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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4651 |
RWM
4651
Rench Wealth Management
Denton,
Texas
| US$3.72億 | +US$4011萬 | +12% | 20.2% | 106% | 68 | 10.29% | 5.1 |
|
| 4652 |
AB
4652
Atlas Brown
Louisville,
Kentucky
| US$3.72億 | +US$4030萬 | +12% | 18.1% | 115% | 242 | 8.68% | 6.6 |
|
| 4653 |
HAM
4653
Harmony Asset Management
Scottsdale,
Arizona
| US$3.72億 | +US$4517萬 | +14% | 21.1% | – | 214 | 14.95% | 1.6 |
|
| 4654 |
KA
4654
Kooman & Associates
Altoona,
Pennsylvania
| US$3.72億 | +US$3700萬 | +11% | 12% | 59.9% | 60 | 23.33% | 2.3 |
|
| 4655 |
VC
4655
Veery Capital
Wilmington,
Delaware
| US$3.72億 | +US$4622萬 | +14% | 13.6% | 63.4% | 109 | 20.18% | 3.1 |
|
| 4656 |
LAM
4656
Lifestyle Asset Management
Friendswood,
Texas
| US$3.72億 | +US$6589萬 | +22% | 18.3% | 82.6% | 146 | 19.86% | 1.4 |
|
| 4657 |
AIM
4657
Aspen Investment Management
Grand Rapids,
Michigan
| US$3.72億 | +US$4544萬 | +14% | 18.3% | 84.9% | 189 | 10.58% | 5.8 |
|
| 4658 |
HP
4658
HealthInvest Partners
Stockholm,
Sweden
| US$3.72億 | +US$6202萬 | +20% | 19.1% | – | 42 | 14.29% | 1.7 |
|
| 4659 |
CPIA
4659
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$3.72億 | +US$3125萬 | +9% | 14.5% | 83.7% | 192 | 10.94% | 5 |
|
| 4660 |
MP
4660
MIO Partners
New York
| US$3.72億 | +US$3191萬 | +9% | 14.8% | – | 7 | 28.57% | 0.4 |
|
| 4661 |
GWM
4661
Graybill Wealth Management
Elmhurst,
Illinois
| US$3.72億 | +US$4307萬 | +13% | 18% | – | 84 | 3.57% | 5.2 |
|
| 4662 |
SCA
4662
Strathmore Capital Advisors
Charlotte,
North Carolina
| US$3.71億 | +US$1754萬 | +5% | 8.9% | – | 144 | 5.56% | 0.9 |
|
| 4663 |
BWAM
4663
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$3.71億 | +US$4560萬 | +14% | 18.3% | 101% | 401 | 4.49% | 4.9 |
|
| 4664 |
RW
4664
Regimen Wealth
Atlanta,
Georgia
| US$3.71億 | +US$2879萬 | +8% | 6.82% | 34.4% | 77 | 10.39% | 2.3 |
|
| 4665 |
RWM
4665
Reston Wealth Management
Reston,
Virginia
| US$3.71億 | +US$4456萬 | +14% | 13.3% | 60.7% | 67 | 10.45% | 3.8 |
|
| 4666 |
PWMA
4666
Pension & Wealth Management Advisors
Waltham,
Massachusetts
| US$3.71億 | +US$3365萬 | +10% | 11% | 49.9% | 578 | 17.13% | 1.7 |
|
| 4667 |
WE
4667
Wealth Effects
Boston,
Massachusetts
| US$3.7億 | +US$8831萬 | +31% | 43.5% | 202% | 265 | 13.96% | 2.5 |
|
| 4668 |
CPC
4668
Congress Park Capital
Saratoga Springs,
New York
| US$3.7億 | +US$4477萬 | +14% | 20.5% | 99.9% | 146 | 18.49% | 3.7 |
|
| 4669 |
NCM
4669
Next Capital Management
New York
| US$3.7億 | +US$4026萬 | +12% | 11.4% | 61.3% | 148 | 16.22% | 3.2 |
|
| 4670 |
VC
4670
Veracity Capital
Atlanta,
Georgia
| US$3.7億 | +US$9047萬 | +32% | 22.7% | 149% | 237 | 21.1% | 3 |
|
| 4671 |
BOSSRA
4671
B.O.S.S. Retirement Advisors
Lehi,
Utah
| US$3.7億 | +US$4228萬 | +13% | 13.8% | 69.7% | 195 | 30.26% | 1.3 |
|
| 4672 |
GCM
4672
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$3.7億 | +US$1.31億 | +55% | 89.8% | 961% | 59 | 33.9% | 0.5 |
|
| 4673 |
CC
4673
Cypress Capital
Franklin,
Tennessee
| US$3.7億 | +US$1842萬 | +5% | 7.73% | 39.8% | 115 | 19.13% | 2.6 |
|
| 4674 |
MLCM
4674
M & L Capital Management
London,
United Kingdom
| US$3.7億 | -US$3685萬 | -9% | 102% | – | 27 | 66.67% | 0.5 |
|
| 4675 |
ACA
4675
AYAL Capital Advisors
Toronto,
Ontario, Canada
| US$3.7億 | +US$83萬 | +0.2% | 22.8% | – | 78 | 71.79% | 0.5 |
|