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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
HCM
4426
Hall Capital Management
Barrington,
Rhode Island
| US$1.17億 | +US$229萬 | +2% | 4.46% | – | 85 | 3.53% | 3.5 |
|
| 4427 |
4427
Deane Retirement Strategies
New Orleans,
Louisiana
| US$1.17億 | +US$249萬 | +2% | 4.49% | 73.4% | 55 | 10.91% | 2.2 |
|
| 4428 |
SCM
4428
Stumpf Capital Management
Scottsdale,
Arizona
| US$1.17億 | +US$2026萬 | +21% | 1.16% | 44.5% | 15 | 33.33% | 1.2 |
|
| 4429 |
LFGH
4429
Lee Financial Group Hawaii
Honolulu,
Hawaii
| US$1.17億 | +US$958萬 | +9% | 5.06% | 12.9% | 36 | 22.22% | 1 |
|
| 4430 |
4430
Laffer Tengler Investments
Nashville,
Tennessee
| US$1.17億 | -US$2.55億 | -69% | 1.21% | 96.5% | 195 | 52.82% | 1.7 |
|
| 4431 |
MI
4431
M3F Inc
Salt Lake City,
Utah
| US$1.17億 | +US$414萬 | +4% | 4.66% | 139% | 41 | 41.46% | 1.6 |
|
| 4432 |
4432
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| US$1.17億 | +US$783萬 | +7% | 2.04% | 63.7% | 29 | 3.45% | 0.5 |
|
| 4433 |
4433
Friedenthal Financial
Marlton,
New Jersey
| US$1.17億 | -US$26萬 | -0.2% | 2.35% | 105% | 71 | 35.21% | 1.7 |
|
| 4434 |
4434
MACRO Consulting Group
Parsippany,
New Jersey
| US$1.16億 | +US$1197萬 | +11% | 3.93% | – | 62 | 25.81% | 0.4 |
|
| 4435 |
4435
Brooks Moore & Associates
Chattanooga,
Tennessee
| US$1.16億 | +US$683萬 | +6% | 2.7% | 63.7% | 96 | 6.25% | 0.5 |
|
| 4436 |
AMAL
4436
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.16億 | -US$302萬 | -3% | 5.16% | 125% | 28 | 21.43% | 3.2 |
|
| 4437 |
AM
4437
Account Management
Boxford,
Massachusetts
| US$1.16億 | +US$558萬 | +5% | 6.02% | 87.4% | 23 | 4.35% | 3.8 |
|
| 4438 |
4438
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$1.16億 | +US$400萬 | +4% | 3.73% | 61.1% | 25 | 4% | 1.1 |
|
| 4439 |
4439
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$1.16億 | +US$317萬 | +3% | 3.97% | 83.3% | 86 | 6.98% | 3.3 |
|
| 4440 |
4440
Palmer Knight Company
Jacksonville,
Florida
| US$1.16億 | +US$772萬 | +7% | 5.87% | 78.9% | 25 | 8% | 0.5 |
|
| 4441 |
4441
Red Mountain Capital Partners
Los Angeles,
California
| US$1.16億 | -US$2252萬 | -16% | 7.56% | 37.4% | 6 | 0% | 5.4 |
|
| 4442 |
4442
Donald L. Hagan LLC
Sarasota,
Florida
| US$1.16億 | +US$33.8萬 | +0.3% | 0.42% | 47.9% | 110 | 30% | 1.7 |
|
| 4443 |
4443
Newfound Research
Wellesley Hills,
Massachusetts
| US$1.16億 | -US$2178萬 | -16% | 3.14% | 54.6% | 236 | 11.44% | 1.7 |
|
| 4444 |
DCCA
4444
D.C. Capital Advisors
New York
| US$1.16億 | -US$2115萬 | -15% | 4.29% | 59.9% | 20 | 10% | 2.6 |
|
| 4445 |
4445
Sterneck Capital Management
Kansas City,
Missouri
| US$1.15億 | +US$97.8萬 | +0.9% | 2.9% | 61.5% | 84 | 10.71% | 3.5 |
|
| 4446 |
4446
Capital Insight Partners
Scottsdale,
Arizona
| US$1.15億 | +US$440萬 | +4% | 4.67% | 51.7% | 80 | 10% | 2.4 |
|
| 4447 |
EAM
4447
Eukles Asset Management
Cincinnati,
Ohio
| US$1.15億 | +US$539萬 | +5% | 6.15% | 77.2% | 173 | 10.98% | 0.4 |
|
| 4448 |
4448
Guardian Investment Management
Tiburon,
California
| US$1.15億 | -US$51.8萬 | -0.4% | 2.03% | 103% | 58 | 5.17% | 3.9 |
|
| 4449 |
SBA
4449
Secrest Blakey & Associates
Raleigh,
North Carolina
| US$1.15億 | +US$1181萬 | +11% | 2.59% | 19.4% | 137 | 14.6% | 1 |
|
| 4450 |
4450
Global Strategic Management
San Juan,
Puerto Rico
| US$1.15億 | +US$854萬 | +8% | 8.36% | – | 36 | 27.78% | 0.4 |
|