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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3851 |
3851
Hemington Wealth Management
Falls Church,
Virginia
| US$2.52億 | -US$4555萬 | -15% | 15% | 76.1% | 111 | 12.61% | 1.1 |
|
| 3852 |
3852
Engle Capital Management
Greenwich,
Connecticut
| US$2.52億 | -US$2.14億 | -46% | 19% | 398% | 17 | 58.82% | 0.6 |
|
| 3853 |
3853
Curtis Advisory Group
Santa Barbara,
California
| US$2.52億 | -US$4414萬 | -15% | 15.9% | 67.6% | 98 | 23.47% | 1.6 |
|
| 3854 |
3854
Bourne Lent Asset Management
Pawling,
New York
| US$2.52億 | -US$6742萬 | -21% | 18.5% | 76.1% | 64 | 9.38% | 5 |
|
| 3855 |
3855
Birch Grove Capital
New York
| US$2.52億 | +US$712萬 | +3% | 2.85% | 2.66% | 47 | 25.53% | 0.7 |
|
| 3856 |
3856
Sutton Wealth Advisors
Tampa,
Florida
| US$2.52億 | -US$3871萬 | -13% | 13.9% | 40.9% | 1,744 | 12.73% | 3.4 |
|
| 3857 |
3857
Globe Life
Mckinney,
Texas
| US$2.52億 | -US$4856萬 | -16% | 16.4% | 60.1% | 1 | 0% | 5.5 |
|
| 3858 |
3858
Pinpoint Asset Management
Hong Kong
| US$2.52億 | +US$1020萬 | +4% | 14.6% | 185% | 37 | 35.14% | 0.6 |
|
| 3859 |
3859
Claro Advisors
Boston,
Massachusetts
| US$2.52億 | -US$2642萬 | -10% | 14.2% | 85.5% | 337 | 33.23% | 1.9 |
|
| 3860 |
3860
HT Partners
Centerbrook,
Connecticut
| US$2.51億 | -US$7328萬 | -23% | 13.5% | 71.1% | 52 | 9.62% | 3.9 |
|
| 3861 |
3861
Greenlea Lane Capital Management
Weston,
Connecticut
| US$2.51億 | -US$1.08億 | -30% | 30.8% | 99.7% | 11 | 9.09% | 2.2 |
|
| 3862 |
3862
Aprio Wealth Management
Atlanta,
Georgia
| US$2.51億 | -US$1129萬 | -4% | 10.7% | 60.6% | 107 | 29.91% | 1.1 |
|
| 3863 |
MP
3863
Mediatel Partners
Fort Worth,
Texas
| US$2.51億 | -US$4360萬 | -15% | 13.9% | 11.6% | 3 | 33.33% | 6 |
|
| 3864 |
3864
Oak Harbor Wealth Partners
Raleigh,
North Carolina
| US$2.51億 | -US$5360萬 | -18% | 15.5% | 64.7% | 237 | 12.24% | 0.5 |
|
| 3865 |
3865
Fourthstone LLC
St Louis,
Missouri
| US$2.51億 | +US$8萬 | +0% | 5.8% | 104% | 53 | 45.28% | 0.9 |
|
| 3866 |
3866
McLean Asset Management
Tysons,
Virginia
| US$2.51億 | +US$1.16億 | +86% | 13.2% | 64.3% | 142 | 21.13% | 1.1 |
|
| 3867 |
BCM
3867
Birmingham Capital Management
Birmingham,
Alabama
| US$2.51億 | -US$3632萬 | -13% | 8.89% | 103% | 105 | 5.71% | 7 |
|
| 3868 |
3868
Arisaig Partners (Asia)
Singapore
| US$2.51億 | -US$1.76億 | -41% | 39.1% | – | 10 | 20% | 0.5 |
|
| 3869 |
3869
Uncommon Cents Investing
Janesville,
Wisconsin
| US$2.51億 | -US$2577萬 | -9% | 12.9% | 91.4% | 150 | 4.67% | 3 |
|
| 3870 |
3870
UBP Investment Advisors
Geneva,
Switzerland
| US$2.5億 | -US$1854萬 | -7% | 8.9% | 11.2% | 131 | 44.27% | 1.5 |
|
| 3871 |
3871
Marshall Financial Group (Maryland)
Hunt Valley,
Maryland
| US$2.5億 | +US$591萬 | +2% | 11.6% | 63.5% | 224 | 29.02% | 1 |
|
| 3872 |
3872
Pertento Partners
London,
United Kingdom
| US$2.5億 | -US$3195萬 | -11% | 14.6% | 196% | 17 | 29.41% | 0.4 |
|
| 3873 |
3873
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$2.5億 | -US$5416萬 | -18% | 14.4% | 147% | 226 | 4.42% | 4.8 |
|
| 3874 |
3874
Clifford Capital Partners
Alpine,
Utah
| US$2.5億 | +US$6474萬 | +35% | 8.86% | 77.3% | 47 | 10.64% | 2.4 |
|
| 3875 |
ACM
3875
Altium Capital Management
New York
| US$2.5億 | -US$4890萬 | -16% | 7.52% | – | 148 | 34.46% | 0.6 |
|