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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5801 |
5801
Lederer & Associates Investment Counsel
Long Beach,
California
| US$1.33億 | +US$289萬 | +2% | 9.02% | 92.7% | 88 | 3.41% | 5.3 |
|
| 5802 |
5802
SMART Wealth
Omaha,
Nebraska
| US$1.32億 | +US$1910萬 | +17% | 1.87% | 77.7% | 85 | 22.35% | 0.4 |
|
| 5803 |
GIM
5803
Greenwich Investment Management
Norwalk,
Connecticut
| US$1.32億 | +US$234萬 | +2% | 2.29% | – | 49 | 10.2% | 3.2 |
|
| 5804 |
5804
Wells Financial Advisors
Framingham,
Massachusetts
| US$1.32億 | +US$691萬 | +6% | 4.1% | 54% | 71 | 16.9% | 1.9 |
|
| 5805 |
5805
Pointe Capital Management
Grosse Pointe Farms,
Michigan
| US$1.32億 | -US$665萬 | -5% | 5.4% | 62.6% | 411 | 64.48% | 4.3 |
|
| 5806 |
GBI
5806
GP Brinson Investments
Chicago,
Illinois
| US$1.32億 | +US$661萬 | +5% | 5.52% | 51.2% | 15 | 0% | 2 |
|
| 5807 |
5807
Aspire Wealth Management
Waltham,
Massachusetts
| US$1.32億 | +US$906萬 | +7% | 6.1% | 26% | 196 | 6.63% | 1.2 |
|
| 5808 |
5808
Caldwell Investment Management
Toronto,
Ontario, Canada
| US$1.32億 | +US$3136萬 | +31% | 9.42% | 162% | 31 | 32.26% | 0.8 |
|
| 5809 |
5809
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| US$1.32億 | +US$199萬 | +2% | 5.32% | 68.7% | 257 | 36.96% | 0.5 |
|
| 5810 |
5810
Essex Woodlands Management
The Woodlands,
Texas
| US$1.32億 | -US$4069萬 | -24% | 98.6% | 55% | 7 | 14.29% | 5.6 |
|
| 5811 |
ACM
5811
Altium Capital Management
New York
| US$1.32億 | -US$4803萬 | -27% | 45.5% | – | 110 | 55.45% | 0.8 |
|
| 5812 |
5812
Arrowroot Family Office
Marina Del Rey,
California
| US$1.32億 | +US$1498萬 | +13% | 4.87% | – | 137 | 25.55% | 0.2 |
|
| 5813 |
BC
5813
Bowman & Company
Oshkosh,
Wisconsin
| US$1.32億 | -US$428萬 | -3% | 5.21% | 59.7% | 93 | 9.68% | 1.2 |
|
| 5814 |
5814
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$1.32億 | +US$121萬 | +0.9% | 1.13% | 91.4% | 316 | 16.14% | 1.1 |
|
| 5815 |
5815
Nebula Research & Development
New York
| US$1.32億 | +US$7535萬 | +133% | 3.43% | – | 478 | 86.19% | 0.1 |
|
| 5816 |
5816
Norwood Investment Partners
Mill Valley,
California
| US$1.32億 | -US$1320萬 | -9% | 11.4% | 25.2% | 11 | 0% | 1.2 |
|
| 5817 |
5817
Beaumont Asset Management
Beaumont,
Texas
| US$1.32億 | -US$447萬 | -3% | 7.55% | 73.1% | 78 | 21.79% | 2 |
|
| 5818 |
5818
Midwest Heritage Bank
West Des Moines,
Iowa
| US$1.32億 | +US$758萬 | +6% | 3.81% | 50% | 55 | 9.09% | 1.3 |
|
| 5819 |
5819
Piedmont Capital Management (Montana)
Whitefish,
Montana
| US$1.32億 | +US$686萬 | +5% | 3.77% | 94% | 52 | 28.85% | 1.6 |
|
| 5820 |
5820
Lightspeed Opportunity Fund
Menlo Park,
California
| US$1.32億 | -US$4771萬 | -27% | 22% | – | 2 | 0% | 0.3 |
|
| 5821 |
5821
Aspen Wealth Strategies
Arvada,
Colorado
| US$1.32億 | +US$272萬 | +2% | 5.18% | 65.8% | 92 | 33.7% | 0.4 |
|
| 5822 |
5822
Longitude (Cayman)
Grand Cayman,
Cayman Islands
| US$1.32億 | +US$1790萬 | +16% | 25.5% | – | 74 | 32.43% | 1.1 |
|
| 5823 |
5823
Mills Wealth Advisors
Southlake,
Texas
| US$1.32億 | +US$743萬 | +6% | 1.64% | 37.9% | 50 | 16% | 0.4 |
|
| 5824 |
5824
Brooktree Capital Management
Gand Rapids,
Michigan
| US$1.32億 | +US$311萬 | +2% | 8.23% | 82.9% | 32 | 3.13% | 2.7 |
|
| 5825 |
5825
Asset Planning Corporation
Knoxville,
Tennessee
| US$1.32億 | +US$707萬 | +6% | 2.33% | 44.5% | 41 | 9.76% | 1.8 |
|