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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
4726
Sutton Wealth Advisors
Tampa,
Florida
| US$1.87億 | -US$7519萬 | -29% | 6.19% | 40.9% | 1,674 | 53.11% | 4.9 |
|
| 4727 |
4727
Armor Advisors
New York
| US$1.87億 | -US$8801萬 | -32% | 4.73% | 78.5% | 14 | 35.71% | 0.8 |
|
| 4728 |
4728
Blue Zone Wealth Advisors
Los Angeles,
California
| US$1.87億 | -US$23.4萬 | -0.1% | 12% | 91.1% | 90 | 15.56% | 2 |
|
| 4729 |
4729
Affinity Investment Advisors
Newport Beach,
California
| US$1.87億 | -US$3034萬 | -14% | 3.94% | 189% | 205 | 16.1% | 2.5 |
|
| 4730 |
4730
Alpha Square Group S
New York
| US$1.87億 | -US$4330萬 | -19% | 51.4% | 53.8% | 42 | 64.29% | 0.9 |
|
| 4731 |
4731
Fortis Capital Advisors
Prairie Village,
Kansas
| US$1.87億 | +US$1878萬 | +11% | 12.6% | 127% | 783 | 31.67% | 0.2 |
|
| 4732 |
4732
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$1.87億 | +US$542萬 | +3% | 6.12% | 66.8% | 103 | 6.8% | 6 |
|
| 4733 |
4733
Wela Strategies
Atlanta,
Georgia
| US$1.87億 | +US$876萬 | +5% | 4.08% | 51.3% | 49 | 14.29% | 3.1 |
|
| 4734 |
4734
Wilshire Advisors
Santa Monica,
California
| US$1.87億 | +US$364萬 | +2% | 5.49% | 118% | 11 | 18.18% | 2.2 |
|
| 4735 |
4735
Unio Capital
Princeton,
New Jersey
| US$1.87億 | +US$676萬 | +4% | 9% | 97.8% | 44 | 9.09% | 3.4 |
|
| 4736 |
4736
Keystone Financial Services (Colorado)
Loveland,
Colorado
| US$1.87億 | +US$71.6萬 | +0.4% | 7.03% | 66% | 83 | 8.43% | 1 |
|
| 4737 |
4737
Jacobsen Capital Management
Salt Lake City,
Utah
| US$1.87億 | -US$97.2萬 | -0.5% | 7.21% | 97.3% | 82 | 50% | 1.8 |
|
| 4738 |
4738
Abacus FCF Advisors
Orlando,
Florida
| US$1.87億 | +US$3333萬 | +22% | 8.79% | 197% | 155 | 21.29% | 1.4 |
|
| 4739 |
4739
Madrona Financial Services
Everett,
Washington
| US$1.86億 | +US$1166萬 | +7% | 6.75% | 85.1% | 87 | 12.64% | 2.5 |
|
| 4740 |
4740
Joule Financial
Lexington,
Kentucky
| US$1.86億 | +US$3546萬 | +24% | 5.62% | 55.5% | 114 | 24.56% | 0.6 |
|
| 4741 |
4741
Royal Harbor Partners
Houston,
Texas
| US$1.86億 | +US$2442萬 | +15% | 5.53% | 54.6% | 87 | 34.48% | 1.4 |
|
| 4742 |
4742
Alight Capital Management
New York
| US$1.86億 | +US$9243萬 | +98% | 26% | 466% | 63 | 63.49% | 0.5 |
|
| 4743 |
DI
4743
DAGCO Inc
Westlake,
Ohio
| US$1.86億 | +US$1514萬 | +9% | 4.91% | 75% | 85 | 9.41% | 3.4 |
|
| 4744 |
4744
Stiles Financial Services
Edina,
Minnesota
| US$1.86億 | +US$1125萬 | +6% | 10.2% | 144% | 192 | 13.02% | 1 |
|
| 4745 |
4745
Vance Wealth
Santa Clarita,
California
| US$1.86億 | +US$2582萬 | +16% | 7.42% | 66.4% | 78 | 11.54% | 0.9 |
|
| 4746 |
4746
Stonehearth Capital Management
Danvers,
Massachusetts
| US$1.86億 | +US$834萬 | +5% | 4.04% | 87.5% | 79 | 20.25% | 2.4 |
|
| 4747 |
CPA
4747
Capital Performance Advisors
Walnut Creek,
California
| US$1.86億 | +US$1188萬 | +7% | 5.74% | 77.1% | 55 | 10.91% | 1 |
|
| 4748 |
4748
Old West Investment Management
Los Angeles,
California
| US$1.86億 | +US$2596萬 | +16% | 5.49% | 242% | 60 | 36.67% | 2.7 |
|
| 4749 |
4749
Santori & Peters Inc
Canonsburg,
Pennsylvania
| US$1.86億 | +US$1517萬 | +9% | 3.18% | 103% | 55 | 20% | 3.2 |
|
| 4750 |
4750
Lowe Wealth Advisors
Columbia,
Maryland
| US$1.86億 | +US$479萬 | +3% | 5.29% | 63.3% | 367 | 7.08% | 4.5 |
|