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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
4226
Bordeaux Wealth Advisors
Menlo Park,
California
| US$2.44億 | +US$4987萬 | +26% | 13.8% | 141% | 113 | 22.12% | 1.4 |
|
| 4227 |
4227
SG Capital Management
Chicago,
Illinois
| US$2.44億 | -US$4870萬 | -17% | 9.17% | 175% | 80 | 75% | 0.3 |
|
| 4228 |
4228
Riposte Capital
New York
| US$2.44億 | -US$6.4億 | -72% | 14.1% | 370% | 34 | 47.06% | 0.3 |
|
| 4229 |
TA
4229
TrueWealth Advisors
Birmingham,
Alabama
| US$2.44億 | +US$525萬 | +2% | 2.66% | 60.9% | 197 | 12.69% | 1.6 |
|
| 4230 |
TFA
4230
Triad Financial Advisors
Greensboro,
North Carolina
| US$2.44億 | +US$1385萬 | +6% | 5.07% | – | 100 | 8% | 1.3 |
|
| 4231 |
4231
Landmark Financial Advisors
Bowling Green,
Kentucky
| US$2.44億 | +US$1586萬 | +7% | 2.32% | 11.8% | 92 | 7.61% | 4.4 |
|
| 4232 |
4232
Newlight Partners
New York
| US$2.43億 | -US$12.4億 | -84% | 10.9% | 92.8% | 3 | 33.33% | 2.6 |
|
| 4233 |
4233
RDST Capital
Seattle,
Washington
| US$2.43億 | +US$6027萬 | +33% | 12.5% | 43% | 18 | 16.67% | 1.1 |
|
| 4234 |
4234
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$2.43億 | +US$961萬 | +4% | 5.69% | 97% | 172 | 6.4% | 4 |
|
| 4235 |
4235
Solidarity Wealth
Lehi,
Utah
| US$2.43億 | +US$2296萬 | +10% | 7.45% | 85.9% | 97 | 13.4% | 1 |
|
| 4236 |
4236
Stephens Group
Little Rock,
Arkansas
| US$2.43億 | -US$893萬 | -4% | 0.04% | 45% | 4 | 0% | 1.3 |
|
| 4237 |
4237
Legacy Capital Group California
Los Gatos,
California
| US$2.43億 | +US$3827萬 | +19% | 7.37% | 129% | 301 | 33.89% | 0.2 |
|
| 4238 |
4238
Granger Management
New York
| US$2.43億 | +US$1637萬 | +7% | 8.79% | 69.9% | 25 | 12% | 2.1 |
|
| 4239 |
4239
Clean Yield Group
Norwich,
Vermont
| US$2.43億 | +US$802萬 | +3% | 0.51% | 80.7% | 442 | 11.99% | 3.3 |
|
| 4240 |
F1I
4240
Fund 1 Investments
Rincon,
Puerto Rico
| US$2.43億 | -US$4853萬 | -17% | 4.02% | 128% | 90 | 61.11% | 0.2 |
|
| 4241 |
BCH
4241
Berkshire Capital Holdings
San Jose,
California
| US$2.43億 | +US$1918萬 | +9% | 32.5% | 2,748% | 97 | 12.37% | 2.4 |
|
| 4242 |
4242
Crabel Capital Management
Los Angeles,
California
| US$2.42億 | +US$1692萬 | +8% | 8.09% | 13.9% | 130 | 50.77% | 0.4 |
|
| 4243 |
4243
Prosperity Planning
Kansas City,
Missouri
| US$2.42億 | +US$1275萬 | +6% | 2.61% | 43.5% | 90 | 2.22% | 1.6 |
|
| 4244 |
FSA
4244
Financial Services Advisory
Rockville,
Maryland
| US$2.42億 | +US$8930萬 | +59% | 7.05% | 82.5% | 46 | 32.61% | 0.5 |
|
| 4245 |
4245
Mandatum Life Insurance Company
Helsinki,
Finland
| US$2.42億 | -US$9822萬 | -29% | 5.9% | 108% | 72 | 6.94% | 4.6 |
|
| 4246 |
4246
Nikulski Financial
Bettendorf,
Iowa
| US$2.42億 | +US$1553萬 | +7% | 7.61% | 107% | 134 | 13.43% | 3.3 |
|
| 4247 |
4247
Everhart Financial Group
Dublin,
Ohio
| US$2.42億 | +US$1892萬 | +8% | 9.39% | 123% | 226 | 14.6% | 1.3 |
|
| 4248 |
EE
4248
EWG Elevate
Roseville,
California
| US$2.42億 | +US$741萬 | +3% | 4.72% | 76% | 109 | 25.69% | 1.5 |
|
| 4249 |
VST
4249
Van Strum & Towne
San Francisco,
California
| US$2.42億 | +US$767萬 | +3% | 4.28% | 72.3% | 100 | 5% | 5 |
|
| 4250 |
4250
Denver PWM
Denver,
Colorado
| US$2.42億 | +US$1431萬 | +6% | 3.86% | 48.6% | 99 | 6.06% | 2.7 |
|