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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 |
5951
Basepoint Wealth
Cedar Rapids,
Iowa
| US$9371萬 | -US$207萬 | -2% | 4.72% | 113% | 85 | 4.71% | 0.6 |
|
| 5952 |
5952
McAlister Sweet & Associates
Houston,
Texas
| US$9356萬 | -US$505萬 | -5% | 4.41% | 83.6% | 38 | 44.74% | 0.6 |
|
| 5953 |
5953
Cynosure Group
Salt Lake City,
Utah
| US$9340萬 | -US$845萬 | -8% | 3.98% | 56.8% | 47 | 48.94% | 2 |
|
| 5954 |
5954
MY Wealth Management
Germantown,
Maryland
| US$9325萬 | +US$64.9萬 | +0.7% | 4.79% | 41.2% | 27 | 7.41% | 0.7 |
|
| 5955 |
5955
Vazirani Asset Management
New York
| US$9323萬 | +US$1601萬 | +21% | 17.1% | 436% | 56 | 82.14% | 0.1 |
|
| 5956 |
ASA
5956
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$9323萬 | -US$604萬 | -6% | 5.02% | 51.2% | 42 | 2.38% | 5.8 |
|
| 5957 |
5957
Presidio Capital Management
San Diego,
California
| US$9318萬 | +US$2萬 | +0% | 4.43% | 56.1% | 29 | 13.79% | 0.6 |
|
| 5958 |
AM
5958
Anqa Management
Sag Harbor,
New York
| US$9309萬 | +US$39.8萬 | +0.4% | 3.69% | 171% | 29 | 17.24% | 0.9 |
|
| 5959 |
5959
Wealthstream Advisors
New York
| US$9308萬 | -US$588萬 | -6% | 5.35% | 88.2% | 74 | 17.57% | 0.6 |
|
| 5960 |
5960
Capital CS Group
Irvine,
California
| US$9307萬 | -US$307萬 | -3% | 6.51% | 22.5% | 78 | 65.38% | 0.6 |
|
| 5961 |
5961
Anabranch Capital Management
Stamford,
Connecticut
| US$9307萬 | -US$311萬 | -3% | 1.3% | 139% | 8 | 12.5% | 1.3 |
|
| 5962 |
5962
Hofer & Associates
Thousand Oaks,
California
| US$9301萬 | -US$307萬 | -3% | 3.87% | 61.7% | 49 | 4.08% | 0.7 |
|
| 5963 |
5963
Ascension Capital Advisors
Houston,
Texas
| US$9295萬 | -US$845萬 | -8% | 4.17% | 59.3% | 28 | 3.57% | 2.3 |
|
| 5964 |
5964
Benchmark Investment Advisors
Chicago,
Illinois
| US$9282萬 | -US$309萬 | -3% | 4.6% | – | 99 | 13.13% | 0.6 |
|
| 5965 |
5965
CMG Global Holdings
Plano,
Texas
| US$9276萬 | -US$384萬 | -4% | 5.34% | 80.8% | 80 | 7.5% | 1.4 |
|
| 5966 |
5966
Maripau Wealth Management
Fort Wayne,
Indiana
| US$9268萬 | +US$20.4萬 | +0.2% | 5.53% | 55.6% | 91 | 29.67% | 0.5 |
|
| 5967 |
5967
TI-Trust
Quincy,
Illinois
| US$9264萬 | -US$483萬 | -5% | 5.84% | 88.8% | 108 | 6.48% | 2.4 |
|
| 5968 |
5968
Yost Capital Management
Houston,
Texas
| US$9260萬 | +US$701萬 | +8% | 12.6% | 125% | 17 | 41.18% | 0.9 |
|
| 5969 |
GG
5969
Golden Green
Seneca,
South Carolina
| US$9259萬 | -US$292萬 | -3% | 0.44% | 92.4% | 80 | 30% | 0.8 |
|
| 5970 |
5970
PFS Partners
Mine Hill,
New Jersey
| US$9248萬 | -US$1028萬 | -10% | 5.12% | 65.2% | 375 | 6.13% | 0.7 |
|
| 5971 |
5971
Copperleaf Capital
Raleigh,
North Carolina
| US$9245萬 | -US$636萬 | -6% | 6.07% | 102% | 76 | 27.63% | 1.6 |
|
| 5972 |
5972
EnCap Energy Capital Fund IX
Houston,
Texas
| US$9242萬 | -US$2138萬 | -19% | 1.09% | 69.2% | 2 | 0% | 3.3 |
|
| 5973 |
5973
Courant Investment Management
Franklin,
Tennessee
| US$9240萬 | -US$1228萬 | -12% | 6.19% | 35.2% | 13 | 15.38% | 3.6 |
|
| 5974 |
5974
Oppenheimer & Close
New York
| US$9237萬 | +US$474萬 | +5% | 6.05% | 149% | 63 | 9.52% | 3.8 |
|
| 5975 |
5975
Cladis Investment Advisory
Billings,
Montana
| US$9235萬 | -US$776萬 | -8% | 4.99% | 131% | 141 | 18.44% | 0.7 |
|