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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5176 |
DRD
5176
Dennis R. Delaney
| US$3.14億 | +US$3158萬 | +11% | 25.3% | 84.3% | 62 | 4.84% | 5.5 |
|
| 5177 |
5177
Stonebridge Financial Planning Group
Orlando,
Florida
| US$3.14億 | +US$4160萬 | +15% | 15.6% | 67.2% | 188 | 11.7% | 3.4 |
|
| 5178 |
5178
Praetorian PR
Rincon,
Puerto Rico
| US$3.14億 | +US$3883萬 | +14% | 1.05% | 80.3% | 16 | 31.25% | 0.8 |
|
| 5179 |
5179
Macro Advisors
York,
Pennsylvania
| US$3.14億 | +US$7148萬 | +30% | 11.5% | – | 48 | 20.83% | 0.2 |
|
| 5180 |
5180
Merk Investments
Menlo Park,
California
| US$3.14億 | -US$5434萬 | -15% | 18.4% | 303% | 11 | 0% | 3.9 |
|
| 5181 |
5181
Raleigh Capital Management
Cary,
North Carolina
| US$3.13億 | +US$2355萬 | +8% | 10.9% | 79.9% | 785 | 24.84% | 2.3 |
|
| 5182 |
5182
Plum Street Advisors
New Orleans,
Louisiana
| US$3.13億 | +US$2435萬 | +8% | 8.45% | – | 109 | 11.93% | 1.8 |
|
| 5183 |
5183
StoneCrest Wealth Management
Chandler,
Arizona
| US$3.13億 | +US$7657萬 | +32% | 42.2% | 168% | 84 | 26.19% | 1.4 |
|
| 5184 |
5184
Bennett Selby Investments
Falmouth,
Maine
| US$3.13億 | +US$2821萬 | +10% | 11% | 82.1% | 90 | 15.56% | 3.2 |
|
| 5185 |
5185
First Citizens Asset Management
Raleigh,
North Carolina
| US$3.13億 | +US$3084萬 | +11% | 10.7% | 44.2% | 30 | 6.67% | 2.7 |
|
| 5186 |
5186
Ravenswood Partners
Mclean,
Virginia
| US$3.13億 | +US$4191萬 | +15% | 38.9% | – | 42 | 30.95% | 0.6 |
|
| 5187 |
5187
Worth Asset Management
Dallas,
Texas
| US$3.13億 | +US$4437萬 | +17% | 20.2% | 115% | 249 | 41.77% | 1.1 |
|
| 5188 |
5188
Windward Private Wealth Management
Overland Park,
Kansas
| US$3.13億 | +US$2327萬 | +8% | 7.66% | 35.5% | 44 | 2.27% | 4.8 |
|
| 5189 |
5189
Prosperitas Financial
Valencia,
California
| US$3.12億 | +US$4390萬 | +16% | 13.4% | 118% | 113 | 26.55% | 1.3 |
|
| 5190 |
5190
Monte Financial Group
Guilford,
Connecticut
| US$3.12億 | +US$3061萬 | +11% | 7.94% | 66.7% | 109 | 14.68% | 3.8 |
|
| 5191 |
5191
Pennington Partners & Co
Bethesda,
Maryland
| US$3.12億 | +US$2013萬 | +7% | 14.2% | – | 134 | 17.16% | 0.9 |
|
| 5192 |
5192
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$3.12億 | +US$2854萬 | +10% | 9.97% | 47% | 26 | 0% | 3.2 |
|
| 5193 |
5193
Maryland Capital Advisors
Chester,
Maryland
| US$3.12億 | – | – | 7.56% | – | 1,043 | – | 0.9 |
|
| 5194 |
5194
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$3.12億 | +US$4953萬 | +19% | 18.3% | 92.2% | 152 | 21.05% | 3.5 |
|
| 5195 |
5195
Townsend Asset Management
Raleigh,
North Carolina
| US$3.12億 | +US$3513萬 | +13% | 16% | 88.5% | 199 | 8.04% | 4.3 |
|
| 5196 |
5196
Weinberger Asset Management
Los Angeles,
California
| US$3.12億 | +US$4509萬 | +17% | 14.8% | 89.6% | 101 | 8.91% | 3 |
|
| 5197 |
5197
Armor Investment Advisors
Raleigh,
North Carolina
| US$3.12億 | +US$3418萬 | +12% | 14.1% | 62% | 163 | 6.75% | 5.3 |
|
| 5198 |
5198
Five Oceans Advisors
Santa Monica,
California
| US$3.11億 | +US$3470萬 | +13% | 16.3% | 85.3% | 214 | 14.49% | 2.7 |
|
| 5199 |
5199
Hengistbury Investment Partners
London,
United Kingdom
| US$3.11億 | +US$7095萬 | +30% | 13.9% | 108% | 4 | 25% | 3.6 |
|
| 5200 |
5200
Oak Asset Management
Westlake Village,
California
| US$3.11億 | +US$2057萬 | +7% | 12% | 91.8% | 117 | 9.4% | 3.2 |
|