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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6126 |
6126
Paul R. Ried Financial Group
Bellevue,
Washington
| US$2.29億 | +US$1381萬 | +6% | 6.75% | – | 47 | 12.77% | 1.1 |
|
| 6127 |
6127
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$2.29億 | +US$3914萬 | +21% | 12.7% | 78% | 551 | 9.07% | 1.4 |
|
| 6128 |
6128
Painted Porch Advisors
Santa Barbara,
California
| US$2.29億 | +US$1930萬 | +9% | 9.76% | – | 81 | 24.69% | 1.7 |
|
| 6129 |
6129
Asset Advisory Group
Kinnelon,
New Jersey
| US$2.29億 | +US$2950萬 | +15% | 13.2% | – | 126 | 8.73% | 0.5 |
|
| 6130 |
6130
tru Independence
Portland,
Oregon
| US$2.29億 | +US$2645萬 | +13% | 11.3% | 67.4% | 110 | 9.09% | 2.9 |
|
| 6131 |
6131
Innovative Asset Advisors Group
Shelton,
Connecticut
| US$2.29億 | +US$5540萬 | +32% | 29.4% | – | 1,099 | 79.34% | 0.2 |
|
| 6132 |
6132
Wildcat Capital Management
New York
| US$2.29億 | +US$1.22億 | +115% | 120% | 77.7% | 3 | 33.33% | 3 |
|
| 6133 |
6133
Dow Chemical Company
Midland,
Michigan
| US$2.28億 | -US$1030萬 | -4% | 2.29% | 29.4% | 6 | 50% | 2.6 |
|
| 6134 |
6134
Summit Place Financial Advisors
Summit,
New Jersey
| US$2.28億 | +US$2006萬 | +10% | 11% | 111% | 116 | 13.79% | 3.2 |
|
| 6135 |
6135
Benchmark Investment Advisors
Chicago,
Illinois
| US$2.28億 | +US$5598萬 | +33% | 56.3% | – | 79 | 15.19% | 2.9 |
|
| 6136 |
MA
6136
Menlo Advisors
Menlo Park,
California
| US$2.28億 | +US$534萬 | +2% | 8.2% | 108% | 33 | 18.18% | 6.2 |
|
| 6137 |
6137
Adalta Capital Management
New York
| US$2.28億 | +US$1872萬 | +9% | 16% | 80.4% | 108 | 14.81% | 4.2 |
|
| 6138 |
6138
Mission Hills Financial Advisory
San Diego,
California
| US$2.28億 | +US$3228萬 | +17% | 7.52% | – | 89 | 39.33% | 0.7 |
|
| 6139 |
6139
Capital Square
Chattanooga,
Tennessee
| US$2.28億 | +US$1062萬 | +5% | 10.5% | 62.5% | 252 | 14.68% | 2.3 |
|
| 6140 |
6140
Castleview Partners
Dallas,
Texas
| US$2.28億 | +US$3245萬 | +17% | 8.05% | 61.3% | 251 | 31.47% | 2.4 |
|
| 6141 |
BCM
6141
Beartown Capital Management
Huntington Woods,
Michigan
| US$2.27億 | +US$1878萬 | +9% | 63.1% | – | 56 | 51.79% | 0.3 |
|
| 6142 |
6142
Tower View Wealth Management
Shorewood,
Wisconsin
| US$2.27億 | +US$3260萬 | +17% | 26% | 135% | 220 | 14.09% | 3.6 |
|
| 6143 |
6143
Signet Investment Advisory Group
Providence,
Rhode Island
| US$2.27億 | +US$906萬 | +4% | 6.12% | 68.2% | 73 | 5.48% | 5.4 |
|
| 6144 |
KWM
6144
KRM Wealth Management
Reno,
Nevada
| US$2.27億 | +US$3533萬 | +18% | 9.98% | – | 47 | 10.64% | 0.4 |
|
| 6145 |
6145
Next Level Wealth Planning
Meridian,
Idaho
| US$2.27億 | +US$3247萬 | +17% | 17.2% | – | 76 | 6.58% | 1.1 |
|
| 6146 |
6146
Flower City Capital
Pittsford,
New York
| US$2.27億 | +US$2777萬 | +14% | 13.4% | 69.5% | 49 | 6.12% | 2.5 |
|
| 6147 |
6147
Wingate Wealth Advisors
Lexington,
Massachusetts
| US$2.27億 | +US$3993萬 | +21% | 9.86% | – | 132 | 12.12% | 1.1 |
|
| 6148 |
6148
TFB Advisors
Overland Park,
Kansas
| US$2.27億 | +US$3602萬 | +19% | 18% | 85% | 199 | 14.07% | 1.9 |
|
| 6149 |
6149
Smith Thornton Advisors
Huntsville,
Alabama
| US$2.27億 | +US$2838萬 | +14% | 11.4% | – | 146 | 15.07% | 1.6 |
|
| 6150 |
C
6150
Croban
Fremont,
Ohio
| US$2.27億 | +US$1428萬 | +7% | 6.36% | – | 86 | 20.93% | 1.7 |
|