827 |
3827
Cornerstone Advisors (Washington)
Bellevue,
Washington
| US$9503萬 | +US$393萬 | +4% | 3.1% | 24.3% | 1,001 | 23.48% | 1.5 |
|
| 3828 |
WCM
3828
Weyland Capital Management
Portsmouth,
New Hampshire
| US$9498萬 | -US$1482萬 | -13% | 1.38% | 25.7% | 9 | 11.11% | 2.3 |
|
| 3829 |
3829
Rezny Wealth Management
Fort Myers,
Florida
| US$9481萬 | -US$155萬 | -2% | 0.22% | 99.6% | 47 | 70.21% | 0.9 |
|
| 3830 |
3830
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$9480萬 | +US$205萬 | +2% | 2.09% | 37.8% | 29 | 0% | 1.2 |
|
| 3831 |
3831
Towercrest Capital Management
Newtown,
Pennsylvania
| US$9450萬 | +US$191萬 | +2% | 1.08% | 39.1% | 24 | 4.17% | 1.1 |
|
| 3832 |
3832
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$9447萬 | +US$561萬 | +6% | 1.93% | 131% | 98 | 18.37% | 0.9 |
|
| 3833 |
3833
Engine Capital Management
New York
| US$9420萬 | -US$1302萬 | -12% | 7.02% | 21.1% | 41 | 17.07% | 0.2 |
|
| 3834 |
WCM
3834
Wesley Capital Management
New York
| US$9388萬 | -US$2064萬 | -18% | 3.95% | 6.19% | 24 | 58.33% | 1.1 |
|
| 3835 |
TAA
3835
TB Alternative Assets
Grand Cayman,
Cayman Islands
| US$9375萬 | -US$882萬 | -9% | 8.92% | 312% | 19 | 57.89% | 0.8 |
|
| 3836 |
NA
3836
NS Advisors
Westport,
Connecticut
| US$9350萬 | +US$410萬 | +5% | 11.5% | 16.3% | 18 | 16.67% | 1.5 |
|
| 3837 |
MCM
3837
Millie Capital Management
Walnut Creek,
California
| US$9329萬 | -US$245萬 | -3% | 2.69% | 24.5% | 71 | 25.35% | 1 |
|
| 3838 |
3838
Cassaday & Co
Mclean,
Virginia
| US$9291萬 | -US$1.15億 | -55% | 3.3% | 62.5% | 33 | 24.24% | 0.9 |
|
| 3839 |
3839
Orrstown Financial Services
Harrisburg,
Pennsylvania
| US$9264萬 | +US$17.1萬 | +0.2% | 2.06% | 73.7% | 265 | 36.6% | 1.7 |
|
| 3840 |
3840
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$9264萬 | +US$55.7萬 | +0.6% | 1.19% | 47.6% | 15 | 0% | 0.3 |
|
| 3841 |
3841
Newfound Research
Wellesley Hills,
Massachusetts
| US$9245萬 | +US$869萬 | +10% | 5.32% | 54.6% | 84 | 36.9% | 0.2 |
|
| 3842 |
3842
JRM Investment Counsel
Omaha,
Nebraska
| US$9231萬 | +US$819萬 | +10% | 0.72% | 65.5% | 36 | 41.67% | 0.9 |
|
| 3843 |
3843
Somerset Group
Wayzata,
Minnesota
| US$9205萬 | -US$239萬 | -3% | 1.63% | 84.6% | 70 | 11.43% | 2.2 |
|
| 3844 |
3844
Capital Asset Advisory Services
Williamston,
Michigan
| US$9175萬 | +US$2037萬 | +29% | 0.06% | 51% | 78 | 28.21% | 0.2 |
|
| 3845 |
DI
3845
Diligent Investors
Redlands,
California
| US$9165萬 | +US$303萬 | +3% | 1.52% | 82.2% | 147 | 6.8% | 1.1 |
|
| 3846 |
3846
IDG-Accel China Capital Associates
Central,
Hong Kong
| US$9091萬 | -US$7804萬 | -46% | 34.3% | 43% | 2 | 0% | 1.8 |
|
| 3847 |
3847
Penbrook Management
New York
| US$9083萬 | -US$668萬 | -7% | 1.09% | 107% | 118 | 12.71% | 1.7 |
|
| 3848 |
3848
Marcus Capital
Northbrook,
Illinois
| US$9082萬 | -US$332萬 | -4% | 6.03% | 101% | 54 | 14.81% | 0.2 |
|
| 3849 |
KCM
3849
Key Colony Management
Little Rock,
Arkansas
| US$9057萬 | +US$877萬 | +11% | 17.4% | 113% | 13 | 30.77% | 1.2 |
|
| 3850 |
3850
Stellar Capital Management
Phoenix,
Arizona
| US$9037萬 | +US$746萬 | +9% | 1.91% | 23.4% | 65 | 12.31% | 1.8 |
|