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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Hutner Capital Management
Manchester,
Vermont
| US$1.43億 | -US$941萬 | -6% | 5.13% | 52.2% | 44 | 2.27% | 4.8 |
|
| 5002 |
5002
Western Financial Corp
San Diego,
California
| US$1.43億 | +US$229萬 | +2% | 0.45% | 275% | 106 | 25.47% | 0.9 |
|
| 5003 |
5003
Ironwood Investment Management
Boston,
Massachusetts
| US$1.43億 | -US$659萬 | -4% | 2.42% | 164% | 171 | 6.43% | 5.6 |
|
| 5004 |
5004
FSA Wealth Management
Needham,
Massachusetts
| US$1.43億 | +US$1.07億 | +297% | 4.99% | – | 54 | 59.26% | 1.1 |
|
| 5005 |
5005
Stonebridge Financial Planning Group
Orlando,
Florida
| US$1.43億 | -US$437萬 | -3% | 4.83% | 67.2% | 123 | 16.26% | 2 |
|
| 5006 |
5006
City State Bank
Norwalk,
Iowa
| US$1.43億 | -US$52.4萬 | -0.4% | 5.11% | 79.1% | 721 | 5.41% | 0.7 |
|
| 5007 |
5007
Sheares Healthcare Group
Singapore
| US$1.43億 | +US$7748萬 | +119% | 119% | – | 1 | 0% | 0.8 |
|
| 5008 |
5008
Northpond Ventures
Bethesda,
Maryland
| US$1.43億 | +US$3771萬 | +36% | 79.1% | 67.3% | 5 | 0% | 0.7 |
|
| 5009 |
5009
Soundmark Wealth Management
Kirkland,
Washington
| US$1.43億 | +US$234萬 | +2% | 5.86% | 17.2% | 60 | 6.67% | 1.4 |
|
| 5010 |
5010
Helen Stephens Group
Fort Worth,
Texas
| US$1.43億 | +US$170萬 | +1% | 4.55% | 53.4% | 65 | 20% | 0.6 |
|
| 5011 |
5011
BMS Financial Advisors
Rapid City,
South Dakota
| US$1.43億 | -US$1025萬 | -7% | 4.84% | – | 117 | 33.33% | 0.6 |
|
| 5012 |
5012
GoalVest Advisory
New York
| US$1.43億 | -US$1523萬 | -10% | 5.92% | 94.8% | 325 | 26.77% | 1.1 |
|
| 5013 |
5013
Sterling Financial Planning
Sparta,
New Jersey
| US$1.43億 | +US$35.6萬 | +0.3% | 5.81% | 59.3% | 90 | 8.89% | 1.6 |
|
| 5014 |
MA
5014
Menlo Advisors
Menlo Park,
California
| US$1.43億 | -US$826萬 | -5% | 3.34% | 108% | 34 | 20.59% | 5.5 |
|
| 5015 |
5015
Red Spruce Capital
Berwyn,
Pennsylvania
| US$1.42億 | -US$755萬 | -5% | 3.56% | 98.4% | 88 | 2.27% | 2.3 |
|
| 5016 |
5016
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.42億 | -US$1072萬 | -7% | 6.35% | 56% | 26 | 0% | 7 |
|
| 5017 |
5017
Weitzel Financial Services
Dubuque,
Iowa
| US$1.42億 | -US$579萬 | -4% | 4.85% | 46.3% | 38 | 18.42% | 1.3 |
|
| 5018 |
5018
Pacific Sun Financial
Los Angeles,
California
| US$1.42億 | -US$926萬 | -6% | 4.59% | 70.3% | 181 | 6.63% | 3.3 |
|
| 5019 |
APSI
5019
Asset Planning Services Inc
Covington,
Louisiana
| US$1.42億 | -US$1029萬 | -7% | 6.41% | 138% | 36 | 5.56% | 3.6 |
|
| 5020 |
5020
Tabor Asset Management
New York
| US$1.42億 | +US$750萬 | +6% | 13.1% | 214% | 39 | 46.15% | 0.6 |
|
| 5021 |
5021
Tieton Capital Management
Yakima,
Washington
| US$1.42億 | -US$224萬 | -2% | 1.35% | 172% | 33 | 6.06% | 4.1 |
|
| 5022 |
5022
WR Wealth Planners
Columbia,
Missouri
| US$1.42億 | -US$970萬 | -6% | 5.35% | 22.1% | 569 | 15.47% | 0.4 |
|
| 5023 |
5023
Birchview Capital
Burlington,
Vermont
| US$1.42億 | +US$453萬 | +3% | 12% | 327% | 62 | 6.45% | 2.8 |
|
| 5024 |
5024
Blackston Financial Advisory Group
The Villages,
Florida
| US$1.42億 | -US$1109萬 | -7% | 5.16% | 69.1% | 103 | 23.3% | 0.6 |
|
| 5025 |
WMA
5025
Wealth Management Associates
Cherry Hill,
New Jersey
| US$1.42億 | -US$463萬 | -3% | 5.7% | 111% | 188 | 14.36% | 2.4 |
|