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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Prince Street Capital Management
New York
| US$1.68億 | +US$2795萬 | +20% | 11.9% | 302% | 22 | 45.45% | 0.8 |
|
| 5002 |
5002
Keystone Wealth Partners
Chandler,
Arizona
| US$1.68億 | +US$1904萬 | +13% | 3.5% | – | 31 | 29.03% | 0.4 |
|
| 5003 |
5003
Holistic Financial Partners
Indianapolis,
Indiana
| US$1.68億 | +US$1598萬 | +11% | 7.53% | 95.7% | 134 | 23.88% | 1.3 |
|
| 5004 |
5004
Kingstown Capital Management
New York
| US$1.67億 | -US$1.23億 | -42% | 5.53% | 38.6% | 155 | 70.97% | 0.3 |
|
| 5005 |
5005
Godsey & Gibb Inc
Richmond,
Virginia
| US$1.67億 | -US$6.45億 | -79% | 5.06% | 87.5% | 169 | 84.62% | 0.9 |
|
| 5006 |
JPLA
5006
Joseph P. Lucia & Associates
Yorktown Heights,
New York
| US$1.67億 | -US$5683萬 | -25% | 6.03% | 74.3% | 646 | 14.4% | 0.7 |
|
| 5007 |
5007
Courage Capital Management
Nashville,
Tennessee
| US$1.67億 | +US$3044萬 | +22% | 9.38% | 86.5% | 50 | 42% | 1.2 |
|
| 5008 |
5008
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
| US$1.67億 | +US$1008萬 | +6% | 7.65% | 84.8% | 110 | 15.45% | 1.5 |
|
| 5009 |
LP
5009
LGL Partners
Philadelphia,
Pennsylvania
| US$1.67億 | -US$730萬 | -4% | 6.37% | 68.9% | 98 | 14.29% | 2.6 |
|
| 5010 |
5010
Birchview Capital
Burlington,
Vermont
| US$1.67億 | -US$127萬 | -0.8% | 0.66% | 327% | 63 | 15.87% | 2.1 |
|
| 5011 |
5011
Penbrook Management
New York
| US$1.67億 | +US$2788萬 | +20% | 12.8% | 107% | 107 | 7.48% | 4.2 |
|
| 5012 |
5012
Friedenthal Financial
Marlton,
New Jersey
| US$1.67億 | +US$3100萬 | +23% | 2.75% | 105% | 75 | 45.33% | 2 |
|
| 5013 |
5013
Osmium Partners
Greenbrae,
California
| US$1.67億 | +US$5776萬 | +53% | 1.45% | 28.4% | 16 | 50% | 1.8 |
|
| 5014 |
5014
Coyle Financial Counsel
Glenview,
Illinois
| US$1.67億 | +US$2235萬 | +15% | 6.53% | 67.3% | 61 | 13.11% | 2.2 |
|
| 5015 |
5015
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$1.67億 | +US$940萬 | +6% | 6.71% | 56.9% | 84 | 19.05% | 1.8 |
|
| 5016 |
5016
Pavion Blue Capital
Newport Beach,
California
| US$1.67億 | +US$1472萬 | +10% | 7.49% | 77.6% | 93 | 6.45% | 1.2 |
|
| 5017 |
5017
LPWM LLC
Minneapolis,
Minnesota
| US$1.67億 | +US$1784萬 | +12% | 7% | 59.4% | 63 | 9.52% | 1.1 |
|
| 5018 |
5018
Fusion Capital
Mt. Pleasant,
South Carolina
| US$1.66億 | +US$1270萬 | +8% | 7.21% | 108% | 78 | 11.54% | 1 |
|
| 5019 |
5019
Hubbell Strickland Wealth Management
New Orleans,
Louisiana
| US$1.66億 | +US$1073萬 | +7% | 5.69% | 56.8% | 69 | 10.14% | 1.5 |
|
| 5020 |
5020
Ranch Capital Advisors
Sarasota,
Florida
| US$1.66億 | +US$1491萬 | +10% | 6.79% | 92.6% | 944 | 36.86% | 1 |
|
| 5021 |
5021
Hixon Zuercher
Findlay,
Ohio
| US$1.66億 | +US$1494萬 | +10% | 10.3% | 101% | 57 | 3.51% | 1.2 |
|
| 5022 |
5022
Demars Financial Group
Spokane Valley,
Washington
| US$1.66億 | +US$1756萬 | +12% | 7.29% | 69.1% | 85 | 5.88% | 0.9 |
|
| 5023 |
5023
Annandale Capital
Dallas,
Texas
| US$1.66億 | +US$2507萬 | +18% | 8.06% | 57.2% | 84 | 19.05% | 0.4 |
|
| 5024 |
TL
5024
TowerView LLC
New York
| US$1.66億 | +US$517萬 | +3% | 0.31% | 17.9% | 36 | 38.89% | 2.5 |
|
| 5025 |
5025
Tacita Capital
Toronto,
Ontario, Canada
| US$1.66億 | +US$1187萬 | +8% | 6.44% | 72.3% | 209 | 21.53% | 0.4 |
|