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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
Rik Saylor Financial
Fairfield,
Ohio
| US$1.51億 | +US$1925萬 | +15% | 13.9% | – | 92 | 10.87% | 1.3 |
|
| 7452 |
7452
Themes Management Co
Greenwich,
Connecticut
| US$1.51億 | -US$1117萬 | -7% | 19.4% | – | 161 | 31.68% | 0.4 |
|
| 7453 |
7453
Signal Tree Financial Partners
Copley,
Ohio
| US$1.51億 | +US$1840萬 | +14% | 10.2% | – | 54 | 14.81% | 1.2 |
|
| 7454 |
7454
Hamrick Investment Counsel
Seattle,
Washington
| US$1.51億 | -US$2971萬 | -16% | 7.25% | – | 364 | 51.37% | 0.5 |
|
| 7455 |
7455
A4 Wealth Advisors
Huntersville,
North Carolina
| US$1.51億 | +US$2838萬 | +23% | 14.9% | – | 119 | 37.82% | 0.5 |
|
| 7456 |
7456
Adelphi Trust
Saint Petersburg,
Florida
| US$1.51億 | +US$2777萬 | +23% | 14.4% | – | 125 | 24.8% | 0.4 |
|
| 7457 |
7457
Paladin Advisory Group
Clive,
Iowa
| US$1.51億 | +US$1910萬 | +15% | 17.9% | 71.9% | 245 | 2.45% | 2.7 |
|
| 7458 |
7458
Slocum, Gordon & Co
Newport,
Rhode Island
| US$1.51億 | +US$357萬 | +2% | 3.15% | 65.3% | 75 | 21.33% | 2 |
|
| 7459 |
7459
Stonebridge Financial Group (Missouri)
St. Louis,
Missouri
| US$1.51億 | +US$3189萬 | +27% | 22.9% | – | 183 | 16.39% | 0.4 |
|
| 7460 |
CFG
7460
Chapman Financial Group
Kailua,
Hawaii
| US$1.5億 | +US$1073萬 | +8% | 11.6% | – | 270 | 5.56% | 1.2 |
|
| 7461 |
7461
Richard Young Associates
Augusta,
Georgia
| US$1.5億 | +US$1876萬 | +14% | 13.2% | – | 31 | 25.81% | 0.4 |
|
| 7462 |
7462
Leibman Financial Services
Louisville,
Nebraska
| US$1.5億 | +US$1424萬 | +10% | 10.7% | 59.2% | 53 | 20.75% | 1.5 |
|
| 7463 |
7463
Quattro Advisors
Pittsburgh,
Pennsylvania
| US$1.5億 | +US$3489萬 | +30% | 24.1% | – | 60 | 18.33% | 0.4 |
|
| 7464 |
7464
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$1.5億 | +US$1505萬 | +11% | 19.5% | – | 88 | 36.36% | 1.2 |
|
| 7465 |
7465
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$1.5億 | -US$642萬 | -4% | 12.6% | – | 60 | 11.67% | 3.9 |
|
| 7466 |
PIP
7466
PB Investment Partners
Burlingame,
California
| US$1.5億 | +US$2317萬 | +18% | 15.7% | 81.1% | 10 | 10% | 2.6 |
|
| 7467 |
7467
Index Venture Growth Associates III
St. Helier, Channel Islands,
Jersey
| US$1.5億 | +US$3220萬 | +27% | 45.2% | 740% | 2 | 0% | 4.5 |
|
| 7468 |
NMCM
7468
Nicholson Meyer Capital Management
Kansas City,
Missouri
| US$1.5億 | +US$1975萬 | +15% | 15.4% | – | 46 | 8.7% | 1.1 |
|
| 7469 |
7469
Bridger Management
New York
| US$1.5億 | +US$2211萬 | +17% | 21.8% | 103% | 29 | 34.48% | 2.1 |
|
| 7470 |
7470
Kennondale Capital Management
Richmond,
Virginia
| US$1.5億 | +US$1135萬 | +8% | 12.1% | – | 80 | 2.5% | 1.3 |
|
| 7471 |
7471
Turn8 Private Wealth
Pointe Claire,
| US$1.5億 | -US$1017萬 | -6% | 10.5% | – | 61 | 27.87% | 0.9 |
|
| 7472 |
7472
PW Advisors
Tallahassee,
Florida
| US$1.5億 | +US$1634萬 | +12% | 9.08% | – | 37 | 8.11% | 0.4 |
|
| 7473 |
7473
Sankala Group
Lyons,
Colorado
| US$1.5億 | +US$2736萬 | +22% | 8.8% | – | 655 | 18.93% | 0.4 |
|
| 7474 |
7474
Sovereign's Capital Management
Atlanta,
Georgia
| US$1.5億 | +US$1395萬 | +10% | 17.5% | – | 76 | 7.89% | 1.3 |
|
| 7475 |
7475
PlanVest Financial
Gaithersburg,
Maryland
| US$1.5億 | +US$1818萬 | +14% | 13.2% | – | 606 | 8.75% | 0.2 |
|