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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8376 |
AM
8376
Account Management
Boxford,
Massachusetts
| US$9900萬 | +US$774萬 | +8% | 14.6% | 87.4% | 23 | 4.35% | 5.2 |
|
| 8377 |
8377
Professional Financial Management
Appleton,
Wisconsin
| US$9860萬 | +US$254萬 | +3% | 1.3% | – | 26 | 19.23% | 0.4 |
|
| 8378 |
8378
Financial Network Wealth Advisors
Murray,
Utah
| US$9854萬 | +US$81.8萬 | +0.8% | 8.2% | – | 895 | 17.88% | 1.3 |
|
| 8379 |
8379
Montchanin Asset Management
Montchanin,
Delaware
| US$9813萬 | +US$408萬 | +4% | 18.3% | – | 64 | 18.75% | 2.2 |
|
| 8380 |
PWM
8380
Puff Wealth Management
Haddonfield,
New Jersey
| US$9809萬 | – | – | 13.2% | – | 77 | – | 1 |
|
| 8381 |
8381
Zinnia Wealth Advisory
Ocala,
Florida
| US$9806萬 | +US$872萬 | +10% | 16.3% | – | 109 | 22.94% | 0.4 |
|
| 8382 |
8382
Drum Hill Capital
Westport,
Connecticut
| US$9800萬 | -US$1089萬 | -10% | 1.11% | – | 49 | 14.29% | 1.3 |
|
| 8383 |
EAP
8383
Elevation Advisory Partners
Orlando,
Florida
| US$9768萬 | -US$945萬 | -9% | 26.1% | – | 101 | 56.44% | 0.2 |
|
| 8384 |
8384
Wedgewood Investors
Erie,
Pennsylvania
| US$9736萬 | +US$1015萬 | +12% | 15.8% | – | 112 | 13.39% | 7.2 |
|
| 8385 |
8385
Schrum Private Wealth Management
St. Augustine,
Florida
| US$9735萬 | -US$3375萬 | -26% | 10.6% | 60.9% | 139 | 30.94% | 3.5 |
|
| 8386 |
8386
Lloyd Harbor Capital Management
Cold Spring Harbor,
New York
| US$9718萬 | -US$1.47億 | -60% | 9.41% | 144% | 35 | 74.29% | 0.6 |
|
| 8387 |
8387
Anchor Capital Management Company
Raleigh,
North Carolina
| US$9696萬 | +US$425萬 | +5% | 20.4% | – | 12 | 75% | 0.5 |
|
| 8388 |
8388
Optimas Capital
Central,
Hong Kong
| US$9690萬 | +US$5236萬 | +118% | 43.5% | 355% | 24 | 91.67% | 0.1 |
|
| 8389 |
8389
Kore Advisors
Boynton Beach,
Florida
| US$9623萬 | +US$338萬 | +4% | 16.5% | – | 19 | 31.58% | 1 |
|
| 8390 |
8390
Inkwell Capital
Miami,
Florida
| US$9617萬 | -US$204萬 | -2% | 4.44% | – | 32 | 6.25% | 1.3 |
|
| 8391 |
JKSF
8391
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$9575萬 | -US$175萬 | -2% | 2.07% | 30.8% | 4 | 0% | 3.6 |
|
| 8392 |
OWMIAS
8392
One Wealth Management Investment & Advisory Services
Miami Beach,
Florida
| US$9526萬 | +US$1224萬 | +15% | 17.1% | – | 59 | 22.03% | 1.9 |
|
| 8393 |
8393
AIP LLC
New York
| US$9519萬 | -US$1.73億 | -65% | 0.19% | 54.9% | 3 | 33.33% | 1.4 |
|
| 8394 |
FF
8394
Formulate Financial
Boca Raton,
Florida
| US$9501萬 | +US$1402萬 | +17% | 16.5% | – | 27 | 7.41% | 0.7 |
|
| 8395 |
8395
Capitol Family Office
Beaverton,
Oregon
| US$9468萬 | +US$1000萬 | +12% | 19.2% | 72% | 49 | 8.16% | 1.9 |
|
| 8396 |
IWMO
8396
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| US$9468萬 | +US$748萬 | +9% | 11.8% | – | 115 | 38.26% | 0.4 |
|
| 8397 |
8397
Prism Planning Partners
Libertyville,
Illinois
| US$9448萬 | +US$993萬 | +12% | 10% | – | 45 | 28.89% | 0.5 |
|
| 8398 |
8398
Geremia Financial Services
Edison,
New Jersey
| US$9431萬 | -US$2846萬 | -23% | 35.3% | – | 10 | 10% | 0.5 |
|
| 8399 |
8399
SkyKnight Capital
San Francisco,
California
| US$9413萬 | -US$1301萬 | -12% | 12.1% | 11% | 3 | 0% | 4.5 |
|
| 8400 |
8400
Divco West Real Estate Services
San Francisco,
California
| US$9404萬 | +US$2216萬 | +31% | 32.9% | 22.3% | 4 | 0% | 3.5 |
|