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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5326 |
5326
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$2.96億 | +US$4273萬 | +17% | 15.2% | 67.5% | 116 | 21.55% | 3.2 |
|
| 5327 |
5327
Vernal Point Advisors
San Francisco,
California
| US$2.96億 | +US$5023萬 | +20% | 8.57% | – | 21 | 4.76% | 2 |
|
| 5328 |
5328
Wind River Trust Company
Jackson,
Wyoming
| US$2.96億 | +US$3093萬 | +12% | 13.8% | 62.1% | 12 | 8.33% | 8.2 |
|
| 5329 |
5329
Wrenne Financial Planning
Lexington,
Kentucky
| US$2.96億 | +US$4107萬 | +16% | 11.5% | 54.3% | 60 | 18.33% | 1.7 |
|
| 5330 |
5330
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$2.96億 | +US$3019萬 | +11% | 10.3% | 73% | 91 | 6.59% | 2.2 |
|
| 5331 |
CNBT
5331
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$2.96億 | +US$2444萬 | +9% | 7.24% | 38.5% | 224 | 10.27% | 2.3 |
|
| 5332 |
PI
5332
PJT Investments
Toronto,
| US$2.96億 | +US$4347萬 | +17% | 4.51% | – | 10 | 20% | 0.7 |
|
| 5333 |
5333
Investment Research Partners
Lemont,
Pennsylvania
| US$2.95億 | +US$4972萬 | +20% | 14.7% | – | 295 | 22.71% | 0.6 |
|
| 5334 |
5334
Singapore Technologies Telemedia
Singapore
| US$2.95億 | -US$1.01億 | -25% | 25.5% | 173% | 1 | 0% | 9.3 |
|
| 5335 |
5335
Colrain Capital
Boston,
Massachusetts
| US$2.95億 | +US$3667萬 | +14% | 25.2% | – | 28 | 17.86% | 6 |
|
| 5336 |
5336
Western Standard LLC
Los Angeles,
California
| US$2.95億 | +US$1.05億 | +55% | 17.2% | 83.7% | 41 | 78.05% | 0.3 |
|
| 5337 |
5337
Towle & Co
Denver,
Colorado
| US$2.95億 | +US$3767萬 | +15% | 31.8% | 172% | 69 | 36.23% | 0.9 |
|
| 5338 |
5338
Clarus Group
Houston,
Texas
| US$2.95億 | +US$1606萬 | +6% | 11.6% | 67.5% | 132 | 18.18% | 2.6 |
|
| 5339 |
5339
Union Heritage Capital
Bloomfield Hills,
Michigan
| US$2.95億 | +US$2577萬 | +10% | 18.4% | 82.1% | 65 | 7.69% | 4 |
|
| 5340 |
5340
Wealthedge Investment Advisors
New York
| US$2.95億 | +US$2277萬 | +8% | 18.3% | – | 160 | 22.5% | 1 |
|
| 5341 |
5341
Decatur Capital Management
Decatur,
Georgia
| US$2.95億 | +US$7627萬 | +35% | 16% | 135% | 61 | 59.02% | 2.6 |
|
| 5342 |
5342
Nepsis Inc
Minneapolis,
Minnesota
| US$2.95億 | -US$375萬 | -1% | 19.3% | 131% | 31 | 16.13% | 4.5 |
|
| 5343 |
5343
Bastion Asset Management
Montreal,
Canada
| US$2.95億 | -US$3317萬 | -10% | 12.3% | – | 91 | 69.23% | 0.3 |
|
| 5344 |
ASG
5344
Advisory Solutions Group
Plymouth,
Minnesota
| US$2.95億 | – | – | 12.7% | – | 206 | – | 0 |
|
| 5345 |
5345
Kennedy Investment Group
West Depford,
New Jersey
| US$2.95億 | +US$3934萬 | +15% | 21.3% | 95.4% | 150 | 12.67% | 2.2 |
|
| 5346 |
5346
TrustBank
Olney,
Illinois
| US$2.95億 | +US$3680萬 | +14% | 13.1% | – | 178 | 15.17% | 0.4 |
|
| 5347 |
5347
Beacon Financial Planning
Hyannis,
Massachusetts
| US$2.95億 | +US$3638萬 | +14% | 16.6% | 71.1% | 88 | 17.05% | 1.6 |
|
| 5348 |
5348
Torrey Growth & Income Advisors
Del Mar,
California
| US$2.94億 | +US$5583萬 | +23% | 49.3% | – | 123 | 22.76% | 0.6 |
|
| 5349 |
ISFAN
5349
Investor's Fiduciary Advisor Network
Snoqualmie,
Washington
| US$2.94億 | -US$3197萬 | -10% | 16% | – | 291 | 31.96% | 1.1 |
|
| 5350 |
5350
Mainsail Financial Group
Bellevue,
Washington
| US$2.94億 | +US$5433萬 | +23% | 16.1% | 61.9% | 73 | 16.44% | 2.3 |
|