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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5651 |
5651
Howard Bailey Securities
Fort Wayne,
Indiana
| US$2.67億 | +US$2339萬 | +10% | 9.61% | – | 145 | 32.41% | 1.1 |
|
| 5652 |
SSA
5652
SSA Swiss Advisors
Zurich,
| US$2.66億 | +US$5092萬 | +24% | 14.4% | – | 113 | 22.12% | 0.9 |
|
| 5653 |
MH
5653
Mishpacha Holdings
Road Town,
| US$2.66億 | +US$1.43億 | +116% | 166% | – | 6 | 66.67% | 0.2 |
|
| 5654 |
5654
Forager Capital Management
Birmingham,
Alabama
| US$2.66億 | +US$6507萬 | +32% | 30.6% | 52.6% | 11 | 18.18% | 2.6 |
|
| 5655 |
5655
Retirement Guys Formula
Maumee,
Ohio
| US$2.66億 | +US$4824萬 | +22% | 13% | 75.7% | 168 | 14.29% | 1.8 |
|
| 5656 |
5656
Vawter Financial
Columbus,
Ohio
| US$2.66億 | +US$2781萬 | +12% | 10.3% | 48% | 131 | 6.87% | 1 |
|
| 5657 |
5657
IMPACTfolio
Denver,
Colorado
| US$2.66億 | +US$3021萬 | +13% | 12.3% | 58.8% | 37 | 5.41% | 2.7 |
|
| 5658 |
5658
Ballentine Capital Advisors
Greenville,
South Carolina
| US$2.65億 | +US$2382萬 | +10% | 9.53% | 48.8% | 28 | 10.71% | 2.2 |
|
| 5659 |
WFA
5659
WMG Financial Advisors
Knoxville,
Tennessee
| US$2.65億 | +US$2565萬 | +11% | 12.7% | 73.8% | 116 | 23.28% | 2.4 |
|
| 5660 |
5660
Caldwell Sutter Capital
Sausalito,
California
| US$2.65億 | +US$1934萬 | +8% | 12.7% | 79.5% | 957 | 9.82% | 2.6 |
|
| 5661 |
5661
Strategic Financial Partners
Bend,
Oregon
| US$2.65億 | +US$3362萬 | +15% | 12.7% | 54.8% | 91 | 14.29% | 3.7 |
|
| 5662 |
5662
Hippocratic Financial Advisors
Westlake Village,
California
| US$2.65億 | +US$3706萬 | +16% | 8.01% | – | 41 | 24.39% | 0.9 |
|
| 5663 |
PI
5663
Pachira Investments
Dana Point,
California
| US$2.65億 | +US$5100萬 | +24% | 19.2% | 82.3% | 81 | 14.81% | 2.7 |
|
| 5664 |
5664
Mount Capital
London,
United Kingdom
| US$2.65億 | +US$1680萬 | +7% | 9.05% | 34.4% | 18 | 5.56% | 4 |
|
| 5665 |
5665
MYeCFO
La Jolla,
California
| US$2.65億 | +US$2596萬 | +11% | 10.7% | 58.5% | 73 | 9.59% | 2.4 |
|
| 5666 |
GL
5666
GHE LLC
Memphis,
Tennessee
| US$2.65億 | +US$2425萬 | +10% | 12% | 188% | 58 | 6.9% | 2.5 |
|
| 5667 |
5667
Raelipskie Partnership
Waterloo,
Ontario, Canada
| US$2.65億 | +US$2862萬 | +12% | 16.1% | – | 131 | 14.5% | 1.8 |
|
| 5668 |
5668
Washington University
St Louis,
Missouri
| US$2.65億 | +US$1.05億 | +65% | 16.6% | 44% | 4 | 75% | 1.3 |
|
| 5669 |
5669
Keystone Global Partners
Denver,
Colorado
| US$2.65億 | +US$3924萬 | +17% | 15.5% | – | 60 | 15% | 1 |
|
| 5670 |
5670
St. Johns Investment Management
Jacksonville,
Florida
| US$2.64億 | +US$2675萬 | +11% | 15.4% | 91.9% | 204 | 6.86% | 6.6 |
|
| 5671 |
5671
Keyvantage Wealth
Bethlehem,
Pennsylvania
| US$2.64億 | +US$3729萬 | +16% | 14.8% | – | 107 | 24.3% | 1.2 |
|
| 5672 |
5672
Verity Asset Management
Durham,
North Carolina
| US$2.64億 | +US$2597萬 | +11% | 11.3% | 87% | 248 | 24.19% | 2.9 |
|
| 5673 |
5673
Boyd Wealth Management
Sacramento,
California
| US$2.64億 | +US$2768萬 | +12% | 11.7% | 56.8% | 51 | 13.73% | 3.3 |
|
| 5674 |
5674
Corecam Pte Ltd
Singapore,
| US$2.64億 | +US$3339萬 | +14% | 3.94% | 93.6% | 90 | 36.67% | 0.6 |
|
| 5675 |
5675
Wayfinding Financial
Lynnwood,
Washington
| US$2.64億 | +US$3373萬 | +15% | 14.1% | 68.3% | 179 | 16.76% | 1.4 |
|