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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
4276
Biltmore Wealth Management
Tempe,
Arizona
| US$1.1億 | +US$481萬 | +5% | 2.15% | 59.8% | 43 | 18.6% | 1.9 |
|
| 4277 |
JPC
4277
Jabodon PT Co
Reno,
Nevada
| US$1.1億 | -US$42.3萬 | -0.4% | 0.58% | 61.9% | 22 | 63.64% | 0.5 |
|
| 4278 |
4278
Old Dominion Capital Management
Charlottesville,
Virginia
| US$1.1億 | +US$372萬 | +3% | 1.29% | 45.9% | 65 | 10.77% | 2.3 |
|
| 4279 |
4279
Robinson Value Management
San Antonio,
Texas
| US$1.1億 | +US$173萬 | +2% | 1.17% | 79.3% | 83 | 34.94% | 0.9 |
|
| 4280 |
4280
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$1.1億 | -US$1600萬 | -13% | 9.08% | 167% | 57 | 59.65% | 0.6 |
|
| 4281 |
4281
Elmwood Wealth Management
Berkeley,
California
| US$1.1億 | +US$537萬 | +5% | 3.51% | 42.1% | 316 | 11.08% | 0.2 |
|
| 4282 |
4282
Field & Main Bank
Henderson,
Kentucky
| US$1.1億 | +US$729萬 | +7% | 3.35% | 107% | 246 | 10.98% | 2.8 |
|
| 4283 |
CWM
4283
Capital Wealth Management
W. Warwick,
Rhode Island
| US$1.1億 | +US$302萬 | +3% | 3.34% | 46.7% | 43 | 23.26% | 0.4 |
|
| 4284 |
4284
Huber Financial Advisors
Lincolnshire,
Illinois
| US$1.1億 | +US$818萬 | +8% | 1.87% | – | 102 | 14.71% | 0.4 |
|
| 4285 |
4285
Millennium TVP Management
New York
| US$1.1億 | +US$1884萬 | +21% | 25.7% | – | 7 | 28.57% | 3 |
|
| 4286 |
CRA
4286
Circle Road Advisors
New York
| US$1.1億 | -US$1249萬 | -10% | 0.98% | – | 28 | 50% | 0.3 |
|
| 4287 |
ABP
4287
Arthur B. Page
| US$1.1億 | -US$92.6萬 | -0.8% | 2.89% | 40.4% | 61 | 4.92% | 3.6 |
|
| 4288 |
4288
Norway Savings Bank
Portland,
Maine
| US$1.1億 | +US$355萬 | +3% | 1.53% | 117% | 252 | 3.57% | 1.4 |
|
| 4289 |
NEGWA
4289
New England Guild Wealth Advisors
Avon,
Connecticut
| US$1.09億 | +US$387萬 | +4% | 0.24% | 6.04% | 55 | 5.45% | 0.5 |
|
| 4290 |
AAM
4290
Ascension Asset Management
New York
| US$1.09億 | -US$18.6萬 | -0.2% | 0.86% | – | 78 | 5.13% | 0.5 |
|
| 4291 |
KAM
4291
Kazazian Asset Management
Fort Lauderdale,
Florida
| US$1.09億 | +US$1366萬 | +14% | 4.5% | – | 94 | 15.96% | 1.2 |
|
| 4292 |
4292
Altman Advisors
Chicago,
Illinois
| US$1.09億 | +US$452萬 | +4% | 4.35% | 127% | 104 | 70.19% | 0.2 |
|
| 4293 |
4293
Cisco Systems
San Jose,
California
| US$1.09億 | -US$5.3億 | -83% | 21.2% | 210% | 5 | 80% | 5 |
|
| 4294 |
4294
Rizvi Traverse Management
West Palm Beach,
Florida
| US$1.09億 | -US$2310萬 | -18% | 17.5% | – | 1 | 0% | 0.5 |
|
| 4295 |
4295
PATRIZIA Pty Ltd
Barton,
Australia
| US$1.09億 | -US$464萬 | -4% | 4.61% | – | 20 | 15% | 0.4 |
|
| 4296 |
4296
Harborview Advisors
Portland,
Maine
| US$1.09億 | +US$326萬 | +3% | 1.43% | 27.1% | 75 | 8% | 0.4 |
|
| 4297 |
4297
Nikulski Financial
Bettendorf,
Iowa
| US$1.08億 | +US$768萬 | +8% | 4.01% | 95.8% | 83 | 14.46% | 0.4 |
|
| 4298 |
DIS
4298
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$1.08億 | +US$621萬 | +6% | 5.08% | 86% | 46 | 15.22% | 3 |
|
| 4299 |
4299
Oppenheimer & Close
New York
| US$1.08億 | +US$338萬 | +3% | 4.11% | 149% | 37 | 2.7% | 3.4 |
|
| 4300 |
4300
Aries Wealth Management
Portland,
Maine
| US$1.08億 | +US$496萬 | +5% | 2.82% | 87.7% | 137 | 8.76% | 0.5 |
|