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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5126 |
5126
Charles-Lim Capital
Central,
Hong Kong
| US$3.19億 | +US$1810萬 | +6% | 16.5% | 4.44% | 7 | 42.86% | 3.5 |
|
| 5127 |
5127
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$3.19億 | +US$3785萬 | +13% | 15% | 60.2% | 72 | 12.5% | 3.4 |
|
| 5128 |
5128
Shaker Financial Services
Arlington,
Virginia
| US$3.19億 | +US$3233萬 | +11% | 7.31% | 12.9% | 170 | 27.65% | 2.3 |
|
| 5129 |
5129
Barnes Pettey Financial Advisors
Clarksdale,
Mississippi
| US$3.19億 | +US$8974萬 | +39% | 14.1% | 79.7% | 177 | 12.99% | 2.1 |
|
| 5130 |
5130
Centerline Wealth Advisors
Louisville,
Kentucky
| US$3.19億 | +US$4116萬 | +15% | 14.5% | – | 82 | 14.63% | 0.8 |
|
| 5131 |
5131
Axiom Financial Strategies
New Albany,
Indiana
| US$3.19億 | +US$3501萬 | +12% | 12.8% | 54.5% | 35 | 11.43% | 1.1 |
|
| 5132 |
5132
Powers Advisory Group
Highland,
Illinois
| US$3.19億 | +US$3550萬 | +13% | 8.3% | 49.8% | 133 | 8.27% | 3 |
|
| 5133 |
TTA
5133
Thor Trading Advisors
Greensburg,
Pennsylvania
| US$3.19億 | +US$7734萬 | +32% | 16.2% | – | 41 | 75.61% | 0.3 |
|
| 5134 |
SA
5134
Skyline Advisors
Bellingham,
Washington
| US$3.19億 | +US$3204萬 | +11% | 10% | 52% | 132 | 15.91% | 1.5 |
|
| 5135 |
5135
Berkeley Inc
Boise,
Idaho
| US$3.19億 | +US$2061萬 | +7% | 9% | 49.4% | 88 | 10.23% | 3.1 |
|
| 5136 |
5136
Summa Corp
Tomball,
Texas
| US$3.19億 | +US$7671萬 | +32% | 58.9% | 348% | 90 | 15.56% | 1.4 |
|
| 5137 |
5137
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
| US$3.19億 | +US$4221萬 | +15% | 11.3% | 55.5% | 73 | 17.81% | 2.2 |
|
| 5138 |
5138
Beacon Investment Advisors
Gaithersburg,
Maryland
| US$3.18億 | +US$5354萬 | +20% | 26.5% | 96.4% | 182 | 8.24% | 2.5 |
|
| 5139 |
5139
Chaney Capital Management
Lynnwood,
Washington
| US$3.18億 | +US$3440萬 | +12% | 14% | – | 47 | 17.02% | 1.8 |
|
| 5140 |
5140
ShoreHaven Wealth Partners
Red Bank,
New Jersey
| US$3.18億 | +US$3945萬 | +14% | 14.3% | 72.4% | 114 | 16.67% | 2.4 |
|
| 5141 |
5141
Sittner & Nelson
Eugene,
Oregon
| US$3.18億 | +US$4429萬 | +16% | 15.2% | 88.1% | 650 | 18% | 3.3 |
|
| 5142 |
5142
Nixon Capital
Austin,
Texas
| US$3.18億 | +US$2504萬 | +9% | 19.9% | 118% | 27 | 40.74% | 1.1 |
|
| 5143 |
5143
GoodHaven Capital Management
Millburn,
New Jersey
| US$3.18億 | +US$3068萬 | +11% | 9.98% | 80.7% | 26 | 0% | 6.1 |
|
| 5144 |
5144
Cambridge Financial Group (Arizona)
Tucson,
Arizona
| US$3.18億 | +US$2218萬 | +8% | 13.3% | 69.5% | 177 | 17.51% | 2 |
|
| 5145 |
5145
Mills Wealth Advisors
Southlake,
Texas
| US$3.18億 | +US$3128萬 | +11% | 6.56% | 37.9% | 88 | 22.73% | 1.8 |
|
| 5146 |
5146
Boothe Investment Group
Dover,
Delaware
| US$3.17億 | +US$673萬 | +2% | 10.7% | 75.6% | 41 | 9.76% | 2.4 |
|
| 5147 |
5147
Genesee Capital Advisors
Auburn,
New York
| US$3.17億 | +US$7870萬 | +33% | 25.3% | 107% | 181 | 28.73% | 1.9 |
|
| 5148 |
5148
Theory Financial
Fort Collins,
Colorado
| US$3.17億 | +US$3238萬 | +11% | 13.2% | 54.5% | 104 | 14.42% | 2 |
|
| 5149 |
5149
Wealthspan Partners
Davenport,
Iowa
| US$3.17億 | +US$3349萬 | +12% | 9.99% | 65% | 133 | 10.53% | 2.8 |
|
| 5150 |
5150
Medallion Wealth Advisors
Farmington,
Connecticut
| US$3.17億 | +US$1101萬 | +4% | 12.7% | – | 1,314 | 21.77% | 1.1 |
|