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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5501 |
MAS
5501
Madden Advisory Services
Jacksonville,
Florida
| US$2.79億 | +US$2502萬 | +10% | 11.3% | 52.3% | 110 | 1.82% | 5.9 |
|
| 5502 |
YP
5502
YANKCOM Partnership
Yankton,
South Dakota
| US$2.79億 | +US$3557萬 | +15% | 12.2% | – | 388 | 25.77% | 1.2 |
|
| 5503 |
CCM
5503
Campbell Capital Management
Miami,
Florida
| US$2.79億 | +US$6961萬 | +33% | 35.1% | – | 40 | 30% | 2.3 |
|
| 5504 |
RA
5504
Ruggaard & Associates
Hudson,
Ohio
| US$2.79億 | +US$2632萬 | +10% | 10.1% | 47.6% | 132 | 10.61% | 2.4 |
|
| 5505 |
AA
5505
Altman Advisors
Chicago,
Illinois
| US$2.79億 | +US$3739萬 | +15% | 20% | 127% | 97 | 24.74% | 2.6 |
|
| 5506 |
CA
5506
Cresta Advisors
Laredo,
Texas
| US$2.79億 | +US$3438萬 | +14% | 12.8% | 66.8% | 55 | 5.45% | 2.6 |
|
| 5507 |
OF
5507
Optimize Financial
Laguna Hills,
California
| US$2.78億 | +US$7508萬 | +37% | 69.9% | – | 304 | 5.59% | 0.6 |
|
| 5508 |
YWS
5508
Yarger Wealth Strategies
Westerville,
Ohio
| US$2.78億 | +US$2993萬 | +12% | 14% | 55.1% | 141 | 15.6% | 2.2 |
|
| 5509 |
CIS
5509
Custom Index Systems
New York
| US$2.78億 | +US$4869萬 | +21% | 21.2% | – | 543 | 57.09% | 0.5 |
|
| 5510 |
SI
5510
Shaker Investments
Cleveland,
Ohio
| US$2.78億 | +US$5851萬 | +27% | 41.4% | 205% | 103 | 35.92% | 2 |
|
| 5511 |
GK
5511
Graney & King
Latham,
New York
| US$2.78億 | +US$9272萬 | +50% | 12.7% | – | 388 | 6.19% | 1.3 |
|
| 5512 |
QCIG
5512
Quad-Cities Investment Group
Davenport,
Iowa
| US$2.78億 | +US$2737萬 | +11% | 11.1% | 67.3% | 220 | 14.09% | 4.1 |
|
| 5513 |
EWP
5513
Equity Wealth Partners
Independence,
Missouri
| US$2.78億 | +US$1.24億 | +80% | 13.1% | – | 110 | 31.82% | 0.5 |
|
| 5514 |
FIA
5514
FNY Investment Advisers
New York
| US$2.78億 | +US$4940萬 | +22% | 35.5% | 357% | 1,149 | 51.09% | 0.7 |
|
| 5515 |
FAM
5515
Fearnley Asset Management
Oslo,
| US$2.78億 | -US$2791萬 | -9% | 11.3% | – | 21 | 33.33% | 0.4 |
|
| 5516 |
SWM
5516
SFG Wealth Management
Towson,
Maryland
| US$2.78億 | +US$3516萬 | +14% | 15.3% | 82.1% | 125 | 29.6% | 1.7 |
|
| 5517 |
FFG
5517
Forum Finance Group
Geneva,
| US$2.78億 | +US$9355萬 | +51% | 14.2% | – | 364 | 17.31% | 0.2 |
|
| 5518 |
ACM
5518
Ananym Capital Management
New York
| US$2.78億 | +US$1583萬 | +6% | 20.1% | – | 11 | 36.36% | 0.9 |
|
| 5519 |
USPCM
5519
Union Square Park Capital Management
New York
| US$2.78億 | +US$1.02億 | +58% | 28.9% | 75.8% | 83 | 57.83% | 0.7 |
|
| 5520 |
RPCONE
5520
Retirement Planning Company of New England
Warwick,
Rhode Island
| US$2.78億 | +US$3206萬 | +13% | 22% | 125% | 272 | 13.24% | 3.1 |
|
| 5521 |
VOMP
5521
Vision One Management Partners
Miami,
Florida
| US$2.78億 | +US$4571萬 | +20% | 20.6% | – | 10 | 30% | 1 |
|
| 5522 |
HA
5522
Hanover Advisors
Seneca,
South Carolina
| US$2.78億 | +US$3157萬 | +13% | 12.7% | – | 130 | 15.38% | 1.7 |
|
| 5523 |
CI
5523
Cordant Inc
Portland,
Oregon
| US$2.78億 | +US$3126萬 | +13% | 12% | 47% | 353 | 72.24% | 0.9 |
|
| 5524 |
ICMM
5524
Integrated Capital Management (Michigan)
Bloomfield,
Michigan
| US$2.78億 | +US$4047萬 | +17% | 19.7% | – | 64 | 12.5% | 1.4 |
|
| 5525 |
OFA
5525
Onyx Financial Advisors
Idaho Falls,
Idaho
| US$2.78億 | +US$3670萬 | +15% | 11.1% | 52.5% | 18 | 0% | 2.5 |
|