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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5101 |
GJIA
5101
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$3.21億 | +US$3094萬 | +11% | 10.9% | 58.3% | 643 | 9.49% | 2.6 |
|
| 5102 |
GIM
5102
GE Investment Management
Norwalk,
Connecticut
| US$3.21億 | +US$7704萬 | +32% | 31.6% | – | 4 | 0% | 2.4 |
|
| 5103 |
TCP
5103
TMB Capital Partners
Little Rock,
Arkansas
| US$3.21億 | +US$2324萬 | +8% | 8.8% | – | 189 | 13.23% | 0.5 |
|
| 5104 |
LCM
5104
Leisure Capital Management
Costa Mesa,
California
| US$3.2億 | +US$3470萬 | +12% | 21% | 98% | 162 | 8.02% | 5.2 |
|
| 5105 |
BWM
5105
Biltmore Wealth Management
Tempe,
Arizona
| US$3.2億 | +US$3919萬 | +14% | 9.94% | 59.8% | 65 | 18.46% | 4.5 |
|
| 5106 |
AFS
5106
Aft Forsyth & Sober
Valrico,
Florida
| US$3.2億 | -US$778萬 | -2% | 17.7% | 94.6% | 63 | 6.35% | 4.9 |
|
| 5107 |
SIC
5107
Samalin Investment Counsel
Chappaqua,
New York
| US$3.2億 | +US$3798萬 | +13% | 11.4% | 62.8% | 352 | 13.92% | 3.1 |
|
| 5108 |
IP
5108
Investment Partners
New Philadelphia,
Ohio
| US$3.2億 | +US$3885萬 | +14% | 15.7% | 74.1% | 167 | 8.98% | 5.8 |
|
| 5109 |
JAM
5109
JW Asset Management
Miami Beach,
Florida
| US$3.2億 | +US$7636萬 | +31% | 63.3% | 251% | 24 | 33.33% | 1.6 |
|
| 5110 |
PCM
5110
Passive Capital Management
Baltimore,
Maryland
| US$3.2億 | -US$1514萬 | -5% | 9.49% | 37.7% | 109 | 18.35% | 2.6 |
|
| 5111 |
PCM
5111
Prospera Capital Management
Gilbert,
Arizona
| US$3.2億 | +US$1.21億 | +60% | 12.2% | – | 66 | 36.36% | 0.8 |
|
| 5112 |
LJCM
5112
Lee Johnson Capital Management
Fort Worth,
Texas
| US$3.2億 | +US$4086萬 | +15% | 34.9% | 118% | 101 | 39.6% | 1 |
|
| 5113 |
GTAM
5113
Global Trust Asset Management
West Palm Beach,
Florida
| US$3.2億 | +US$5822萬 | +22% | 37.4% | 168% | 511 | 19.96% | 4.2 |
|
| 5114 |
BMCM
5114
Burns Matteson Capital Management
Corning,
New York
| US$3.2億 | +US$4666萬 | +17% | 32.5% | 137% | 262 | 55.34% | 1.5 |
|
| 5115 |
SC
5115
Seldon Capital
San Francisco,
California
| US$3.2億 | +US$4764萬 | +18% | 40.5% | 604% | 83 | 32.53% | 2.3 |
|
| 5116 |
BFS
5116
Burkett Financial Services
Rock Hill,
South Carolina
| US$3.2億 | +US$2777萬 | +10% | 11.4% | 63.6% | 288 | 20.83% | 1.7 |
|
| 5117 |
WI
5117
WrapManager Inc
Mill Valley,
California
| US$3.2億 | +US$3172萬 | +11% | 13.7% | 64.6% | 160 | 21.88% | 4.9 |
|
| 5118 |
CLC
5118
Charles-Lim Capital
Central,
Hong Kong
| US$3.19億 | +US$1810萬 | +6% | 16.5% | 4.44% | 7 | 42.86% | 3.5 |
|
| 5119 |
TPW
5119
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$3.19億 | +US$3785萬 | +13% | 15% | 53.5% | 72 | 12.5% | 3.4 |
|
| 5120 |
SFS
5120
Shaker Financial Services
Arlington,
Virginia
| US$3.19億 | +US$3233萬 | +11% | 7.31% | 12.9% | 170 | 27.65% | 2.3 |
|
| 5121 |
BPFA
5121
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| US$3.19億 | +US$8974萬 | +39% | 14.1% | 79.7% | 177 | 12.99% | 2.1 |
|
| 5122 |
CWA
5122
Centerline Wealth Advisors
Louisville,
Kentucky
| US$3.19億 | +US$4116萬 | +15% | 14.5% | – | 82 | 14.63% | 0.8 |
|
| 5123 |
AFS
5123
Axiom Financial Strategies
New Albany,
Indiana
| US$3.19億 | +US$3501萬 | +12% | 12.8% | 54.5% | 35 | 11.43% | 1.1 |
|
| 5124 |
PAG
5124
Powers Advisory Group
Highland,
Illinois
| US$3.19億 | +US$3550萬 | +13% | 8.3% | 49.8% | 133 | 8.27% | 3 |
|
| 5125 |
TTA
5125
Thor Trading Advisors
Greensburg,
Pennsylvania
| US$3.19億 | +US$7734萬 | +32% | 16.2% | – | 41 | 75.61% | 0.3 |
|