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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
MAS
3701
Madden Advisory Services
Jacksonville,
Florida
| US$1.66億 | +US$815萬 | +5% | 4.77% | 52.3% | 79 | 5.06% | 4.3 |
|
| 3702 |
RCM
3702
RVB Capital Management
Great Neck,
New York
| US$1.65億 | -US$5278萬 | -24% | 0.96% | 10.4% | 62 | 66.13% | 0.3 |
|
| 3703 |
3703
Oak Asset Management
Westlake Village,
California
| US$1.65億 | +US$1848萬 | +13% | 8.98% | 91.8% | 99 | 10.1% | 0.7 |
|
| 3704 |
3704
Copperwynd Financial
Scottsdale,
Arizona
| US$1.65億 | +US$2264萬 | +16% | 6.38% | 90% | 104 | 22.12% | 0.6 |
|
| 3705 |
3705
Delta Capital Management
Red Bank,
New Jersey
| US$1.65億 | +US$1103萬 | +7% | 8.37% | 129% | 70 | 4.29% | 3.6 |
|
| 3706 |
GA
3706
GRS Advisors
Chicago,
Illinois
| US$1.65億 | -US$235萬 | -1% | 1.7% | 54.3% | 29 | 51.72% | 0.9 |
|
| 3707 |
3707
ETF Portfolio Partners
Leawood,
Kansas
| US$1.64億 | +US$949萬 | +6% | 3.11% | 50.2% | 29 | 17.24% | 2.3 |
|
| 3708 |
SLA
3708
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$1.64億 | +US$3898萬 | +31% | 6.65% | 76.7% | 103 | 31.07% | 2.8 |
|
| 3709 |
3709
EnTrust Global Partners Offshore
New York
| US$1.64億 | -US$5092萬 | -24% | 2.37% | – | 117 | 43.59% | 0.4 |
|
| 3710 |
3710
Monetta Financial Services
Wheaton,
Illinois
| US$1.64億 | -US$2795萬 | -15% | 12.3% | 275% | 64 | 62.5% | 1.4 |
|
| 3711 |
3711
KHP Capital
Tulsa,
Oklahoma
| US$1.64億 | +US$996萬 | +6% | 3.89% | – | 186 | 15.59% | 0.5 |
|
| 3712 |
3712
Silverleafe Capital Partners
Germantown,
Tennessee
| US$1.64億 | +US$438萬 | +3% | 4.59% | 87.7% | 68 | 19.12% | 0.6 |
|
| 3713 |
SC
3713
Sawyer & Company
Boston,
Massachusetts
| US$1.64億 | +US$1094萬 | +7% | 7.98% | 111% | 201 | 4.48% | 0.7 |
|
| 3714 |
WFWM
3714
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| US$1.64億 | +US$1831萬 | +13% | 5.75% | 53.8% | 39 | 20.51% | 1 |
|
| 3715 |
3715
Aristotle Atlantic Partners
Sarasota,
Florida
| US$1.64億 | -US$1.25億 | -43% | 9.7% | 144% | 89 | 46.07% | 0.6 |
|
| 3716 |
3716
Stokes Capital Advisors
Greenwood,
South Carolina
| US$1.63億 | +US$1048萬 | +7% | 7.46% | 61.3% | 91 | 6.59% | 0.7 |
|
| 3717 |
3717
Rezny Wealth Management
Fort Myers,
Florida
| US$1.63億 | +US$1553萬 | +11% | 4.76% | 99.6% | 16 | 31.25% | 1.8 |
|
| 3718 |
3718
First Capital Advisors Group
Little Silver,
New Jersey
| US$1.63億 | +US$1219萬 | +8% | 4.58% | – | 183 | 18.58% | 1.2 |
|
| 3719 |
DE
3719
DFT Energy
Locust Valley,
New York
| US$1.63億 | +US$7203萬 | +79% | 1.02% | – | 14 | 14.29% | 1.8 |
|
| 3720 |
3720
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$1.63億 | +US$761萬 | +5% | 5.55% | 63.9% | 90 | 4.44% | 2.9 |
|
| 3721 |
3721
Pacific Grove Capital
San Francisco,
California
| US$1.63億 | -US$1.08億 | -40% | 10.4% | 9.9% | 118 | 66.1% | 0.4 |
|
| 3722 |
LB
3722
Landmark Bank
Columbia,
Missouri
| US$1.63億 | +US$867萬 | +6% | 4.91% | – | 91 | 3.3% | 0.2 |
|
| 3723 |
3723
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$1.63億 | +US$1066萬 | +7% | 1.97% | 48.3% | 205 | 20.49% | 2.6 |
|
| 3724 |
AB
3724
Atlas Brown
Louisville,
Kentucky
| US$1.63億 | -US$2.66億 | -62% | 7.22% | 115% | 145 | 2.07% | 3.6 |
|
| 3725 |
3725
S.R. Schill & Associates
Mercer Island,
Washington
| US$1.63億 | -US$48.3萬 | -0.3% | 5.1% | 42.7% | 90 | 21.11% | 2.2 |
|