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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
Hoover Financial Advisors
Malvern,
Pennsylvania
| US$1.09億 | +US$409萬 | +4% | 3.75% | – | 66 | 9.09% | 0.5 |
|
| 4527 |
4527
Newport Wealth Strategies
Irvine,
California
| US$1.09億 | +US$937萬 | +9% | 3.53% | 51.5% | 82 | 12.2% | 1.2 |
|
| 4528 |
4528
Trust Company
Manhattan,
Kansas
| US$1.09億 | -US$6289萬 | -37% | 3.48% | 40.6% | 351 | 19.66% | 2.8 |
|
| 4529 |
4529
Excalibur Management
Waltham,
Massachusetts
| US$1.08億 | +US$245萬 | +2% | 4.3% | 93% | 64 | 9.38% | 4.4 |
|
| 4530 |
4530
Baldrige Asset Management
Allentown,
Pennsylvania
| US$1.08億 | +US$605萬 | +6% | 2.76% | 43.5% | 79 | 7.59% | 0.2 |
|
| 4531 |
SRCM
4531
Swift Run Capital Management
Charlottesville,
Virginia
| US$1.08億 | US$0 | 0% | 1.62% | 9.9% | 41 | 2.44% | 3 |
|
| 4532 |
4532
Sanctuary Wealth Management
Pocatello,
Idaho
| US$1.08億 | +US$1162萬 | +12% | 1.98% | – | 29 | 20.69% | 0.9 |
|
| 4533 |
BP
4533
Barker Partnership
Grand Cayman,
Cayman Islands
| US$1.08億 | +US$2733萬 | +34% | 33.7% | – | 2 | 0% | 1.5 |
|
| 4534 |
4534
Claro Advisors
Boston,
Massachusetts
| US$1.08億 | +US$728萬 | +7% | 3.88% | 98.8% | 168 | 16.07% | 0.4 |
|
| 4535 |
4535
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$1.08億 | +US$411萬 | +4% | 4.1% | 61.1% | 109 | 6.42% | 3.6 |
|
| 4536 |
4536
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$1.08億 | -US$45.5萬 | -0.4% | 5.37% | 200% | 106 | 18.87% | 0.4 |
|
| 4537 |
RHDIC
4537
R.H. Dinel Investment Counsel
Los Angeles,
California
| US$1.08億 | +US$688萬 | +7% | 7.96% | 55.9% | 47 | 0% | 4.9 |
|
| 4538 |
4538
Mork Capital Management
Healdsburg,
California
| US$1.08億 | +US$39.4萬 | +0.4% | 2.04% | 61.9% | 109 | 11.01% | 1.8 |
|
| 4539 |
4539
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$1.08億 | +US$422萬 | +4% | 3.23% | 136% | 97 | 14.43% | 1.1 |
|
| 4540 |
4540
Madrona Financial Services
Everett,
Washington
| US$1.08億 | +US$1646萬 | +18% | 3.52% | 85.1% | 59 | 37.29% | 1.9 |
|
| 4541 |
4541
Fairhaven Wealth Management
Oak Brook,
Illinois
| US$1.08億 | +US$244萬 | +2% | 1.72% | – | 85 | 15.29% | 0.5 |
|
| 4542 |
4542
Providence Wealth Advisors
Frankfort,
Illinois
| US$1.07億 | +US$116萬 | +1% | 3.2% | 121% | 85 | 12.94% | 1.1 |
|
| 4543 |
4543
Constellation Investimentos e Participacoes
Sao Paulo,
Brazil
| US$1.07億 | -US$1187萬 | -10% | 21.1% | 172% | 7 | 42.86% | 0.2 |
|
| 4544 |
4544
Rainey & Randall Wealth Advisors
Celebration,
Florida
| US$1.07億 | -US$3499萬 | -25% | 3.17% | 52.3% | 45 | 53.33% | 1 |
|
| 4545 |
4545
Moseley Investment Management
Bradenton,
Florida
| US$1.07億 | +US$1117萬 | +12% | 3.36% | 96.6% | 131 | 9.92% | 0.2 |
|
| 4546 |
4546
IRON Financial
Northbrook,
Illinois
| US$1.07億 | -US$5090萬 | -32% | 5.11% | 60.6% | 105 | 22.86% | 1.9 |
|
| 4547 |
4547
Legacy Financial Strategies
Overland Park,
Kansas
| US$1.07億 | -US$992萬 | -8% | 3.11% | 76.7% | 60 | 18.33% | 1.1 |
|
| 4548 |
4548
1492 Capital Management
Milwaukee,
Wisconsin
| US$1.07億 | -US$1122萬 | -10% | 2.27% | 332% | 106 | 43.4% | 1.3 |
|
| 4549 |
MCM
4549
Maxim Capital Management
San Francisco,
California
| US$1.07億 | -US$51.8萬 | -0.5% | 1.51% | – | 29 | 13.79% | 0.4 |
|
| 4550 |
4550
Ategra Capital Management
Vienna,
Virginia
| US$1.07億 | +US$459萬 | +4% | 3.42% | 114% | 101 | 14.85% | 0.2 |
|