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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Resurgent Financial Advisors
Atlanta,
Georgia
| US$3.6億 | +US$8261萬 | +30% | 16.3% | 86.4% | 335 | 28.06% | 1.7 |
|
| 4777 |
HIS
4777
Horizon Investment Services
Hammond,
Indiana
| US$3.6億 | +US$7201萬 | +25% | 43.9% | 250% | 160 | 25% | 3.1 |
|
| 4778 |
4778
Man Investment Partners (US)
New York
| US$3.59億 | +US$2.75億 | +326% | 3.5% | – | 7 | 28.57% | 0.4 |
|
| 4779 |
4779
Freedom Investment Management
Hartford,
Connecticut
| US$3.59億 | +US$2222萬 | +7% | 11% | 68.5% | 119 | 21.85% | 3.3 |
|
| 4780 |
4780
PCA Investment Advisory Services
Cincinnati,
Ohio
| US$3.58億 | +US$5866萬 | +20% | 12.4% | 71.4% | 61 | 9.84% | 2.3 |
|
| 4781 |
4781
Members Advisory Group
Williamsville,
New York
| US$3.58億 | +US$6670萬 | +23% | 27.2% | 70.6% | 51 | 47.06% | 1.1 |
|
| 4782 |
4782
Extract Advisors
Calabasas,
California
| US$3.58億 | +US$7083萬 | +25% | 12.4% | – | 43 | 53.49% | 0.3 |
|
| 4783 |
4783
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$3.58億 | +US$4630萬 | +15% | 5.96% | 108% | 59 | 8.47% | 2.6 |
|
| 4784 |
4784
Greystone Financial Group
Bloomfield Hills,
Michigan
| US$3.58億 | +US$451萬 | +1% | 15.4% | 79.3% | 88 | 27.27% | 2.3 |
|
| 4785 |
4785
Providence First Trust
Scottsdale,
Arizona
| US$3.58億 | +US$7317萬 | +26% | 16.8% | 68.4% | 234 | 39.74% | 1.9 |
|
| 4786 |
4786
Metropolitan Life Insurance Company (MetLife)
New York
| US$3.57億 | +US$2917萬 | +9% | 9.29% | 50.8% | 11 | 0% | 7.5 |
|
| 4787 |
4787
Sentry LLC
Memphis,
Tennessee
| US$3.57億 | +US$4312萬 | +14% | 11.9% | 52.6% | 133 | 12.03% | 2.6 |
|
| 4788 |
4788
Permit Capital
West Conshohocken,
Pennsylvania
| US$3.57億 | +US$6299萬 | +21% | 21.3% | 121% | 21 | 14.29% | 5.1 |
|
| 4789 |
4789
Menlo Ventures Management
Menlo Park,
California
| US$3.57億 | +US$3050萬 | +9% | 9.34% | – | 3 | 0% | 0.3 |
|
| 4790 |
4790
Barrett & Company
Providence,
Rhode Island
| US$3.57億 | +US$6659萬 | +23% | 13.2% | 83.6% | 729 | 13.72% | 2.7 |
|
| 4791 |
GWMT
4791
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| US$3.57億 | +US$2708萬 | +8% | 8.13% | – | 31 | 6.45% | 0.5 |
|
| 4792 |
4792
Incline Global Management
New York
| US$3.57億 | +US$1.02億 | +40% | 31.1% | 40.1% | 38 | 84.21% | 0.6 |
|
| 4793 |
4793
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$3.57億 | +US$3083萬 | +9% | 11.9% | 65.9% | 173 | 10.98% | 5.6 |
|
| 4794 |
4794
Crestmont Private Wealth
Houston,
Texas
| US$3.56億 | +US$3918萬 | +12% | 11.1% | 54.8% | 119 | 23.53% | 1.9 |
|
| 4795 |
4795
Bank of Stockton
Stockton,
California
| US$3.56億 | +US$3284萬 | +10% | 26.8% | 99.2% | 135 | 8.15% | 6.8 |
|
| 4796 |
4796
Cora Capital Advisors
Marlton,
New Jersey
| US$3.56億 | +US$5422萬 | +18% | 18.6% | 80.3% | 154 | 18.83% | 2 |
|
| 4797 |
4797
Ascension Capital Advisors
Houston,
Texas
| US$3.56億 | +US$3836萬 | +12% | 11% | 59.3% | 100 | 21% | 1.6 |
|
| 4798 |
TM
4798
TigerOak Management
Albuquerque,
New Mexico
| US$3.56億 | +US$3851萬 | +12% | 17.8% | – | 140 | 10.71% | 1.2 |
|
| 4799 |
4799
BCR Wealth Strategies
Vestavia,
Alabama
| US$3.56億 | +US$3685萬 | +12% | 8.55% | 42.2% | 36 | 11.11% | 2.8 |
|
| 4800 |
4800
eCIO Inc
Madison,
Wisconsin
| US$3.56億 | +US$1.28億 | +56% | 3.97% | – | 48 | 16.67% | 1 |
|