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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
Atwater Malick
Lancaster,
Pennsylvania
| US$2.07億 | -US$829萬 | -4% | 4.87% | 83.4% | 62 | 12.9% | 2.1 |
|
| 4727 |
4727
Monterey Private Wealth
Monterey,
California
| US$2.07億 | +US$512萬 | +3% | 3.07% | 29.8% | 133 | 30.08% | 1.3 |
|
| 4728 |
GA
4728
Greytown Advisors
Miami,
Florida
| US$2.07億 | -US$2838萬 | -12% | 4.16% | 14.1% | 122 | 17.21% | 2.5 |
|
| 4729 |
4729
Baymount Management
Miami,
Florida
| US$2.07億 | +US$3899萬 | +23% | – | – | 7 | 100% | 0 |
|
| 4730 |
4730
Kendall Capital Management
Rockville,
Maryland
| US$2.07億 | -US$376萬 | -2% | 2.81% | 130% | 168 | 5.95% | 2.3 |
|
| 4731 |
4731
Exane Asset Management
Paris,
France
| US$2.07億 | -US$1.76億 | -46% | 4.7% | 74.5% | 12 | 66.67% | 1 |
|
| 4732 |
4732
Global Financial Private Client
Sarasota,
Florida
| US$2.07億 | -US$16.8萬 | -0.1% | 1.95% | 100% | 682 | 9.38% | 1.6 |
|
| 4733 |
4733
Olympus Wealth Management
Cottonwood Heights,
Utah
| US$2.07億 | +US$6268萬 | +44% | 3.64% | 43.1% | 14 | 14.29% | 0.2 |
|
| 4734 |
4734
MTM Investment Management
Spartanburg,
South Carolina
| US$2.07億 | -US$378萬 | -2% | 1.6% | 87.7% | 304 | 13.82% | 1 |
|
| 4735 |
4735
Selway Asset Management
| US$2.07億 | -US$443萬 | -2% | 4.7% | 36.5% | 79 | 10.13% | 4.1 |
|
| 4736 |
4736
Davis Rea
Toronto,
Ontario, Canada
| US$2.06億 | -US$893萬 | -4% | 0.63% | 66.9% | 46 | 6.52% | 5.4 |
|
| 4737 |
4737
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$2.06億 | +US$63.3萬 | +0.3% | 0.12% | 67.5% | 99 | 29.29% | 1.5 |
|
| 4738 |
4738
NIA Impact Advisors
Berkeley,
California
| US$2.06億 | +US$1773萬 | +9% | 5.95% | – | 61 | 8.2% | 1.1 |
|
| 4739 |
4739
Weaver Consulting Group
Huntington Beach,
California
| US$2.06億 | -US$151萬 | -0.7% | 3.06% | 56.4% | 174 | 6.9% | 2 |
|
| 4740 |
4740
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$2.06億 | -US$820萬 | -4% | 1.29% | 97.4% | 60 | 6.67% | 4.5 |
|
| 4741 |
4741
Sozo Ventures GP II
Redwood City,
California
| US$2.06億 | -US$6783萬 | -25% | 24.8% | 8.44% | 1 | 0% | 0.3 |
|
| 4742 |
4742
Bull Street Advisors
Savannah,
Georgia
| US$2.06億 | -US$405萬 | -2% | 2% | 48.5% | 95 | 1.05% | 2.3 |
|
| 4743 |
4743
Affiance Financial
St. Louis Park,
Minnesota
| US$2.06億 | -US$3387萬 | -14% | 4.22% | 57.8% | 150 | 14% | 3.9 |
|
| 4744 |
4744
Harbour Investment Management
Edmonds,
Washington
| US$2.06億 | -US$1382萬 | -6% | 2.95% | 58.8% | 78 | 6.41% | 6.3 |
|
| 4745 |
4745
Pinnbrook Capital Management
New York
| US$2.05億 | -US$5113萬 | -20% | 4.89% | 913% | 79 | 91.14% | 0 |
|
| 4746 |
4746
Pecaut & Co
Sioux City,
Iowa
| US$2.05億 | +US$842萬 | +4% | 1.21% | 62.8% | 108 | 13.89% | 2.3 |
|
| 4747 |
4747
O'Keefe Stevens Advisory
Rochester,
New York
| US$2.05億 | -US$768萬 | -4% | 0.55% | 208% | 44 | 15.91% | 3.5 |
|
| 4748 |
4748
Graybill Wealth Management
Elmhurst,
Illinois
| US$2.05億 | -US$1549萬 | -7% | 1.26% | – | 52 | 9.62% | 4.5 |
|
| 4749 |
4749
Matrix Private Capital Group
New York
| US$2.05億 | -US$639萬 | -3% | 2.26% | 62.5% | 271 | 9.23% | 1.6 |
|
| 4750 |
4750
Lipe & Dalton
Syracuse,
New York
| US$2.05億 | -US$656萬 | -3% | 1.41% | 101% | 116 | 14.66% | 4.2 |
|