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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4826 |
4826
Carmel Capital Management
Carmel,
California
| US$1.93億 | +US$1768萬 | +10% | 10.6% | 265% | 33 | 3.03% | 1.4 |
|
| 4827 |
4827
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$1.92億 | +US$746萬 | +4% | 15.5% | 207% | 56 | 41.07% | 3.5 |
|
| 4828 |
4828
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$1.92億 | +US$555萬 | +3% | 4.95% | 66.8% | 101 | 7.92% | 6.3 |
|
| 4829 |
4829
DHJJ Financial Advisors
Naperville,
Illinois
| US$1.92億 | +US$787萬 | +4% | 6.45% | 62.5% | 142 | 7.75% | 2 |
|
| 4830 |
4830
DecisionPoint Financial
Mesa,
Arizona
| US$1.92億 | +US$1887萬 | +11% | 3.01% | 48% | 219 | 20.09% | 0.4 |
|
| 4831 |
IP
4831
Investment Partners
New Philadelphia,
Ohio
| US$1.92億 | +US$134萬 | +0.7% | 5.46% | 74.1% | 140 | 11.43% | 5.1 |
|
| 4832 |
4832
Tenzing Global Management
San Francisco,
California
| US$1.92億 | +US$2807萬 | +17% | 15.3% | 273% | 19 | 52.63% | 1.3 |
|
| 4833 |
4833
Centennial Wealth Advisory
Traverse City,
Michigan
| US$1.92億 | +US$334萬 | +2% | 3.5% | 63% | 143 | 25.17% | 1.2 |
|
| 4834 |
4834
Transatlantique Private Wealth
New York
| US$1.92億 | +US$1091萬 | +6% | 5.67% | 88.6% | 209 | 8.61% | 0.8 |
|
| 4835 |
4835
Two Point Capital Management
Pittsford,
New York
| US$1.92億 | +US$2181萬 | +13% | 10.7% | – | 22 | 0% | 0.5 |
|
| 4836 |
4836
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$1.92億 | +US$5009萬 | +35% | 13.3% | 144% | 22 | 54.55% | 0.2 |
|
| 4837 |
4837
First Capital Advisors Group
Little Silver,
New Jersey
| US$1.92億 | +US$3595萬 | +23% | 6.39% | – | 972 | 77.98% | 0.3 |
|
| 4838 |
4838
Sandbox Financial Partners
Bethesda,
Maryland
| US$1.92億 | +US$2584萬 | +16% | 10% | 69.6% | 99 | 12.12% | 1.6 |
|
| 4839 |
4839
Whelan Financial
Fresno,
California
| US$1.91億 | +US$1104萬 | +6% | 4.51% | 64.6% | 32 | 6.25% | 1.2 |
|
| 4840 |
OGF
4840
Orin Green Financial
San Diego,
California
| US$1.91億 | +US$654萬 | +4% | 3.74% | 59.1% | 78 | 12.82% | 1.8 |
|
| 4841 |
4841
SWMG LLC
Fort Worth,
Texas
| US$1.91億 | +US$1194萬 | +7% | 4.08% | 68.7% | 103 | 22.33% | 1.2 |
|
| 4842 |
4842
King Street Capital Management
New York
| US$1.91億 | -US$2154萬 | -10% | 3.49% | 140% | 17 | 58.82% | 0.4 |
|
| 4843 |
4843
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$1.91億 | +US$361萬 | +2% | 7.56% | 83.1% | 82 | 19.51% | 1.3 |
|
| 4844 |
4844
Old West Investment Management
Los Angeles,
California
| US$1.91億 | +US$523萬 | +3% | 7.22% | 242% | 58 | 31.03% | 3.6 |
|
| 4845 |
4845
Divergent Planning
Bethesda,
Maryland
| US$1.91億 | +US$1323萬 | +7% | 3.17% | 43.3% | 26 | 15.38% | 1.3 |
|
| 4846 |
4846
Caldwell Sutter Capital
Sausalito,
California
| US$1.91億 | +US$5371萬 | +39% | 4.12% | 79.5% | 875 | 36.11% | 0.2 |
|
| 4847 |
4847
TPG Financial Advisors
Portland,
Oregon
| US$1.91億 | +US$782萬 | +4% | 2.8% | – | 49 | 4.08% | 2.6 |
|
| 4848 |
4848
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$1.91億 | +US$1797萬 | +10% | 8.86% | – | 41 | 9.76% | 2.2 |
|
| 4849 |
4849
Wealthstream Advisors
New York
| US$1.91億 | +US$2319萬 | +14% | 6.25% | 88.2% | 98 | 21.43% | 1 |
|
| 4850 |
4850
Half Sky Capital (UK)
London,
United Kingdom
| US$1.91億 | +US$1412萬 | +8% | 13% | 13% | 9 | 0% | 1.1 |
|