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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 |
5251
Ascension Capital Advisors
Houston,
Texas
| US$2.39億 | +US$2048萬 | +9% | 10.9% | 59.3% | 42 | 21.43% | 2.9 |
|
| 5252 |
5252
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$2.39億 | +US$8386萬 | +54% | 35.7% | 961% | 54 | 59.26% | 0.5 |
|
| 5253 |
5253
Trueblood Wealth Management
Lima,
Ohio
| US$2.39億 | +US$2357萬 | +11% | 8.43% | 89.9% | 251 | 7.17% | 1.2 |
|
| 5254 |
5254
Lightspeed Management Company
Menlo Park,
California
| US$2.39億 | +US$1.02億 | +75% | 17.2% | – | 10 | 50% | 0.4 |
|
| 5255 |
5255
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$2.39億 | +US$929萬 | +4% | 8.2% | 60.1% | 131 | 9.92% | 2.7 |
|
| 5256 |
5256
Evergreen Private Wealth
Greenwood Village,
Colorado
| US$2.39億 | +US$2471萬 | +12% | 8.79% | 80.2% | 295 | 37.97% | 0.9 |
|
| 5257 |
5257
Centennial Bank
Conway,
Arkansas
| US$2.39億 | +US$2838萬 | +14% | 9.76% | 69.9% | 357 | 12.04% | 1.9 |
|
| 5258 |
5258
Robinson Capital Management
Grosse Pointe Farms,
Michigan
| US$2.38億 | -US$747萬 | -3% | 3.15% | 7.8% | 126 | 24.6% | 1.2 |
|
| 5259 |
5259
Raleigh Capital Management
Cary,
North Carolina
| US$2.38億 | +US$1762萬 | +8% | 7.15% | 79.9% | 717 | 32.64% | 1.7 |
|
| 5260 |
5260
Mullooly Asset Management
Wall Township,
New Jersey
| US$2.38億 | +US$1786萬 | +8% | 8.1% | – | 48 | 4.17% | 0.2 |
|
| 5261 |
5261
Valor Management
Chicago,
Illinois
| US$2.38億 | -US$244萬 | -1% | 0.49% | 14.5% | 4 | 0% | 2 |
|
| 5262 |
5262
Union Square Park Capital Management
New York
| US$2.38億 | +US$8554萬 | +56% | 30.2% | 75.8% | 62 | 46.77% | 0.6 |
|
| 5263 |
5263
Intrepid Financial Planning Group
Carmel,
Indiana
| US$2.38億 | +US$2203萬 | +10% | 10.7% | 92.5% | 126 | 8.73% | 2.1 |
|
| 5264 |
CAM
5264
CPA Asset Management
West Palm Beach,
Florida
| US$2.38億 | +US$1073萬 | +5% | 4.83% | 53.3% | 86 | 5.81% | 2 |
|
| 5265 |
5265
Aspen Investment Management
Grand Rapids,
Michigan
| US$2.38億 | +US$2087萬 | +10% | 9.82% | 84.9% | 157 | 13.38% | 6.7 |
|
| 5266 |
5266
Cumberland Advisors
Sarasota,
Florida
| US$2.38億 | +US$1714萬 | +8% | 11% | 80.7% | 51 | 7.84% | 4.8 |
|
| 5267 |
5267
WorthPointe
La Jolla,
California
| US$2.38億 | +US$1414萬 | +6% | 7.69% | 59.7% | 106 | 23.58% | 1.6 |
|
| 5268 |
RFMS
5268
RWQ Financial Management Services
Naples,
Florida
| US$2.38億 | +US$8656萬 | +57% | 41.1% | 446% | 32 | 59.38% | 1.2 |
|
| 5269 |
5269
Sagil Capital
London,
United Kingdom
| US$2.38億 | -US$1521萬 | -6% | 11.4% | 104% | 26 | 65.38% | 0.4 |
|
| 5270 |
VU
5270
Valence8 US
Cambridge,
Massachusetts
| US$2.38億 | +US$2427萬 | +11% | 10.6% | 69.9% | 14 | 42.86% | 1.5 |
|
| 5271 |
5271
Dow Chemical Company
Midland,
Michigan
| US$2.38億 | -US$4.48億 | -65% | 9.64% | 29.4% | 4 | 0% | 2.9 |
|
| 5272 |
5272
Flynn Zito Capital Management
Garden City,
New York
| US$2.38億 | +US$1971萬 | +9% | 10.4% | 97.3% | 133 | 9.02% | 1.8 |
|
| 5273 |
MP
5273
Mediatel Partners
Fort Worth,
Texas
| US$2.37億 | -US$626萬 | -3% | 2.53% | 11.6% | 3 | 0% | 9 |
|
| 5274 |
5274
PCA Investment Advisory Services
Cincinnati,
Ohio
| US$2.37億 | +US$4822萬 | +25% | 8.35% | 71.4% | 51 | 9.8% | 1.8 |
|
| 5275 |
SST
5275
S Squared Technology
New York
| US$2.37億 | +US$4188萬 | +21% | 41.1% | 223% | 36 | 11.11% | 3.3 |
|