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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
4926
Greenbush Financial Group
Albany,
New York
| US$3.4億 | +US$3803萬 | +13% | 14.1% | – | 40 | 22.5% | 1.3 |
|
| 4927 |
ODFS
4927
O'Donnell Financial Services
San Rafael,
California
| US$3.4億 | +US$4950萬 | +17% | 15.4% | 61% | 78 | 23.08% | 1.6 |
|
| 4928 |
4928
Heritage Oak Wealth Advisors
Santa Rosa Beach,
Florida
| US$3.4億 | +US$2501萬 | +8% | 11.9% | – | 112 | 44.64% | 0.8 |
|
| 4929 |
4929
River Street Advisors
Aurora,
Illinois
| US$3.4億 | +US$4358萬 | +15% | 15.2% | 93.5% | 188 | 14.36% | 2.1 |
|
| 4930 |
4930
Jeppson Wealth Management
Manhattan Beach,
California
| US$3.39億 | +US$2041萬 | +6% | 13.6% | 107% | 254 | 12.2% | 3.6 |
|
| 4931 |
4931
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| US$3.39億 | +US$29.3萬 | +0.1% | 6.88% | 39.2% | 18 | 50% | 0.3 |
|
| 4932 |
4932
Haverford Financial Services
Radnor,
Pennsylvania
| US$3.39億 | +US$362萬 | +1% | 6.35% | 57.9% | 49 | 6.12% | 6 |
|
| 4933 |
4933
New Insight Wealth Advisors
San Ramon,
California
| US$3.39億 | +US$6030萬 | +22% | 18.2% | – | 122 | 13.93% | 1.7 |
|
| 4934 |
4934
1492 Capital Management
Milwaukee,
Wisconsin
| US$3.39億 | +US$7610萬 | +29% | 67.4% | 332% | 143 | 16.08% | 1.3 |
|
| 4935 |
FC
4935
Fore Capital
New York
| US$3.38億 | +US$1.77億 | +109% | 0.49% | 25.4% | 75 | 62.67% | 0.2 |
|
| 4936 |
4936
Etesian Wealth Advisors
West Linn,
Oregon
| US$3.38億 | +US$2488萬 | +8% | 9.21% | 60.6% | 143 | 4.9% | 2.6 |
|
| 4937 |
4937
Castle Wealth Management
West Palm Beach,
Florida
| US$3.38億 | +US$2901萬 | +9% | 9.58% | 53.6% | 148 | 14.19% | 2.7 |
|
| 4938 |
4938
Elite Wealth Management
Kirkland,
Washington
| US$3.37億 | +US$2941萬 | +10% | 22.7% | 182% | 58 | 34.48% | 2.9 |
|
| 4939 |
4939
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$3.37億 | +US$1357萬 | +4% | 8.98% | 79.4% | 101 | 6.93% | 4.2 |
|
| 4940 |
4940
Corundum Group
Colorado Springs,
Colorado
| US$3.37億 | +US$3795萬 | +13% | 15.8% | 89.5% | 118 | 13.56% | 5 |
|
| 4941 |
4941
Consilium Wealth Advisory
Richardson,
Texas
| US$3.37億 | +US$4378萬 | +15% | 23.8% | 126% | 110 | 15.45% | 2.6 |
|
| 4942 |
4942
Northern Right Capital Management
Darien,
Connecticut
| US$3.37億 | +US$5594萬 | +20% | 30.6% | 187% | 34 | 47.06% | 1.9 |
|
| 4943 |
4943
Ameliora Wealth Management
Zurich,
Switzerland
| US$3.37億 | +US$2317萬 | +7% | 10.2% | 73.9% | 244 | 11.07% | 2.2 |
|
| 4944 |
4944
Riverwater Partners
Milwaukee,
Wisconsin
| US$3.37億 | +US$3684萬 | +12% | 18.8% | 112% | 239 | 23.43% | 2 |
|
| 4945 |
4945
BFI Infinity
Zurich,
Switzerland
| US$3.37億 | +US$1.46億 | +76% | 14.2% | – | 73 | 26.03% | 0.8 |
|
| 4946 |
4946
Bank OZK
Little Rock,
Arkansas
| US$3.37億 | +US$5320萬 | +19% | 24.8% | 112% | 164 | 12.2% | 6.3 |
|
| 4947 |
4947
AlphaGrep UK
London,
| US$3.36億 | -US$917萬 | -3% | 12.2% | – | 997 | 51.55% | 0.3 |
|
| 4948 |
4948
Amtrust Financial Services
New York
| US$3.36億 | +US$3668萬 | +12% | 12.5% | 61.9% | 15 | 0% | 4.1 |
|
| 4949 |
4949
Roth Financial Partners
Kingwood,
Texas
| US$3.36億 | +US$4343萬 | +15% | 11.7% | 61% | 33 | 6.06% | 3.9 |
|
| 4950 |
4950
Strategic Financial Concepts
San Antonio,
Texas
| US$3.36億 | -US$6929萬 | -17% | 13.5% | 56.8% | 326 | 35.28% | 0.8 |
|