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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4551 |
MA
4551
MSA Advisors
Santa Monica,
California
| US$3.89億 | +US$5592萬 | +17% | 14.8% | – | 54 | 27.78% | 1.3 |
|
| 4552 |
KFSC
4552
Keystone Financial Services (Colorado)
Loveland,
Colorado
| US$3.88億 | +US$4769萬 | +14% | 14.5% | 66% | 139 | 20.14% | 2.2 |
|
| 4553 |
PWM
4553
Provident Wealth Management
Brentwood,
Tennessee
| US$3.88億 | +US$5781萬 | +17% | 12.2% | 53.3% | 164 | 20.12% | 2.6 |
|
| 4554 |
VFIC
4554
Valley Forge Investment Consultants
Audubon,
Pennsylvania
| US$3.88億 | +US$5465萬 | +16% | 13.4% | 61.9% | 90 | 12.22% | 3.4 |
|
| 4555 |
KFP
4555
Keystone Financial Planning
Cleveland,
Ohio
| US$3.88億 | +US$1356萬 | +4% | 2.16% | 46% | 42 | 11.9% | 6.9 |
|
| 4556 |
MJP
4556
Michael J. Puzo
| US$3.88億 | +US$4446萬 | +13% | 27.1% | 90.3% | 71 | 12.68% | 7.2 |
|
| 4557 |
TB
4557
Terril Brothers
St. Louis,
Missouri
| US$3.88億 | +US$2202萬 | +6% | 5.52% | 94.4% | 77 | 10.39% | 3.6 |
|
| 4558 |
POEH
4558
Post Oak Energy Holdings
Houston,
Texas
| US$3.88億 | -US$6125萬 | -14% | 13.6% | 64.6% | 1 | 0% | 3.5 |
|
| 4559 |
CU
4559
CDAM (UK)
London,
United Kingdom
| US$3.87億 | -US$6355萬 | -14% | 13% | 7.89% | 12 | 8.33% | 3.7 |
|
| 4560 |
SC
4560
Stolper & Co
Tulsa,
Oklahoma
| US$3.87億 | +US$3482萬 | +10% | 8.91% | 77.1% | 98 | 13.27% | 4.5 |
|
| 4561 |
OPW
4561
Osprey Private Wealth
New York
| US$3.87億 | +US$4187萬 | +12% | 8.65% | – | 88 | 12.5% | 1.1 |
|
| 4562 |
SC
4562
Slotnik Capital
Dallas,
Texas
| US$3.87億 | +US$4508萬 | +13% | 15.7% | – | 43 | 72.09% | 0.2 |
|
| 4563 |
LAM
4563
LOM Asset Management
Hamilton,
| US$3.87億 | +US$3907萬 | +11% | 24.2% | – | 292 | 9.59% | 0.9 |
|
| 4564 |
DF
4564
Donoghue Forlines
Boston,
Massachusetts
| US$3.87億 | +US$2530萬 | +7% | 42.1% | 199% | 164 | 58.54% | 0.7 |
|
| 4565 |
RM
4565
Rudius Management
New York
| US$3.86億 | +US$2883萬 | +8% | 2.9% | 8.92% | 10 | 70% | 1.2 |
|
| 4566 |
PC
4566
Prairiewood Capital
Fargo,
North Dakota
| US$3.86億 | +US$4002萬 | +12% | 7.9% | 42.6% | 83 | 9.64% | 3 |
|
| 4567 |
GCCM
4567
Gate City Capital Management
Chicago,
Illinois
| US$3.86億 | +US$1.29億 | +50% | 84.6% | – | 19 | 26.32% | 1.3 |
|
| 4568 |
TCM
4568
Topline Capital Management
Santa Monica,
California
| US$3.86億 | -US$2.2億 | -36% | 10.9% | – | 52 | 48.08% | 0.8 |
|
| 4569 |
BWM
4569
Baron Wealth Management
Troy,
Michigan
| US$3.86億 | +US$5126萬 | +15% | 15% | 86.8% | 326 | 21.17% | 1.5 |
|
| 4570 |
IFA
4570
Independence Financial Advisors
Franklin,
New Hampshire
| US$3.86億 | +US$5233萬 | +16% | 11.8% | – | 60 | 23.33% | 1 |
|
| 4571 |
CI
4571
Capital Innovations
Pewaukee,
Wisconsin
| US$3.85億 | -US$1397萬 | -3% | 1.48% | – | 104 | 100% | 0 |
|
| 4572 |
UAH
4572
United Airlines Holdings
Chicago,
Illinois
| US$3.85億 | +US$1.75億 | +83% | 10.2% | – | 4 | 25% | 0.4 |
|
| 4573 |
SFA
4573
Seneca Financial Advisors
Rochester,
New York
| US$3.85億 | +US$4378萬 | +13% | 10.3% | 47.3% | 68 | 8.82% | 3.4 |
|
| 4574 |
CCM
4574
Cutler Capital Management
Worcester,
Massachusetts
| US$3.85億 | +US$1515萬 | +4% | 3.27% | 39.7% | 129 | 13.95% | 3.8 |
|
| 4575 |
WCM
4575
Windsor Capital Management
Phoenix,
Arizona
| US$3.85億 | +US$2995萬 | +8% | 10.9% | 49.1% | 132 | 12.12% | 6.6 |
|