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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4601 |
4601
Cherrydale Wealth Management
Hoboken,
New Jersey
| US$3.82億 | +US$5851萬 | +18% | 16.1% | 80.8% | 89 | 19.1% | 2.3 |
|
| 4602 |
CM
4602
Cosmic Management
West Hollywood,
California
| US$3.82億 | +US$1.53億 | +67% | 31.3% | – | 5 | 20% | 0.4 |
|
| 4603 |
4603
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$3.82億 | +US$4416萬 | +13% | 17% | 128% | 202 | 12.38% | 1.9 |
|
| 4604 |
4604
Private Client Services
Louisville,
Kentucky
| US$3.81億 | +US$4693萬 | +14% | 14% | 72% | 245 | 21.63% | 1.4 |
|
| 4605 |
4605
Selective Wealth Management
Forest,
Virginia
| US$3.81億 | +US$4366萬 | +13% | 10.9% | 74.4% | 141 | 18.44% | 2.8 |
|
| 4606 |
4606
Northcape Wealth Management
Williamsville,
New York
| US$3.81億 | +US$1433萬 | +4% | 7.09% | 74% | 149 | 8.72% | 3 |
|
| 4607 |
4607
Leeward Financial Partners
Bellevue,
Washington
| US$3.81億 | +US$4495萬 | +13% | 17.6% | 97.9% | 108 | 10.19% | 2.6 |
|
| 4608 |
4608
Weybosset Research & Management
Province,
Rhode Island
| US$3.81億 | +US$3415萬 | +10% | 12.7% | 74.8% | 33 | 3.03% | 6.5 |
|
| 4609 |
4609
CJM Wealth Advisers
Falls Church,
Virginia
| US$3.81億 | +US$5260萬 | +16% | 16.7% | 76.8% | 79 | 10.13% | 3 |
|
| 4610 |
4610
Vienna Insurance Group
Warsaw,
Poland
| US$3.81億 | +US$1.18億 | +45% | 67.1% | 230% | 28 | 3.57% | 2.2 |
|
| 4611 |
4611
Sweeney & Michel
Chico,
California
| US$3.81億 | +US$4068萬 | +12% | 10.5% | – | 164 | 11.59% | 2.1 |
|
| 4612 |
4612
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$3.8億 | +US$9205萬 | +32% | 39.3% | 282% | 78 | 41.03% | 1 |
|
| 4613 |
4613
Briaud Financial Planning
College Station,
Texas
| US$3.8億 | -US$116萬 | -0.3% | 4.88% | 113% | 45 | 22.22% | 1.9 |
|
| 4614 |
4614
Hobbs Group Advisors
Columbia,
South Carolina
| US$3.8億 | +US$4567萬 | +14% | 11.3% | – | 171 | 10.53% | 1.7 |
|
| 4615 |
4615
Advanced Asset Management Advisors
Dublin,
Ohio
| US$3.8億 | +US$1805萬 | +5% | 13.4% | 93.6% | 85 | 7.06% | 5.3 |
|
| 4616 |
4616
Financial Insights
Tacoma,
Washington
| US$3.8億 | +US$7133萬 | +23% | 14.5% | 82.1% | 151 | 15.89% | 3.2 |
|
| 4617 |
4617
Corre Partners Management
New York
| US$3.8億 | +US$3.15億 | +485% | 9.05% | 109% | 4 | 25% | 2.7 |
|
| 4618 |
4618
ShankerValleau Wealth Advisors
Skokie,
Illinois
| US$3.8億 | +US$2475萬 | +7% | 7.72% | 60.3% | 40 | 2.5% | 2.7 |
|
| 4619 |
4619
Bridgefront Capital
Austin,
Texas
| US$3.8億 | -US$2279萬 | -6% | 15.2% | 52.1% | 793 | 75.28% | 0.2 |
|
| 4620 |
4620
Cabot-Wellington
Boston,
Massachusetts
| US$3.8億 | +US$4146萬 | +12% | 14.1% | 73.1% | 5 | 0% | 5.8 |
|
| 4621 |
4621
Courage Miller Partners
Norfolk,
Virginia
| US$3.79億 | +US$2478萬 | +7% | 8.34% | 43.5% | 92 | 5.43% | 8.4 |
|
| 4622 |
4622
S.E.E.D. Planning Group
Binghamton,
New York
| US$3.79億 | +US$3458萬 | +10% | 3.28% | 57.3% | 100 | 23% | 3.2 |
|
| 4623 |
SC
4623
Schiavi & Co
Wilmington,
Delaware
| US$3.78億 | +US$4166萬 | +12% | 7.36% | 41.4% | 61 | 19.67% | 2 |
|
| 4624 |
4624
Comprehensive Financial Consultants Institutional
Bloomington,
Indiana
| US$3.78億 | +US$4151萬 | +12% | 12.8% | 78% | 215 | 14.88% | 2.7 |
|
| 4625 |
4625
Wellington Group
Indianapolis,
Indiana
| US$3.78億 | +US$5331萬 | +16% | 17.2% | – | 399 | 65.16% | 0.5 |
|