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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 |
4451
Tucker Asset Management
Littleton,
Colorado
| US$4.05億 | +US$7038萬 | +21% | 16.9% | 71.6% | 465 | 27.1% | 1.8 |
|
| 4452 |
4452
Walter & Keenan Wealth Management
Souh Bend,
Indiana
| US$4.05億 | +US$4933萬 | +14% | 14.6% | 92% | 170 | 8.82% | 5.2 |
|
| 4453 |
4453
Seaside Wealth Management
Carlsbad,
California
| US$4.05億 | +US$4900萬 | +14% | 11.4% | 53.4% | 74 | 16.22% | 2.7 |
|
| 4454 |
4454
Roberts, Glore & Co
Deerfield,
Illinois
| US$4.04億 | +US$4051萬 | +11% | 14.1% | 72.3% | 254 | 18.11% | 6 |
|
| 4455 |
4455
Buckley Wealth Management
Las Vegas,
Nevada
| US$4.04億 | +US$1249萬 | +3% | 11.7% | 88% | 113 | 16.81% | 4.9 |
|
| 4456 |
4456
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$4.04億 | +US$2439萬 | +6% | 14.3% | 81% | 102 | 6.86% | 6.5 |
|
| 4457 |
4457
Proathlete Wealth Management
Boca Raton,
Florida
| US$4.04億 | +US$4354萬 | +12% | 13.6% | 73.9% | 313 | 9.58% | 1.2 |
|
| 4458 |
4458
McElhenny Sheffield Capital Management
Dallas,
Texas
| US$4.04億 | +US$39.9萬 | +0.1% | 4.5% | 86.3% | 127 | 40.16% | 2.1 |
|
| 4459 |
4459
Arcataur Capital Management
Milwaukee,
Wisconsin
| US$4.03億 | +US$4409萬 | +12% | 14.1% | 65.4% | 110 | 10.91% | 2.5 |
|
| 4460 |
4460
WBI Investments
Red Bank,
New Jersey
| US$4.03億 | +US$4112萬 | +11% | 20.6% | 105% | 381 | 52.76% | 0.8 |
|
| 4461 |
4461
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$4.03億 | +US$4152萬 | +11% | 13.6% | 81.5% | 255 | 11.37% | 5.1 |
|
| 4462 |
4462
OLIO Financial Planning
Mclean,
Virginia
| US$4.03億 | +US$4215萬 | +12% | 11% | 52.9% | 73 | 8.22% | 2.8 |
|
| 4463 |
4463
Clean Yield Group
Norwich,
Vermont
| US$4.03億 | +US$4777萬 | +13% | 14.5% | 80.7% | 413 | 11.14% | 5.1 |
|
| 4464 |
4464
Ogorek Anthony Joseph
Williamsville,
New York
| US$4.03億 | +US$3782萬 | +10% | 12.6% | 61.1% | 712 | 5.48% | 2.7 |
|
| 4465 |
4465
Manske Wealth Management
Houston,
Texas
| US$4.03億 | +US$4574萬 | +13% | 12% | – | 235 | 12.34% | 1.2 |
|
| 4466 |
4466
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$4.03億 | +US$6091萬 | +18% | 25.2% | 200% | 150 | 11.33% | 2.4 |
|
| 4467 |
4467
Sterling Wealth Management
Champaign,
Illinois
| US$4.02億 | +US$3804萬 | +10% | 10.3% | – | 121 | 11.57% | 1.9 |
|
| 4468 |
4468
Grace & Mercy Foundation
New York
| US$4.02億 | -US$799萬 | -2% | 4.59% | 67.6% | 21 | 0% | 2.4 |
|
| 4469 |
4469
Cliffwater
Marina Del Rey,
California
| US$4.02億 | +US$2430萬 | +6% | 6.39% | 29.4% | 22 | 9.09% | 4.6 |
|
| 4470 |
4470
Ping Capital Management
New York
| US$4.01億 | +US$5068萬 | +14% | 0.51% | – | 106 | 33.96% | 1 |
|
| 4471 |
4471
Heritage Wealth Management (Ohio)
Cincinnati,
Ohio
| US$4.01億 | +US$1.99億 | +98% | 15.6% | – | 277 | 45.13% | 0.9 |
|
| 4472 |
4472
Absolute Capital Management
Pittsburgh,
Pennsylvania
| US$4.01億 | +US$9977萬 | +33% | 24.8% | 98.2% | 174 | 22.99% | 1.4 |
|
| 4473 |
4473
Physicians Financial Services
Raleigh,
North Carolina
| US$4.01億 | +US$3550萬 | +10% | 15.4% | 116% | 107 | 3.74% | 7.1 |
|
| 4474 |
WG
4474
Wealth Group
Raleigh,
North Carolina
| US$4.01億 | +US$2.94億 | +274% | 15.4% | – | 118 | 35.59% | 1.4 |
|
| 4475 |
4475
Redmond Asset Management
Henrico,
Virginia
| US$4.01億 | +US$3444萬 | +9% | 10.9% | 68.2% | 204 | 5.88% | 4.7 |
|