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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4576 |
PB
4576
Pinnacle Bancorp
Beatrice,
Nebraska
| US$3.84億 | +US$4560萬 | +13% | 12.6% | 68.3% | 946 | 9.09% | 5 |
|
| 4577 |
JWS
4577
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$3.84億 | +US$8520萬 | +28% | 16.9% | 76.5% | 186 | 32.26% | 2.5 |
|
| 4578 |
RC
4578
Reik & Co
New York
| US$3.84億 | +US$2141萬 | +6% | 8.21% | 38.6% | 60 | 6.67% | 8.4 |
|
| 4579 |
IAA
4579
Independence Asset Advisors
Wynnewood,,
Pennsylvania
| US$3.84億 | +US$1.07億 | +39% | 9.16% | – | 27 | 18.52% | 0.8 |
|
| 4580 |
C1AG
4580
Client 1st Advisory Group
Dunedin,
Florida
| US$3.84億 | +US$5450萬 | +17% | 12.2% | 57.4% | 152 | 12.5% | 3.1 |
|
| 4581 |
SI
4581
Schusterman Interests
Tulsa,
Oklahoma
| US$3.83億 | -US$797萬 | -2% | 6.42% | 344% | 10 | 20% | 1.4 |
|
| 4582 |
SGCM
4582
Sand Grove Capital Management
London,
United Kingdom
| US$3.83億 | -US$6098萬 | -14% | 13.8% | 410% | 25 | 68% | 0.3 |
|
| 4583 |
HPM
4583
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$3.83億 | +US$5001萬 | +15% | 15.3% | 77.8% | 241 | 16.18% | 2.1 |
|
| 4584 |
PFU
4584
Parus Finance (UK)
London,
United Kingdom
| US$3.83億 | +US$4867萬 | +15% | 42.6% | 199% | 38 | 5.26% | 3.6 |
|
| 4585 |
PPWM
4585
Paragon Private Wealth Management
Lexington,
Kentucky
| US$3.83億 | +US$6350萬 | +20% | 25% | 93.9% | 239 | 14.23% | 2.3 |
|
| 4586 |
CA
4586
Claris Advisors
St. Louis,
Missouri
| US$3.83億 | +US$4885萬 | +15% | 13% | 65.7% | 75 | 8% | 2.6 |
|
| 4587 |
RC
4587
RV Capital
Schindellegi,
Switzerland
| US$3.83億 | +US$25.9萬 | +0.1% | 13.1% | 250% | 13 | 0% | 2.6 |
|
| 4588 |
VRM
4588
Vectors Research Management
New York
| US$3.83億 | +US$4051萬 | +12% | 17.2% | 67.3% | 151 | 7.95% | 4.1 |
|
| 4589 |
FAP
4589
Financial Advisory Partners
Winter Park,
Florida
| US$3.83億 | +US$2906萬 | +8% | 7.43% | 46.7% | 74 | 10.81% | 3.1 |
|
| 4590 |
CC
4590
Congruence Capital
Los Angeles,
California
| US$3.83億 | +US$8441萬 | +28% | 33.4% | – | 36 | 38.89% | 0.3 |
|
| 4591 |
FP
4591
Fiduciary Planning
Englewood,
Florida
| US$3.82億 | +US$5123萬 | +15% | 17% | 71.4% | 84 | 14.29% | 2.3 |
|
| 4592 |
AFA
4592
Alpha Financial Advisors
Charlotte,
North Carolina
| US$3.82億 | +US$5585萬 | +17% | 11.6% | 41.6% | 116 | 48.28% | 1.2 |
|
| 4593 |
CWM
4593
Cherrydale Wealth Management
Hoboken,
New Jersey
| US$3.82億 | +US$5851萬 | +18% | 16.1% | 72% | 89 | 19.1% | 2.3 |
|
| 4594 |
CM
4594
Cosmic Management
West Hollywood,
California
| US$3.82億 | +US$1.53億 | +67% | 31.3% | – | 5 | 20% | 0.4 |
|
| 4595 |
GJWM
4595
Gilliland Jeter Wealth Management
Little Rock,
Arkansas
| US$3.82億 | +US$4416萬 | +13% | 17% | – | 202 | 12.38% | 1.9 |
|
| 4596 |
PCS
4596
Private Client Services
Louisville,
Kentucky
| US$3.81億 | +US$4693萬 | +14% | 14% | 72% | 245 | 21.63% | 1.4 |
|
| 4597 |
SWM
4597
Selective Wealth Management
Forest,
Virginia
| US$3.81億 | +US$4366萬 | +13% | 10.9% | 74.4% | 141 | 18.44% | 2.8 |
|
| 4598 |
NWM
4598
Northcape Wealth Management
Williamsville,
New York
| US$3.81億 | +US$1433萬 | +4% | 7.09% | 66% | 149 | 8.72% | 3 |
|
| 4599 |
LFP
4599
Leeward Financial Partners
Bellevue,
Washington
| US$3.81億 | +US$4495萬 | +13% | 17.6% | 83% | 108 | 10.19% | 2.6 |
|
| 4600 |
WRM
4600
Weybosset Research & Management
Province,
Rhode Island
| US$3.81億 | +US$3415萬 | +10% | 12.7% | 73.4% | 33 | 3.03% | 6.5 |
|