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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
Apollon Financial
Mount Pleasant,
South Carolina
| US$3.09億 | +US$1958萬 | +7% | 7.47% | 103% | 154 | 10.39% | 0.5 |
|
| 4127 |
AFS
4127
Annapolis Financial Services
Annapolis,
Maryland
| US$3.09億 | +US$498萬 | +2% | 0.44% | 15% | 372 | 6.45% | 2.7 |
|
| 4128 |
4128
Heirloom Wealth Management
Greenwood Village,
Colorado
| US$3.09億 | +US$1498萬 | +5% | 5.5% | 81.8% | 51 | 11.76% | 1.5 |
|
| 4129 |
4129
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$3.09億 | +US$1331萬 | +5% | 1.25% | 56.9% | 40 | 7.5% | 3.5 |
|
| 4130 |
4130
TruNorth Capital Management
Kalamazoo,
Michigan
| US$3.08億 | +US$1811萬 | +6% | 0.51% | – | 401 | 42.64% | 0.2 |
|
| 4131 |
MFGP
4131
Marshall Financial Group (Pennsylvania)
Doylestown,
Pennsylvania
| US$3.08億 | +US$481萬 | +2% | 0.88% | 65.5% | 59 | 15.25% | 4.3 |
|
| 4132 |
4132
Knuff & Co
Foster City,
California
| US$3.08億 | +US$1062萬 | +4% | 5.47% | 85.8% | 133 | 7.52% | 3.6 |
|
| 4133 |
CWM
4133
Cedar Wealth Management
Walnut Creek,
California
| US$3.08億 | +US$403萬 | +1% | 1.71% | 68.1% | 356 | 18.54% | 3.1 |
|
| 4134 |
4134
Capasso Planning Partners
Charleston,
South Carolina
| US$3.08億 | +US$6652萬 | +28% | 2.18% | 51.6% | 153 | 35.95% | 1.3 |
|
| 4135 |
4135
Compton Financial Group
Towson,
Maryland
| US$3.08億 | +US$1064萬 | +4% | 1.24% | 37.7% | 34 | 8.82% | 2.6 |
|
| 4136 |
4136
Sentinus LLC
Oak Brook,
Illinois
| US$3.08億 | +US$2378萬 | +8% | 2.48% | – | 195 | 18.97% | 1.1 |
|
| 4137 |
4137
Access Investment Management
Atlanta,
Georgia
| US$3.08億 | +US$497萬 | +2% | 4.81% | – | 104 | 6.73% | 0.4 |
|
| 4138 |
4138
Physicians Financial Services
Raleigh,
North Carolina
| US$3.07億 | +US$2347萬 | +8% | 7.21% | 100% | 110 | 8.18% | 6.3 |
|
| 4139 |
4139
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$3.07億 | -US$1847萬 | -6% | 4.17% | 60.6% | 36 | 22.22% | 2.1 |
|
| 4140 |
4140
Wellington Shields & Co
New York
| US$3.07億 | +US$868萬 | +3% | 3.37% | 109% | 322 | 11.18% | 3.3 |
|
| 4141 |
4141
TFB Advisors
Overland Park,
Kansas
| US$3.07億 | +US$3135萬 | +11% | 3.23% | 80.4% | 299 | 15.38% | 0.5 |
|
| 4142 |
4142
Brown, Lisle/Cummings
Providence,
Rhode Island
| US$3.07億 | +US$1247萬 | +4% | 1.94% | 82.3% | 624 | 12.18% | 1.9 |
|
| 4143 |
4143
Savvy Advisors Inc
New York
| US$3.07億 | +US$1.33億 | +77% | 2.94% | – | 312 | 32.37% | 0.3 |
|
| 4144 |
4144
Princeton Capital Management
Red Bank,
New Jersey
| US$3.07億 | +US$2979萬 | +11% | 13.5% | 206% | 122 | 23.77% | 4.3 |
|
| 4145 |
TM
4145
Tikvah Management
Charlotte,
North Carolina
| US$3.07億 | -US$1250萬 | -4% | 1.92% | 169% | 25 | 8% | 3.8 |
|
| 4146 |
4146
Essex Woodlands Management
The Woodlands,
Texas
| US$3.07億 | -US$3809萬 | -11% | 7.56% | 55% | 7 | 0% | 5.8 |
|
| 4147 |
4147
Prentice Wealth Management
Rochester,
New York
| US$3.06億 | +US$1848萬 | +6% | 1.37% | 47.8% | 107 | 1.87% | 2 |
|
| 4148 |
4148
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$3.06億 | -US$214萬 | -0.7% | 0.27% | 34.2% | 45 | 4.44% | 5.2 |
|
| 4149 |
4149
Copperwynd Financial
Scottsdale,
Arizona
| US$3.06億 | +US$2825萬 | +10% | 3.29% | 90% | 155 | 15.48% | 3.1 |
|
| 4150 |
4150
Carrera Capital Advisors
Troy,
Michigan
| US$3.06億 | – | – | 0.55% | – | 85 | – | 0 |
|