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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
6451
Envision Financial Planning
Memphis,
Tennessee
| US$1.31億 | +US$706萬 | +6% | 0.02% | 32.1% | 31 | 6.45% | 0.6 |
|
| 6452 |
6452
Muzinich & Co
New York
| US$1.31億 | -US$1946萬 | -13% | 1.57% | 13.5% | 70 | 48.57% | 5.8 |
|
| 6453 |
6453
Lewis Asset Management
Lafayette,
California
| US$1.31億 | +US$946萬 | +8% | 7.88% | 142% | 121 | 6.61% | 0.5 |
|
| 6454 |
6454
Objectivity Squared
Charleston,
South Carolina
| US$1.31億 | +US$1699萬 | +15% | 0.64% | – | 50 | 10% | 0.4 |
|
| 6455 |
GWMI
6455
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$1.31億 | +US$97.5萬 | +0.8% | 0.45% | 98.1% | 256 | 11.33% | 2 |
|
| 6456 |
6456
Waypoint Wealth Counsel
Atlanta,
Georgia
| US$1.31億 | +US$99.3萬 | +0.8% | 3.95% | 111% | 98 | 11.22% | 1.3 |
|
| 6457 |
6457
Main Line Retirement Advisors
Whitefish,
Montana
| US$1.31億 | +US$345萬 | +3% | 0.48% | 47.6% | 36 | 2.78% | 0.9 |
|
| 6458 |
6458
Zynergy Retirement Planning
Red Bank,
New Jersey
| US$1.31億 | – | – | 0.27% | – | 125 | – | 0 |
|
| 6459 |
MIM
6459
Meixler Investment Management
Show Low,
Arizona
| US$1.31億 | -US$327萬 | -2% | 0.39% | 60.8% | 114 | 6.14% | 1.5 |
|
| 6460 |
AIFAIM
6460
American Institute for Advanced Investment Management
Scottsdale,
Arizona
| US$1.31億 | +US$411萬 | +3% | 2.47% | 79.1% | 134 | 5.22% | 2.7 |
|
| 6461 |
6461
1620 Investment Advisors
Plymouth,
Massachusetts
| US$1.31億 | +US$3104萬 | +31% | 0.61% | 71.4% | 597 | 75.88% | 0.4 |
|
| 6462 |
6462
Wilson & Boucher Capital Management
Moraga,
California
| US$1.31億 | +US$358萬 | +3% | 2.51% | 69.8% | 112 | 4.46% | 2.2 |
|
| 6463 |
6463
Alibaba Group
Causeway Bay,
Hong Kong
| US$1.3億 | -US$2387萬 | -15% | 10.5% | 2.06% | 6 | 16.67% | 4.4 |
|
| 6464 |
JKSF
6464
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$1.3億 | -US$2962萬 | -19% | 5.83% | 30.8% | 3 | 0% | 2.3 |
|
| 6465 |
6465
Holistic Planning
Nacogdoches,
Texas
| US$1.3億 | -US$88.9萬 | -0.7% | 2.03% | 61.9% | 118 | 0.85% | 0.5 |
|
| 6466 |
6466
Taylor Financial Group
Roanoke,
Virginia
| US$1.3億 | -US$121萬 | -0.9% | 0.16% | 79% | 97 | 8.25% | 0.5 |
|
| 6467 |
BFM
6467
Blacksheep Fund Management
Co. Dublin,
Ireland
| US$1.3億 | -US$1869萬 | -13% | 1.01% | 71.5% | 4 | 0% | 2.5 |
|
| 6468 |
6468
Pivotal bioVenture Partners Investment Advisor
San Francisco,
California
| US$1.3億 | -US$2552萬 | -16% | 4.2% | 667% | 11 | 9.09% | 2.7 |
|
| 6469 |
6469
Brown Financial Advisory
Fairhope,
Alabama
| US$1.3億 | +US$136萬 | +1% | 1.55% | 73.2% | 34 | 11.76% | 2.5 |
|
| 6470 |
6470
Prospect Financial Services
Melville,
New York
| US$1.3億 | +US$890萬 | +7% | 6.07% | – | 80 | 15% | 0.4 |
|
| 6471 |
6471
Rosalind Advisors
Toronto,
Ontario, Canada
| US$1.3億 | +US$2293萬 | +21% | 3.3% | – | 41 | 24.39% | 0.3 |
|
| 6472 |
6472
Richardson Capital Management
Menomonee Falls,
Wisconsin
| US$1.3億 | +US$759萬 | +6% | 1.56% | 74.2% | 192 | 29.17% | 0.3 |
|
| 6473 |
6473
Shorepath Capital Management
Park City,
Utah
| US$1.3億 | +US$336萬 | +3% | 2.47% | – | 22 | 0% | 0.5 |
|
| 6474 |
6474
SFI Advisors
Montclair,
New Jersey
| US$1.3億 | +US$231萬 | +2% | 0.17% | 95.9% | 80 | 11.25% | 1.7 |
|
| 6475 |
6475
STAR Financial Bank
Fort Wayne,
Indiana
| US$1.3億 | +US$1277萬 | +11% | 1.87% | 53.4% | 112 | 21.43% | 1.1 |
|