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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5351 |
5351
Intrepid Financial Planning Group
Carmel,
Indiana
| US$2.94億 | +US$4644萬 | +19% | 25.4% | 92.5% | 141 | 15.6% | 2.5 |
|
| 5352 |
5352
Landing Point Financial Group
Avon,
Ohio
| US$2.94億 | +US$8812萬 | +43% | 13.5% | – | 104 | 15.38% | 1 |
|
| 5353 |
5353
Weitzel Financial Services
Dubuque,
Iowa
| US$2.94億 | +US$2873萬 | +11% | 9.91% | 46.3% | 54 | 12.96% | 3.4 |
|
| 5354 |
5354
Veridan Wealth
West Linn,
Oregon
| US$2.94億 | +US$2357萬 | +9% | 10.8% | – | 91 | 16.48% | 1.6 |
|
| 5355 |
5355
Summit Creek Advisors
Minneapolis,
Minnesota
| US$2.94億 | -US$1.93億 | -40% | 21.5% | 84.6% | 73 | 23.29% | 3.7 |
|
| 5356 |
5356
Breakwater Investment Management
Seattle,
Washington
| US$2.94億 | +US$2479萬 | +9% | 9.05% | – | 662 | 32.93% | 1.2 |
|
| 5357 |
5357
Decker Retirement Planning
Levi,
Utah
| US$2.94億 | +US$7294萬 | +33% | 34.3% | – | 490 | 52.04% | 0.5 |
|
| 5358 |
5358
Aviso Wealth Management
Bellevue,
Washington
| US$2.94億 | +US$7170萬 | +32% | 24.8% | – | 149 | 9.4% | 2 |
|
| 5359 |
5359
Meridian Financial Partners
Warrenton,
Virginia
| US$2.93億 | +US$3019萬 | +11% | 15.6% | 80.8% | 128 | 12.5% | 2.5 |
|
| 5360 |
DIM
5360
DC Investments Management
Mclean,
Virginia
| US$2.93億 | +US$3202萬 | +12% | 12.8% | 56.3% | 82 | 40.24% | 1.4 |
|
| 5361 |
5361
Wealth Advisors Northwest
Portland,
Oregon
| US$2.93億 | +US$5479萬 | +23% | 10.7% | – | 66 | 15.15% | 1.2 |
|
| 5362 |
5362
FIDELIS iM
Medford,
Oregon
| US$2.93億 | +US$2895萬 | +11% | 10.7% | 44.8% | 27 | 7.41% | 3 |
|
| 5363 |
5363
Prudent Man Investment Management
Louisville,
Colorado
| US$2.93億 | -US$414萬 | -1% | 9.04% | – | 169 | 0% | 1.3 |
|
| 5364 |
5364
Zullo Investment Group
Scranton,
Pennsylvania
| US$2.93億 | +US$2960萬 | +11% | 22.6% | 143% | 169 | 13.61% | 3.5 |
|
| 5365 |
LI
5365
LHM Inc
Sandy,
Utah
| US$2.93億 | +US$3913萬 | +15% | 30.4% | – | 24 | 8.33% | 1.5 |
|
| 5366 |
5366
Colorado Capital Management
Boulder,
Colorado
| US$2.93億 | +US$2486萬 | +9% | 12.4% | 60.4% | 108 | 9.26% | 5.4 |
|
| 5367 |
5367
Stonehearth Capital Management
Danvers,
Massachusetts
| US$2.93億 | +US$4061萬 | +16% | 17.1% | 87.5% | 107 | 22.43% | 3.5 |
|
| 5368 |
SM
5368
Samjo Management
New York
| US$2.93億 | +US$6174萬 | +27% | 44.8% | – | 67 | 31.34% | 1.6 |
|
| 5369 |
5369
Bay Rivers Group
Williamsburg,
Virginia
| US$2.93億 | +US$5296萬 | +22% | 30.1% | 166% | 132 | 21.97% | 2.8 |
|
| 5370 |
5370
Pacifica Capital Investments
Leander,
Texas
| US$2.93億 | -US$84.3萬 | -0.3% | 3.48% | 70.4% | 15 | 0% | 7.7 |
|
| 5371 |
5371
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$2.93億 | +US$3923萬 | +15% | 20.1% | 103% | 50 | 2% | 4.4 |
|
| 5372 |
5372
JDM Financial Group
Austin,
Texas
| US$2.93億 | +US$3355萬 | +13% | 10.2% | 56.7% | 339 | 8.26% | 1.8 |
|
| 5373 |
5373
Abbot Financial Management
Andover,
Massachusetts
| US$2.93億 | +US$5338萬 | +22% | 20.6% | 102% | 145 | 8.97% | 5.4 |
|
| 5374 |
5374
Muzinich & Co
New York
| US$2.93億 | +US$683萬 | +2% | 0.73% | 13.5% | 38 | 0% | 8.3 |
|
| 5375 |
5375
Archer Investment Management
Austin,
Texas
| US$2.93億 | +US$5495萬 | +23% | 13.1% | – | 120 | 18.33% | 0.7 |
|