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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4301 |
4301
Reston Wealth Management
Reston,
Virginia
| US$1.27億 | +US$243萬 | +2% | 2.39% | 66.4% | 53 | 5.66% | 0.4 |
|
| 4302 |
4302
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$1.27億 | +US$871萬 | +7% | 8.18% | 111% | 72 | 16.67% | 0.4 |
|
| 4303 |
4303
American Financial Network Advisory Services
Calabasas,
California
| US$1.27億 | -US$814萬 | -6% | 3.07% | – | 150 | 12% | 1.5 |
|
| 4304 |
NGA
4304
New Generation Advisors
Manchester,
Massachusetts
| US$1.27億 | -US$1511萬 | -11% | 8.53% | 45.1% | 35 | 14.29% | 1.5 |
|
| 4305 |
4305
Pratt Collard Advisory Partners
Buffalo,
New York
| US$1.27億 | +US$158萬 | +1% | 6.08% | 91.7% | 113 | 10.62% | 1.3 |
|
| 4306 |
4306
Oak Hill Capital Management
New York
| US$1.27億 | -US$1.54億 | -55% | 10.4% | 1.19% | 3 | 33.33% | 2.9 |
|
| 4307 |
4307
Acima Private Wealth
Richmond,
Virginia
| US$1.27億 | +US$990萬 | +8% | 3.23% | 51.1% | 266 | 4.89% | 0.5 |
|
| 4308 |
4308
KCS Wealth Advisory
Los Angeles,
California
| US$1.27億 | +US$1189萬 | +10% | 3.18% | 45.3% | 159 | 11.32% | 1.2 |
|
| 4309 |
4309
Congress Park Capital
Saratoga Springs,
New York
| US$1.26億 | +US$1073萬 | +9% | 5.1% | 99.9% | 98 | 18.37% | 1.2 |
|
| 4310 |
4310
Fort Baker Capital Management
Larkspur,
California
| US$1.26億 | -US$4095萬 | -24% | 8.07% | 46.3% | 49 | 91.84% | 0.1 |
|
| 4311 |
4311
Clare Market Investments
Dallas,
Texas
| US$1.26億 | +US$1115萬 | +10% | 4.54% | – | 107 | 22.43% | 0.4 |
|
| 4312 |
4312
Baugh & Associates
Atlanta,
Georgia
| US$1.26億 | +US$135萬 | +1% | 1.4% | 98.8% | 41 | 4.88% | 1.4 |
|
| 4313 |
4313
Garrett Wealth Advisory Group
Weatherford,
Texas
| US$1.26億 | +US$377萬 | +3% | 2.39% | 74.6% | 54 | 9.26% | 0.5 |
|
| 4314 |
VCA
4314
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| US$1.26億 | +US$1285萬 | +11% | 12.4% | 30.6% | 28 | 57.14% | 0.4 |
|
| 4315 |
4315
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$1.25億 | +US$308萬 | +3% | 1.8% | 45.1% | 28 | 0% | 3.9 |
|
| 4316 |
4316
Aquiline Capital Partners
New York
| US$1.25億 | +US$417萬 | +3% | 5.08% | 14.7% | 1 | 0% | 2 |
|
| 4317 |
FBT
4317
First Bank & Trust
Brookings,
South Dakota
| US$1.25億 | -US$281萬 | -2% | 1.53% | 85.6% | 507 | 44.97% | 1.1 |
|
| 4318 |
4318
Keeler Thomas Management
Orem,
Utah
| US$1.25億 | +US$628萬 | +5% | 3.52% | 52.1% | 57 | 14.04% | 1.3 |
|
| 4319 |
4319
Kathryn A. Hall
| US$1.25億 | -US$2311萬 | -16% | 12.9% | 95.2% | 39 | 28.21% | 0.7 |
|
| 4320 |
4320
Campbell Capital Management
Miami,
Florida
| US$1.25億 | -US$1294萬 | -9% | 1.8% | – | 53 | 37.74% | 0.4 |
|
| 4321 |
4321
Clearstead Trust
Portland,
Maine
| US$1.25億 | +US$542萬 | +5% | 4.56% | 124% | 211 | 12.8% | 1.4 |
|
| 4322 |
4322
Centerpoint Advisors
Needham,
Massachusetts
| US$1.25億 | +US$735萬 | +6% | 3.07% | 82.6% | 283 | 6.36% | 1.2 |
|
| 4323 |
4323
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$1.25億 | – | – | 2.23% | 65.8% | 48 | – | 0 |
|
| 4324 |
4324
AUA Capital Management
Camp Hill,
Pennsylvania
| US$1.25億 | +US$456萬 | +4% | 3.03% | 70.2% | 189 | 2.12% | 2.3 |
|
| 4325 |
4325
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$1.25億 | +US$704萬 | +6% | 2.46% | 81% | 832 | 7.45% | 0.2 |
|