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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Cutter & Co Brokerage
Ballwin,
Missouri
| US$3.39億 | +US$1833萬 | +6% | 5.29% | 40.4% | 227 | 11.01% | 3.7 |
|
| 3527 |
3527
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$3.39億 | +US$822萬 | +2% | 8.28% | 168% | 293 | 26.28% | 2.2 |
|
| 3528 |
3528
Mason & Associates (California)
Los Angeles,
California
| US$3.39億 | +US$1194萬 | +4% | 3.39% | 68.5% | 92 | 10.87% | 1.1 |
|
| 3529 |
3529
Waterloo Capital
Austin,
Texas
| US$3.39億 | +US$1539萬 | +5% | 5.38% | 79.8% | 260 | 43.46% | 1.2 |
|
| 3530 |
3530
Value Star Asset Management
Hong Kong
| US$3.38億 | +US$8276萬 | +32% | 18.6% | – | 34 | 47.06% | 0.2 |
|
| 3531 |
DI
3531
Diligent Investors
Redlands,
California
| US$3.38億 | +US$1440萬 | +4% | 5.39% | 82.2% | 297 | 7.07% | 4 |
|
| 3532 |
LCM
3532
Lionstone Capital Management
New York
| US$3.38億 | +US$4463萬 | +15% | 15.1% | 74.1% | 12 | 8.33% | 3.5 |
|
| 3533 |
3533
Sands Capital Ventures
Arlington,
Virginia
| US$3.38億 | -US$6652萬 | -16% | 23.5% | 167% | 23 | 8.7% | 1.3 |
|
| 3534 |
3534
EPG Wealth Management
Atlanta,
Georgia
| US$3.38億 | +US$2101萬 | +7% | 6.85% | 96% | 432 | 9.03% | 1.5 |
|
| 3535 |
3535
Pacific Sage Partners
Edmonds,
Washington
| US$3.38億 | +US$2693萬 | +9% | 6.44% | 58.9% | 97 | 16.49% | 0.4 |
|
| 3536 |
3536
Black Diamond Financial
Towson,
Maryland
| US$3.38億 | +US$3316萬 | +11% | 6.59% | 68.3% | 121 | 9.09% | 2.6 |
|
| 3537 |
3537
Levy Wealth Management Group
Philadelphia,
Pennsylvania
| US$3.38億 | +US$1308萬 | +4% | 6.15% | 21.1% | 110 | 4.55% | 1.5 |
|
| 3538 |
3538
Altrius Capital Management
New Bern,
North Carolina
| US$3.38億 | +US$1040萬 | +3% | 0.75% | 43.8% | 93 | 10.75% | 0.9 |
|
| 3539 |
3539
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$3.37億 | +US$2286萬 | +7% | 6.21% | 41.6% | 50 | 8% | 6.5 |
|
| 3540 |
3540
Pettinga Financial Advisors
Evansville,
Indiana
| US$3.37億 | +US$1625萬 | +5% | 5.16% | 78.1% | 106 | 7.55% | 2.6 |
|
| 3541 |
3541
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$3.37億 | -US$1633萬 | -5% | 2.26% | 17.8% | 1 | 0% | 10 |
|
| 3542 |
SC
3542
Saybrook Capital
Winston Salem,
North Carolina
| US$3.37億 | +US$2229萬 | +7% | 7.23% | 67.1% | 45 | 4.44% | 8.1 |
|
| 3543 |
3543
Waterfront Wealth
Overland Park,
Kansas
| US$3.37億 | +US$3052萬 | +10% | 3.46% | 71.8% | 258 | 7.36% | 1.8 |
|
| 3544 |
3544
Rainey & Randall Wealth Advisors
Celebration,
Florida
| US$3.37億 | +US$2477萬 | +8% | 3.78% | 52.3% | 44 | 2.27% | 2.7 |
|
| 3545 |
3545
Fifth Lane Capital
Austin,
Texas
| US$3.36億 | +US$1.59億 | +90% | 0.02% | 80.4% | 281 | 50.53% | 0.5 |
|
| 3546 |
CFGSD
3546
Compass Financial Group (South Dakota)
Sioux Falls,
South Dakota
| US$3.36億 | +US$3033萬 | +10% | 6.06% | 72% | 99 | 5.05% | 0.5 |
|
| 3547 |
3547
Dechtman Wealth Management
Centennial,
Colorado
| US$3.36億 | – | – | 5.45% | – | 52 | – | 0 |
|
| 3548 |
3548
Haverford Financial Services
Radnor,
Pennsylvania
| US$3.35億 | +US$1525萬 | +5% | 6.28% | 57.9% | 41 | 4.88% | 5.8 |
|
| 3549 |
3549
WealthPlan Investment Management
Omaha,
Nebraska
| US$3.35億 | -US$2.46億 | -42% | 5.94% | 74.2% | 470 | 27.45% | 0.8 |
|
| 3550 |
3550
Advisors Management Group
La Crosse,
Wisconsin
| US$3.35億 | +US$2155萬 | +7% | 2.15% | 125% | 154 | 6.49% | 3.8 |
|