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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8176 |
8176
Townsend Financial Planning
Mt Sterling,
Kentucky
| US$1.15億 | +US$1138萬 | +11% | 9.01% | – | 30 | 3.33% | 0.5 |
|
| 8177 |
SNPAM
8177
St. Nicholas Private Asset Management
Jacksonville,
Florida
| US$1.15億 | +US$782萬 | +7% | 9.72% | – | 38 | 13.16% | 1.4 |
|
| 8178 |
8178
Cedrus Wealth Group LLC
Andover,
Minnesota
| US$1.15億 | +US$2468萬 | +27% | 4.13% | – | 66 | 50% | 0.3 |
|
| 8179 |
8179
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$1.14億 | +US$1214萬 | +12% | 14.3% | 80.2% | 52 | 26.92% | 3.6 |
|
| 8180 |
8180
JBGlobal.com
New York
| US$1.14億 | +US$1279萬 | +13% | 6.4% | – | 33 | 21.21% | 0.8 |
|
| 8181 |
8181
Premier Private Wealth Management
Palm Harbor,
Florida
| US$1.14億 | +US$1949萬 | +21% | 11.9% | – | 60 | 11.67% | 0.4 |
|
| 8182 |
8182
Vavra Capital Management
Collegeville,
Pennsylvania
| US$1.14億 | +US$1143萬 | +11% | 11% | – | 24 | 8.33% | 0.5 |
|
| 8183 |
8183
Explore Capital Management
Wilmington,
Delaware
| US$1.14億 | +US$727萬 | +7% | 30.5% | – | 12 | 16.67% | 0.7 |
|
| 8184 |
8184
TSG Consumer Partners
Larkspur,
California
| US$1.14億 | -US$151萬 | -1% | 41.7% | 70.1% | 1 | 0% | 4.5 |
|
| 8185 |
8185
Fremen Capital Management
Stamford,
Connecticut
| US$1.14億 | -US$286萬 | -2% | 39.7% | – | 20 | 45% | 0.4 |
|
| 8186 |
8186
Redwood Family Wealth
Addison,
Texas
| US$1.14億 | +US$1159萬 | +11% | 10.4% | – | 118 | 20.34% | 0.4 |
|
| 8187 |
8187
Shepherd Street Advisors
Larkspur,
California
| US$1.14億 | +US$1248萬 | +12% | 17.8% | – | 90 | 8.89% | 0.5 |
|
| 8188 |
8188
Lane Generational
Dover,
Massachusetts
| US$1.14億 | -US$1171萬 | -9% | 20.5% | 148% | 48 | 29.17% | 1.9 |
|
| 8189 |
SFO
8189
Standard Family Office
Sioux Falls,
South Dakota
| US$1.14億 | +US$1699萬 | +18% | 14.3% | 67.6% | 31 | 0% | 2.2 |
|
| 8190 |
8190
Royal Palms Capital
Whitefish,
Montana
| US$1.14億 | +US$1276萬 | +13% | 12.7% | – | 57 | 12.28% | 0.4 |
|
| 8191 |
8191
Surience Private Wealth
Yakima,
Washington
| US$1.14億 | +US$2054萬 | +22% | 12.7% | 169% | 57 | 50.88% | 0.4 |
|
| 8192 |
8192
River's Edge Wealth Management
Beaver,
Pennsylvania
| US$1.14億 | +US$711萬 | +7% | 11.4% | – | 46 | 4.35% | 0.5 |
|
| 8193 |
8193
IFC & Insurance Marketing
Auburn,
California
| US$1.14億 | +US$1777萬 | +19% | 13% | – | 83 | 19.28% | 0.4 |
|
| 8194 |
8194
Michael Brady & Co
Westlake,
Ohio
| US$1.13億 | +US$1379萬 | +14% | 13.4% | – | 58 | 6.9% | 0.5 |
|
| 8195 |
8195
Ally Bridge Group
New York
| US$1.13億 | -US$1074萬 | -9% | 16% | 844% | 39 | 66.67% | 0.4 |
|
| 8196 |
8196
Invested Advisors
State College,
Pennsylvania
| US$1.13億 | +US$1404萬 | +14% | 11.9% | – | 162 | 20.99% | 0.5 |
|
| 8197 |
8197
Lotus Asset Management
Nashville,
Tennessee
| US$1.13億 | – | – | 15.9% | – | 43 | – | 0 |
|
| 8198 |
8198
Clear Point Advisors
Melville,
New York
| US$1.13億 | -US$1618萬 | -13% | 10.2% | – | 132 | 72.73% | 0.8 |
|
| 8199 |
8199
Objective Capital Management
Pepper Pike,
Ohio
| US$1.13億 | +US$1353萬 | +14% | 14% | – | 109 | 18.35% | 2.5 |
|
| 8200 |
8200
Ark Wealth Advisors
Yorba Linda,
California
| US$1.13億 | +US$1170萬 | +12% | 13% | – | 89 | 12.36% | 0.4 |
|