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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
Sunburst Financial Group
Vestavia Hills,
Alabama
| US$2.09億 | +US$588萬 | +3% | 10.4% | 55.7% | 86 | 16.28% | 1.7 |
|
| 4277 |
AIA
4277
AIMZ Investment Advisors
Los Altos,
California
| US$2.09億 | -US$3470萬 | -14% | 12% | 81.3% | 116 | 6.03% | 5.6 |
|
| 4278 |
4278
Cardinal Point Wealth Management Partners
Irvine,
California
| US$2.09億 | -US$1577萬 | -7% | 12% | – | 61 | 34.43% | 0.4 |
|
| 4279 |
4279
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| US$2.08億 | -US$3967萬 | -16% | 14.1% | 83.8% | 105 | 11.43% | 2.2 |
|
| 4280 |
4280
Gradient Capital Advisors
San Diego,
California
| US$2.08億 | -US$2765萬 | -12% | 13.2% | 78.5% | 130 | 17.69% | 3.2 |
|
| 4281 |
4281
Sora Investors
Bryn Mawr,
Pennsylvania
| US$2.08億 | -US$741萬 | -3% | 24.1% | 179% | 35 | 62.86% | 0.2 |
|
| 4282 |
LIC
4282
Laurus Investment Counsel
Toronto,
Canada
| US$2.08億 | -US$5693萬 | -21% | 18.1% | 14.1% | 45 | 13.33% | 2.4 |
|
| 4283 |
4283
Newman & Schimel
Deerfield,
Illinois
| US$2.08億 | +US$5432萬 | +35% | 10.8% | – | 52 | 23.08% | 1.2 |
|
| 4284 |
4284
Oxler Private Wealth
Rye Brook,
New York
| US$2.08億 | -US$1399萬 | -6% | 14.4% | 119% | 237 | 54.01% | 0.6 |
|
| 4285 |
4285
Bridge Advisory
Pasadena,
California
| US$2.08億 | -US$2146萬 | -9% | 11.7% | 6.7% | 125 | 30.4% | 0.9 |
|
| 4286 |
BDA
4286
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$2.07億 | -US$3068萬 | -13% | 12.1% | 44.2% | 53 | 1.89% | 0.3 |
|
| 4287 |
HWC
4287
Hill Winds Capital
High Falls,
New York
| US$2.07億 | -US$4436萬 | -18% | 18.6% | 8.52% | 49 | 55.1% | 0.6 |
|
| 4288 |
4288
Omega Financial Group
Santa Barbara,
California
| US$2.07億 | -US$2364萬 | -10% | 12.8% | 47% | 82 | 13.41% | 2.3 |
|
| 4289 |
4289
Teewinot Capital Advisers
New York
| US$2.07億 | -US$1.33億 | -39% | 30.4% | 149% | 27 | 14.81% | 3.9 |
|
| 4290 |
4290
Compass Group
New York
| US$2.07億 | -US$7696萬 | -27% | 7.63% | 64.6% | 21 | 38.1% | 2 |
|
| 4291 |
4291
Tri-Star Advisors
Houston,
Texas
| US$2.07億 | -US$1017萬 | -5% | 10.5% | 3.07% | 64 | 29.69% | 1.2 |
|
| 4292 |
4292
Arjuna Capital
Durham,
North Carolina
| US$2.07億 | -US$3339萬 | -14% | 14.4% | 118% | 96 | 20.83% | 2.3 |
|
| 4293 |
4293
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$2.06億 | -US$6289萬 | -23% | 12.6% | 50.9% | 77 | 23.38% | 2.7 |
|
| 4294 |
4294
Lebenthal Global Advisors
Hauppauge,
New York
| US$2.06億 | -US$2848萬 | -12% | 14% | 57.2% | 155 | 21.29% | 0.9 |
|
| 4295 |
WA
4295
Wealth Advisors
Rancho Santa Fe,
California
| US$2.06億 | -US$7058萬 | -26% | 20.3% | 40% | 71 | 21.13% | 1.9 |
|
| 4296 |
4296
Warwick Investment Management
Bryan,
Texas
| US$2.06億 | -US$2340萬 | -10% | 15.4% | 69.9% | 59 | 11.86% | 0.5 |
|
| 4297 |
4297
Sara-Bay Financial
Sarasota,
Florida
| US$2.06億 | -US$4635萬 | -18% | 20.1% | 233% | 85 | 14.12% | 1.5 |
|
| 4298 |
4298
Richmond Hill Investments
New York
| US$2.06億 | -US$5842萬 | -22% | 20.1% | 55.2% | 7 | 14.29% | 3.1 |
|
| 4299 |
4299
Wind River Trust Company
Jackson,
Wyoming
| US$2.06億 | -US$4404萬 | -18% | 15.8% | 62.1% | 9 | 0% | 6.9 |
|
| 4300 |
4300
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$2.06億 | -US$3459萬 | -14% | 10.2% | 65% | 85 | 7.06% | 2.4 |
|