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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
4751
Aull & Monroe Investment Management
Mobile,
Alabama
| US$1.99億 | +US$232萬 | +1% | 2.48% | 98.3% | 134 | 2.24% | 7.3 |
|
| 4752 |
4752
Financial Partners Group (Tennessee)
Gallatin,
Tennessee
| US$1.99億 | +US$754萬 | +4% | 8.29% | – | 82 | 15.85% | 0.4 |
|
| 4753 |
4753
Forza Wealth Management
Sarasota,
Florida
| US$1.99億 | +US$440萬 | +2% | 3.28% | 69.8% | 184 | 4.35% | 0.4 |
|
| 4754 |
4754
Hixon Zuercher
Findlay,
Ohio
| US$1.99億 | +US$2990萬 | +18% | 9.31% | 101% | 62 | 16.13% | 2.5 |
|
| 4755 |
BC
4755
Bullfrog Capital
Palo Alto,
California
| US$1.98億 | +US$3130萬 | +19% | 25% | – | 3 | 0% | 1.5 |
|
| 4756 |
ECG
4756
EPIQ Capital Group
San Francisco,
California
| US$1.98億 | -US$31.7萬 | -0.2% | 5.11% | 6.25% | 55 | 5.45% | 2.3 |
|
| 4757 |
4757
Abacus FCF Advisors
Orlando,
Florida
| US$1.98億 | +US$1172萬 | +6% | 9.57% | 197% | 149 | 15.44% | 1.5 |
|
| 4758 |
4758
Chase Investment Counsel
Charlottesville,
Virginia
| US$1.98億 | +US$1748萬 | +10% | 14.5% | 350% | 126 | 50.79% | 1.6 |
|
| 4759 |
4759
BTS Asset Management
Lincoln,
Massachusetts
| US$1.98億 | +US$2312萬 | +13% | 0.16% | 8.8% | 50 | 34% | 1.2 |
|
| 4760 |
4760
Psagot Value Holdings
Tel Aviv,
Israel
| US$1.98億 | -US$4208萬 | -18% | 11.8% | 45.9% | 656 | 36.89% | 1.5 |
|
| 4761 |
4761
Helen Stephens Group
Fort Worth,
Texas
| US$1.98億 | +US$540萬 | +3% | 4.24% | 53.4% | 74 | 12.16% | 1.2 |
|
| 4762 |
4762
Vista Investment Management
Pittsburgh,
Pennsylvania
| US$1.98億 | +US$833萬 | +4% | 4.04% | 54.4% | 171 | 8.19% | 3.9 |
|
| 4763 |
4763
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| US$1.97億 | +US$9855萬 | +100% | 4.93% | 62.1% | 84 | 30.95% | 1.3 |
|
| 4764 |
4764
Greenhaven Road Investment Management
Greenwich,
Connecticut
| US$1.97億 | +US$2317萬 | +13% | 18.5% | 70.2% | 41 | 26.83% | 1.5 |
|
| 4765 |
4765
Miller Equity Capital Advisors
Irving,
Texas
| US$1.97億 | +US$1835萬 | +10% | 6.81% | 23.7% | 50 | 0% | 3 |
|
| 4766 |
4766
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$1.97億 | +US$1380萬 | +8% | 8% | 79.4% | 37 | 8.11% | 5.8 |
|
| 4767 |
DVF
4767
Discovery Value Fund
Singapore
| US$1.97億 | -US$137萬 | -0.7% | 13.6% | 210% | 6 | 33.33% | 1.7 |
|
| 4768 |
4768
Lowe Wealth Advisors
Columbia,
Maryland
| US$1.97億 | +US$1132萬 | +6% | 4.69% | 63.3% | 368 | 7.88% | 4.6 |
|
| 4769 |
4769
Wills Financial Group
Richmond,
Virginia
| US$1.97億 | +US$1149萬 | +6% | 6.51% | 57.5% | 68 | 7.35% | 4.4 |
|
| 4770 |
4770
Delphi Financial Group
Wilmington,
Delaware
| US$1.97億 | -US$582萬 | -3% | 1.7% | 66.3% | 35 | 25.71% | 2.7 |
|
| 4771 |
4771
CJM Wealth Advisers
Falls Church,
Virginia
| US$1.97億 | +US$2130萬 | +12% | 6.57% | 76.8% | 59 | 13.56% | 1.3 |
|
| 4772 |
4772
Core Wealth Management
Jupiter,
Florida
| US$1.97億 | +US$1179萬 | +6% | 2.58% | 44.5% | 24 | 16.67% | 0.4 |
|
| 4773 |
4773
Beddow Capital Management
Jackson,
Wyoming
| US$1.97億 | -US$273萬 | -1% | 0.31% | 50.7% | 54 | 3.7% | 4.5 |
|
| 4774 |
4774
Enzi Wealth
Austin,
Texas
| US$1.97億 | +US$169萬 | +0.9% | 5.85% | 77% | 72 | 29.17% | 0.6 |
|
| 4775 |
4775
Tiemann Investment Advisors
Menlo Park,
California
| US$1.96億 | +US$1345萬 | +7% | 7.02% | 77% | 198 | 7.07% | 6 |
|