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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
4126
Continuum Advisory
Eagle,
Idaho
| US$1.19億 | -US$1105萬 | -8% | 1.62% | 77% | 191 | 40.84% | 0.7 |
|
| 4127 |
GAMC
4127
Garner Asset Management Corp
Plano,
Texas
| US$1.19億 | +US$3,000 | +0% | 4.59% | 95.3% | 159 | 9.43% | 0.7 |
|
| 4128 |
4128
EisnerAmper Wealth Management Corporate Benefits
Iselin,
New Jersey
| US$1.19億 | -US$385萬 | -3% | 1.14% | 13% | 36 | 13.89% | 2.5 |
|
| 4129 |
4129
Sigma Investment Management
Portland,
Oregon
| US$1.19億 | -US$217萬 | -2% | 0.96% | 8.4% | 17 | 11.76% | 3.5 |
|
| 4130 |
4130
Campbell & Co Investment Adviser
Baltimore,
Maryland
| US$1.19億 | -US$1658萬 | -12% | 2.38% | 31% | 597 | 79.06% | 0.2 |
|
| 4131 |
4131
Founders Capital Management (Texas)
Houston,
Texas
| US$1.19億 | -US$183萬 | -2% | 1.99% | 131% | 428 | 21.73% | 0.9 |
|
| 4132 |
4132
Arjuna Capital
Durham,
North Carolina
| US$1.19億 | +US$1176萬 | +11% | 0.99% | 105% | 91 | 24.18% | 0.2 |
|
| 4133 |
4133
Sanctuary Wealth Management
Pocatello,
Idaho
| US$1.19億 | +US$883萬 | +8% | 1.06% | – | 24 | 50% | 0.2 |
|
| 4134 |
4134
G&S Capital
Denver,
Colorado
| US$1.18億 | -US$1778萬 | -13% | 0.92% | 85.6% | 233 | 24.89% | 0.2 |
|
| 4135 |
WWM
4135
Windsor Wealth Management
Indianapolis,
Indiana
| US$1.18億 | +US$207萬 | +2% | 1.53% | 37.3% | 127 | 14.17% | 0.2 |
|
| 4136 |
SWM
4136
Strategic Wealth Management
Kirkland,
Washington
| US$1.18億 | +US$1868萬 | +19% | 0.29% | 52.8% | 25 | 32% | 1 |
|
| 4137 |
4137
CFO4Life Group
Coppell,
Texas
| US$1.18億 | -US$894萬 | -7% | 4.01% | 56.7% | 108 | 18.52% | 0.8 |
|
| 4138 |
4138
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$1.18億 | +US$8530萬 | +259% | 1.53% | 44% | 2 | 50% | 0.3 |
|
| 4139 |
4139
LexAurum Advisors
Overland Park,
Kansas
| US$1.18億 | +US$1137萬 | +11% | 1.55% | – | 159 | 13.84% | 0.2 |
|
| 4140 |
RCM
4140
Red Cedar Management
Park City,
Utah
| US$1.18億 | +US$488萬 | +4% | 1.99% | – | 19 | 42.11% | 0.2 |
|
| 4141 |
4141
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$1.18億 | -US$793萬 | -6% | 0.2% | 56.6% | 30 | 6.67% | 2.2 |
|
| 4142 |
4142
Boardman Bay Capital Management
New York
| US$1.18億 | +US$4732萬 | +67% | 5.84% | 145% | 80 | 58.75% | 0.6 |
|
| 4143 |
4143
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$1.18億 | +US$199萬 | +2% | 0.19% | 87.2% | 342 | 22.51% | 0.2 |
|
| 4144 |
4144
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$1.18億 | +US$125萬 | +1% | 1.07% | 47.6% | 16 | 12.5% | 2 |
|
| 4145 |
4145
AUA Capital Management
Camp Hill,
Pennsylvania
| US$1.18億 | +US$666萬 | +6% | 0.87% | 70.2% | 215 | 7.91% | 1.1 |
|
| 4146 |
4146
Profit Investment Management
North Bethesda,
Maryland
| US$1.18億 | -US$1320萬 | -10% | 3.12% | 101% | 86 | 18.6% | 3.5 |
|
| 4147 |
4147
Aubrey Capital Management
Edinburgh,
United Kingdom
| US$1.18億 | US$0 | 0% | 11.1% | 319% | 29 | 0% | 0.3 |
|
| 4148 |
4148
Friedenthal Financial
Marlton,
New Jersey
| US$1.18億 | +US$405萬 | +4% | 0.01% | 111% | 68 | 23.53% | 1.5 |
|
| 4149 |
GBA
4149
Garrison Bradford & Associates
New York
| US$1.18億 | -US$338萬 | -3% | 0.67% | 63.5% | 88 | 6.82% | 3.2 |
|
| 4150 |
IBOK
4150
Independence Bank of Kentucky
Owensboro,
Kentucky
| US$1.17億 | +US$41.2萬 | +0.4% | 2.59% | 80.6% | 430 | 28.37% | 0.2 |
|