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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 |
5101
Chaney Capital Management
Lynnwood,
Washington
| US$2.55億 | +US$3045萬 | +14% | 9.26% | – | 36 | 5.56% | 1.3 |
|
| 5102 |
5102
Oliver Lagore Vanvalin Investment Group
Flint,
Michigan
| US$2.55億 | – | – | 9.31% | – | 661 | – | 2.2 |
|
| 5103 |
5103
Malaga Cove Capital
Pv Estates,
California
| US$2.55億 | +US$2321萬 | +10% | 15.8% | 97.3% | 193 | 22.8% | 2.6 |
|
| 5104 |
5104
Range Financial Group
Tigard,
Oregon
| US$2.55億 | +US$2923萬 | +13% | 12.3% | 195% | 210 | 21.9% | 1.4 |
|
| 5105 |
BOC
5105
Barbara Oil Co
Chicago,
Illinois
| US$2.54億 | +US$816萬 | +3% | 5.72% | 76.9% | 76 | 3.95% | 8.7 |
|
| 5106 |
5106
Incline Global Management
New York
| US$2.54億 | +US$9212萬 | +57% | 26.6% | 40.1% | 29 | 24.14% | 1.6 |
|
| 5107 |
5107
Camarda Financial Advisors
Fleming Island,
Florida
| US$2.54億 | +US$3260萬 | +15% | 14% | 196% | 121 | 34.71% | 1.5 |
|
| 5108 |
5108
Verger Capital Management
Winston-Salem,
North Carolina
| US$2.54億 | +US$2679萬 | +12% | 6.55% | 58.3% | 14 | 0% | 7.8 |
|
| 5109 |
5109
Sherman Porfolios
Coeur D'alene,
Idaho
| US$2.54億 | – | – | 12.9% | – | 57 | – | 0.2 |
|
| 5110 |
5110
Dupree Financial Group
Lexington,
Kentucky
| US$2.54億 | +US$759萬 | +3% | 3.32% | 75.8% | 82 | 30.49% | 1 |
|
| 5111 |
5111
Briaud Financial Planning
College Station,
Texas
| US$2.54億 | +US$191萬 | +0.8% | 8% | 113% | 372 | 45.97% | 0.6 |
|
| 5112 |
5112
Accel Leaders 4 Associates
Palo Alto,
California
| US$2.53億 | +US$1.57億 | +162% | 162% | – | 1 | 0% | 0.5 |
|
| 5113 |
SWMG
5113
Signature Wealth Management Group
Atlanta,
Georgia
| US$2.53億 | -US$317萬 | -1% | 2.72% | – | 123 | 13.82% | 3.3 |
|
| 5114 |
5114
STF Management
Frisco,
Texas
| US$2.53億 | +US$4512萬 | +22% | 21.2% | 208% | 102 | 1.96% | 2.2 |
|
| 5115 |
5115
Wela Strategies
Atlanta,
Georgia
| US$2.53億 | +US$1651萬 | +7% | 5.38% | 51.3% | 53 | 1.89% | 2.8 |
|
| 5116 |
5116
325 Capital
New York
| US$2.53億 | +US$1190萬 | +5% | 22.5% | 226% | 11 | 0% | 2.3 |
|
| 5117 |
5117
Letson Investment Management
Atlanta,
Georgia
| US$2.53億 | +US$525萬 | +2% | 3.99% | – | 95 | 9.47% | 1.3 |
|
| 5118 |
AFP
5118
Advus Financial Partners
Winter Park,
Florida
| US$2.53億 | +US$1983萬 | +8% | 7.65% | 56.5% | 66 | 12.12% | 2.4 |
|
| 5119 |
5119
Elevation Wealth Partners
Santa Rosa,
California
| US$2.53億 | +US$2187萬 | +9% | 8.23% | 69.9% | 504 | 4.96% | 1.7 |
|
| 5120 |
5120
ICW Investment Advisors
Scottsdale,
Arizona
| US$2.53億 | +US$773萬 | +3% | 4% | 58.6% | 142 | 2.82% | 4.6 |
|
| 5121 |
5121
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$2.53億 | +US$2238萬 | +10% | 7.23% | 90.8% | 110 | 14.55% | 2.9 |
|
| 5122 |
5122
Realta Investment Advisors
Wilmington,
Delaware
| US$2.53億 | +US$3363萬 | +15% | 18.9% | 151% | 347 | 20.75% | 2.9 |
|
| 5123 |
5123
HF Advisory Group
Annapolis,
Maryland
| US$2.53億 | +US$2420萬 | +11% | 7.16% | 73.2% | 166 | 4.82% | 2.1 |
|
| 5124 |
5124
First Dallas Securities
Dallas,
Texas
| US$2.53億 | +US$1369萬 | +6% | 13.3% | 163% | 129 | 17.83% | 2.8 |
|
| 5125 |
5125
Sachetta
Lynnfield,
Massachusetts
| US$2.53億 | +US$888萬 | +4% | 8.94% | – | 1,207 | 16.65% | 1.3 |
|