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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
Noked Israel
Ramat Hasharon,
Israel
| US$2.92億 | +US$6268萬 | +27% | 14% | 265% | 39 | 56.41% | 0.6 |
|
| 3852 |
3852
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$2.92億 | +US$1843萬 | +7% | 7.01% | 84.7% | 166 | 5.42% | 5.6 |
|
| 3853 |
3853
Oak Grove Capital
North Hampton,
New Hampshire
| US$2.92億 | +US$4784萬 | +20% | 14.6% | 470% | 63 | 25.4% | 2.1 |
|
| 3854 |
3854
Shakespeare Wealth Management
Pewaukee,
Wisconsin
| US$2.92億 | +US$1058萬 | +4% | 2.17% | 55.5% | 80 | 5% | 3.4 |
|
| 3855 |
3855
Strategic Equity Management
Tucson,
Arizona
| US$2.92億 | +US$1117萬 | +4% | 4.9% | 70.3% | 42 | 9.52% | 1.2 |
|
| 3856 |
3856
Apeiron RIA
Dallas,
Texas
| US$2.92億 | +US$134萬 | +0.5% | 3.68% | 68.5% | 203 | 10.84% | 0.9 |
|
| 3857 |
3857
Waypoint Wealth Partners
Mill Valley,
California
| US$2.92億 | +US$1171萬 | +4% | 4.27% | 52.1% | 72 | 5.56% | 1.5 |
|
| 3858 |
3858
WESPAC Advisors SoCal
Pasadena,
California
| US$2.92億 | +US$216萬 | +0.7% | 8.56% | 135% | 88 | 5.68% | 3.1 |
|
| 3859 |
HF
3859
Halpern Financial
Ashburn,
Virginia
| US$2.92億 | +US$1388萬 | +5% | 5.04% | 26.3% | 261 | 34.87% | 1.8 |
|
| 3860 |
3860
Presilium Private Wealth
Radnor,
Pennsylvania
| US$2.92億 | +US$3261萬 | +13% | 3.47% | 45.9% | 59 | 15.25% | 0.4 |
|
| 3861 |
3861
First Wilshire Securities Management
Pasadena,
California
| US$2.92億 | -US$147萬 | -0.5% | 1.06% | 135% | 89 | 6.74% | 4.2 |
|
| 3862 |
3862
AH Equity Partners LSV I
Menlo Park,
California
| US$2.91億 | +US$1102萬 | +4% | 4% | – | 3 | 0% | 1.5 |
|
| 3863 |
3863
EdenTree Asset Management
London,
United Kingdom
| US$2.91億 | – | – | 8.36% | 50.2% | 76 | – | 0 |
|
| 3864 |
3864
PRW Wealth Management
Quincy,
Massachusetts
| US$2.91億 | +US$3555萬 | +14% | 6.93% | 42.3% | 128 | 50.78% | 1.3 |
|
| 3865 |
3865
Bank of Stockton
Stockton,
California
| US$2.91億 | +US$409萬 | +1% | 5.39% | 99.2% | 119 | 6.72% | 5.9 |
|
| 3866 |
JCP
3866
Jennifer C. Price
| US$2.91億 | -US$2278萬 | -7% | 4.78% | – | 87 | 32.18% | 0.8 |
|
| 3867 |
3867
PhiloSmith Capital
Stamford,
Connecticut
| US$2.91億 | +US$2026萬 | +7% | 8% | 47% | 24 | 0% | 5.2 |
|
| 3868 |
3868
Defender Capital
Charlotte,
North Carolina
| US$2.91億 | +US$450萬 | +2% | 1.85% | 101% | 41 | 14.63% | 2.2 |
|
| 3869 |
3869
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$2.91億 | +US$1104萬 | +4% | 6.54% | 83.6% | 187 | 3.21% | 5.5 |
|
| 3870 |
3870
Coston McIsaac & Partners
Bar Harbor,
Maine
| US$2.91億 | +US$2198萬 | +8% | 1.89% | 34.3% | 922 | 11.5% | 0.8 |
|
| 3871 |
3871
Cornerstone Wealth Advisors
Edina,
Minnesota
| US$2.9億 | +US$1525萬 | +6% | 4.21% | 46.1% | 45 | 4.44% | 1.9 |
|
| 3872 |
3872
Timber Creek Capital Management
Boston,
Massachusetts
| US$2.9億 | +US$1015萬 | +4% | 6.87% | 139% | 149 | 14.77% | 4.9 |
|
| 3873 |
3873
Cowen Prime Advisors
New York
| US$2.9億 | +US$4054萬 | +16% | 15.5% | 116% | 232 | 3.88% | 4.7 |
|
| 3874 |
3874
Pelham Capital
London,
United Kingdom
| US$2.9億 | -US$418萬 | -1% | 26.2% | 135% | 9 | 33.33% | 2 |
|
| 3875 |
3875
Steamboat Capital Partners
Rye,
New York
| US$2.9億 | -US$1144萬 | -4% | 10.3% | 280% | 45 | 17.78% | 1.4 |
|