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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
SHA
4126
Seneca House Advisors
Richmond,
Virginia
| US$1.23億 | +US$348萬 | +3% | 0.57% | 58.2% | 100 | 11% | 0.5 |
|
| 4127 |
EWMCB
4127
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| US$1.23億 | +US$371萬 | +3% | 0.9% | 13% | 38 | 23.68% | 2.4 |
|
| 4128 |
MWPCG
4128
Measured Wealth Private Client Group
Portsmouth,
New Hampshire
| US$1.23億 | – | – | 2.09% | 84.3% | 139 | – | 0.2 |
|
| 4129 |
4129
Allied Investment Advisors
Billings,
Montana
| US$1.23億 | +US$132萬 | +1% | 2.46% | 68.4% | 48 | 2.08% | 0.5 |
|
| 4130 |
FDS
4130
Freedom Day Solutions
Houston,
Texas
| US$1.23億 | +US$821萬 | +7% | 3.28% | 86.6% | 81 | 14.81% | 0.4 |
|
| 4131 |
GCM
4131
Gables Capital Management
Miami,
Florida
| US$1.23億 | +US$968萬 | +9% | 5.52% | 151% | 396 | 53.79% | 0.1 |
|
| 4132 |
AC
4132
Arjuna Capital
Durham,
North Carolina
| US$1.23億 | +US$417萬 | +4% | 4.77% | 105% | 96 | 19.79% | 0.4 |
|
| 4133 |
HPC
4133
Hobart Private Capital
Charlotte,
North Carolina
| US$1.23億 | +US$863萬 | +8% | 1.03% | 60% | 144 | 27.08% | 0.4 |
|
| 4134 |
ATIA
4134
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$1.22億 | -US$307萬 | -2% | 1.2% | 91% | 83 | 10.84% | 1.9 |
|
| 4135 |
GBA
4135
Garrison Bradford & Associates
New York
| US$1.22億 | +US$447萬 | +4% | 4.05% | 63.5% | 89 | 10.11% | 3.2 |
|
| 4136 |
FLA
4136
Financial Life Advisors
San Antonio,
Texas
| US$1.22億 | +US$1267萬 | +12% | 0.1% | 47% | 48 | 8.33% | 0.5 |
|
| 4137 |
FU
4137
Fairfield University
Fairfield,
Connecticut
| US$1.22億 | -US$7590萬 | -38% | 1.8% | 61.9% | 6 | 66.67% | 1.1 |
|
| 4138 |
VCM
4138
Vivaldi Capital Management
Chicago,
Illinois
| US$1.22億 | -US$1210萬 | -9% | 3.21% | 69.2% | 167 | 26.95% | 0.6 |
|
| 4139 |
CIP
4139
Capital Insight Partners
Scottsdale,
Arizona
| US$1.22億 | -US$108萬 | -0.9% | 2.22% | 51.7% | 81 | 9.88% | 1.9 |
|
| 4140 |
SV
4140
Stilwell Value
New York
| US$1.22億 | +US$179萬 | +1% | 9.01% | 87.9% | 39 | 15.38% | 2.2 |
|
| 4141 |
ACM
4141
Aquilo Capital Management
San Francisco,
California
| US$1.21億 | – | – | 7.88% | 6.84% | 14 | – | 0 |
|
| 4142 |
ADBIC
4142
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$1.21億 | +US$501萬 | +4% | 2.95% | 83.3% | 93 | 10.75% | 2.8 |
|
| 4143 |
WVP
4143
Worth Venture Partners
Fort Lee,
New Jersey
| US$1.21億 | +US$600萬 | +5% | 1.88% | 105% | 135 | 54.81% | 0.5 |
|
| 4144 |
TI
4144
TTP Investments
San Jose,
California
| US$1.21億 | +US$1334萬 | +12% | 7.61% | 197% | 20 | 25% | 0.4 |
|
| 4145 |
HH
4145
HWG Holdings
Houston,
Texas
| US$1.21億 | +US$1289萬 | +12% | 13.9% | – | 137 | 63.5% | 0.4 |
|
| 4146 |
AWM
4146
Avondale Wealth Management
West Lake Hills,
Texas
| US$1.21億 | -US$132萬 | -1% | 1.89% | 83.8% | 100 | 5% | 0.5 |
|
| 4147 |
SIM
4147
Sigma Investment Management
Portland,
Oregon
| US$1.21億 | +US$150萬 | +1% | 0.32% | 8.4% | 20 | 30% | 2.9 |
|
| 4148 |
MRI
4148
Mad River Investors
Boston,
Massachusetts
| US$1.2億 | +US$1678萬 | +16% | 14.1% | 225% | 30 | 10% | 2.4 |
|
| 4149 |
SF
4149
Susquehanna Foundation
Bala Cynwyd,
Pennsylvania
| US$1.2億 | +US$760萬 | +7% | 6.64% | 36.7% | 4 | 0% | 0.3 |
|
| 4150 |
WPW
4150
Winthrop Partners - WNY
Buffalo,
New York
| US$1.2億 | -US$964萬 | -7% | 0.83% | – | 448 | 33.93% | 0.3 |
|