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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
Sara-Bay Financial
Sarasota,
Florida
| US$2.79億 | +US$5270萬 | +23% | 52.9% | 233% | 88 | 27.27% | 3 |
|
| 4827 |
4827
Penobscot Wealth Management
Portland,
Maine
| US$2.79億 | +US$4157萬 | +17% | 8.43% | 56.7% | 101 | 13.86% | 2 |
|
| 4828 |
4828
Essex Woodlands Management
The Woodlands,
Texas
| US$2.79億 | -US$6753萬 | -19% | 16.1% | 55% | 6 | 0% | 6 |
|
| 4829 |
4829
Bear Mountain Capital
Seattle,
Washington
| US$2.79億 | +US$2045萬 | +8% | 7.78% | – | 347 | 48.41% | 1.2 |
|
| 4830 |
4830
Oak Asset Management
Westlake Village,
California
| US$2.79億 | +US$614萬 | +2% | 5.76% | 91.8% | 104 | 3.85% | 2.7 |
|
| 4831 |
4831
Luminvest Wealth Management
Scottsdale,
Arizona
| US$2.79億 | +US$3626萬 | +15% | 7.67% | 47.7% | 42 | 26.19% | 1 |
|
| 4832 |
4832
Stevens Capital Partners
Omaha,
Nebraska
| US$2.79億 | +US$6603萬 | +31% | 11% | 76.3% | 86 | 32.56% | 1.5 |
|
| 4833 |
4833
Evelyn Partners Investment Management (Europe)
Dublin,
| US$2.79億 | +US$1139萬 | +4% | 9.33% | – | 189 | 3.17% | 0.5 |
|
| 4834 |
4834
Berkeley Inc
Boise,
Idaho
| US$2.79億 | +US$6545萬 | +31% | 5.44% | 49.4% | 75 | 13.33% | 2.7 |
|
| 4835 |
4835
JVL Associates
Wyoming,
Michigan
| US$2.78億 | +US$3057萬 | +12% | 10.2% | 81% | 67 | 16.42% | 3.5 |
|
| 4836 |
4836
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$2.78億 | +US$1979萬 | +8% | 8.69% | 47.6% | 27 | 7.41% | 5.9 |
|
| 4837 |
4837
Your Advocates Ltd
Houston,
Texas
| US$2.78億 | +US$1759萬 | +7% | 6.87% | 50% | 217 | 9.68% | 2.9 |
|
| 4838 |
4838
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$2.78億 | +US$4230萬 | +18% | 9.23% | 62.6% | 158 | 6.96% | 2.2 |
|
| 4839 |
4839
X-Square Capital
Guaynabo,
Puerto Rico
| US$2.78億 | +US$4544萬 | +20% | 19.1% | 158% | 173 | 18.5% | 3.1 |
|
| 4840 |
CAGAS
4840
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$2.78億 | +US$1604萬 | +6% | 7.54% | 54.8% | 185 | 12.43% | 2.5 |
|
| 4841 |
4841
Burkett Financial Services
Rock Hill,
South Carolina
| US$2.78億 | +US$3227萬 | +13% | 7.39% | 63.6% | 265 | 19.25% | 1.2 |
|
| 4842 |
4842
Roth Financial Partners
Kingwood,
Texas
| US$2.77億 | +US$2424萬 | +10% | 8.67% | 61% | 32 | 6.25% | 3.2 |
|
| 4843 |
4843
Patient Square Capital
Menlo Park,
California
| US$2.77億 | +US$3566萬 | +15% | 15.4% | 329% | 22 | 27.27% | 0.6 |
|
| 4844 |
4844
Team Hewins
Redwood City,
California
| US$2.77億 | +US$1998萬 | +8% | 5.98% | 60.5% | 38 | 15.79% | 1.4 |
|
| 4845 |
4845
Fi3 Financial Advisors
Indianapolis,
Indiana
| US$2.77億 | +US$3102萬 | +13% | 10.1% | 83.1% | 181 | 32.04% | 1.5 |
|
| 4846 |
4846
Revisor Wealth Management
Akron,
Ohio
| US$2.77億 | +US$5252萬 | +23% | 6.68% | 72% | 283 | 26.15% | 0.9 |
|
| 4847 |
4847
Windward Private Wealth Management
Overland Park,
Kansas
| US$2.77億 | +US$2085萬 | +8% | 6.38% | 35.5% | 44 | 9.09% | 3.9 |
|
| 4848 |
4848
Long Corridor Asset Management
Hong Kong
| US$2.77億 | +US$1.41億 | +103% | 15.5% | 73.6% | 23 | 39.13% | 1.1 |
|
| 4849 |
PH
4849
Pinnacle Holdings
Tulsa,
Oklahoma
| US$2.77億 | +US$1409萬 | +5% | 4.43% | 79.6% | 257 | 20.23% | 4.9 |
|
| 4850 |
4850
Rede Wealth
Charlottesville,
Virginia
| US$2.77億 | -US$609萬 | -2% | 0.42% | 84.4% | 107 | 2.8% | 3 |
|