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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
3551
EPG Wealth Management
Atlanta,
Georgia
| US$3.17億 | +US$5435萬 | +21% | 6.53% | 108% | 423 | 13.24% | 1.3 |
|
| 3552 |
3552
Intellectus Partners
San Francisco,
California
| US$3.17億 | +US$2947萬 | +10% | 12.3% | 157% | 282 | 17.02% | 3 |
|
| 3553 |
3553
Annandale Capital
Dallas,
Texas
| US$3.17億 | +US$1260萬 | +4% | 4.62% | 57.2% | 143 | 10.49% | 1.3 |
|
| 3554 |
3554
LJI Wealth Management
Indianapolis,
Indiana
| US$3.17億 | +US$3120萬 | +11% | 6.54% | 68.8% | 171 | 20.47% | 0.2 |
|
| 3555 |
3555
Elgethun Capital Management
Sioux Falls,
South Dakota
| US$3.16億 | +US$3944萬 | +14% | 3.29% | 61.5% | 131 | 4.58% | 3.6 |
|
| 3556 |
3556
RB Capital Management
Reno,
Nevada
| US$3.16億 | +US$3283萬 | +12% | 11% | 79.4% | 183 | 9.29% | 3.6 |
|
| 3557 |
3557
SignalPoint Asset Management
Springfield,
Missouri
| US$3.16億 | +US$2912萬 | +10% | 6.96% | 36% | 223 | 3.59% | 4.9 |
|
| 3558 |
3558
Blume Capital Management
Berkeley,
California
| US$3.16億 | +US$1951萬 | +7% | 6.74% | 102% | 340 | 13.24% | 4.3 |
|
| 3559 |
3559
Great Point Wealth Advisors
Boston,
Massachusetts
| US$3.16億 | +US$1734萬 | +6% | 6.81% | – | 62 | 3.23% | 2.5 |
|
| 3560 |
3560
BCWM LLC
Overland Park,
Kansas
| US$3.15億 | +US$1161萬 | +4% | 2.38% | – | 63 | 9.52% | 3.8 |
|
| 3561 |
3561
Brave Asset Management
Summit,
New Jersey
| US$3.15億 | +US$1965萬 | +7% | 5.84% | 76.3% | 167 | 21.56% | 4 |
|
| 3562 |
IFS
3562
Ifrah Financial Services
Little Rock,
Arkansas
| US$3.15億 | +US$1057萬 | +3% | 5.34% | 64.1% | 215 | 13.02% | 3.9 |
|
| 3563 |
3563
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$3.15億 | +US$2515萬 | +9% | 10.7% | 130% | 42 | 69.05% | 0.5 |
|
| 3564 |
3564
Carrhae Capital
London,
United Kingdom
| US$3.15億 | -US$1.57億 | -33% | 10.9% | 182% | 32 | 59.38% | 0.6 |
|
| 3565 |
3565
TLWM Financial
San Antonio,
Texas
| US$3.15億 | +US$3890萬 | +14% | 5.9% | 53.9% | 70 | 15.71% | 2.6 |
|
| 3566 |
CWM
3566
Compass Wealth Management
Guilford,
Connecticut
| US$3.15億 | +US$955萬 | +3% | 5.77% | 103% | 425 | 5.88% | 0.2 |
|
| 3567 |
ALAM
3567
Asahi Life Asset Management
Tokyo,
Japan
| US$3.15億 | +US$1232萬 | +4% | 7.71% | 133% | 257 | 52.53% | 1.6 |
|
| 3568 |
CBTWT
3568
Community Bank & Trust (Waco, Texas)
Waco,
Texas
| US$3.14億 | +US$783萬 | +3% | 5.4% | 124% | 142 | 4.23% | 5 |
|
| 3569 |
SC
3569
Saybrook Capital
Winston Salem,
North Carolina
| US$3.14億 | +US$1311萬 | +4% | 4.8% | 72.5% | 45 | 4.44% | 8 |
|
| 3570 |
3570
REDW Wealth
Albuquerque,
New Mexico
| US$3.14億 | +US$2492萬 | +9% | 5.84% | 59.1% | 150 | 14.67% | 2.9 |
|
| 3571 |
3571
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$3.14億 | +US$939萬 | +3% | 4.16% | 49.3% | 50 | 10% | 6.6 |
|
| 3572 |
3572
Insigneo Advisory Services
Miami,
Florida
| US$3.14億 | +US$4993萬 | +19% | 13.1% | 119% | 300 | 22.33% | 0.2 |
|
| 3573 |
JCP
3573
Jennifer C. Price
| US$3.14億 | -US$1.04億 | -25% | 1.74% | – | 85 | 16.47% | 0.7 |
|
| 3574 |
3574
Capital City Trust
Tallahassee,
Florida
| US$3.14億 | +US$1056萬 | +3% | 3.91% | 98.5% | 121 | 9.09% | 6.1 |
|
| 3575 |
3575
Atalaya Capital Management
New York
| US$3.14億 | -US$2.45億 | -44% | 5.94% | 7.46% | 313 | 31.31% | 0.9 |
|