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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7826 |
7826
Harbor Asset Planning
Belmont,
Massachusetts
| US$1.33億 | +US$1430萬 | +12% | 15.2% | – | 428 | 4.91% | 0.9 |
|
| 7827 |
7827
Aldebaran Capital
Carmel,
Indiana
| US$1.33億 | +US$228萬 | +2% | 7.57% | 80.4% | 43 | 9.3% | 2.4 |
|
| 7828 |
7828
Winter & Associates
St. Paul,
Minnesota
| US$1.33億 | +US$1886萬 | +17% | 14.3% | – | 99 | 29.29% | 0.4 |
|
| 7829 |
AA
7829
Alpha Advisors
Richmond,
Virginia
| US$1.33億 | +US$636萬 | +5% | 6.99% | – | 51 | 7.84% | 1.2 |
|
| 7830 |
7830
Perkins Capital Management
Wayzata,
Minnesota
| US$1.33億 | +US$2629萬 | +25% | 53.7% | 303% | 90 | 16.67% | 5.6 |
|
| 7831 |
7831
Bain Capital Venture Investors
Boston,
Massachusetts
| US$1.33億 | -US$4212萬 | -24% | 6.63% | 34.2% | 4 | 25% | 0.4 |
|
| 7832 |
7832
Sherman Wealth Management
Gaithersburg,
Maryland
| US$1.33億 | +US$1642萬 | +14% | 15.6% | – | 87 | 11.49% | 0.4 |
|
| 7833 |
7833
R.H. Investment Group
Scottsdale,
Arizona
| US$1.33億 | +US$310萬 | +2% | 7.19% | – | 48 | 8.33% | 1 |
|
| 7834 |
7834
Severin Investments
St. Louis,
Missouri
| US$1.33億 | +US$1621萬 | +14% | 24.1% | – | 203 | 30.05% | 1 |
|
| 7835 |
7835
Frisco Financial Planning
Frisco,
Texas
| US$1.33億 | +US$1146萬 | +9% | 9.04% | – | 29 | 0% | 1.1 |
|
| 7836 |
7836
Centrica Wealth Management
Miami,
Florida
| US$1.33億 | – | – | 18.4% | – | 7 | – | 0 |
|
| 7837 |
7837
New Covenant Trust Company
Jeffersonville,
Indiana
| US$1.33億 | +US$2062萬 | +18% | 18.2% | – | 108 | 12.04% | 1.6 |
|
| 7838 |
7838
H&F Corporate Investors VIII
San Francisco,
California
| US$1.33億 | +US$6909萬 | +109% | 109% | 33.8% | 1 | 0% | 5.5 |
|
| 7839 |
7839
Daventry Group
New York
| US$1.33億 | +US$4468萬 | +51% | 42.6% | 26.2% | 13 | 53.85% | 0.3 |
|
| 7840 |
7840
Veradace Capital Management
Dallas,
Texas
| US$1.32億 | +US$2000萬 | +18% | 36.2% | – | 31 | 29.03% | 0.4 |
|
| 7841 |
7841
Dynamic Financial Group
Cedar Falls,
Iowa
| US$1.32億 | +US$1012萬 | +8% | 5.43% | – | 79 | 16.46% | 1.2 |
|
| 7842 |
7842
New Dimensions Wealth Management
Allen,
Texas
| US$1.32億 | +US$1488萬 | +13% | 8.76% | – | 21 | 4.76% | 1.2 |
|
| 7843 |
7843
North Capital
Salt Lake City,
Utah
| US$1.32億 | +US$1433萬 | +12% | 11.6% | – | 106 | 16.04% | 1 |
|
| 7844 |
MSK
7844
Melissa S. Kampmann
| US$1.32億 | +US$775萬 | +6% | 10.5% | 82.1% | 45 | 6.67% | 2.2 |
|
| 7845 |
7845
Cedarwood Wealth
Highlands Ranch,
Colorado
| US$1.32億 | +US$3330萬 | +34% | 25% | – | 101 | 24.75% | 0.4 |
|
| 7846 |
HPM
7846
Hudson Portfolio Management
Garrison,
New York
| US$1.32億 | +US$1355萬 | +11% | 8.8% | – | 122 | 13.11% | 3.5 |
|
| 7847 |
7847
Luts & Greenleigh Group
Bethesda,
Maryland
| US$1.32億 | +US$591萬 | +5% | 8.91% | – | 108 | 20.37% | 2.1 |
|
| 7848 |
7848
Financial Planning Fort Collins
Fort Collins,
Colorado
| US$1.32億 | -US$137萬 | -1% | 11.2% | – | 34 | 5.88% | 0.5 |
|
| 7849 |
7849
Vilga Financial Planning
Fair Lawn,
New Jersey
| US$1.32億 | +US$2008萬 | +18% | 18.4% | – | 97 | 18.56% | 0.4 |
|
| 7850 |
TWM
7850
Todd Wealth Management
Venice,
Florida
| US$1.32億 | +US$2200萬 | +20% | 23% | – | 116 | 12.07% | 0.4 |
|