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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5451 |
ATC
5451
Advantage Trust Company
Salina,
Kansas
| US$2.84億 | +US$6113萬 | +27% | 15.2% | – | 203 | 42.36% | 1.3 |
|
| 5452 |
VWM
5452
Vivid Wealth Management
West Des Moines,
Iowa
| US$2.84億 | +US$3705萬 | +15% | 15.7% | – | 76 | 17.11% | 1.4 |
|
| 5453 |
BP
5453
Bandera Partners
New York
| US$2.84億 | +US$6283萬 | +28% | 27.4% | 55.4% | 19 | 10.53% | 3.8 |
|
| 5454 |
CA
5454
Cumberland Advisors
Sarasota,
Florida
| US$2.84億 | +US$2832萬 | +11% | 14.5% | 73.5% | 50 | 6% | 5.4 |
|
| 5455 |
1W
5455
1776 Wealth
Atlanta,
Georgia
| US$2.84億 | +US$2941萬 | +12% | 15% | 90.4% | 155 | 7.74% | 3.3 |
|
| 5456 |
WMA
5456
William Mack & Associates
Troy,
Michigan
| US$2.84億 | +US$1.09億 | +62% | 10.3% | – | 110 | 35.45% | 0.9 |
|
| 5457 |
CWMGP
5457
Capstone Wealth Management Group (Pennsylvania)
Clarks Green,
Pennsylvania
| US$2.84億 | +US$4489萬 | +19% | 21% | 75.9% | 109 | 21.1% | 1.8 |
|
| 5458 |
FL
5458
FreeGulliver LLC
New Orleans,
Louisiana
| US$2.84億 | +US$4640萬 | +20% | 13.6% | – | 137 | 26.28% | 1.1 |
|
| 5459 |
AFG
5459
American Financial Group
Cincinnati,
Ohio
| US$2.84億 | +US$1389萬 | +5% | 4.33% | 32.5% | 76 | 10.53% | 5.6 |
|
| 5460 |
SIP
5460
Sellwood Investment Partners
Portland,
Oregon
| US$2.84億 | +US$2973萬 | +12% | 10.4% | – | 61 | 6.56% | 1.2 |
|
| 5461 |
GCC
5461
Game Creek Capital
Boston,
Massachusetts
| US$2.83億 | -US$1736萬 | -6% | 41% | 176% | 98 | 26.53% | 3.3 |
|
| 5462 |
BC
5462
Beaconlight Capital
New York
| US$2.83億 | +US$9346萬 | +49% | 32.5% | 282% | 46 | 54.35% | 1.3 |
|
| 5463 |
LWM
5463
Lodestone Wealth Management
Spokane,
Washington
| US$2.83億 | +US$3092萬 | +12% | 17% | 87.1% | 801 | 5.24% | 1 |
|
| 5464 |
FPW
5464
Flagship Private Wealth
Woburn,
Massachusetts
| US$2.83億 | +US$3654萬 | +15% | 14.8% | 62.7% | 121 | 14.88% | 3.2 |
|
| 5465 |
MCA
5465
Mendon Capital Advisors
Key Largo,
Florida
| US$2.83億 | +US$2491萬 | +10% | 19% | – | 57 | 26.32% | 2.4 |
|
| 5466 |
SHA
5466
Seneca House Advisors
Richmond,
Virginia
| US$2.83億 | +US$3115萬 | +12% | 12.1% | 58.2% | 107 | 14.02% | 4 |
|
| 5467 |
TSS
5467
Thomas Story & Son
Culver,
Indiana
| US$2.83億 | +US$2230萬 | +9% | 22.6% | 101% | 54 | 7.41% | 7.4 |
|
| 5468 |
OCFG
5468
O'Connor Financial Group
Quincy,
Illinois
| US$2.83億 | +US$3833萬 | +16% | 11.8% | 44.9% | 72 | 23.61% | 1.9 |
|
| 5469 |
S
5469
ShariaPortfolio
Lake Mary,
Florida
| US$2.83億 | +US$5675萬 | +25% | 42.8% | 233% | 47 | 23.4% | 1.1 |
|
| 5470 |
HC
5470
Hillman Company
Pittsburgh,
Pennsylvania
| US$2.83億 | +US$2544萬 | +10% | 12.6% | 134% | 17 | 35.29% | 1.9 |
|
| 5471 |
HC
5471
Hendley & Co
Zanesville,
Ohio
| US$2.83億 | +US$1228萬 | +5% | 5.93% | 54.8% | 48 | 8.33% | 5.9 |
|
| 5472 |
BWM
5472
BKM Wealth Management
Brookfield,
Wisconsin
| US$2.82億 | +US$849萬 | +3% | 12.1% | – | 162 | 17.28% | 2 |
|
| 5473 |
SWM
5473
Selby Wealth Management
Emeryville,
California
| US$2.82億 | +US$2822萬 | +11% | 8.08% | – | 85 | 7.06% | 0.5 |
|
| 5474 |
KTM
5474
Keeler Thomas Management
Orem,
Utah
| US$2.82億 | +US$4579萬 | +19% | 5.78% | 46.1% | 149 | 30.2% | 1.1 |
|
| 5475 |
JFG
5475
Juno Financial Group
Richmond,
Virginia
| US$2.82億 | +US$2692萬 | +11% | 10.4% | – | 74 | 6.76% | 0.5 |
|