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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
NERM
5101
New England Research & Management
Chicago,
Illinois
| US$1.72億 | +US$191萬 | +1% | 3.29% | 65% | 161 | 28.57% | 3.8 |
|
| 5102 |
5102
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$1.72億 | -US$5491萬 | -24% | 10.9% | 121% | 1 | 0% | 3.5 |
|
| 5103 |
5103
HC Advisors
Sandy Springs,
Georgia
| US$1.72億 | +US$1055萬 | +7% | 3.91% | 63.5% | 84 | 4.76% | 2.3 |
|
| 5104 |
5104
Searcy Financial Services
Overland Park,
Kansas
| US$1.72億 | +US$998萬 | +6% | 6.21% | 60.2% | 21 | 14.29% | 2 |
|
| 5105 |
5105
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$1.72億 | +US$1108萬 | +7% | 8.44% | 99.7% | 130 | 12.31% | 1.6 |
|
| 5106 |
5106
Wealth Management Resources
Smithfield,
Rhode Island
| US$1.72億 | +US$941萬 | +6% | 1.94% | 37.7% | 48 | 31.25% | 1.2 |
|
| 5107 |
IAMH
5107
IvyRock Asset Management (HK)
Sheung Wan,
Hong Kong
| US$1.72億 | -US$2350萬 | -12% | 3.03% | 76% | 19 | 21.05% | 1 |
|
| 5108 |
5108
Key Client Fiduciary Advisors
Fairfield,
New Jersey
| US$1.72億 | +US$1162萬 | +7% | 5.05% | 107% | 185 | 12.97% | 1 |
|
| 5109 |
5109
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$1.72億 | +US$1023萬 | +6% | 4.65% | 60.1% | 113 | 16.81% | 1.5 |
|
| 5110 |
5110
1492 Capital Management
Milwaukee,
Wisconsin
| US$1.72億 | +US$963萬 | +6% | 11.4% | 332% | 117 | 29.91% | 1.5 |
|
| 5111 |
5111
Ironwood Wealth Management (West Virginia)
Hurricane,
West Virginia
| US$1.72億 | +US$400萬 | +2% | 2.78% | 38.1% | 24 | 4.17% | 1.9 |
|
| 5112 |
5112
Acuitas Investments
Seattle,
Washington
| US$1.72億 | +US$7491萬 | +77% | 8.55% | 145% | 117 | 74.36% | 0.4 |
|
| 5113 |
5113
Segra Capital Management
Palm Beach,
Florida
| US$1.72億 | +US$3036萬 | +22% | 18.4% | 19% | 8 | 25% | 1 |
|
| 5114 |
5114
Pavion Blue Capital
Newport Beach,
California
| US$1.72億 | +US$921萬 | +6% | 6.11% | 77.6% | 100 | 4% | 2.7 |
|
| 5115 |
5115
Access Financial Services
Minneapolis,
Minnesota
| US$1.72億 | +US$699萬 | +4% | 3.49% | 44.8% | 90 | 18.89% | 3.6 |
|
| 5116 |
5116
BancFirst Trust & Investment Management
Oklahoma City,
Oklahoma
| US$1.71億 | +US$402萬 | +2% | 6.1% | 44.1% | 46 | 10.87% | 1.2 |
|
| 5117 |
5117
Moseley Investment Management
Bradenton,
Florida
| US$1.71億 | +US$1732萬 | +11% | 10.7% | 96.6% | 148 | 6.76% | 2.9 |
|
| 5118 |
5118
Goodwin Investment Advisory
Woodstock,
Georgia
| US$1.71億 | +US$1794萬 | +12% | 8.29% | 60.8% | 85 | 9.41% | 1.4 |
|
| 5119 |
5119
Powell Investment Advisors
Miami,
Florida
| US$1.71億 | -US$861萬 | -5% | 5.53% | 82.4% | 140 | 10% | 2.4 |
|
| 5120 |
5120
Hutner Capital Management
Manchester,
Vermont
| US$1.71億 | +US$676萬 | +4% | 4.71% | 52.2% | 44 | 0% | 5.5 |
|
| 5121 |
5121
KFG Wealth Management
Granger,
Indiana
| US$1.71億 | +US$2664萬 | +18% | 6.8% | 55.9% | 122 | 26.23% | 0.3 |
|
| 5122 |
5122
Mine & Arao Wealth Creation & Management
Campbell,
California
| US$1.71億 | +US$1517萬 | +10% | 11% | 105% | 346 | 10.4% | 2.6 |
|
| 5123 |
5123
Kennedy Investment Group
West Depford,
New Jersey
| US$1.71億 | +US$733萬 | +4% | 4.61% | 95.4% | 123 | 6.5% | 0.5 |
|
| 5124 |
5124
Ruggaard & Associates
Hudson,
Ohio
| US$1.71億 | +US$884萬 | +5% | 3.77% | 47.6% | 110 | 4.55% | 0.2 |
|
| 5125 |
5125
MMA Asset Management
Conshohocken,
Pennsylvania
| US$1.71億 | +US$3093萬 | +22% | 4% | 54.3% | 121 | 23.14% | 1.4 |
|