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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
New Silk Road Investment
Singapore
| US$1.21億 | -US$1.44億 | -54% | 8.78% | 21.2% | 17 | 35.29% | 0.9 |
|
| 4727 |
4727
Moulton Wealth Management
Spokane,
Washington
| US$1.21億 | – | – | 1.89% | 47.8% | 27 | – | 0 |
|
| 4728 |
4728
Heron Financial Group
New York
| US$1.21億 | – | – | 7.84% | 47.5% | 133 | – | 0 |
|
| 4729 |
4729
Benchmark Financial Wealth Advisors
Boca Raton,
Florida
| US$1.21億 | +US$1882萬 | +18% | 8.37% | 81.6% | 38 | 13.16% | 0.8 |
|
| 4730 |
4730
GS Investments
Minneapolis,
Minnesota
| US$1.21億 | -US$1579萬 | -12% | 7.37% | 94.1% | 130 | 20.77% | 2.1 |
|
| 4731 |
4731
Ayrshire Capital Management
Westport,
Connecticut
| US$1.21億 | – | – | 8.25% | 84.8% | 66 | – | 0 |
|
| 4732 |
SA
4732
SoftVest Advisors
Abilene,
Texas
| US$1.21億 | – | – | 20.3% | 178% | 3 | – | 0 |
|
| 4733 |
4733
Legacy Bridge
West Des Moines,
Iowa
| US$1.2億 | +US$1568萬 | +15% | 11.5% | 225% | 304 | 16.45% | 0.8 |
|
| 4734 |
4734
Xcel Wealth Management
Holly Hill,
Florida
| US$1.2億 | +US$1240萬 | +11% | 10.9% | 93.7% | 81 | 20.99% | 0.9 |
|
| 4735 |
4735
Field & Main Bank
Henderson,
Kentucky
| US$1.2億 | +US$948萬 | +9% | 9.73% | 107% | 202 | 7.92% | 4.3 |
|
| 4736 |
4736
Rip Road Capital Partners
Boston,
Massachusetts
| US$1.2億 | – | – | 15.9% | 121% | 14 | – | 0 |
|
| 4737 |
4737
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$1.2億 | +US$563萬 | +5% | 6.86% | 63.2% | 39 | 2.56% | 1.9 |
|
| 4738 |
4738
Hillcrest Wealth Advisors
Hazlet,
New Jersey
| US$1.2億 | +US$392萬 | +3% | 7.87% | 58.7% | 41 | 14.63% | 0.9 |
|
| 4739 |
4739
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$1.2億 | +US$1330萬 | +12% | 7.61% | – | 81 | 6.17% | 0.9 |
|
| 4740 |
4740
Capital Wealth Alliance
Scottsdale,
Arizona
| US$1.2億 | – | – | 5.38% | 124% | 399 | – | 0 |
|
| 4741 |
4741
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$1.2億 | -US$4267萬 | -26% | 7.41% | 46.7% | 466 | 27.47% | 1.4 |
|
| 4742 |
4742
Swaine & Leidel Wealth Services
Sebring,
Florida
| US$1.2億 | +US$942萬 | +9% | 6.17% | – | 93 | 64.52% | 0.4 |
|
| 4743 |
4743
Red Spruce Capital
Berwyn,
Pennsylvania
| US$1.2億 | – | – | 6.7% | 98.4% | 85 | – | 0 |
|
| 4744 |
SMP
4744
Santa Monica Partners
Palm Beach Gardens,
Florida
| US$1.2億 | +US$393萬 | +3% | 7.82% | 135% | 28 | 17.86% | 1.8 |
|
| 4745 |
4745
Van Leeuwen & Company
Princeton,
New Jersey
| US$1.2億 | +US$1382萬 | +13% | 7.71% | 75.4% | 82 | 21.95% | 0.9 |
|
| 4746 |
4746
Nationwide Asset Management
Columbus,
Ohio
| US$1.2億 | – | – | 5.99% | 8.56% | 8 | – | 0 |
|
| 4747 |
4747
Howard Wealth Management
Madison,
Connecticut
| US$1.2億 | – | – | 6.59% | 60.3% | 551 | – | 0 |
|
| 4748 |
4748
Palmer Knight Company
Jacksonville,
Florida
| US$1.2億 | +US$184萬 | +2% | 7.49% | 78.9% | 25 | 4% | 0.9 |
|
| 4749 |
4749
Alambic Investment Management
Belvedere,
California
| US$1.19億 | -US$1345萬 | -10% | 11.5% | 47.6% | 389 | 51.41% | 0.5 |
|
| 4750 |
4750
Morris Capital Advisors
Malvern,
Pennsylvania
| US$1.19億 | +US$563萬 | +5% | 12.6% | 72.9% | 72 | 12.5% | 2.7 |
|