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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Orleans Capital Management
Mandeville,
Louisiana
| US$1.56億 | +US$897萬 | +6% | 7.11% | 94.6% | 81 | 6.17% | 1.1 |
|
| 5152 |
SSCM
5152
Summit Street Capital Management
New York
| US$1.56億 | +US$198萬 | +1% | 4.02% | 217% | 33 | 3.03% | 2.9 |
|
| 5153 |
5153
Field & Main Bank
Henderson,
Kentucky
| US$1.56億 | +US$1671萬 | +12% | 7.9% | 107% | 209 | 11% | 4.5 |
|
| 5154 |
5154
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$1.56億 | +US$138萬 | +0.9% | 6.09% | 59.3% | 52 | 15.38% | 1 |
|
| 5155 |
5155
Mad River Investors
Boston,
Massachusetts
| US$1.56億 | +US$585萬 | +4% | 5.37% | 169% | 25 | 8% | 4.2 |
|
| 5156 |
5156
Ridgewood Investments
Springfield,
New Jersey
| US$1.56億 | -US$744萬 | -5% | 6.03% | – | 210 | 17.62% | 2.1 |
|
| 5157 |
5157
Oakwell Private Wealth Management
Austin,
Texas
| US$1.56億 | +US$1463萬 | +10% | 6.06% | 63% | 65 | 12.31% | 0.5 |
|
| 5158 |
5158
Brooktree Capital Management
Gand Rapids,
Michigan
| US$1.56億 | +US$652萬 | +4% | 7.94% | 82.9% | 43 | 4.65% | 1.3 |
|
| 5159 |
5159
Concentrum Wealth Management
San Jose,
California
| US$1.56億 | +US$2335萬 | +18% | 13.8% | 174% | 58 | 12.07% | 1.2 |
|
| 5160 |
5160
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$1.56億 | +US$17.8萬 | +0.1% | 3.07% | 85.5% | 31 | 9.68% | 3.3 |
|
| 5161 |
5161
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$1.56億 | +US$960萬 | +7% | 5.92% | 81.5% | 150 | 6% | 5.1 |
|
| 5162 |
5162
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$1.55億 | +US$1.42億 | +1,079% | 6.94% | 117% | 38 | 63.16% | 0.4 |
|
| 5163 |
5163
Doheny Asset Management
Los Angeles,
California
| US$1.55億 | +US$781萬 | +5% | 10.8% | 135% | 105 | 11.43% | 4.4 |
|
| 5164 |
5164
Moser Wealth Advisors
Bellevue,
Washington
| US$1.55億 | +US$1293萬 | +9% | 7.36% | – | 175 | 28.57% | 1.1 |
|
| 5165 |
5165
Signet Investment Advisory Group
Providence,
Rhode Island
| US$1.55億 | +US$2624萬 | +20% | 6.41% | 68.2% | 95 | 23.16% | 1.6 |
|
| 5166 |
5166
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$1.55億 | +US$1434萬 | +10% | 7.31% | 73% | 36 | 5.56% | 1.1 |
|
| 5167 |
5167
Boyar Asset Management
New York
| US$1.55億 | +US$735萬 | +5% | 4.97% | 75.5% | 85 | 3.53% | 4.5 |
|
| 5168 |
5168
TPB Wealth Advisors
San Antonio,
Texas
| US$1.55億 | +US$3868萬 | +33% | 5.83% | – | 39 | 17.95% | 0.4 |
|
| 5169 |
HCM
5169
Hall Capital Management
Barrington,
Rhode Island
| US$1.55億 | – | – | 5.93% | – | 95 | – | 4.1 |
|
| 5170 |
5170
Masterton Capital Management
New York
| US$1.55億 | +US$1700萬 | +12% | 1.43% | 1.94% | 24 | 58.33% | 0.2 |
|
| 5171 |
TWS
5171
Thomas W. Smith
| US$1.55億 | +US$1097萬 | +8% | 10.6% | – | 8 | 0% | 6.2 |
|
| 5172 |
5172
Lakestar II
St. Peter Port, Gy1 3pp,
Guernsey
| US$1.55億 | -US$1.65億 | -52% | 16.8% | – | 2 | 0% | 0.4 |
|
| 5173 |
5173
&Partners
Nashville,
Tennessee
| US$1.55億 | +US$1708萬 | +12% | 6.87% | 78.4% | 183 | 16.94% | 1.2 |
|
| 5174 |
5174
Spreng Capital Management
Bucyrus,
Ohio
| US$1.55億 | +US$1089萬 | +8% | 5.49% | 72.5% | 108 | 10.19% | 1.1 |
|
| 5175 |
5175
Samalin Investment Counsel
Chappaqua,
New York
| US$1.54億 | +US$521萬 | +3% | 6.85% | 68.3% | 248 | 13.31% | 1 |
|