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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4076 |
SM
4076
Skaana Management
Brooklyn,
New York
| US$4.65億 | +US$1.7億 | +57% | 43.6% | 269% | 211 | 44.08% | 0.7 |
|
| 4077 |
ERP
4077
Eldred Rock Partners
San Antonio,
Texas
| US$4.65億 | +US$7215萬 | +18% | 23.8% | 109% | 31 | 6.45% | 2 |
|
| 4078 |
FMTC
4078
Farmers & Merchants Trust Company
Long Beach,
California
| US$4.65億 | +US$3907萬 | +9% | 11.8% | 68.8% | 208 | 13.94% | 4.6 |
|
| 4079 |
UAM
4079
UAS Asset Management
New York
| US$4.64億 | +US$575萬 | +1% | 13.8% | 98% | 14 | 28.57% | 4.9 |
|
| 4080 |
SW
4080
SMART Wealth
Omaha,
Nebraska
| US$4.64億 | +US$1.23億 | +36% | 18.9% | 77.7% | 263 | 36.88% | 1 |
|
| 4081 |
P
4081
Paradiem
Covington,
Louisiana
| US$4.64億 | +US$989萬 | +2% | 15.4% | 107% | 80 | 27.5% | 1.6 |
|
| 4082 |
NF
4082
Nikulski Financial
Bettendorf,
Iowa
| US$4.64億 | +US$5845萬 | +14% | 20.8% | 95.8% | 188 | 11.17% | 3.4 |
|
| 4083 |
HFBOT
4083
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$4.63億 | +US$6347萬 | +16% | 14.2% | 74% | 115 | 19.13% | 5.2 |
|
| 4084 |
CWA
4084
Centennial Wealth Advisory
Traverse City,
Michigan
| US$4.63億 | +US$5023萬 | +12% | 10.5% | 63% | 198 | 27.78% | 2 |
|
| 4085 |
MIG
4085
Mariner Investment Group
Harrison,
New York
| US$4.63億 | +US$1.17億 | +34% | 1.37% | – | 154 | 50% | 0.4 |
|
| 4086 |
JTBR
4086
James T. Borello RIA
East Dundee,
Illinois
| US$4.63億 | +US$6797萬 | +17% | 15% | 71.2% | 1,308 | 15.67% | 0.9 |
|
| 4087 |
SCM
4087
Step Capital Management
Singapore,
| US$4.63億 | +US$2.14億 | +86% | 143% | – | 32 | 34.38% | 0.4 |
|
| 4088 |
SP
4088
SWS Partners
Columbus,
Ohio
| US$4.63億 | +US$5759萬 | +14% | 28.2% | 112% | 115 | 8.7% | 3.5 |
|
| 4089 |
OWA
4089
Opal Wealth Advisors
Jericho,
New York
| US$4.63億 | +US$2061萬 | +5% | 10.8% | 62.3% | 612 | 64.38% | 2.3 |
|
| 4090 |
WH
4090
Whitcomb & Hess
Ashland,
Ohio
| US$4.63億 | +US$3421萬 | +8% | 7.3% | 54% | 68 | 8.82% | 3 |
|
| 4091 |
OWA
4091
Outlook Wealth Advisors
Shenandoah,
Texas
| US$4.63億 | +US$4960萬 | +12% | 15.5% | 70% | 338 | 18.05% | 2.4 |
|
| 4092 |
MIA
4092
Milestone Investment Advisors
Middleton,
Wisconsin
| US$4.63億 | +US$4871萬 | +12% | 12.3% | 52.8% | 147 | 9.52% | 2.7 |
|
| 4093 |
GOCP
4093
Great Oak Capital Partners
South Easton,
Massachusetts
| US$4.63億 | +US$3285萬 | +8% | 9.35% | – | 48 | 8.33% | 1.8 |
|
| 4094 |
ESB
4094
Essex Savings Bank
Essex,
Connecticut
| US$4.62億 | +US$1041萬 | +2% | 14.4% | 95.2% | 333 | 12.91% | 4.1 |
|
| 4095 |
PFM
4095
Patton Fund Management
Dallas,
Texas
| US$4.62億 | -US$1.26億 | -21% | 35.4% | 211% | 489 | 82.62% | 1.9 |
|
| 4096 |
BCH
4096
Berkshire Capital Holdings
San Jose,
California
| US$4.62億 | +US$1.85億 | +67% | 158% | 2,748% | 130 | 18.46% | 2.5 |
|
| 4097 |
FCG
4097
Fielder Capital Group
Nashville,
Tennessee
| US$4.62億 | +US$289萬 | +0.6% | 3.52% | – | 322 | 15.84% | 1.5 |
|
| 4098 |
MW
4098
Marks Wealth
Annapolis,
Maryland
| US$4.62億 | +US$8186萬 | +22% | 28.9% | 169% | 23 | 65.22% | 0.8 |
|
| 4099 |
MAG
4099
Mokosak Advisory Group
Urbandale,
Iowa
| US$4.62億 | +US$6223萬 | +16% | 15.9% | 57.1% | 39 | 15.38% | 4.5 |
|
| 4100 |
BCM
4100
Brightline Capital Management
Miami,
Florida
| US$4.62億 | +US$1.23億 | +36% | 50% | 810% | 13 | 46.15% | 0.7 |
|