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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Seelaus Asset Management
Chatham,
New Jersey
| US$1.11億 | +US$280萬 | +3% | 5.11% | 134% | 183 | 15.3% | 1.1 |
|
| 4502 |
4502
Hollow Brook Wealth Management
Katonah,
New York
| US$1.1億 | +US$1790萬 | +19% | 3.64% | 92.8% | 52 | 11.54% | 3.2 |
|
| 4503 |
4503
Smart Portfolios LLC
Seattle,
Washington
| US$1.1億 | -US$818萬 | -7% | 1.34% | 41.3% | 221 | 81% | 1.4 |
|
| 4504 |
4504
Ballew Advisors
Jackson,
Mississippi
| US$1.1億 | +US$132萬 | +1% | 2.31% | 68% | 94 | 8.51% | 1.4 |
|
| 4505 |
4505
Kelly Financial Services
Braintree,
Massachusetts
| US$1.1億 | +US$2008萬 | +22% | 3.63% | 64.3% | 523 | 8.8% | 0.2 |
|
| 4506 |
PC
4506
PA Capital
Richmond,
Virginia
| US$1.1億 | -US$220萬 | -2% | 5.2% | – | 134 | 37.31% | 0.4 |
|
| 4507 |
4507
Private Wealth Group
Tampa,
Florida
| US$1.1億 | +US$79.5萬 | +0.7% | 3.59% | 52.9% | 27 | 3.7% | 0.9 |
|
| 4508 |
SCM
4508
Shoals Capital Management
Arlington,
Virginia
| US$1.1億 | -US$380萬 | -3% | 3.24% | – | 20 | 50% | 0.2 |
|
| 4509 |
4509
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| US$1.1億 | +US$94.2萬 | +0.9% | 2.06% | 87.9% | 110 | 8.18% | 1.2 |
|
| 4510 |
4510
WealthBridge Capital Management
Westerville,
Ohio
| US$1.1億 | -US$4779萬 | -30% | 3.76% | 89.4% | 1,013 | 89.04% | 0.5 |
|
| 4511 |
4511
Protective Life
Birmingham,
Alabama
| US$1.1億 | +US$204萬 | +2% | 1.91% | 38.4% | 12 | 0% | 0.8 |
|
| 4512 |
AIM
4512
Act II Management
New York
| US$1.09億 | -US$1096萬 | -9% | 5.11% | 43.6% | 26 | 15.38% | 2 |
|
| 4513 |
ASA
4513
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$1.09億 | +US$518萬 | +5% | 4.61% | 51.2% | 44 | 11.36% | 3.5 |
|
| 4514 |
4514
Clearshares
New York
| US$1.09億 | +US$612萬 | +6% | 2.27% | – | 35 | 34.29% | 1.1 |
|
| 4515 |
4515
Acorn Wealth Advisors
Grand Blanc,
Michigan
| US$1.09億 | -US$151萬 | -1% | 3.33% | 58.8% | 133 | 16.54% | 1.3 |
|
| 4516 |
4516
TPG Financial Advisors
Portland,
Oregon
| US$1.09億 | +US$575萬 | +6% | 1.6% | – | 43 | 20.93% | 0.4 |
|
| 4517 |
4517
EDMP Inc
Lutz,
Florida
| US$1.09億 | +US$664萬 | +6% | 1.73% | 78% | 55 | 20% | 3.5 |
|
| 4518 |
4518
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$1.09億 | – | – | 0.92% | 143% | 41 | – | 0 |
|
| 4519 |
4519
Seneca House Advisors
Richmond,
Virginia
| US$1.09億 | -US$605萬 | -5% | 2.83% | 58.2% | 97 | 10.31% | 1.3 |
|
| 4520 |
4520
TCG Advisors
Austin,
Texas
| US$1.09億 | -US$63.1萬 | -0.6% | 1.46% | – | 588 | 34.18% | 0.2 |
|
| 4521 |
4521
Atwater Malick
Lancaster,
Pennsylvania
| US$1.09億 | +US$678萬 | +7% | 4.67% | 83.4% | 36 | 5.56% | 0.5 |
|
| 4522 |
4522
Field & Main Bank
Henderson,
Kentucky
| US$1.09億 | +US$297萬 | +3% | 4.16% | 107% | 211 | 3.79% | 3.8 |
|
| 4523 |
4523
Axis Capital Holdings
Pembroke,
| US$1.09億 | +US$390萬 | +4% | 3.72% | 67% | 2 | 0% | 4.6 |
|
| 4524 |
4524
Lederer & Associates Investment Counsel
Long Beach,
California
| US$1.09億 | +US$149萬 | +1% | 4.4% | 92.7% | 93 | 10.75% | 3 |
|
| 4525 |
4525
Yorktown Energy Partners X
New York
| US$1.09億 | +US$1316萬 | +14% | 1.23% | 95.9% | 3 | 33.33% | 1.6 |
|