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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
6751
Richwood Investment Advisors
Cincinnati,
Ohio
| US$1.14億 | +US$150萬 | +1% | 0.66% | 66% | 101 | 1.98% | 2.4 |
|
| 6752 |
6752
Rip Road Capital Partners
Boston,
Massachusetts
| US$1.14億 | +US$100萬 | +0.9% | 6.46% | 121% | 20 | 35% | 1.1 |
|
| 6753 |
6753
Oppenheimer & Close
New York
| US$1.14億 | -US$138萬 | -1% | 0.82% | 149% | 58 | 8.62% | 4.6 |
|
| 6754 |
6754
Future Financial Wealth Management
Cincinnati,
Ohio
| US$1.14億 | -US$1622萬 | -12% | 2.17% | 65.2% | 509 | 76.03% | 2 |
|
| 6755 |
6755
Inherent Group
New York
| US$1.14億 | -US$5127萬 | -31% | 11.3% | 61.7% | 13 | 15.38% | 2.3 |
|
| 6756 |
6756
Gentry Private Wealth
Wichita,
Kansas
| US$1.14億 | – | – | 3.17% | – | 76 | – | 0 |
|
| 6757 |
6757
Robinson Smith Wealth Advisors
South Portland,
Maine
| US$1.14億 | +US$950萬 | +9% | 2.4% | 62.6% | 92 | 16.3% | 0.4 |
|
| 6758 |
6758
Somnio Financial Group
Glastonbury,
Connecticut
| US$1.13億 | – | – | 0.03% | – | 14 | – | 0 |
|
| 6759 |
6759
Fidato Wealth
Middleburg Heights,
Ohio
| US$1.13億 | +US$171萬 | +2% | 1.21% | 61.1% | 10 | 0% | 1.6 |
|
| 6760 |
6760
Breed's Hill Capital
Charlestown,
Massachusetts
| US$1.13億 | +US$427萬 | +4% | 4.13% | – | 98 | 10.2% | 0.5 |
|
| 6761 |
6761
Tikehau Investment Management
Paris,
France
| US$1.13億 | -US$1047萬 | -8% | 3.03% | 102% | 16 | 6.25% | 2.8 |
|
| 6762 |
6762
NDWM LLC
La Jolla,
California
| US$1.13億 | +US$302萬 | +3% | 2.1% | – | 34 | 8.82% | 0.4 |
|
| 6763 |
6763
Union Square Park Capital Management
New York
| US$1.13億 | -US$1278萬 | -10% | 12.6% | 75.8% | 37 | 37.84% | 0.7 |
|
| 6764 |
PI
6764
Pachira Investments
Dana Point,
California
| US$1.13億 | -US$952萬 | -8% | 1.57% | 82.3% | 48 | 16.67% | 2.5 |
|
| 6765 |
6765
Shotwell Rutter Baer
Lansing,
Michigan
| US$1.13億 | +US$6348萬 | +129% | 0.08% | 45.5% | 34 | 50% | 0.3 |
|
| 6766 |
6766
Mount Vernon Associates
Baltimore,
Maryland
| US$1.13億 | -US$504萬 | -4% | 5.91% | 136% | 56 | 10.71% | 7.1 |
|
| 6767 |
6767
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| US$1.13億 | +US$467萬 | +4% | 2.25% | 74.3% | 52 | 30.77% | 0.6 |
|
| 6768 |
6768
Somerset Group
Wayzata,
Minnesota
| US$1.13億 | +US$609萬 | +6% | 4.93% | 84.6% | 65 | 12.31% | 6.2 |
|
| 6769 |
6769
Fairscale Capital
Nashua,
New Hampshire
| US$1.13億 | – | – | 5.61% | – | 363 | – | 0 |
|
| 6770 |
6770
Klein Pavlis & Peasley Financial
Irvine,
California
| US$1.13億 | +US$193萬 | +2% | 0.3% | 97.4% | 85 | 20% | 0.4 |
|
| 6771 |
6771
Marest Capital
Tarzana,
California
| US$1.13億 | +US$406萬 | +4% | 5.68% | 84.5% | 26 | 34.62% | 0.4 |
|
| 6772 |
6772
Piscataqua Savings Bank
Portsmouth,
New Hampshire
| US$1.13億 | -US$76萬 | -0.7% | 2.41% | 96.8% | 405 | 15.06% | 2.9 |
|
| 6773 |
S2L
6773
Sparta 24 Ltd
Tirat Hacarmel,
Israel
| US$1.12億 | -US$15.6萬 | -0.1% | 6.13% | 83.7% | 15 | 53.33% | 0.5 |
|
| 6774 |
6774
FPC Investment Advisory
Petaluma,
California
| US$1.12億 | +US$1096萬 | +11% | 2.14% | – | 97 | 11.34% | 0.2 |
|
| 6775 |
DW
6775
Durante & Waters
Brewster,
New York
| US$1.12億 | +US$288萬 | +3% | 1.95% | 59.1% | 33 | 12.12% | 0.5 |
|