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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Disciplined Equity Management
Neptune Beach,
Florida
| US$1.52億 | +US$125萬 | +0.8% | 0.36% | 72.3% | 64 | 9.38% | 1.5 |
|
| 6052 |
6052
Cassia Capital Partners
Winston Salem,
North Carolina
| US$1.52億 | +US$120萬 | +0.8% | 1.11% | 55% | 62 | 4.84% | 1.9 |
|
| 6053 |
6053
Stash Investments
New York
| US$1.52億 | +US$1186萬 | +8% | 0.95% | – | 5 | 0% | 0.5 |
|
| 6054 |
6054
Treasure Coast Financial Planning
Vero Beach,
Florida
| US$1.52億 | -US$128萬 | -0.8% | 0.17% | 32.6% | 35 | 11.43% | 1.7 |
|
| 6055 |
6055
Advanced Portfolio Management
New York
| US$1.52億 | +US$9864萬 | +186% | 1.63% | 19.8% | 47 | 34.04% | 0.3 |
|
| 6056 |
BMMM
6056
Boston Mountain Money Management
Bentonville,
Arkansas
| US$1.52億 | +US$557萬 | +4% | 3.9% | – | 64 | 7.81% | 0.2 |
|
| 6057 |
6057
Garrison Point Advisors
Walnut Creek,
California
| US$1.52億 | -US$403萬 | -3% | 3.47% | 81.5% | 152 | 7.24% | 4.3 |
|
| 6058 |
6058
SWP Financial
San Diego,
California
| US$1.51億 | +US$853萬 | +6% | 2.53% | 58.4% | 53 | 15.09% | 0.4 |
|
| 6059 |
6059
Asset Allocation & Management Company
Chicago,
Illinois
| US$1.51億 | -US$143萬 | -0.9% | 1.46% | 58.5% | 49 | 2.04% | 3 |
|
| 6060 |
6060
CMG Global Holdings
Plano,
Texas
| US$1.51億 | +US$564萬 | +4% | 2.91% | 80.8% | 95 | 6.32% | 2.6 |
|
| 6061 |
6061
Ables Iannone Moore & Associates
Savannah,
Georgia
| US$1.51億 | +US$1124萬 | +8% | 9.9% | 116% | 74 | 28.38% | 0.5 |
|
| 6062 |
6062
Center For Asset Management
Palm Beach Gardens,
Florida
| US$1.51億 | +US$2899萬 | +24% | 3.17% | 66.6% | 125 | 23.2% | 1.6 |
|
| 6063 |
6063
Battery Global Advisors
Boston,
Massachusetts
| US$1.51億 | +US$2782萬 | +23% | 2.8% | – | 41 | 29.27% | 0.4 |
|
| 6064 |
6064
Pacific Capital Partners
London,
| US$1.51億 | -US$176萬 | -1% | 1.6% | 49.8% | 63 | 15.87% | 0.7 |
|
| 6065 |
6065
Kestrel Investment Management
San Mateo,
California
| US$1.51億 | +US$120萬 | +0.8% | 3.28% | 89.2% | 44 | 31.82% | 1.5 |
|
| 6066 |
6066
Ballew Advisors
Jackson,
Mississippi
| US$1.51億 | +US$603萬 | +4% | 2.38% | 68% | 105 | 6.67% | 3.6 |
|
| 6067 |
6067
Chaney Capital Management
Lynnwood,
Washington
| US$1.51億 | +US$2650萬 | +21% | 5.72% | – | 38 | 23.68% | 0.4 |
|
| 6068 |
6068
Strategic Value Bank Partners
Cleveland,
Ohio
| US$1.51億 | -US$203萬 | -1% | 1.01% | 98.1% | 22 | 0% | 2.1 |
|
| 6069 |
6069
Evergreen Wealth Management
Williamston,
Michigan
| US$1.51億 | +US$319萬 | +2% | 2.87% | 62.1% | 55 | 0% | 1.4 |
|
| 6070 |
6070
Archvest Wealth Advisors
Concord,
California
| US$1.51億 | +US$941萬 | +7% | 1.54% | 47.8% | 65 | 16.92% | 1.6 |
|
| 6071 |
6071
Prepared Retirement Institute
Lansdale,
Pennsylvania
| US$1.51億 | +US$1687萬 | +13% | 1.08% | – | 83 | 18.07% | 0.4 |
|
| 6072 |
6072
Guardian Financial Partners
Orange,
California
| US$1.51億 | +US$487萬 | +3% | 1.82% | 50.2% | 46 | 4.35% | 1 |
|
| 6073 |
CE
6073
Cornerstone Enterprises
Appleton,
Wisconsin
| US$1.51億 | +US$1466萬 | +11% | 7.61% | 85.7% | 35 | 5.71% | 0.4 |
|
| 6074 |
6074
Millennium Capital Advisors
Little Rock,
Arkansas
| US$1.5億 | +US$886萬 | +6% | 8.24% | 134% | 126 | 7.94% | 1.9 |
|
| 6075 |
6075
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$1.5億 | -US$379萬 | -2% | 4.72% | 91.4% | 133 | 10.53% | 2.1 |
|