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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
Westbourne Investment Advisors
Annapolis,
Maryland
| US$3.63億 | +US$1963萬 | +6% | 11.1% | 107% | 124 | 10.48% | 3.7 |
|
| 4752 |
HA
4752
Hamel Associates
Chatham,
New Jersey
| US$3.63億 | +US$1214萬 | +3% | 2.44% | 50.6% | 94 | 15.96% | 5.9 |
|
| 4753 |
4753
O'Brien Greene & Co
Media,
Pennsylvania
| US$3.62億 | +US$909萬 | +3% | 4.55% | 90.9% | 149 | 16.11% | 4.1 |
|
| 4754 |
WMA
4754
Wealth Management Associates
Cherry Hill,
New Jersey
| US$3.62億 | +US$7275萬 | +25% | 14.9% | 111% | 268 | 17.91% | 3.5 |
|
| 4755 |
4755
Foresite Capital Management V
Larkspur,
California
| US$3.62億 | +US$9121萬 | +34% | 23.1% | 401% | 10 | 20% | 1.9 |
|
| 4756 |
4756
Alteri Wealth
Westlake Village,
California
| US$3.62億 | +US$5351萬 | +17% | 28.2% | – | 314 | 12.74% | 1.2 |
|
| 4757 |
SI
4757
Saxon Interests
Houston,
Texas
| US$3.62億 | +US$7183萬 | +25% | 15.7% | 81.2% | 256 | 18.75% | 1.7 |
|
| 4758 |
4758
Francisco Partners Management
San Francisco,
California
| US$3.61億 | +US$6958萬 | +24% | 26.8% | 14.3% | 3 | 0% | 5.3 |
|
| 4759 |
4759
Pamplona Capital Management
New York
| US$3.61億 | -US$1.12億 | -24% | 20.1% | – | 5 | 0% | 1.3 |
|
| 4760 |
4760
Solitude Financial Services
Charlottesville,
Virginia
| US$3.61億 | +US$2309萬 | +7% | 8.81% | 62.4% | 42 | 7.14% | 2.8 |
|
| 4761 |
4761
ParaFi Capital
New York
| US$3.61億 | -US$1.01億 | -22% | 10.3% | – | 31 | 48.39% | 0.5 |
|
| 4762 |
4762
HT Partners
Centerbrook,
Connecticut
| US$3.61億 | +US$3093萬 | +9% | 13.6% | 71.1% | 56 | 7.14% | 6.1 |
|
| 4763 |
4763
Mass General Brigham
Somerville,
Massachusetts
| US$3.61億 | -US$1.08億 | -23% | 17.2% | – | 6 | 0% | 1.1 |
|
| 4764 |
4764
WT Wealth Management
Scottsdale,
Arizona
| US$3.61億 | +US$2472萬 | +7% | 12.3% | 72% | 155 | 21.94% | 2.4 |
|
| 4765 |
4765
Demars Financial Group
Spokane Valley,
Washington
| US$3.61億 | +US$5717萬 | +19% | 13.8% | 69.1% | 126 | 28.57% | 2.1 |
|
| 4766 |
4766
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$3.61億 | +US$1754萬 | +5% | 4.17% | 69.7% | 61 | 6.56% | 6.6 |
|
| 4767 |
4767
Spectrum Asset Management (California)
Newport Beach,
California
| US$3.6億 | +US$4566萬 | +15% | 7.23% | 68.3% | 123 | 16.26% | 3.4 |
|
| 4768 |
4768
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$3.6億 | +US$3101萬 | +9% | 10.1% | 83.3% | 69 | 5.8% | 6.4 |
|
| 4769 |
4769
Equita Financial Network
Fort Washington,
Pennsylvania
| US$3.6億 | +US$4222萬 | +13% | 9.6% | 50.5% | 99 | 16.16% | 1.8 |
|
| 4770 |
4770
Morling Financial Advisors
Fremont,
California
| US$3.6億 | +US$3471萬 | +11% | 10.3% | 97.6% | 129 | 20.93% | 2.4 |
|
| 4771 |
MS
4771
Madden Securities
Dallas,
Texas
| US$3.6億 | +US$2738萬 | +8% | 12.9% | 108% | 126 | 16.67% | 2.7 |
|
| 4772 |
4772
Barometer Capital Management
Toronto,
Ontario, Canada
| US$3.6億 | +US$6647萬 | +23% | 21.6% | 339% | 159 | 42.77% | 0.6 |
|
| 4773 |
4773
PL Capital Advisors
Naples,
Florida
| US$3.6億 | +US$2813萬 | +8% | 17% | 100% | 32 | 9.38% | 3.4 |
|
| 4774 |
4774
Gen-Wealth Partners
Zeeland,
Michigan
| US$3.6億 | +US$4236萬 | +13% | 16.9% | – | 761 | 9.46% | 1.7 |
|
| 4775 |
BWIA
4775
Bryant Woods Investment Advisors
Getzville,
New York
| US$3.6億 | +US$8780萬 | +32% | 15.6% | 74.4% | 88 | 37.5% | 2 |
|