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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8026 |
8026
DB Fitzpatrick & Co
Boise,
Idaho
| US$1.24億 | +US$693萬 | +6% | 7.7% | 42.7% | 112 | 16.07% | 2.6 |
|
| 8027 |
8027
AG Asset Advisory
Los Angeles,
California
| US$1.24億 | +US$306萬 | +3% | 6.18% | – | 28 | 10.71% | 1.2 |
|
| 8028 |
8028
Legacy Solutions LLC
Kennett Square,
Pennsylvania
| US$1.24億 | +US$1566萬 | +15% | 11.5% | – | 88 | 12.5% | 1.2 |
|
| 8029 |
8029
Niles Investment Management
Plantation,
Florida
| US$1.23億 | +US$1214萬 | +11% | 26.3% | – | 39 | 87.18% | 0.1 |
|
| 8030 |
8030
City Center Advisors LLC
Troy,
Michigan
| US$1.23億 | +US$1532萬 | +14% | 17.9% | – | 191 | 29.84% | 1.1 |
|
| 8031 |
8031
Wealth Care LLC
Merritt Island,
Florida
| US$1.23億 | +US$1090萬 | +10% | 11% | – | 76 | 15.79% | 0.2 |
|
| 8032 |
8032
Bolthouse Investments
Bakersfield,
California
| US$1.23億 | +US$1278萬 | +12% | 10.3% | – | 88 | 22.73% | 1.1 |
|
| 8033 |
8033
Scientech Research LLC
Jersey City,
New Jersey
| US$1.23億 | +US$350萬 | +3% | 111% | – | 635 | 94.02% | 0.1 |
|
| 8034 |
8034
ATLas Financial Planning
Alpharetta,
Georgia
| US$1.23億 | +US$1184萬 | +11% | 7.25% | – | 72 | 8.33% | 0.5 |
|
| 8035 |
8035
Aldebaran Financial
| US$1.23億 | +US$1787萬 | +17% | 20.2% | 89.7% | 85 | 14.12% | 5.8 |
|
| 8036 |
8036
Wealth Advisory Team
Bellevue,
Kentucky
| US$1.23億 | – | – | 9.46% | – | 39 | – | 0.9 |
|
| 8037 |
8037
Powerhouse Assets
Lincoln,
Massachusetts
| US$1.23億 | +US$792萬 | +7% | 11.9% | – | 58 | 6.9% | 0.5 |
|
| 8038 |
8038
Alamut Investment Management
London,
| US$1.23億 | +US$2244萬 | +22% | 1.15% | – | 3 | 0% | 0.8 |
|
| 8039 |
8039
Benchmark Financial
Wilmington,
Delaware
| US$1.23億 | +US$1126萬 | +10% | 8.07% | – | 57 | 14.04% | 0.4 |
|
| 8040 |
8040
Fairlight Advisors
San Francisco,
California
| US$1.23億 | – | – | 5.67% | – | 30 | – | 0 |
|
| 8041 |
8041
American Asset Management
Boca Raton,
Florida
| US$1.23億 | +US$740萬 | +6% | 7.01% | 42.5% | 34 | 11.76% | 2.2 |
|
| 8042 |
8042
Sawyer Falduto Asset Management
Elmhurst,
Illinois
| US$1.23億 | +US$1476萬 | +14% | 12.2% | – | 279 | 9.68% | 0.5 |
|
| 8043 |
8043
Walsh & Associates
Sarasota,
Florida
| US$1.22億 | +US$2159萬 | +21% | 14.8% | – | 305 | 25.57% | 0.5 |
|
| 8044 |
CG
8044
Curat Global
Springfield,
New Hampshire
| US$1.22億 | +US$2089萬 | +21% | 26.8% | – | 268 | 7.46% | 1.2 |
|
| 8045 |
8045
Hardworking Capital Advisors
Palm Desert,
California
| US$1.22億 | +US$1556萬 | +15% | 5.36% | – | 85 | 3.53% | 0.5 |
|
| 8046 |
8046
Worldly Partners Management
Needham,
Massachusetts
| US$1.22億 | +US$395萬 | +3% | 8.94% | 19.2% | 3 | 0% | 3.5 |
|
| 8047 |
8047
TandemGrowth Financial Advisors
Alpharetta,
Georgia
| US$1.22億 | +US$1621萬 | +15% | 10.4% | – | 27 | 18.52% | 0.4 |
|
| 8048 |
8048
Birchwood Financial Partners
Bloomington,
Minnesota
| US$1.22億 | +US$1855萬 | +18% | 12.9% | – | 358 | 4.47% | 0.5 |
|
| 8049 |
8049
Guardian Capital (Pennsylvania)
Wexford,
Pennsylvania
| US$1.22億 | +US$1773萬 | +17% | 24.5% | – | 85 | 11.76% | 0.5 |
|
| 8050 |
8050
High Point Wealth Management
Chester,
New Jersey
| US$1.22億 | +US$1863萬 | +18% | 21.1% | – | 262 | 9.16% | 0.5 |
|