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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Kercheville Advisors
San Antonio,
Texas
| US$3.28億 | +US$1579萬 | +5% | 30.2% | 261% | 119 | 20.17% | 2.6 |
|
| 5027 |
5027
Stance Capital
Boston,
Massachusetts
| US$3.28億 | +US$1.22億 | +59% | 31.5% | – | 426 | 54.46% | 0.3 |
|
| 5028 |
5028
Pecaut & Co
Sioux City,
Iowa
| US$3.28億 | +US$2024萬 | +7% | 8.32% | 62.8% | 66 | 1.52% | 5.2 |
|
| 5029 |
5029
NVP Associates
Menlo Park,
California
| US$3.28億 | +US$1.52億 | +86% | 56.1% | 953% | 8 | 50% | 1.1 |
|
| 5030 |
5030
Kaydan Wealth Management
Fenton,
Michigan
| US$3.28億 | +US$2910萬 | +10% | 12.2% | 58% | 118 | 10.17% | 3.1 |
|
| 5031 |
5031
Vantage Point Financial
Lisle,
Illinois
| US$3.28億 | +US$4293萬 | +15% | 13.9% | – | 204 | 21.57% | 1 |
|
| 5032 |
5032
Tabor Asset Management
New York
| US$3.28億 | +US$7880萬 | +32% | 16.7% | 214% | 57 | 49.12% | 0.8 |
|
| 5033 |
5033
Engaged Capital
Newport Beach,
California
| US$3.27億 | +US$2366萬 | +8% | 21.8% | 26.2% | 10 | 10% | 1.9 |
|
| 5034 |
5034
Richard W. Paul & Associates
Novi,
Michigan
| US$3.27億 | +US$2990萬 | +10% | 12.9% | 65.2% | 334 | 14.37% | 2.5 |
|
| 5035 |
5035
Wealth Advisors of Tampa Bay
Tampa,
Florida
| US$3.27億 | +US$2457萬 | +8% | 12.8% | 86.2% | 96 | 5.21% | 4.1 |
|
| 5036 |
DS
5036
Dalal Street
West Lake Hills,
Texas
| US$3.27億 | -US$9614萬 | -23% | 18.7% | 92.7% | 4 | 25% | 1.6 |
|
| 5037 |
5037
Tred Avon Family Wealth
Easton,
Maryland
| US$3.27億 | +US$2540萬 | +8% | 14.7% | – | 278 | 11.87% | 0.7 |
|
| 5038 |
RL
5038
Rogco LP
Claremore,
Oklahoma
| US$3.27億 | +US$2716萬 | +9% | 10.2% | 53.3% | 236 | 18.22% | 1.9 |
|
| 5039 |
5039
JCIC Asset Management
Toronto,
Ontario, Canada
| US$3.26億 | US$0 | 0% | 9.06% | – | 113 | 0% | 4.8 |
|
| 5040 |
CIM
5040
Capital Investment Management
Lees Summit,
Missouri
| US$3.26億 | +US$3525萬 | +12% | 11.3% | – | 139 | 15.11% | 0.4 |
|
| 5041 |
5041
Vigilare Wealth Management
Scottsdale,
Arizona
| US$3.26億 | +US$3027萬 | +10% | 9.28% | 59.5% | 130 | 21.54% | 2.5 |
|
| 5042 |
5042
Morris Financial Concepts
Mount Pleasant,
South Carolina
| US$3.26億 | +US$3156萬 | +11% | 12% | 56.5% | 207 | 7.25% | 3.1 |
|
| 5043 |
5043
Register Financial Advisors
Atlanta,
Georgia
| US$3.26億 | +US$5555萬 | +21% | 27.2% | 130% | 438 | 14.38% | 2 |
|
| 5044 |
5044
Hassell Wealth Management
Houma,
Louisiana
| US$3.26億 | +US$2797萬 | +9% | 8.97% | 49.7% | 29 | 3.45% | 2.7 |
|
| 5045 |
5045
Aventura Private Wealth
Aventura,
Florida
| US$3.26億 | +US$5250萬 | +19% | 24.2% | – | 1,021 | 15.48% | 1.1 |
|
| 5046 |
5046
LCNB Corp
Lebanon,
Ohio
| US$3.26億 | +US$2848萬 | +10% | 15.4% | 75.2% | 191 | 6.28% | 5.8 |
|
| 5047 |
5047
Forza Wealth Management
Sarasota,
Florida
| US$3.26億 | +US$3847萬 | +13% | 11.3% | 69.8% | 198 | 7.07% | 2.7 |
|
| 5048 |
5048
Snow Phipps Group
New York
| US$3.26億 | +US$827萬 | +3% | 2.58% | 58% | 2 | 0% | 6.3 |
|
| 5049 |
5049
Sycale Advisors
New York
| US$3.26億 | +US$1.25億 | +63% | 11.8% | 31.5% | 28 | 53.57% | 0.7 |
|
| 5050 |
5050
New Perspectives Inc
Ridgeland,
Mississippi
| US$3.26億 | +US$3710萬 | +13% | 10.2% | – | 50 | 14% | 2.5 |
|