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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
RA
5951
Riverstone Advisors
New Braunfels,
Texas
| US$2.41億 | +US$3835萬 | +19% | 20.9% | 104% | 88 | 19.32% | 2.3 |
|
| 5952 |
FA
5952
Financial Avengers
Oakland,
California
| US$2.41億 | +US$2181萬 | +10% | 10.6% | 108% | 156 | 3.85% | 4 |
|
| 5953 |
WC
5953
Westhampton Capital
Winston-Salem,
North Carolina
| US$2.41億 | +US$2689萬 | +13% | 19.5% | 95.6% | 136 | 8.82% | 4.4 |
|
| 5954 |
AL
5954
ARWA LLC
Fort Worth,
Texas
| US$2.41億 | +US$3920萬 | +19% | 10.2% | – | 173 | 33.53% | 0.4 |
|
| 5955 |
PFA
5955
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$2.41億 | +US$4188萬 | +21% | 26.1% | 95.3% | 111 | 10.81% | 3.5 |
|
| 5956 |
MFPI
5956
Midwest Financial Partners Investments
St. Cloud,
Minnesota
| US$2.41億 | +US$5221萬 | +28% | 10.9% | – | 85 | 16.47% | 0.4 |
|
| 5957 |
MIM
5957
Marshall Investment Management
Littleton,
Colorado
| US$2.41億 | +US$3226萬 | +15% | 14.3% | – | 528 | 53.98% | 0.2 |
|
| 5958 |
ACM
5958
Avos Capital Management
Seattle,
Washington
| US$2.41億 | -US$1230萬 | -5% | 1.84% | – | 29 | 24.14% | 1.3 |
|
| 5959 |
WWM
5959
Walser Wealth Management
Tampa,
Florida
| US$2.41億 | +US$1810萬 | +8% | 3.43% | – | 249 | 38.55% | 0.3 |
|
| 5960 |
WAM
5960
WealthCare Asset Management
Springfield,
Missouri
| US$2.41億 | +US$1.47億 | +156% | 7.56% | – | 85 | 70.59% | 0.1 |
|
| 5961 |
ACM
5961
Ardent Capital Management
Cincinnati,
Ohio
| US$2.41億 | +US$697萬 | +3% | 8% | 87.2% | 51 | 15.69% | 2.7 |
|
| 5962 |
PFMU
5962
Privium Fund Management (UK)
London,
United Kingdom
| US$2.4億 | +US$4308萬 | +22% | 15% | 37.1% | 33 | 51.52% | 0.2 |
|
| 5963 |
KHC
5963
Koesten Hirschmann & Crabtree
Overland Park,
Kansas
| US$2.4億 | +US$3494萬 | +17% | 13.7% | 68.7% | 52 | 21.15% | 2.4 |
|
| 5964 |
MSS
5964
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$2.4億 | +US$2349萬 | +11% | 13.9% | 85.6% | 160 | 13.75% | 5.2 |
|
| 5965 |
WFAG
5965
Worth Financial Advisory Group
Charlotte,
North Carolina
| US$2.4億 | +US$1109萬 | +5% | 21.4% | 82.9% | 220 | 85.45% | 0.4 |
|
| 5966 |
GWM
5966
Grand Wealth Management
Grand Rapids,
Michigan
| US$2.4億 | +US$2745萬 | +13% | 10.9% | 54.1% | 89 | 47.19% | 3.1 |
|
| 5967 |
CAM
5967
Cobblestone Asset Management
Richmond,
Virginia
| US$2.4億 | +US$1737萬 | +8% | 10.9% | 60.6% | 83 | 22.89% | 1.4 |
|
| 5968 |
GGI
5968
GPM Growth Investors
Bloomfield Hills,
Michigan
| US$2.39億 | +US$162萬 | +0.7% | 10% | – | 45 | 11.11% | 3.5 |
|
| 5969 |
SCA
5969
Southern Capital Advisors
Jackson,
Tennessee
| US$2.39億 | +US$2586萬 | +12% | 12.9% | 58.2% | 91 | 14.29% | 2.9 |
|
| 5970 |
BFA
5970
Brown Financial Advisory
Fairhope,
Alabama
| US$2.39億 | +US$3777萬 | +19% | 16.2% | 66.3% | 53 | 15.09% | 2.8 |
|
| 5971 |
CPRPA
5971
Cerity Partners Retirement Plan Advisors
New York
| US$2.39億 | +US$4369萬 | +22% | 12.1% | – | 49 | 67.35% | 0.1 |
|
| 5972 |
VH
5972
Visionary Horizons
Knoxville,
Tennessee
| US$2.39億 | +US$3625萬 | +18% | 12.1% | – | 152 | 20.39% | 1.3 |
|
| 5973 |
FCFC
5973
First Citizens Financial Corp
Mason City,
Iowa
| US$2.39億 | +US$2737萬 | +13% | 15.5% | 72.9% | 142 | 7.04% | 3.7 |
|
| 5974 |
AMIM
5974
Aull & Monroe Investment Management
Mobile,
Alabama
| US$2.39億 | +US$2390萬 | +11% | 20% | 98.3% | 130 | 6.92% | 9 |
|
| 5975 |
RWRC
5975
R.W. Roge & Company
Bohemia,
New York
| US$2.39億 | +US$2925萬 | +14% | 13.6% | 68.1% | 71 | 9.86% | 3.1 |
|