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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
PL
4551
Polianta Ltd
St Helier,
Jersey
| US$2.16億 | -US$297萬 | -1% | 3.06% | 31.6% | 116 | 78.45% | 0.4 |
|
| 4552 |
4552
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$2.15億 | +US$263萬 | +1% | 4.57% | 54.3% | 480 | 17.29% | 2.9 |
|
| 4553 |
4553
Robinswood Financial
Kirkland,
Washington
| US$2.15億 | – | – | 2.52% | 43.2% | 231 | – | 0 |
|
| 4554 |
4554
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
| US$2.15億 | +US$2363萬 | +12% | 7.93% | 31.6% | 123 | 23.58% | 0.9 |
|
| 4555 |
SC
4555
Schulhoff & Co
Cincinnati,
Ohio
| US$2.15億 | -US$9.4萬 | -0% | 1.96% | 51.8% | 122 | 2.46% | 7 |
|
| 4556 |
4556
Prostatis Group
Hanover,
Maryland
| US$2.15億 | +US$2552萬 | +13% | 4.78% | 72.9% | 253 | 62.45% | 0.5 |
|
| 4557 |
4557
Eos Management LP
New York
| US$2.15億 | +US$2464萬 | +13% | 13.1% | 149% | 53 | 20.75% | 3.1 |
|
| 4558 |
SWMG
4558
Signature Wealth Management Group
Atlanta,
Georgia
| US$2.15億 | +US$392萬 | +2% | 1.51% | – | 97 | 5.15% | 2.7 |
|
| 4559 |
4559
Copperwynd Financial
Scottsdale,
Arizona
| US$2.15億 | +US$1893萬 | +10% | 7.84% | 90% | 152 | 22.37% | 2.7 |
|
| 4560 |
4560
Stonebridge Capital Management
Los Angeles,
California
| US$2.15億 | +US$661萬 | +3% | 7.98% | – | 90 | 5.56% | 7.5 |
|
| 4561 |
4561
David Kennon
Sarasota,
Florida
| US$2.15億 | +US$977萬 | +5% | 3.99% | 52.4% | 33 | 21.21% | 0.6 |
|
| 4562 |
4562
Bloom Tree Partners
New York
| US$2.15億 | +US$902萬 | +4% | 5.14% | 20.4% | 54 | 27.78% | 1.3 |
|
| 4563 |
4563
Long Road Investment Counsel
Kalamazoo,
Michigan
| US$2.15億 | +US$696萬 | +3% | 6.54% | 53.8% | 69 | 4.35% | 7.2 |
|
| 4564 |
4564
Varenne Capital Partners
Paris,
France
| US$2.15億 | -US$8388萬 | -28% | 4.01% | 212% | 14 | 57.14% | 0.2 |
|
| 4565 |
4565
FACT Capital
New York
| US$2.15億 | +US$2945萬 | +16% | 13.3% | 227% | 17 | 41.18% | 0.3 |
|
| 4566 |
4566
Elmwood Wealth Management
Berkeley,
California
| US$2.15億 | +US$288萬 | +1% | 1.9% | 42.1% | 121 | 6.61% | 3.4 |
|
| 4567 |
4567
RBA Wealth Management
Newport Beach,
California
| US$2.14億 | +US$1364萬 | +7% | 7.53% | 91% | 96 | 9.38% | 1.6 |
|
| 4568 |
4568
Gitterman Wealth Management
Edison,
New Jersey
| US$2.14億 | +US$416萬 | +2% | 0.61% | 33% | 107 | 43.93% | 1 |
|
| 4569 |
4569
Calton & Associates
Tampa,
Florida
| US$2.14億 | -US$111萬 | -0.5% | 4.98% | 73.9% | 249 | 21.29% | 3.1 |
|
| 4570 |
4570
Adirondack Trust Company
Saratoga Springs,
New York
| US$2.14億 | +US$1655萬 | +8% | 7.52% | 96.7% | 497 | 9.86% | 5.4 |
|
| 4571 |
4571
Madison Wealth Partners
Madison,
Wisconsin
| US$2.14億 | +US$1568萬 | +8% | 6.91% | 66.9% | 94 | 11.7% | 1.6 |
|
| 4572 |
4572
Avalon Capital Management
Port Of Redwood City,
California
| US$2.14億 | +US$1866萬 | +10% | 8.56% | 151% | 60 | 23.33% | 2 |
|
| 4573 |
4573
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$2.14億 | +US$1070萬 | +5% | 4.42% | 76.5% | 122 | 21.31% | 2.8 |
|
| 4574 |
4574
Colton Groome Financial Advisors
Asheville,
North Carolina
| US$2.13億 | +US$364萬 | +2% | 4.79% | 65.8% | 126 | 10.32% | 1.6 |
|
| 4575 |
4575
Clark Asset Management
Stratham,
New Hampshire
| US$2.13億 | +US$4610萬 | +28% | 5.09% | 51.8% | 82 | 29.27% | 0.4 |
|