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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$1.39億 | -US$313萬 | -2% | 0.55% | 61% | 93 | 4.3% | 6.3 |
|
| 6302 |
6302
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$1.39億 | +US$309萬 | +2% | 1.51% | 65.6% | 45 | 0% | 0.5 |
|
| 6303 |
6303
Strategic Financial Planning
Plano,
Texas
| US$1.39億 | +US$502萬 | +4% | 0.11% | 47.5% | 36 | 5.56% | 3.6 |
|
| 6304 |
MFFIA
6304
McIntyre, Freedman & Flynn Investment Advisers
Orleans,
Massachusetts
| US$1.39億 | +US$94.7萬 | +0.7% | 0.34% | 136% | 67 | 2.99% | 1.3 |
|
| 6305 |
SIA
6305
Schear Investment Advisers
Cincinnati,
Ohio
| US$1.38億 | +US$1396萬 | +11% | 7.28% | 241% | 81 | 2.47% | 1.3 |
|
| 6306 |
6306
CRCM LP
San Francisco,
California
| US$1.38億 | +US$535萬 | +4% | 6.91% | – | 7 | 28.57% | 0.2 |
|
| 6307 |
6307
Lederer & Associates Investment Counsel
Long Beach,
California
| US$1.38億 | -US$568萬 | -4% | 4.59% | 92.7% | 90 | 7.78% | 5.5 |
|
| 6308 |
6308
Benchmark Investment Advisors
Chicago,
Illinois
| US$1.38億 | +US$1138萬 | +9% | 13.3% | – | 98 | 17.35% | 1.6 |
|
| 6309 |
6309
SeaTown Holdings
Singapore
| US$1.38億 | -US$1987萬 | -13% | 9% | 220% | 22 | 63.64% | 1.6 |
|
| 6310 |
MF
6310
Meridian Financial
Holliston,
Massachusetts
| US$1.38億 | +US$407萬 | +3% | 0.13% | 58.5% | 125 | 7.2% | 1.8 |
|
| 6311 |
6311
VitalStone Financial
Shavano Park,
Texas
| US$1.38億 | +US$706萬 | +5% | 3.71% | – | 606 | 31.35% | 0.9 |
|
| 6312 |
6312
Lantern Wealth Advisors
Melville,
New York
| US$1.38億 | -US$441萬 | -3% | 2.11% | – | 139 | 14.39% | 0.4 |
|
| 6313 |
6313
Cladis Investment Advisory
Billings,
Montana
| US$1.38億 | +US$160萬 | +1% | 4.76% | 131% | 147 | 13.61% | 1.9 |
|
| 6314 |
6314
ROI Financial Advisors
Beaverton,
Oregon
| US$1.38億 | +US$1060萬 | +8% | 10.5% | 165% | 66 | 7.58% | 0.5 |
|
| 6315 |
6315
Kerusso Capital Management
Winston Salem,
North Carolina
| US$1.38億 | – | – | 1.79% | – | 54 | – | 0 |
|
| 6316 |
6316
KPCB DGF II Associates
Menlo Park,
California
| US$1.38億 | -US$2142萬 | -13% | 13.4% | 2.08% | 2 | 0% | 0.8 |
|
| 6317 |
BWIA
6317
Bryant Woods Investment Advisors
Getzville,
New York
| US$1.37億 | -US$3201萬 | -19% | 2.75% | 74.4% | 48 | 16.67% | 2.1 |
|
| 6318 |
6318
McDonough Capital Management
Orlando,
Florida
| US$1.37億 | +US$1073萬 | +8% | 8.83% | 98.1% | 46 | 8.7% | 2.2 |
|
| 6319 |
6319
Traction Financial Partners
Encampment,
Wyoming
| US$1.37億 | +US$930萬 | +7% | 0.39% | – | 57 | 7.02% | 0.5 |
|
| 6320 |
6320
Broadview Financial Management
Wauwatosa,
Wisconsin
| US$1.37億 | -US$2.23萬 | -0% | 0.2% | 52.4% | 41 | 4.88% | 5 |
|
| 6321 |
6321
Endowment Wealth Management
Appleton,
Wisconsin
| US$1.37億 | +US$371萬 | +3% | 0.41% | 70.7% | 136 | 7.35% | 1.8 |
|
| 6322 |
6322
Lowery Thomas LLC
Pebble Beach,
California
| US$1.37億 | +US$643萬 | +5% | 3.74% | 74.7% | 47 | 4.26% | 1.9 |
|
| 6323 |
6323
13D Management
New York
| US$1.37億 | -US$2674萬 | -16% | 6.45% | 157% | 31 | 41.94% | 1.6 |
|
| 6324 |
6324
Greenhouse Wealth Management
Westport,
Connecticut
| US$1.37億 | +US$354萬 | +3% | 2.98% | 87.2% | 60 | 6.67% | 2.9 |
|
| 6325 |
6325
WealthTrust Asset Management
Destin,
Florida
| US$1.37億 | +US$562萬 | +4% | 6.01% | 102% | 99 | 25.25% | 1.4 |
|