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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
Goldstein Munger & Associates
San Ramon,
California
| US$3.03億 | -US$2867萬 | -9% | 6.79% | 11.9% | 34 | 8.82% | 6.7 |
|
| 3402 |
3402
Monetary Management Group
St Louis,
Missouri
| US$3.03億 | -US$1559萬 | -5% | 4.98% | 138% | 361 | 11.36% | 5.3 |
|
| 3403 |
3403
Bellwether Advisors
Lincoln,
Nebraska
| US$3.03億 | -US$779萬 | -3% | 3.93% | 115% | 550 | 22.18% | 1.2 |
|
| 3404 |
3404
GFG Capital
Miami,
Florida
| US$3.02億 | -US$2594萬 | -8% | 6.5% | 152% | 142 | 11.27% | 1.6 |
|
| 3405 |
ARG
3405
Advisory Resource Group
Tulsa,
Oklahoma
| US$3.02億 | -US$326萬 | -1% | 3.69% | 72% | 150 | 22.67% | 1.7 |
|
| 3406 |
3406
Falcon Wealth Planning
Ontario,
California
| US$3.02億 | +US$771萬 | +3% | 5.33% | 52.7% | 89 | 11.24% | 1.2 |
|
| 3407 |
3407
Pinpoint Asset Management
Hong Kong
| US$3.02億 | +US$5017萬 | +20% | 9.2% | 185% | 41 | 39.02% | 0.6 |
|
| 3408 |
3408
Ironwood Financial
Tucson,
Arizona
| US$3.02億 | -US$971萬 | -3% | 3.48% | 54.1% | 120 | 6.67% | 5.1 |
|
| 3409 |
3409
Capital Advisors Wealth Management
Yakima,
Washington
| US$3.01億 | -US$653萬 | -2% | 4.56% | 70.5% | 125 | 14.4% | 1 |
|
| 3410 |
3410
Fruth Investment Management
Houston,
Texas
| US$3.01億 | -US$6327萬 | -17% | 2.45% | 79.4% | 235 | 7.23% | 6.4 |
|
| 3411 |
3411
Searchlight Capital Partners
New York
| US$3.01億 | -US$1.48億 | -33% | 31.2% | 38.5% | 7 | 14.29% | 3.1 |
|
| 3412 |
3412
Engine Capital Management
New York
| US$3.01億 | +US$5417萬 | +22% | 1.42% | 21.1% | 54 | 33.33% | 1.1 |
|
| 3413 |
3413
IAG Wealth Partners
Waukesha,
Wisconsin
| US$3.01億 | -US$454萬 | -1% | 6.24% | 47.3% | 488 | 15.37% | 1.8 |
|
| 3414 |
3414
Punch Card Management
Winter Park,
Florida
| US$3.01億 | -US$2202萬 | -7% | 4.68% | 41% | 4 | 0% | 3.5 |
|
| 3415 |
3415
Cedar Mountain Advisors
Lake Oswego,
Oregon
| US$3億 | +US$827萬 | +3% | 3.88% | 57.7% | 338 | 7.1% | 2.1 |
|
| 3416 |
3416
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| US$3億 | -US$1.03億 | -26% | 4.73% | 83% | 1,012 | 11.86% | 0.5 |
|
| 3417 |
NAMP
3417
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$3億 | -US$2018萬 | -6% | 4.92% | 90.2% | 141 | 6.38% | 5.5 |
|
| 3418 |
3418
Paradigm Asset Management
New York
| US$3億 | -US$2680萬 | -8% | 2.94% | 73.8% | 473 | 17.55% | 1.4 |
|
| 3419 |
3419
Contravisory Investment Management
Norwell,
Massachusetts
| US$3億 | -US$862萬 | -3% | 2.93% | 135% | 363 | 24.52% | 1.4 |
|
| 3420 |
3420
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| US$2.99億 | -US$1746萬 | -6% | 4.8% | 44.3% | 44 | 20.45% | 1.3 |
|
| 3421 |
3421
Revolve Wealth Partners
Hackensack,
New Jersey
| US$2.99億 | -US$518萬 | -2% | 5.52% | 67.4% | 146 | 13.7% | 0.7 |
|
| 3422 |
MCG
3422
McCollum Christoferson Group
Amherst,
New York
| US$2.99億 | -US$2915萬 | -9% | 4.92% | 59.4% | 67 | 11.94% | 3.7 |
|
| 3423 |
3423
Capco Asset Management
Tampa,
Florida
| US$2.98億 | -US$3296萬 | -10% | 7.87% | 46.1% | 23 | 13.04% | 3.6 |
|
| 3424 |
3424
Goodman Financial
Houston,
Texas
| US$2.98億 | -US$369萬 | -1% | 5.64% | 52.5% | 50 | 10% | 2.8 |
|
| 3425 |
3425
Tekne Capital Management
New York
| US$2.98億 | +US$501萬 | +2% | 4.96% | 516% | 14 | 14.29% | 2.4 |
|