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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
3601
Burt Wealth Advisors
North Bethesda,
Maryland
| US$2.88億 | -US$4563萬 | -14% | 10% | 57.3% | 104 | 17.31% | 5.1 |
|
| 3602 |
SA
3602
SoftVest Advisors
Abilene,
Texas
| US$2.88億 | +US$1434萬 | +5% | 15.8% | 178% | 8 | 50% | 1.1 |
|
| 3603 |
3603
Wellspring Financial Advisors
Cleveland,
Ohio
| US$2.87億 | -US$5221萬 | -15% | 13.9% | 77.2% | 146 | 40.41% | 1.5 |
|
| 3604 |
CH
3604
Canton Hathaway
Providence,
Rhode Island
| US$2.87億 | -US$7043萬 | -20% | 17.4% | 87.8% | 267 | 21.35% | 1.8 |
|
| 3605 |
3605
Fermata Advisors
Sonoma,
California
| US$2.87億 | +US$2003萬 | +8% | 11.1% | 58.3% | 206 | 33.5% | 0.8 |
|
| 3606 |
3606
Thrive Wealth Management
Audubon,
Pennsylvania
| US$2.87億 | -US$5145萬 | -15% | 14.2% | 84.1% | 167 | 17.96% | 0.4 |
|
| 3607 |
3607
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| US$2.87億 | +US$1.21億 | +73% | 16.1% | 96.2% | 82 | 74.39% | 0.1 |
|
| 3608 |
3608
NinePointTwo Capital
Los Angeles,
California
| US$2.86億 | -US$8325萬 | -23% | 11.3% | 1.62% | 284 | 52.82% | 0.5 |
|
| 3609 |
3609
Bessemer Securities
New York
| US$2.86億 | -US$5676萬 | -17% | 15.3% | 45% | 132 | 9.85% | 2.1 |
|
| 3610 |
AIS
3610
AM Investment Strategies
Chattanooga,
Tennessee
| US$2.86億 | -US$9126萬 | -24% | 18.8% | 121% | 114 | 20.18% | 1.4 |
|
| 3611 |
3611
CNA Financial
Chicago,
Illinois
| US$2.86億 | -US$3638萬 | -11% | 14.2% | 48.6% | 198 | 18.18% | 1.7 |
|
| 3612 |
3612
Stokes Capital Advisors
Greenwood,
South Carolina
| US$2.86億 | -US$5714萬 | -17% | 10.1% | 61.3% | 89 | 10.11% | 2.8 |
|
| 3613 |
3613
Cavalier Investments
Alpharetta,
Georgia
| US$2.86億 | -US$9655萬 | -25% | 15.8% | 171% | 105 | 12.38% | 1.5 |
|
| 3614 |
KS
3614
Karpas Strategies
Litchfield,
Connecticut
| US$2.86億 | -US$3131萬 | -10% | 12.1% | 16.1% | 124 | 8.06% | 6.4 |
|
| 3615 |
AA
3615
Ashford Advisors
Pittsford,
New York
| US$2.86億 | -US$1877萬 | -6% | 15.8% | 66.5% | 17 | 17.65% | 1 |
|
| 3616 |
3616
Mason Street Advisors
Milwaukee,
Wisconsin
| US$2.86億 | +US$1.16億 | +68% | 12.9% | 32% | 11 | 9.09% | 4.2 |
|
| 3617 |
3617
Advisors Management Group
La Crosse,
Wisconsin
| US$2.85億 | -US$1073萬 | -4% | 9.06% | 125% | 148 | 15.54% | 3.3 |
|
| 3618 |
ECM
3618
Endurant Capital Management
San Mateo,
California
| US$2.85億 | -US$9456萬 | -25% | 5.51% | 18.4% | 82 | 62.2% | 0.6 |
|
| 3619 |
3619
Rice Partnership
Honolulu,
Hawaii
| US$2.85億 | -US$6165萬 | -18% | 14.3% | 123% | 135 | 15.56% | 2.6 |
|
| 3620 |
3620
Laffer Tengler Investments
Nashville,
Tennessee
| US$2.85億 | -US$4713萬 | -14% | 10.3% | 96.5% | 440 | 16.14% | 1.4 |
|
| 3621 |
3621
Mason & Associates (California)
Los Angeles,
California
| US$2.85億 | -US$4263萬 | -13% | 8.95% | 68.5% | 115 | 31.3% | 0.4 |
|
| 3622 |
3622
Keystone Financial Planning
Cleveland,
Ohio
| US$2.85億 | -US$1429萬 | -5% | 5.83% | 46% | 49 | 12.24% | 5 |
|
| 3623 |
3623
Rollins Financial
Atlanta,
Georgia
| US$2.84億 | -US$5577萬 | -16% | 20.4% | – | 133 | 26.32% | 1 |
|
| 3624 |
CAN
3624
Claraphi Advisory Network
Aliso Viejo,
United States
| US$2.84億 | -US$6153萬 | -18% | 13.1% | 88.3% | 324 | 29.32% | 1.9 |
|
| 3625 |
3625
Mount Capital
London,
United Kingdom
| US$2.84億 | -US$5954萬 | -17% | 17.6% | 34.4% | 44 | 25% | 0.4 |
|