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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Foursixthree Capital
New York
| US$2.87億 | -US$7608萬 | -21% | 10.2% | – | 24 | 37.5% | 0.5 |
|
| 4752 |
4752
Post Oak Energy Holdings
Houston,
Texas
| US$2.87億 | -US$484萬 | -2% | 1.66% | 64.6% | 1 | 0% | 2.5 |
|
| 4753 |
4753
Old Point Trust & Financial Services N A
Newport News,
Virginia
| US$2.87億 | +US$164萬 | +0.6% | 7.67% | 87.3% | 361 | 13.57% | 2.9 |
|
| 4754 |
4754
Hendley & Co
Zanesville,
Ohio
| US$2.86億 | +US$37.2萬 | +0.1% | 7.39% | 64.9% | 54 | 20.37% | 6 |
|
| 4755 |
4755
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$2.86億 | -US$4231萬 | -13% | 12.7% | 23.7% | 3 | 0% | 2.1 |
|
| 4756 |
BCH
4756
Berkshire Capital Holdings
San Jose,
California
| US$2.86億 | +US$7669萬 | +37% | 59.3% | 2,748% | 102 | 5.88% | 2.9 |
|
| 4757 |
4757
Sicart Associates
New York
| US$2.86億 | -US$333萬 | -1% | 11.7% | 113% | 78 | 23.08% | 4 |
|
| 4758 |
VWM
4758
VCI Wealth Management
St Louis,
Missouri
| US$2.86億 | +US$4728萬 | +20% | 11.6% | 86.3% | 104 | 2.88% | 0.8 |
|
| 4759 |
4759
Fairfield Financial Advisors
Wellesley,
Massachusetts
| US$2.85億 | +US$2005萬 | +8% | 7.51% | – | 75 | 17.33% | 2.4 |
|
| 4760 |
4760
Reston Wealth Management
Reston,
Virginia
| US$2.85億 | +US$3796萬 | +15% | 9.58% | 66.4% | 58 | 22.41% | 3.7 |
|
| 4761 |
4761
Carmel Capital Partners
San Diego,
California
| US$2.85億 | +US$3087萬 | +12% | 10.2% | 65.1% | 171 | 22.22% | 2 |
|
| 4762 |
4762
Blue Investment Partners
Alamo,
California
| US$2.85億 | +US$1945萬 | +7% | 9.41% | – | 58 | 25.86% | 1.4 |
|
| 4763 |
4763
NWK Group
San Francisco,
California
| US$2.85億 | +US$6615萬 | +30% | 28.4% | 268% | 72 | 18.06% | 3.3 |
|
| 4764 |
4764
Delta Financial Advisors
New Orleans,
Louisiana
| US$2.84億 | +US$1807萬 | +7% | 9.71% | 107% | 113 | 2.65% | 4.9 |
|
| 4765 |
4765
Pine Harbor Wealth Management
Silver Spring,
Maryland
| US$2.84億 | +US$3435萬 | +14% | 7.58% | – | 109 | 20.18% | 1.2 |
|
| 4766 |
4766
LCNB Corp
Lebanon,
Ohio
| US$2.84億 | +US$1262萬 | +5% | 8.85% | 75.2% | 190 | 7.37% | 5.3 |
|
| 4767 |
HCM
4767
Harspring Capital Management
New York
| US$2.84億 | +US$2269萬 | +9% | 7.76% | 70.6% | 18 | 16.67% | 3 |
|
| 4768 |
4768
Horan Securities
Cincinnati,
United States
| US$2.84億 | +US$1986萬 | +8% | 8.57% | 50.1% | 155 | 14.84% | 3.1 |
|
| 4769 |
4769
Quattro Financial Advisors
The Woodlands,
Texas
| US$2.84億 | -US$758萬 | -3% | 11.8% | 77.6% | 91 | 17.58% | 1.8 |
|
| 4770 |
LAM
4770
Lountzis Asset Management
Wyomissing,
Pennsylvania
| US$2.84億 | +US$1937萬 | +7% | 9.77% | 144% | 53 | 1.89% | 3.1 |
|
| 4771 |
4771
Retirement Financial Solutions
Knoxville,
Tennessee
| US$2.84億 | +US$2717萬 | +11% | 6.37% | 52.5% | 39 | 7.69% | 1.5 |
|
| 4772 |
4772
Left Brain Wealth Management
Naperville,
Illinois
| US$2.84億 | +US$5467萬 | +24% | 31.4% | 376% | 115 | 39.13% | 1.1 |
|
| 4773 |
4773
True Wealth Design
Akron,
Ohio
| US$2.84億 | +US$2125萬 | +8% | 7.53% | 57% | 2,879 | 18.86% | 0.9 |
|
| 4774 |
4774
Cove Private Wealth
Oyster Bay Cove,
New York
| US$2.84億 | +US$9345萬 | +49% | 13.5% | 126% | 158 | 24.68% | 0.8 |
|
| 4775 |
4775
Core Wealth Management
Jupiter,
Florida
| US$2.84億 | +US$2303萬 | +9% | 6.59% | 44.5% | 32 | 6.25% | 1.7 |
|