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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 |
4551
Missouri Trust & Investment Company
Springfield,
Missouri
| US$3.06億 | +US$2120萬 | +7% | 8.6% | 81.6% | 441 | 9.52% | 2.7 |
|
| 4552 |
4552
Sector Gamma AS
Oslo,
Norway
| US$3.06億 | -US$625萬 | -2% | 3.32% | 35.3% | 39 | 17.95% | 2.8 |
|
| 4553 |
4553
Provident Wealth Management
Brentwood,
Tennessee
| US$3.06億 | +US$1557萬 | +5% | 7.35% | 61.1% | 143 | 9.09% | 2.3 |
|
| 4554 |
4554
Libra Wealth
Los Gatos,
California
| US$3.06億 | +US$3927萬 | +15% | 10.4% | 58.2% | 72 | 16.67% | 2.1 |
|
| 4555 |
4555
Morling Financial Advisors
Fremont,
California
| US$3.06億 | +US$1522萬 | +5% | 15% | 97.6% | 131 | 29.77% | 2.2 |
|
| 4556 |
4556
O'Brien Greene & Co
Media,
Pennsylvania
| US$3.06億 | +US$764萬 | +3% | 5.73% | 90.9% | 148 | 16.22% | 4.1 |
|
| 4557 |
EC
4557
Euclidean Capital
New York
| US$3.06億 | +US$3960萬 | +15% | 12.1% | 79.7% | 11 | 0% | 3.4 |
|
| 4558 |
4558
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$3.06億 | +US$2128萬 | +7% | 7.1% | 97% | 182 | 11.54% | 4.7 |
|
| 4559 |
4559
TTP Investments
San Jose,
California
| US$3.06億 | +US$6842萬 | +29% | 19.1% | 232% | 55 | 41.82% | 1.6 |
|
| 4560 |
4560
Mindset Wealth Management
Indianapolis,
Indiana
| US$3.05億 | +US$4857萬 | +19% | 26.5% | – | 164 | 16.46% | 0.6 |
|
| 4561 |
BE
4561
Bonness Enterprises
Washington,
District of Columbia
| US$3.05億 | -US$112萬 | -0.4% | 1.16% | 98.6% | 38 | 2.63% | 11.2 |
|
| 4562 |
4562
Kaydan Wealth Management
Fenton,
Michigan
| US$3.05億 | -US$635萬 | -2% | 6.88% | 58% | 118 | 14.41% | 2.5 |
|
| 4563 |
4563
Fiduciary Family Office
Boca Raton,
Florida
| US$3.05億 | +US$480萬 | +2% | 6.26% | 97.3% | 207 | 19.32% | 0.3 |
|
| 4564 |
4564
Oxford Asset Management
Oxford,
United Kingdom
| US$3.05億 | +US$8655萬 | +40% | 11.6% | – | 831 | 82.79% | 0.1 |
|
| 4565 |
4565
Impact Capital Partners
Greenwood Village,
Colorado
| US$3.05億 | +US$2906萬 | +11% | 11.7% | – | 275 | 11.27% | 0.4 |
|
| 4566 |
4566
Congress Park Capital
Saratoga Springs,
New York
| US$3.05億 | +US$4101萬 | +16% | 11.1% | 99.9% | 128 | 24.22% | 3.8 |
|
| 4567 |
4567
Accretive Wealth Partners
Parsippany,
New Jersey
| US$3.05億 | +US$2188萬 | +8% | 6.69% | 64.4% | 156 | 13.46% | 2.7 |
|
| 4568 |
4568
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| US$3.05億 | +US$2346萬 | +8% | 8.82% | 78% | 186 | 8.06% | 2.3 |
|
| 4569 |
4569
Fortitude Family Office
Scottsdale,
Arizona
| US$3.05億 | +US$2386萬 | +8% | 8.42% | 81.1% | 2,166 | 53.69% | 0.6 |
|
| 4570 |
4570
Stolper & Co
Tulsa,
Oklahoma
| US$3.04億 | -US$49.3萬 | -0.2% | 2.11% | 77.1% | 91 | 6.59% | 4 |
|
| 4571 |
4571
Avanda Investment Management
Singapore
| US$3.04億 | +US$2186萬 | +8% | 6.79% | – | 33 | 48.48% | 0.9 |
|
| 4572 |
4572
Henry James International Management
New York
| US$3.04億 | +US$1200萬 | +4% | 10.8% | 125% | 99 | 4.04% | 5.5 |
|
| 4573 |
4573
Red Wave Investments
Dillsburg,
Pennsylvania
| US$3.04億 | +US$2529萬 | +9% | 8.32% | 58% | 112 | 15.18% | 3.2 |
|
| 4574 |
4574
Plan Group Financial
Oklahoma City,
Oklahoma
| US$3.04億 | +US$2400萬 | +9% | 6.25% | 63.4% | 176 | 25.57% | 1.1 |
|
| 4575 |
4575
Elite Wealth Management
Kirkland,
Washington
| US$3.04億 | -US$4.64億 | -60% | 27.3% | 182% | 36 | 22.22% | 4.4 |
|