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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5676 |
5676
Garrison Point Advisors
Walnut Creek,
California
| US$1.39億 | +US$548萬 | +4% | 7.33% | 81.5% | 160 | 8.75% | 3.5 |
|
| 5677 |
5677
Creative Capital Management Investments
San Diego,
California
| US$1.39億 | +US$195萬 | +1% | 4.11% | 50.7% | 251 | 18.73% | 0.4 |
|
| 5678 |
5678
Blackston Financial Advisory Group
The Villages,
Florida
| US$1.39億 | +US$498萬 | +4% | 7.28% | 69.1% | 98 | 16.33% | 1.2 |
|
| 5679 |
QGA
5679
Q Global Advisors
Fort Worth,
Texas
| US$1.39億 | -US$418萬 | -3% | 4.11% | 79% | 186 | 11.83% | 1.2 |
|
| 5680 |
5680
TAGStone Capital
Charlotte,
North Carolina
| US$1.39億 | +US$508萬 | +4% | 5.56% | 58.3% | 84 | 8.33% | 1.2 |
|
| 5681 |
5681
TLW Wealth Management
Indian Rocks Beach,
Florida
| US$1.39億 | +US$616萬 | +5% | 7.87% | 82.9% | 20 | 0% | 3 |
|
| 5682 |
5682
Masso Torrence Wealth Management
Marlton,
New Jersey
| US$1.39億 | +US$1232萬 | +10% | 10.2% | 130% | 94 | 12.77% | 1.1 |
|
| 5683 |
5683
Windle Wealth
Oklahoma City,
Oklahoma
| US$1.39億 | +US$366萬 | +3% | 3.43% | 73% | 29 | 0% | 0.5 |
|
| 5684 |
5684
Ballew Advisors
Jackson,
Mississippi
| US$1.38億 | +US$127萬 | +0.9% | 2.69% | 68% | 111 | 3.6% | 3 |
|
| 5685 |
5685
McGinn Penninger Investment Management
Alexandria,
Virginia
| US$1.38億 | +US$711萬 | +5% | 6.02% | 51.9% | 27 | 7.41% | 2.3 |
|
| 5686 |
AWM
5686
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$1.38億 | +US$427萬 | +3% | 4.88% | 73.1% | 171 | 8.19% | 2.7 |
|
| 5687 |
5687
Dentgroup
Baton Rouge,
Louisiana
| US$1.38億 | +US$1376萬 | +11% | 5.52% | 53.6% | 112 | 11.61% | 1.1 |
|
| 5688 |
5688
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$1.38億 | +US$1030萬 | +8% | 5.48% | 60.9% | 60 | 6.67% | 1.8 |
|
| 5689 |
5689
Davidson Trust Company
Seattle,
Washington
| US$1.38億 | +US$837萬 | +6% | 4.94% | 77% | 125 | 4.8% | 2.7 |
|
| 5690 |
5690
Parker Financial
Silverdale,
Washington
| US$1.38億 | +US$1101萬 | +9% | 3.91% | 45% | 46 | 26.09% | 0.4 |
|
| 5691 |
5691
ELCO Management
New York
| US$1.38億 | +US$66.7萬 | +0.5% | 6.16% | 98.3% | 145 | 16.55% | 3.5 |
|
| 5692 |
5692
WealthSpring Partners
Long Beach,
California
| US$1.38億 | +US$891萬 | +7% | 5.04% | – | 80 | 17.5% | 0.6 |
|
| 5693 |
5693
Robinson Value Management
San Antonio,
Texas
| US$1.38億 | +US$788萬 | +6% | 2.78% | 79.3% | 77 | 12.99% | 3 |
|
| 5694 |
CSA
5694
Cottage Street Advisors
Marion,
Massachusetts
| US$1.38億 | +US$886萬 | +7% | 9.15% | 95.8% | 88 | 12.5% | 2.2 |
|
| 5695 |
5695
Penbrook Management
New York
| US$1.38億 | +US$746萬 | +6% | 9.08% | 107% | 103 | 10.68% | 5.2 |
|
| 5696 |
5696
Slocum, Gordon & Co
Newport,
Rhode Island
| US$1.38億 | +US$1728萬 | +14% | 2.7% | 65.3% | 162 | 35.8% | 0.4 |
|
| 5697 |
5697
Arkfeld Wealth Strategies
Omaha,
Nebraska
| US$1.38億 | -US$260萬 | -2% | 7.13% | 90.8% | 76 | 11.84% | 2.4 |
|
| 5698 |
5698
S.A. Mason
Holland,
Michigan
| US$1.38億 | US$0 | 0% | 6.13% | 116% | 314 | 0% | 3 |
|
| 5699 |
5699
Syquant Capital SAS
Paris,
France
| US$1.38億 | +US$9447萬 | +219% | 3.91% | 160% | 16 | 87.5% | 0.2 |
|
| 5700 |
5700
MYeCFO
La Jolla,
California
| US$1.38億 | +US$427萬 | +3% | 3.83% | 58.5% | 49 | 14.29% | 0.5 |
|