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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4451 |
ACM
4451
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$4.03億 | +US$4409萬 | +12% | 14.1% | 60% | 110 | 10.91% | 2.5 |
|
| 4452 |
WI
4452
WBI Investments
Red Bank,
New Jersey
| US$4.03億 | +US$4112萬 | +11% | 20.6% | 97.3% | 381 | 52.76% | 0.8 |
|
| 4453 |
BHBT
4453
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$4.03億 | +US$4152萬 | +11% | 13.6% | 67.8% | 255 | 11.37% | 5.1 |
|
| 4454 |
OFP
4454
OLIO Financial Planning
Mclean,
Virginia
| US$4.03億 | +US$4215萬 | +12% | 11% | 47.8% | 73 | 8.22% | 2.8 |
|
| 4455 |
CYG
4455
Clean Yield Group
Norwich,
Vermont
| US$4.03億 | +US$4777萬 | +13% | 14.5% | 65% | 413 | 11.14% | 5.1 |
|
| 4456 |
OAJ
4456
Ogorek Anthony Joseph
Williamsville,
New York
| US$4.03億 | +US$3782萬 | +10% | 12.6% | 61.1% | 712 | 5.48% | 2.7 |
|
| 4457 |
MWM
4457
Manske Wealth Management
Houston,
Texas
| US$4.03億 | +US$4574萬 | +13% | 12% | – | 235 | 12.34% | 1.2 |
|
| 4458 |
GAM
4458
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$4.03億 | +US$6091萬 | +18% | 25.2% | 172% | 150 | 11.33% | 2.4 |
|
| 4459 |
SWM
4459
Sterling Wealth Management
Champaign,
Illinois
| US$4.02億 | +US$3804萬 | +10% | 10.3% | – | 121 | 11.57% | 1.9 |
|
| 4460 |
GMF
4460
Grace & Mercy Foundation
New York
| US$4.02億 | -US$799萬 | -2% | 4.59% | 67.6% | 21 | 0% | 2.4 |
|
| 4461 |
C
4461
Cliffwater
Marina Del Rey,
California
| US$4.02億 | +US$2430萬 | +6% | 6.39% | 29.4% | 22 | 9.09% | 4.6 |
|
| 4462 |
PCM
4462
Ping Capital Management
New York
| US$4.01億 | +US$5068萬 | +14% | 0.51% | – | 106 | 33.96% | 1 |
|
| 4463 |
HWMO
4463
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| US$4.01億 | +US$1.99億 | +98% | 15.6% | – | 277 | 45.13% | 0.9 |
|
| 4464 |
ACM
4464
Absolute Capital Management
Pittsburgh,
Pennsylvania
| US$4.01億 | +US$9977萬 | +33% | 24.8% | 98.2% | 174 | 22.99% | 1.4 |
|
| 4465 |
WG
4465
Wealth Group
Raleigh,
North Carolina
| US$4.01億 | +US$2.94億 | +274% | 15.4% | – | 118 | 35.59% | 1.4 |
|
| 4466 |
PFS
4466
Physicians Financial Services
Raleigh,
North Carolina
| US$4.01億 | +US$3550萬 | +10% | 15.4% | 100% | 107 | 3.74% | 7.1 |
|
| 4467 |
RAM
4467
Redmond Asset Management
Henrico,
Virginia
| US$4.01億 | +US$3444萬 | +9% | 10.9% | 61.5% | 204 | 5.88% | 4.7 |
|
| 4468 |
I
4468
InterCapital
Austin,
Texas
| US$4.01億 | +US$1.01億 | +34% | 45.9% | – | 169 | 64.5% | 0.2 |
|
| 4469 |
OCM
4469
OLP Capital Management
Causeway Bay,
Hong Kong
| US$4億 | -US$5.42億 | -58% | 11% | 146% | 9 | 55.56% | 0.8 |
|
| 4470 |
PCM
4470
Presidio Capital Management
San Diego,
California
| US$4億 | +US$5559萬 | +16% | 12.9% | 56.1% | 96 | 28.13% | 1.8 |
|
| 4471 |
TWM
4471
TriaGen Wealth Management
Calabasas,
California
| US$4億 | +US$3378萬 | +9% | 19% | 132% | 211 | 31.28% | 2.5 |
|
| 4472 |
EWM
4472
Elmwood Wealth Management
Berkeley,
California
| US$4億 | +US$3817萬 | +11% | 10.9% | 42.1% | 203 | 13.79% | 3.2 |
|
| 4473 |
FFO
4473
Fiduciary Family Office
Boca Raton,
Florida
| US$4億 | +US$4894萬 | +14% | 16.8% | – | 198 | 20.2% | 1 |
|
| 4474 |
SCA
4474
Sandy Cove Advisors
Hingham,
Massachusetts
| US$4億 | +US$6570萬 | +20% | 16.8% | 78% | 166 | 15.66% | 2.5 |
|
| 4475 |
AA
4475
Argent Advisors
Monroe,
Louisiana
| US$4億 | +US$3346萬 | +9% | 10.3% | 63.1% | 191 | 12.04% | 3.6 |
|