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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
MWP
4326
Meredith Wealth Planning
Maryville,
Illinois
| US$4.24億 | +US$5459萬 | +15% | 12.3% | 66.5% | 76 | 10.53% | 2 |
|
| 4327 |
WTFG
4327
Wood Tarver Financial Group
Boise,
Idaho
| US$4.24億 | +US$6175萬 | +17% | 16% | – | 170 | 11.76% | 1.3 |
|
| 4328 |
ACM
4328
Avalon Capital Management
Port Of Redwood City,
California
| US$4.23億 | +US$6907萬 | +19% | 16% | 151% | 143 | 23.78% | 2.1 |
|
| 4329 |
WPC
4329
White Pine Capital
Bloomington,
Minnesota
| US$4.23億 | +US$5549萬 | +15% | 26.2% | 143% | 247 | 9.72% | 6.5 |
|
| 4330 |
MVP
4330
Miller Value Partners
Sarasota,
Florida
| US$4.23億 | +US$3989萬 | +10% | 9.46% | 133% | 59 | 11.86% | 2.1 |
|
| 4331 |
BA
4331
Birinyi Associates
Westport,
Connecticut
| US$4.23億 | +US$5556萬 | +15% | 20.4% | 113% | 63 | 7.94% | 6.8 |
|
| 4332 |
MI
4332
M3F Inc
Salt Lake City,
Utah
| US$4.22億 | +US$1867萬 | +5% | 21.6% | 176% | 30 | 33.33% | 4.2 |
|
| 4333 |
WC
4333
Westwind Capital
Las Cruces,
New Mexico
| US$4.22億 | +US$564萬 | +1% | 24.1% | 87.6% | 107 | 56.07% | 1.3 |
|
| 4334 |
GL
4334
Globe Life
Mckinney,
Texas
| US$4.22億 | +US$4081萬 | +11% | 13.1% | 60.1% | 2 | 0% | 6.1 |
|
| 4335 |
RH
4335
RenaissanceRe Holdings
Pembroke,
Bermuda
| US$4.21億 | +US$1524萬 | +4% | 4.06% | 40.8% | 5 | 0% | 4.2 |
|
| 4336 |
FA
4336
Fedenia Advisers
Madison,
Wisconsin
| US$4.21億 | +US$2.86億 | +213% | 62.1% | – | 461 | 79.83% | 0.2 |
|
| 4337 |
DFA
4337
Delta Financial Advisors
New Orleans,
Louisiana
| US$4.21億 | +US$3723萬 | +10% | 16.4% | 96% | 154 | 4.55% | 4.4 |
|
| 4338 |
EFP
4338
EnRich Financial Partners
Madison,
Wisconsin
| US$4.21億 | +US$4390萬 | +12% | 10.4% | – | 69 | 10.14% | 2 |
|
| 4339 |
CAG
4339
Compass Advisory Group
Melville,
New York
| US$4.21億 | +US$4708萬 | +13% | 10.2% | 49.2% | 89 | 3.37% | 3.5 |
|
| 4340 |
P8IP
4340
Pier 88 Investment Partners
San Francisco,
California
| US$4.21億 | +US$3102萬 | +8% | 9.66% | 36.1% | 127 | 25.2% | 1.5 |
|
| 4341 |
FIM
4341
Fruth Investment Management
Houston,
Texas
| US$4.21億 | +US$1936萬 | +5% | 12.3% | 79.4% | 236 | 8.47% | 8.7 |
|
| 4342 |
PWC
4342
PYA Waltman Capital
Knoxville,
Tennessee
| US$4.21億 | +US$5985萬 | +17% | 7.86% | 62.4% | 74 | 18.92% | 3.8 |
|
| 4343 |
TWD
4343
True Wealth Design
Akron,
Ohio
| US$4.2億 | +US$6002萬 | +17% | 11.5% | 57% | 2,944 | 18.14% | 1.5 |
|
| 4344 |
EPP
4344
ETF Portfolio Partners
Leawood,
Kansas
| US$4.2億 | +US$3970萬 | +10% | 10.8% | 44.3% | 72 | 8.33% | 4.5 |
|
| 4345 |
AWM
4345
Atticus Wealth Management
Palm Beach Gardens,
Florida
| US$4.2億 | +US$5121萬 | +14% | 14.4% | 63.8% | 190 | 11.58% | 3.8 |
|
| 4346 |
LSWP
4346
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| US$4.2億 | +US$6144萬 | +17% | 15% | – | 145 | 6.21% | 1.4 |
|
| 4347 |
UOC
4347
University of Chicago
Chicago,
Illinois
| US$4.2億 | +US$9631萬 | +30% | 37.8% | 62.3% | 15 | 20% | 1.6 |
|
| 4348 |
BA
4348
Ballast Advisors
Woodbury,
Minnesota
| US$4.2億 | +US$7607萬 | +22% | 11.8% | 66.7% | 407 | 54.3% | 4.3 |
|
| 4349 |
PWA
4349
Prairie Wealth Advisors
Omaha,
Nebraska
| US$4.2億 | +US$1.89億 | +82% | 13.8% | – | 256 | 0.39% | 0.1 |
|
| 4350 |
3C
4350
325 Capital
New York
| US$4.19億 | +US$1.45億 | +53% | 43.5% | 226% | 12 | 0% | 2.8 |
|