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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
JT Stratford LLC
Gainesville,
Georgia
| US$1.5億 | -US$2405萬 | -14% | 10.8% | 103% | 117 | 17.95% | 1.4 |
|
| 3752 |
3752
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| US$1.5億 | -US$6398萬 | -30% | 30.2% | 81.3% | 2 | 50% | 1 |
|
| 3753 |
CSA
3753
Cottage Street Advisors
Marion,
Massachusetts
| US$1.5億 | -US$2614萬 | -15% | 12% | 95.8% | 98 | 11.22% | 2.2 |
|
| 3754 |
3754
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$1.5億 | -US$2404萬 | -14% | 10.5% | 84.4% | 135 | 14.07% | 4.3 |
|
| 3755 |
BCH
3755
Berkshire Capital Holdings
San Jose,
California
| US$1.5億 | -US$5303萬 | -26% | 10.2% | 2,748% | 39 | 46.15% | 0.5 |
|
| 3756 |
3756
Stratos Wealth Advisors
Beachwood,
Ohio
| US$1.5億 | – | – | 13.6% | 65.7% | 185 | – | 0 |
|
| 3757 |
3757
Cider Mill Investments
Greenwich,
Connecticut
| US$1.5億 | -US$6681萬 | -31% | 12.9% | – | 31 | 48.39% | 0.9 |
|
| 3758 |
3758
ETF Portfolio Partners
Leawood,
Kansas
| US$1.5億 | -US$1489萬 | -9% | 8.78% | 50.2% | 32 | 9.38% | 2.3 |
|
| 3759 |
3759
Allred Capital Management
Dallas,
Texas
| US$1.5億 | – | – | 10.9% | 73.5% | 173 | – | 0 |
|
| 3760 |
3760
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$1.5億 | -US$2730萬 | -15% | 20.4% | 39.8% | 6 | 0% | 2 |
|
| 3761 |
3761
Cabot-Wellington
Boston,
Massachusetts
| US$1.49億 | -US$822萬 | -5% | 14.4% | 65% | 9 | 0% | 4.8 |
|
| 3762 |
3762
HNP Capital
Rochester,
New York
| US$1.49億 | – | – | 12.1% | 52.4% | 104 | – | 0 |
|
| 3763 |
3763
Horan Capital Advisors
Cincinnati,
Ohio
| US$1.49億 | -US$589萬 | -4% | 11.4% | 26.6% | 82 | 21.95% | 2.9 |
|
| 3764 |
LFM
3764
Lumina Fund Management
New York
| US$1.49億 | -US$5905萬 | -28% | 15.2% | 28.1% | 42 | 45.24% | 1.5 |
|
| 3765 |
BRC
3765
Bell Rock Capital
Rehoboth Beach,
Delaware
| US$1.49億 | -US$5480萬 | -27% | 15.8% | – | 502 | 18.92% | 1.5 |
|
| 3766 |
BM
3766
Bislett Management
Palo Alto,
California
| US$1.49億 | -US$3707萬 | -20% | 15.8% | 19.8% | 20 | 0% | 3.7 |
|
| 3767 |
3767
Brave Asset Management
Summit,
New Jersey
| US$1.49億 | -US$4611萬 | -24% | 11.4% | 76.3% | 178 | 28.65% | 2.7 |
|
| 3768 |
CC
3768
Carbonado Capital
New York
| US$1.49億 | -US$1.43億 | -49% | 8.61% | 62.2% | 16 | 43.75% | 1.3 |
|
| 3769 |
3769
Blankinship & Foster
Solana Beach,
California
| US$1.49億 | -US$971萬 | -6% | 12.2% | 67.1% | 51 | 33.33% | 1.3 |
|
| 3770 |
3770
Inspire Investing
Meridian,
Idaho
| US$1.49億 | -US$1354萬 | -8% | 13.3% | 107% | 255 | 12.16% | 0.8 |
|
| 3771 |
3771
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.49億 | -US$2456萬 | -14% | 10.8% | 78.9% | 112 | 17.86% | 2.4 |
|
| 3772 |
3772
Pinnacle Family Advisors
Springfield,
Missouri
| US$1.49億 | -US$4060萬 | -21% | 13.9% | 85.8% | 74 | 35.14% | 1 |
|
| 3773 |
3773
Almitas Capital
Santa Monica,
California
| US$1.48億 | – | – | 8.25% | 86.1% | 85 | – | 0 |
|
| 3774 |
3774
Johanson Financial Advisors
Campbell,
California
| US$1.48億 | -US$2425萬 | -14% | 12.3% | 101% | 94 | 12.77% | 1.5 |
|
| 3775 |
FCA
3775
FLC Capital Advisors
Palm Desert,
California
| US$1.48億 | – | – | 7.46% | 59.3% | 86 | – | 0 |
|