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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
LIA
5251
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| US$3.05億 | +US$9599萬 | +46% | 9.48% | – | 233 | 23.61% | 1.1 |
|
| 5252 |
BCM
5252
Bond Capital Management
San Francisco,
California
| US$3.05億 | +US$1.95億 | +178% | 13.6% | 47.5% | 5 | 20% | 2.7 |
|
| 5253 |
TBT
5253
Texas Bank & Trust
Longview,
Texas
| US$3.05億 | +US$3889萬 | +15% | 21% | – | 192 | 11.98% | 1.3 |
|
| 5254 |
AFS
5254
Access Financial Services
Minneapolis,
Minnesota
| US$3.05億 | +US$2294萬 | +8% | 8.26% | 44.8% | 106 | 13.21% | 4 |
|
| 5255 |
BDA
5255
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$3.05億 | +US$2453萬 | +9% | 8.24% | 44.2% | 77 | 18.18% | 2.9 |
|
| 5256 |
ACM
5256
Allred Capital Management
Dallas,
Texas
| US$3.05億 | +US$2996萬 | +11% | 16.2% | 73.5% | 163 | 5.52% | 5.2 |
|
| 5257 |
CAG
5257
Carroll Advisory Group
Texarkana,
Texas
| US$3.05億 | +US$4693萬 | +18% | 11.7% | – | 75 | 10.67% | 0.4 |
|
| 5258 |
IPW
5258
IronBridge Private Wealth
Austin,
Texas
| US$3.04億 | -US$564萬 | -2% | 8.8% | 122% | 53 | 26.42% | 1.8 |
|
| 5259 |
FSCM
5259
First Sabrepoint Capital Management
Dallas,
Texas
| US$3.04億 | +US$2846萬 | +10% | 21.5% | 218% | 38 | 52.63% | 1 |
|
| 5260 |
RYIA
5260
Roehl & Yi Investment Advisors
Eugene,
Oregon
| US$3.04億 | +US$3758萬 | +14% | 13.1% | – | 205 | 17.56% | 1.1 |
|
| 5261 |
EM
5261
Excalibur Management
Waltham,
Massachusetts
| US$3.03億 | +US$2501萬 | +9% | 13.6% | 81.7% | 180 | 13.89% | 6.1 |
|
| 5262 |
CCP
5262
Carmel Capital Partners
San Diego,
California
| US$3.03億 | +US$2623萬 | +9% | 9.45% | 65.1% | 160 | 33.75% | 1.7 |
|
| 5263 |
FTIA
5263
Four Tree Island Advisory
Portsmouth,
New Hampshire
| US$3.03億 | +US$1.05億 | +53% | 60.4% | – | 26 | 19.23% | 1.2 |
|
| 5264 |
BKA
5264
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$3.03億 | US$0 | 0% | 17.5% | 97.4% | 96 | 0% | 3.4 |
|
| 5265 |
DK
5265
David Kennon
Sarasota,
Florida
| US$3.03億 | +US$2375萬 | +9% | 11.8% | 52.4% | 46 | 13.04% | 2.5 |
|
| 5266 |
FDS
5266
First Dallas Securities
Dallas,
Texas
| US$3.03億 | +US$3225萬 | +12% | 20.3% | 163% | 136 | 21.32% | 3.2 |
|
| 5267 |
LWMI
5267
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$3.02億 | +US$3706萬 | +14% | 9.2% | – | 46 | 13.04% | 1.6 |
|
| 5268 |
4WM
5268
44 Wealth Management
Eugene,
Oregon
| US$3.02億 | +US$1624萬 | +6% | 17.1% | – | 206 | 21.84% | 2.7 |
|
| 5269 |
RW
5269
Rede Wealth
Charlottesville,
Virginia
| US$3.02億 | +US$2401萬 | +9% | 9.56% | 80.9% | 120 | 12.5% | 1.5 |
|
| 5270 |
AFM
5270
Armstrong Fleming & Moore
Washington,
District of Columbia
| US$3.02億 | +US$6635萬 | +28% | 12.7% | 124% | 120 | 14.17% | 1.1 |
|
| 5271 |
JCIA
5271
Jackson Creek Investment Advisors
Castle Rock,
Colorado
| US$3.02億 | -US$3773萬 | -11% | 31% | 239% | 423 | 56.97% | 0.7 |
|
| 5272 |
OFS
5272
OMC Financial Services
Dewitt,
New York
| US$3.02億 | +US$4384萬 | +17% | 32.2% | – | 65 | 7.69% | 2.1 |
|
| 5273 |
MHP
5273
Manatuck Hill Partners
Westport,
Connecticut
| US$3.02億 | -US$6863萬 | -19% | 33.7% | 556% | 163 | 49.69% | 1 |
|
| 5274 |
EFMH
5274
E Fund Management (HK)
Central,
Hong Kong
| US$3.02億 | +US$8168萬 | +37% | 37.3% | 163% | 566 | 16.25% | 0.9 |
|
| 5275 |
BWA
5275
BCU Wealth Advisors
Vernon Hills,
Illinois
| US$3.01億 | +US$3284萬 | +12% | 11.2% | 57.7% | 65 | 10.77% | 1.7 |
|