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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5976 |
5976
Wealthstream Advisors
New York
| US$9896萬 | -US$1540萬 | -13% | 15.5% | 88.2% | 78 | 21.79% | 0.4 |
|
| 5977 |
5977
Jacob Asset Management of New York
Hermosa Beach,
California
| US$9895萬 | -US$6544萬 | -40% | 32.3% | 22.7% | 76 | 11.84% | 1.7 |
|
| 5978 |
EFEM
5978
Eos Focused Equity Management
New York
| US$9892萬 | -US$1794萬 | -15% | 13.3% | 55.7% | 28 | 21.43% | 1.9 |
|
| 5979 |
5979
Copperleaf Capital
Raleigh,
North Carolina
| US$9881萬 | -US$1388萬 | -12% | 11.8% | 102% | 65 | 13.85% | 1.6 |
|
| 5980 |
5980
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$9870萬 | -US$712萬 | -7% | 14.5% | 78% | 67 | 25.37% | 0.4 |
|
| 5981 |
5981
Paragon Capital Management (Utah)
Provo,
Utah
| US$9866萬 | -US$916萬 | -8% | 10.9% | 72.3% | 85 | 30.59% | 0.4 |
|
| 5982 |
5982
McAlister Sweet & Associates
Houston,
Texas
| US$9861萬 | +US$450萬 | +5% | 13.8% | 83.6% | 42 | 45.24% | 0.3 |
|
| 5983 |
5983
Velan Capital Investment Management
Alpharetta,
Georgia
| US$9858萬 | -US$918萬 | -9% | 5.73% | 2,395% | 30 | 43.33% | 0.3 |
|
| 5984 |
5984
Financial Insights
Tacoma,
Washington
| US$9854萬 | -US$1029萬 | -9% | 14.8% | 82.1% | 97 | 28.87% | 2.4 |
|
| 5985 |
5985
Lockheed Martin
Bethesda,
Maryland
| US$9850萬 | -US$8567萬 | -47% | 43% | – | 4 | 0% | 0.4 |
|
| 5986 |
5986
Alterna Wealth Management
Houston,
Texas
| US$9847萬 | -US$2013萬 | -17% | 9.09% | 52.9% | 137 | 48.91% | 1.5 |
|
| 5987 |
5987
Aletheian Wealth Advisors
Bellevue,
Washington
| US$9846萬 | -US$688萬 | -7% | 11.7% | – | 59 | 13.56% | 0.4 |
|
| 5988 |
5988
EMFO LLC
Weston,
Florida
| US$9846萬 | -US$1175萬 | -11% | 13.7% | 25.8% | 351 | 9.97% | 0.9 |
|
| 5989 |
IFS
5989
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$9842萬 | -US$416萬 | -4% | 15.8% | 63.5% | 121 | 31.4% | 0.4 |
|
| 5990 |
5990
Harper Investing
Santa Clara,
California
| US$9841萬 | -US$942萬 | -9% | 11.2% | 58.7% | 51 | 13.73% | 0.2 |
|
| 5991 |
5991
Pillar Wealth Advisors
West Chester,
Pennsylvania
| US$9827萬 | -US$533萬 | -5% | 10.8% | 21.9% | 61 | 19.67% | 0.4 |
|
| 5992 |
5992
Prentice Wealth Management
Rochester,
New York
| US$9816萬 | -US$1.1億 | -53% | 9.53% | 47.8% | 199 | 75.38% | 0.4 |
|
| 5993 |
5993
Adirondack Retirement Specialists
Queensbury,
New York
| US$9799萬 | -US$1382萬 | -12% | 17.5% | 13.1% | 17 | 5.88% | 1.2 |
|
| 5994 |
5994
Union Square Park Capital Management
New York
| US$9790萬 | -US$1.82億 | -65% | 14.3% | 75.8% | 134 | 17.16% | 0.6 |
|
| 5995 |
5995
Farley Capital
New York
| US$9784萬 | -US$845萬 | -8% | 8.17% | 105% | 12 | 8.33% | 4.5 |
|
| 5996 |
5996
Lansing Management
New York
| US$9784萬 | -US$3943萬 | -29% | 19.1% | 76.9% | 8 | 0% | 2.8 |
|
| 5997 |
5997
InTrack Investment Management
South Burlington,
Vermont
| US$9775萬 | -US$2533萬 | -21% | 16% | 99.2% | 127 | 23.62% | 1.1 |
|
| 5998 |
5998
Richmond Brothers
Jackson,
Michigan
| US$9774萬 | -US$3216萬 | -25% | 21.8% | 77.2% | 22 | 0% | 0.5 |
|
| 5999 |
5999
New Millennium Group
Sandy,
Utah
| US$9773萬 | -US$4149萬 | -30% | 14.8% | 176% | 404 | 86.14% | 0.1 |
|
| 6000 |
6000
Socha Financial Group
Corning,
New York
| US$9766萬 | -US$2427萬 | -20% | 17.5% | 81.5% | 18 | 27.78% | 0.4 |
|