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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 |
WFI
4126
West Family Investments
Carlsbad,
California
| US$2.57億 | +US$473萬 | +2% | 2.02% | 116% | 276 | 42.39% | 1.2 |
|
| 4127 |
4127
Summit Financial Group
Moorefield,
West Virginia
| US$2.57億 | -US$665萬 | -3% | 5.07% | 26.1% | 192 | 4.69% | 3.9 |
|
| 4128 |
4128
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$2.57億 | +US$424萬 | +2% | 4.34% | 75.5% | 506 | 2.17% | 1.9 |
|
| 4129 |
4129
BetterWealth
San Jose,
California
| US$2.57億 | +US$986萬 | +4% | 5.18% | 63.3% | 47 | 10.64% | 1 |
|
| 4130 |
4130
Mudrick Capital Management
New York
| US$2.57億 | -US$1330萬 | -5% | 0.6% | 212% | 13 | 23.08% | 1.6 |
|
| 4131 |
4131
St. Clair Advisors
Mayfield Hts,
Ohio
| US$2.57億 | +US$2726萬 | +12% | 6.24% | 77.5% | 81 | 6.17% | 1.2 |
|
| 4132 |
4132
Capital Planning
Bellevue,
Washington
| US$2.56億 | +US$1456萬 | +6% | 8.02% | 81.2% | 75 | 12% | 1.8 |
|
| 4133 |
4133
Humankind Investments
New York
| US$2.56億 | +US$1527萬 | +6% | 6.51% | 62.5% | 149 | 37.58% | 1.5 |
|
| 4134 |
AP
4134
Agilis Partners
Waltham,
Massachusetts
| US$2.56億 | +US$2989萬 | +13% | 4.62% | 8.47% | 23 | 4.35% | 3.9 |
|
| 4135 |
4135
Horan Capital Advisors
Cincinnati,
Ohio
| US$2.56億 | +US$1341萬 | +6% | 5.24% | 26.6% | 105 | 4.76% | 4.2 |
|
| 4136 |
4136
Builder Investment Group
Atlanta,
Georgia
| US$2.56億 | +US$2672萬 | +12% | 14.4% | 169% | 96 | 6.25% | 0.5 |
|
| 4137 |
4137
Vickerman Investment Advisors
Spokane,
Washington
| US$2.56億 | +US$249萬 | +1% | 4.47% | 47.3% | 73 | 12.33% | 1.5 |
|
| 4138 |
4138
Collective Family Office
York,
Pennsylvania
| US$2.56億 | +US$1326萬 | +5% | 2.7% | 52.5% | 186 | 15.59% | 1.5 |
|
| 4139 |
SSI
4139
Scott & Selber Inc
Houston,
Texas
| US$2.56億 | +US$2081萬 | +9% | 10.3% | 202% | 103 | 7.77% | 3.7 |
|
| 4140 |
4140
Proquility Private Wealth Partners
Las Vegas,
Nevada
| US$2.56億 | +US$396萬 | +2% | 3.67% | 19.4% | 96 | 13.54% | 2.1 |
|
| 4141 |
4141
Lantz Financial
Naperville,
Illinois
| US$2.55億 | +US$1495萬 | +6% | 5.24% | 74.3% | 197 | 7.11% | 2.5 |
|
| 4142 |
4142
Origin Asset Management
London,
United Kingdom
| US$2.55億 | -US$8605萬 | -25% | 5.19% | 59.3% | 31 | 64.52% | 1.1 |
|
| 4143 |
4143
McLean Asset Management
Tysons,
Virginia
| US$2.55億 | +US$1207萬 | +5% | 5.19% | 64.3% | 134 | 5.97% | 1.8 |
|
| 4144 |
4144
Innealta Capital
Austin,
Texas
| US$2.55億 | +US$1850萬 | +8% | 4.29% | 63.7% | 77 | 18.18% | 1.6 |
|
| 4145 |
4145
Physicians Financial Services
Raleigh,
North Carolina
| US$2.55億 | +US$1820萬 | +8% | 9.35% | 100% | 108 | 0.93% | 5.8 |
|
| 4146 |
4146
Warwick Investment Management
Bryan,
Texas
| US$2.55億 | +US$1886萬 | +8% | 5.66% | 69.9% | 70 | 15.71% | 0.9 |
|
| 4147 |
4147
My Legacy Advisors
Bend,
Oregon
| US$2.54億 | +US$2117萬 | +9% | 4.73% | 49.1% | 223 | 14.8% | 1 |
|
| 4148 |
4148
Garden State Investment Advisory Services
Red Bank,
New Jersey
| US$2.54億 | +US$2218萬 | +10% | 6.19% | 94% | 276 | 32.61% | 0.4 |
|
| 4149 |
4149
Summit Wealth & Retirement Planning
San Ramon,
California
| US$2.54億 | -US$1320萬 | -5% | 5.33% | 67.6% | 109 | 50.46% | 2.4 |
|
| 4150 |
4150
Institutional Venture Management XV
Menlo Park,
California
| US$2.54億 | -US$8751萬 | -26% | 3.1% | 116% | 6 | 33.33% | 1.9 |
|