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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4876 |
4876
Siguler Guff Advisers
New York
| US$2.33億 | -US$1751萬 | -7% | 4.55% | 37.7% | 6 | 16.67% | 2.9 |
|
| 4877 |
4877
Mezzasalma Advisors
Tinton Falls,
New Jersey
| US$2.33億 | +US$2175萬 | +10% | 10.5% | 203% | 111 | 40.54% | 1.7 |
|
| 4878 |
4878
Intrepid Financial Planning Group
Carmel,
Indiana
| US$2.33億 | +US$159萬 | +0.7% | 2.79% | 92.5% | 136 | 12.5% | 1.5 |
|
| 4879 |
4879
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$2.33億 | +US$1767萬 | +8% | 11.2% | 961% | 53 | 49.06% | 0.8 |
|
| 4880 |
4880
Pacifica Partners
Surrey,
Canada
| US$2.33億 | +US$732萬 | +3% | 3.36% | 127% | 575 | 19.13% | 2.7 |
|
| 4881 |
4881
American Financial Group
Cincinnati,
Ohio
| US$2.33億 | -US$3320萬 | -12% | 3.36% | 32.5% | 70 | 4.29% | 5.5 |
|
| 4882 |
4882
Rakuten Securities
Tokyo,
Japan
| US$2.33億 | +US$451萬 | +2% | 16.1% | 999% | 795 | 20.25% | 0.4 |
|
| 4883 |
DS
4883
Dalal Street
West Lake Hills,
Texas
| US$2.33億 | +US$1713萬 | +8% | 7.56% | 92.7% | 4 | 0% | 0.8 |
|
| 4884 |
4884
Wealth Management Resources
Smithfield,
Rhode Island
| US$2.33億 | +US$138萬 | +0.6% | 0.12% | 37.7% | 40 | 17.5% | 1.9 |
|
| 4885 |
4885
Campbell Capital Management
Miami,
Florida
| US$2.33億 | +US$584萬 | +3% | 7.02% | – | 65 | 47.69% | 1.6 |
|
| 4886 |
FFG
4886
Fortem Financial Group
Palm Desert,
California
| US$2.33億 | +US$476萬 | +2% | 3.33% | 183% | 175 | 9.71% | 2.3 |
|
| 4887 |
4887
Brooklyn Investment Group
Brooklyn,
New York
| US$2.32億 | US$0 | 0% | 4.8% | – | 229 | 0% | 0.5 |
|
| 4888 |
GBI
4888
GP Brinson Investments
Chicago,
Illinois
| US$2.32億 | -US$169萬 | -0.7% | 1.96% | 51.2% | 16 | 6.25% | 2.7 |
|
| 4889 |
4889
Takeda Pharmaceutical Company
Tokyo,
Japan
| US$2.32億 | -US$5673萬 | -20% | 3.47% | – | 15 | 13.33% | 0.5 |
|
| 4890 |
4890
Client 1st Advisory Group
Dunedin,
Florida
| US$2.32億 | +US$959萬 | +4% | 1.81% | 64.5% | 119 | 10.08% | 2.4 |
|
| 4891 |
HIC
4891
Harbor Island Capital
Topsfield,
Massachusetts
| US$2.32億 | +US$1388萬 | +6% | 6.55% | 218% | 15 | 0% | 5.9 |
|
| 4892 |
4892
Newton One Investments
Newark,
Delaware
| US$2.32億 | +US$456萬 | +2% | 0.31% | 42% | 116 | 2.59% | 2.8 |
|
| 4893 |
4893
Roth Financial Partners
Kingwood,
Texas
| US$2.32億 | +US$603萬 | +3% | 1.04% | 61% | 32 | 6.25% | 2.3 |
|
| 4894 |
GWM
4894
Gray Wealth Management
Bangor,
Maine
| US$2.32億 | +US$783萬 | +3% | 2.84% | 22.1% | 138 | 5.07% | 3 |
|
| 4895 |
4895
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$2.32億 | -US$2372萬 | -9% | 3.97% | 83% | 123 | 10.57% | 6.1 |
|
| 4896 |
4896
Thomas Story & Son
Culver,
Indiana
| US$2.32億 | -US$515萬 | -2% | 1.23% | 101% | 54 | 5.56% | 6.9 |
|
| 4897 |
4897
venBio Partners
San Francisco,
California
| US$2.32億 | -US$5037萬 | -18% | 23.4% | 564% | 6 | 16.67% | 2.5 |
|
| 4898 |
4898
Horan Securities
Cincinnati,
United States
| US$2.31億 | +US$1939萬 | +9% | 2.16% | 50.1% | 129 | 16.28% | 3.1 |
|
| 4899 |
4899
Clayton Financial Group
St. Louis,
Missouri
| US$2.31億 | +US$1138萬 | +5% | 0.77% | 69.8% | 107 | 2.8% | 0.3 |
|
| 4900 |
4900
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$2.31億 | +US$86.3萬 | +0.4% | 1.75% | 59.3% | 88 | 7.95% | 1.9 |
|