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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
Engrave Wealth Partners
The Woodlands,
Texas
| US$1.12億 | +US$2749萬 | +32% | 21.6% | 39.9% | 515 | 20.58% | 0.4 |
|
| 4727 |
RMSCM
4727
R.M. Sincerbeaux Capital Management
New York
| US$1.12億 | +US$1147萬 | +11% | 25.8% | 76.4% | 47 | 10.64% | 5.4 |
|
| 4728 |
MS
4728
Madden Securities
Dallas,
Texas
| US$1.12億 | – | – | 28.3% | 92.2% | 98 | – | 0.4 |
|
| 4729 |
4729
Beaton Management Company
Haverhill,
Massachusetts
| US$1.12億 | +US$1235萬 | +12% | 17.3% | 95.9% | 117 | 17.09% | 2.4 |
|
| 4730 |
4730
RMR Wealth Builders
Montclair,
New Jersey
| US$1.12億 | – | – | 23.2% | 91.7% | 448 | – | 0.4 |
|
| 4731 |
4731
University of Massachusetts Foundation
Newton,
Massachusetts
| US$1.12億 | -US$8421萬 | -43% | 18.2% | 53.6% | 6 | 33.33% | 0.5 |
|
| 4732 |
4732
Compass Ion Advisors
Conshohocken,
Pennsylvania
| US$1.12億 | +US$116萬 | +1% | 16.6% | 75.6% | 62 | 33.87% | 0.3 |
|
| 4733 |
4733
New Potomac Partners
Bethesda,
Maryland
| US$1.12億 | +US$2045萬 | +22% | 19.8% | 37.2% | 140 | 10% | 2.1 |
|
| 4734 |
MCM
4734
Maxim Capital Management
San Francisco,
California
| US$1.12億 | +US$1546萬 | +16% | 11.7% | – | 40 | 12.5% | 0.9 |
|
| 4735 |
4735
G&S Capital
Denver,
Colorado
| US$1.12億 | +US$5468萬 | +96% | 12.1% | 85.6% | 212 | 76.89% | 1.4 |
|
| 4736 |
4736
Heron Financial Group
New York
| US$1.12億 | +US$1439萬 | +15% | 20.1% | 47.5% | 123 | 13.82% | 0.4 |
|
| 4737 |
4737
Yorktown Management & Research Company
Forest,
Virginia
| US$1.12億 | +US$1274萬 | +13% | 28.1% | 223% | 340 | 56.18% | 1 |
|
| 4738 |
4738
TPG Financial Advisors
Portland,
Oregon
| US$1.12億 | +US$1071萬 | +11% | 14.7% | – | 49 | 38.78% | 1.1 |
|
| 4739 |
4739
Pratt Collard Advisory Partners
Buffalo,
New York
| US$1.11億 | +US$1203萬 | +12% | 17.1% | 91.7% | 97 | 13.4% | 2.1 |
|
| 4740 |
4740
HBC Financial Services
Seattle,
Washington
| US$1.11億 | +US$2314萬 | +26% | 20.6% | 12.6% | 178 | 17.98% | 0.4 |
|
| 4741 |
4741
Investment Research & Advisory Group
Atlanta,
Georgia
| US$1.11億 | +US$351萬 | +3% | 23.9% | 105% | 158 | 9.49% | 0.5 |
|
| 4742 |
4742
Hillman Company
Pittsburgh,
Pennsylvania
| US$1.11億 | -US$3851萬 | -26% | 34% | 134% | 9 | 33.33% | 2.6 |
|
| 4743 |
4743
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$1.11億 | +US$845萬 | +8% | 16.7% | 62.6% | 142 | 15.49% | 2.7 |
|
| 4744 |
JPLA
4744
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$1.11億 | +US$2123萬 | +24% | 23.7% | 74.3% | 522 | 14.56% | 1 |
|
| 4745 |
4745
Pacific Sun Financial
Los Angeles,
California
| US$1.11億 | +US$2376萬 | +27% | 23.8% | 70.3% | 141 | 12.77% | 1.8 |
|
| 4746 |
4746
Morris Capital Advisors
Malvern,
Pennsylvania
| US$1.11億 | +US$1737萬 | +19% | 26.1% | 72.9% | 64 | 9.38% | 3.3 |
|
| 4747 |
ICMP
4747
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$1.11億 | +US$1100萬 | +11% | 11.9% | 39.7% | 50 | 14% | 0.8 |
|
| 4748 |
4748
Arbor Trust Wealth Advisors
Ann Arbor,
Michigan
| US$1.11億 | +US$1601萬 | +17% | 18.8% | 63.8% | 84 | 5.95% | 0.5 |
|
| 4749 |
4749
Red Cedar Capital
Omaha,
Nebraska
| US$1.11億 | +US$1077萬 | +11% | 12.9% | 43% | 147 | 2.72% | 2.3 |
|
| 4750 |
4750
Apexium Financial
Dallas,
Texas
| US$1.1億 | +US$3497萬 | +46% | 21.5% | 89.6% | 85 | 40% | 0.5 |
|