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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8251 |
8251
Sulzberger Capital Advisors
Miami,
Florida
| US$9799萬 | -US$102萬 | -1% | 2.06% | – | 53 | 9.43% | 1.1 |
|
| 8252 |
8252
Thayer Financial
Hickory,
North Carolina
| US$9798萬 | +US$337萬 | +4% | 0.91% | – | 33 | 0% | 0.3 |
|
| 8253 |
8253
Walsky Investment Management
Wyomissing,
Pennsylvania
| US$9797萬 | -US$22.7萬 | -0.2% | 1.09% | – | 53 | 7.55% | 0.2 |
|
| 8254 |
8254
Advisory Advocates
Grand Rapids,
Michigan
| US$9793萬 | -US$263萬 | -3% | 3.34% | – | 181 | 18.78% | 0.2 |
|
| 8255 |
8255
Ebert Capital Management
Eureka,
California
| US$9791萬 | -US$549萬 | -5% | 7.36% | – | 26 | 3.85% | 0.2 |
|
| 8256 |
8256
Unified Investment Management
Atlanta,
Georgia
| US$9791萬 | -US$193萬 | -2% | 0.53% | – | 141 | 7.8% | 1.1 |
|
| 8257 |
8257
Wulff, Hansen & Co
San Rafael,
California
| US$9791萬 | -US$2129萬 | -18% | 1.9% | 85.8% | 104 | 7.69% | 2.9 |
|
| 8258 |
8258
Whitford Management
New York
| US$9789萬 | -US$58.3萬 | -0.6% | 2.74% | 76.2% | 30 | 40% | 0.7 |
|
| 8259 |
8259
Financial Network Wealth Advisors
Murray,
Utah
| US$9772萬 | +US$173萬 | +2% | 0.29% | 57.7% | 917 | 24.97% | 1.3 |
|
| 8260 |
GH
8260
GLP Holdings
Cumming,
Georgia
| US$9769萬 | -US$728萬 | -7% | 6.91% | – | 4 | 0% | 0.3 |
|
| 8261 |
8261
Urban Wealth Management
El Segundo,
California
| US$9768萬 | -US$988萬 | -9% | 2.61% | – | 101 | 14.85% | 1.5 |
|
| 8262 |
8262
CSP Financial Group
Scottsdale,
Arizona
| US$9768萬 | – | – | 0.21% | – | 20 | – | 0 |
|
| 8263 |
8263
Bluebird Wealth Management
Medfield,
Massachusetts
| US$9767萬 | -US$938萬 | -9% | 1.6% | – | 88 | 32.95% | 0.2 |
|
| 8264 |
8264
Villanova Investment Management
Wayne,
Pennsylvania
| US$9759萬 | -US$4428萬 | -31% | 4.62% | – | 60 | 11.67% | 1.4 |
|
| 8265 |
BJB
8265
Broadhurst Jeffrey B
| US$9757萬 | +US$128萬 | +1% | 1.05% | – | 42 | 7.14% | 0.2 |
|
| 8266 |
8266
RCW Management
Jacksonville,
Florida
| US$9757萬 | -US$144萬 | -1% | 1.76% | – | 69 | 5.8% | 0.2 |
|
| 8267 |
8267
Chiron Capital Management
Tallahassee,
Florida
| US$9755萬 | – | – | 4.31% | – | 117 | – | 2.2 |
|
| 8268 |
8268
Sensenig Capital Advisors
Collegeville,
Pennsylvania
| US$9754萬 | -US$87.4萬 | -0.9% | 1.07% | – | 36 | 16.67% | 0.2 |
|
| 8269 |
8269
Ballast Financial Advisors
West Chester,
Pennsylvania
| US$9753萬 | +US$41.3萬 | +0.4% | 0.24% | – | 72 | 8.33% | 0.2 |
|
| 8270 |
JKSF
8270
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$9750萬 | -US$3104萬 | -24% | 21.8% | 30.8% | 4 | 0% | 3.3 |
|
| 8271 |
8271
Cogent Strategic Wealth
Chicago,
Illinois
| US$9730萬 | +US$558萬 | +6% | 1.7% | – | 57 | 17.54% | 0.2 |
|
| 8272 |
8272
Atlas Wealth Partners
Wyomissing,
Pennsylvania
| US$9725萬 | +US$627萬 | +7% | 12.9% | 145% | 67 | 7.46% | 1.5 |
|
| 8273 |
8273
Strategic Financial Group
Grand Haven,
Michigan
| US$9714萬 | – | – | 0.18% | – | 18 | – | 0 |
|
| 8274 |
8274
Arrington Capital Management
Miami,
Florida
| US$9713萬 | -US$953萬 | -9% | 2.53% | – | 37 | 45.95% | 0.2 |
|
| 8275 |
8275
Partners Wealth Management
Carmel By The Sea,
California
| US$9705萬 | +US$131萬 | +1% | 1.94% | – | 116 | 13.79% | 1 |
|