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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Griffith & Werner
Canton,
Georgia
| US$2.13億 | +US$1160萬 | +6% | 11.4% | – | 80 | 21.25% | 1.2 |
|
| 6377 |
6377
Horizon Bancorp
Michigan City,
Indiana
| US$2.13億 | +US$548萬 | +3% | 7.73% | 33.4% | 209 | 7.18% | 3.6 |
|
| 6378 |
6378
Evergreen Wealth Management
Williamston,
Michigan
| US$2.13億 | +US$1954萬 | +10% | 10.3% | 62.1% | 58 | 12.07% | 2.5 |
|
| 6379 |
6379
LFG Wealth Partners
Elizabethtown,
Kentucky
| US$2.13億 | +US$4747萬 | +29% | 26.5% | – | 116 | 38.79% | 0.3 |
|
| 6380 |
6380
MAC Alpha Capital Management
Tampa,
Florida
| US$2.13億 | +US$4170萬 | +24% | 1.33% | – | 22 | 9.09% | 0.5 |
|
| 6381 |
6381
Birchbrook
Bangor,
Maine
| US$2.13億 | +US$911萬 | +4% | 10.1% | 49.1% | 326 | 17.18% | 1.9 |
|
| 6382 |
BGI
6382
B Group Inc
Dallas,
Texas
| US$2.13億 | +US$7812萬 | +58% | 22.2% | – | 22 | 22.73% | 1 |
|
| 6383 |
WPA
6383
WIT Partners Advisory
Singapore
| US$2.13億 | -US$1.29億 | -38% | 14.1% | 22.7% | 19 | 31.58% | 0.7 |
|
| 6384 |
6384
Cedar Cove Wealth Partners
Bloomington,
Minnesota
| US$2.13億 | +US$2225萬 | +12% | 15.9% | – | 103 | 26.21% | 0.4 |
|
| 6385 |
6385
4Thought Financial Group
Syosset,
New York
| US$2.13億 | +US$1058萬 | +5% | 8.54% | 37.6% | 99 | 0% | 3.8 |
|
| 6386 |
6386
KM Capital Management
Austin,
Texas
| US$2.13億 | +US$6414萬 | +43% | 13.1% | 60.8% | 94 | 68.09% | 1.3 |
|
| 6387 |
6387
Aegis Wealth Management (Maryland)
Bethesda,
Maryland
| US$2.13億 | +US$3778萬 | +22% | 11.1% | – | 163 | 29.45% | 1 |
|
| 6388 |
6388
Gerber LLC
Columbus,
Ohio
| US$2.13億 | +US$3348萬 | +19% | 20% | 137% | 102 | 18.63% | 1.7 |
|
| 6389 |
6389
Legacy Financial Independent Advisors
Louisville,
Kentucky
| US$2.13億 | +US$2032萬 | +11% | 14.2% | – | 135 | 24.44% | 0.2 |
|
| 6390 |
6390
First County Bank
Stamford,
Connecticut
| US$2.13億 | +US$2520萬 | +13% | 17.5% | 101% | 173 | 9.25% | 2.4 |
|
| 6391 |
6391
Industrial Alliance Investment Management
Quebec,
Quebec, Canada
| US$2.12億 | +US$4518萬 | +27% | 23.5% | 88.8% | 8 | 0% | 3.2 |
|
| 6392 |
6392
Equinox Partners Investment Management
Stamford,
Connecticut
| US$2.12億 | -US$3298萬 | -13% | 18.7% | 241% | 12 | 8.33% | 2 |
|
| 6393 |
6393
Cape Ann Savings Bank
Glocuster,
Massachusetts
| US$2.12億 | +US$1336萬 | +7% | 14.2% | 72.7% | 122 | 8.2% | 5 |
|
| 6394 |
6394
AFBI
Miami Beach,
Florida
| US$2.12億 | +US$8114萬 | +62% | 14.9% | – | 1 | 0% | 1.3 |
|
| 6395 |
6395
Blue Door Asset Management
Stamford,
Connecticut
| US$2.12億 | +US$5367萬 | +34% | 45.9% | 127% | 25 | 44% | 0.9 |
|
| 6396 |
6396
Taconic Capital Advisors
New York
| US$2.12億 | -US$2315萬 | -10% | 8.09% | 273% | 22 | 59.09% | 1.1 |
|
| 6397 |
6397
Novak & Powell Financial Services
St. Petersburg,
Florida
| US$2.12億 | +US$2652萬 | +14% | 15.2% | – | 178 | 12.36% | 1.9 |
|
| 6398 |
6398
Insight Inv LLC
El Segundo,
California
| US$2.12億 | +US$2939萬 | +16% | 33.4% | 139% | 111 | 8.11% | 3.3 |
|
| 6399 |
6399
Kinetic Wealth Investment Advisors
Westlake,
Ohio
| US$2.12億 | – | – | 12.4% | – | 64 | – | 0 |
|
| 6400 |
6400
Straightline Group
Troy,
Michigan
| US$2.12億 | +US$1096萬 | +5% | 3.51% | – | 22 | 36.36% | 0.9 |
|