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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Pacific Center for Financial Services
San Ramon,
California
| US$1.49億 | +US$635萬 | +4% | 2.1% | 60.1% | 326 | 6.13% | 0.5 |
|
| 3577 |
TCM
3577
Texan Capital Management
Houston,
Texas
| US$1.49億 | -US$7081萬 | -32% | 1.85% | 19.3% | 134 | 24.63% | 2.8 |
|
| 3578 |
3578
Willow Creek Wealth Management
Sebastopol,
California
| US$1.49億 | +US$369萬 | +3% | 0.58% | 36.5% | 20 | 0% | 1.9 |
|
| 3579 |
3579
GenWealth Group
Maplewood,
New Jersey
| US$1.49億 | – | – | 2.5% | 73.9% | 51 | – | 0 |
|
| 3580 |
3580
Delta Capital Management
Red Bank,
New Jersey
| US$1.49億 | +US$383萬 | +3% | 3.56% | 129% | 74 | 10.81% | 2.7 |
|
| 3581 |
3581
Venor Capital Management
New York
| US$1.48億 | -US$3850萬 | -21% | 2.85% | – | 12 | 58.33% | 1 |
|
| 3582 |
3582
Silicon Valley Capital Partners
San Jose,
California
| US$1.48億 | -US$1204萬 | -8% | 3% | 103% | 27 | 18.52% | 0.8 |
|
| 3583 |
MWM
3583
Mascoma Wealth Management
Hanover,
New Hampshire
| US$1.48億 | +US$858萬 | +6% | 1.38% | 40% | 463 | 28.94% | 0.4 |
|
| 3584 |
3584
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$1.48億 | +US$369萬 | +3% | 2.81% | 71.9% | 72 | 15.28% | 2.8 |
|
| 3585 |
3585
Cougar Global Investments
Toronto,
Ontario, Canada
| US$1.48億 | -US$110萬 | -0.7% | 2.95% | 17.4% | 15 | 53.33% | 0.6 |
|
| 3586 |
3586
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$1.48億 | +US$420萬 | +3% | 4.03% | 70.3% | 47 | 4.26% | 1.4 |
|
| 3587 |
3587
Ruggie Capital Group
Tavares,
Florida
| US$1.48億 | +US$1373萬 | +10% | 2.57% | 22% | 329 | 27.66% | 0.7 |
|
| 3588 |
3588
Boltwood Capital Management
Walnut Creek,
California
| US$1.48億 | +US$487萬 | +3% | 1.68% | 63% | 118 | 5.93% | 2.7 |
|
| 3589 |
AIM
3589
Act II Management
New York
| US$1.48億 | +US$1022萬 | +7% | 5.88% | 43.6% | 23 | 21.74% | 1.4 |
|
| 3590 |
3590
Kingfisher Capital
Charlotte,
North Carolina
| US$1.48億 | +US$907萬 | +7% | 2.55% | 58.5% | 115 | 7.83% | 1.9 |
|
| 3591 |
3591
Wall Capital Group
Phoenix,
Arizona
| US$1.48億 | +US$2129萬 | +17% | 2.51% | – | 51 | 21.57% | 0.2 |
|
| 3592 |
CSA
3592
Cottage Street Advisors
Marion,
Massachusetts
| US$1.48億 | +US$722萬 | +5% | 2.85% | 95.8% | 88 | 9.09% | 1.3 |
|
| 3593 |
3593
First United Bank & Trust
Oakland,
Maryland
| US$1.48億 | +US$488萬 | +3% | 2.38% | 69.2% | 113 | 7.08% | 2.7 |
|
| 3594 |
3594
Sitrin Capital Management
Century City,
California
| US$1.48億 | +US$844萬 | +6% | 5.59% | 139% | 39 | 12.82% | 1.2 |
|
| 3595 |
3595
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$1.47億 | +US$828萬 | +6% | 3% | 64.1% | 147 | 4.08% | 0.5 |
|
| 3596 |
3596
Phoenix Investment Adviser
New York
| US$1.47億 | +US$1508萬 | +11% | 0.85% | 25% | 68 | 38.24% | 0.8 |
|
| 3597 |
3597
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$1.47億 | +US$386萬 | +3% | 1.2% | 63.9% | 89 | 8.99% | 2.1 |
|
| 3598 |
3598
Horan Capital Advisors
Cincinnati,
Ohio
| US$1.47億 | +US$669萬 | +5% | 2.48% | 26.6% | 79 | 22.78% | 2 |
|
| 3599 |
3599
Berkeley Capital Partners
Milton,
Georgia
| US$1.47億 | -US$30.9萬 | -0.2% | 1.79% | 62.8% | 127 | 21.26% | 1.1 |
|
| 3600 |
3600
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$1.47億 | +US$497萬 | +4% | 2.37% | 51.1% | 63 | 3.17% | 1.4 |
|