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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
Joule Financial
Lexington,
Kentucky
| US$2.46億 | +US$318萬 | +1% | 0.34% | 55.5% | 113 | 15.93% | 1.4 |
|
| 4727 |
4727
Bear Mountain Capital
Seattle,
Washington
| US$2.46億 | +US$1384萬 | +6% | 0.08% | – | 227 | 20.7% | 0.5 |
|
| 4728 |
4728
Taylor Hoffman Wealth Management
Richmond,
Virginia
| US$2.45億 | +US$993萬 | +4% | 4.2% | 47.8% | 113 | 6.19% | 4.5 |
|
| 4729 |
4729
Selway Asset Management
| US$2.45億 | -US$493萬 | -2% | 2.82% | 36.5% | 84 | 11.9% | 5.4 |
|
| 4730 |
4730
Excalibur Management
Waltham,
Massachusetts
| US$2.45億 | +US$887萬 | +4% | 1.9% | 81.7% | 170 | 9.41% | 5.1 |
|
| 4731 |
ACM
4731
Altium Capital Management
New York
| US$2.45億 | -US$755萬 | -3% | 7.84% | – | 90 | 44.44% | 0.8 |
|
| 4732 |
RL
4732
Rogco LP
Claremore,
Oklahoma
| US$2.45億 | +US$56.3萬 | +0.2% | 0.71% | 53.3% | 246 | 4.88% | 0.7 |
|
| 4733 |
4733
Transatlantique Private Wealth
New York
| US$2.45億 | +US$1570萬 | +7% | 1.98% | 88.6% | 219 | 14.61% | 1.5 |
|
| 4734 |
4734
City State Bank
Norwalk,
Iowa
| US$2.45億 | +US$1843萬 | +8% | 2.12% | 79.1% | 771 | 12.97% | 2 |
|
| 4735 |
4735
Adirondack Trust Company
Saratoga Springs,
New York
| US$2.45億 | +US$598萬 | +3% | 3.69% | 96.7% | 512 | 5.47% | 5.7 |
|
| 4736 |
4736
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| US$2.45億 | +US$120萬 | +0.5% | 0.69% | 51.7% | 131 | 14.5% | 1.7 |
|
| 4737 |
4737
Baker Tilly Wealth Management
Madison,
Wisconsin
| US$2.44億 | -US$3.09億 | -56% | 3.2% | 96.9% | 423 | 36.17% | 2.8 |
|
| 4738 |
SCI
4738
Silver Coast Investments
San Diego,
United States
| US$2.44億 | -US$42.7萬 | -0.2% | 1.05% | – | 102 | 19.61% | 0.4 |
|
| 4739 |
4739
Cumberland Advisors
Sarasota,
Florida
| US$2.44億 | -US$2465萬 | -9% | 0.38% | 73.5% | 57 | 8.77% | 4 |
|
| 4740 |
4740
MTM Investment Management
Spartanburg,
South Carolina
| US$2.44億 | +US$161萬 | +0.7% | 2.19% | 80.5% | 293 | 11.6% | 2.7 |
|
| 4741 |
4741
Somerset Trust
Somerset,
Pennsylvania
| US$2.44億 | -US$128萬 | -0.5% | 0.3% | 80.5% | 152 | 4.61% | 5.5 |
|
| 4742 |
4742
Silverlake Wealth Management
Williston,
Vermont
| US$2.44億 | +US$4736萬 | +24% | 1.88% | 73.3% | 293 | 21.16% | 1.6 |
|
| 4743 |
4743
Insight Folios
Charlotte,
North Carolina
| US$2.44億 | -US$320萬 | -1% | 1.86% | 32.9% | 122 | 8.2% | 2.7 |
|
| 4744 |
4744
Oldfather Financial Services
Kearney,
Nebraska
| US$2.44億 | +US$74.8萬 | +0.3% | 0.38% | 60.8% | 74 | 6.76% | 3.1 |
|
| 4745 |
4745
Texas Capital Bancshares
Dallas,
Texas
| US$2.44億 | +US$2309萬 | +10% | 11.9% | 175% | 83 | 12.05% | 3.7 |
|
| 4746 |
4746
Kelleher Financial Advisors
New York
| US$2.44億 | +US$245萬 | +1% | 3.25% | 72.4% | 129 | 20.16% | 4.5 |
|
| 4747 |
4747
Vance Wealth
Santa Clarita,
California
| US$2.44億 | -US$749萬 | -3% | 1.7% | 66.4% | 98 | 12.24% | 1.7 |
|
| 4748 |
4748
Tyler-Stone Wealth Management
Beachwood,
Ohio
| US$2.43億 | +US$1742萬 | +8% | 5.33% | – | 1,015 | 8.67% | 1.9 |
|
| 4749 |
4749
Performa Ltd (US)
Charleston,
South Carolina
| US$2.43億 | +US$1598萬 | +7% | 1.24% | 55.8% | 65 | 23.08% | 2.3 |
|
| 4750 |
4750
Davis Investment Partners
Charlotte,
North Carolina
| US$2.43億 | +US$1478萬 | +6% | 1.28% | 88.9% | 122 | 9.84% | 1.2 |
|