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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6176 |
6176
Mendel Capital Management
Little Rock,
Arkansas
| US$8938萬 | -US$1635萬 | -15% | 13.4% | – | 71 | 11.27% | 0.5 |
|
| 6177 |
6177
Guardian Financial Partners
Orange,
California
| US$8926萬 | -US$788萬 | -8% | 11.8% | 50.2% | 44 | 25% | 0.4 |
|
| 6178 |
6178
M28 Capital Management
Stamford,
Connecticut
| US$8920萬 | -US$1956萬 | -18% | 0.96% | 200% | 13 | 0% | 0.5 |
|
| 6179 |
6179
Paragon Wealth Strategies
Jacksonville,
Florida
| US$8909萬 | -US$2.93億 | -77% | 7.49% | 59.8% | 57 | 68.42% | 1.5 |
|
| 6180 |
6180
LTG Capital
Newton,
Massachusetts
| US$8908萬 | -US$2082萬 | -19% | 19.1% | 56% | 26 | 0% | 0.5 |
|
| 6181 |
6181
KilterHowling LLC
Boulder,
Colorado
| US$8907萬 | -US$907萬 | -9% | 11.3% | 51.3% | 54 | 9.26% | 0.5 |
|
| 6182 |
HC
6182
Hoese & Co
Glencoe,
Minnesota
| US$8907萬 | -US$781萬 | -8% | 12.5% | 51% | 209 | 5.74% | 1 |
|
| 6183 |
6183
Momentum Advisors
New York
| US$8896萬 | – | – | 16.2% | – | 62 | – | 0 |
|
| 6184 |
6184
Life Planning Partners
Jacksonville,
Florida
| US$8894萬 | -US$930萬 | -9% | 11.7% | 50.3% | 198 | 12.63% | 0.5 |
|
| 6185 |
6185
Interchange Capital Partners
Pittsburgh,
Pennsylvania
| US$8891萬 | -US$842萬 | -9% | 15% | 106% | 176 | 25% | 0.6 |
|
| 6186 |
MF
6186
Meridian Financial
Holliston,
Massachusetts
| US$8887萬 | -US$754萬 | -8% | 12.6% | 58.5% | 100 | 22% | 0.4 |
|
| 6187 |
6187
Apis Capital Advisors
New York
| US$8873萬 | +US$612萬 | +7% | 6.91% | 1,532% | 33 | 21.21% | 1.2 |
|
| 6188 |
6188
Alamar Capital Management
Santa Barbara,
California
| US$8860萬 | -US$3056萬 | -26% | 18.5% | – | 64 | 6.25% | 1.2 |
|
| 6189 |
6189
Schrum Private Wealth Management
St. Augustine,
Florida
| US$8851萬 | -US$1111萬 | -11% | 12.3% | 60.9% | 123 | 10.57% | 0.5 |
|
| 6190 |
6190
Vanguard Capital Wealth Advisors
Denver,
Colorado
| US$8849萬 | -US$5139萬 | -37% | 16.5% | 234% | 159 | 27.04% | 2.3 |
|
| 6191 |
6191
New Century Advisors
Chevy Chase,
Maryland
| US$8835萬 | -US$3013萬 | -25% | 11.2% | – | 117 | 33.33% | 0.9 |
|
| 6192 |
HFAS
6192
Hummer Financial Advisory Services
Chicago,
Illinois
| US$8832萬 | -US$2255萬 | -20% | 12.7% | 71.8% | 103 | 9.71% | 2.2 |
|
| 6193 |
6193
Privium Fund Management (UK)
London,
United Kingdom
| US$8827萬 | -US$8992萬 | -50% | 0.55% | 34.4% | 127 | 48.03% | 0.3 |
|
| 6194 |
6194
Wulff, Hansen & Co
San Rafael,
California
| US$8827萬 | -US$1677萬 | -16% | 12.1% | 85.8% | 93 | 9.68% | 0.5 |
|
| 6195 |
6195
Magnolia Wealth Management
Dothan,
Alabama
| US$8823萬 | -US$685萬 | -7% | 9.69% | 48.7% | 11 | 18.18% | 0.4 |
|
| 6196 |
6196
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| US$8823萬 | -US$1868萬 | -17% | 15.2% | – | 109 | 6.42% | 4.2 |
|
| 6197 |
6197
Richelieu Gestion
Paris,
France
| US$8817萬 | -US$3767萬 | -30% | 20.6% | – | 83 | 21.69% | 0.2 |
|
| 6198 |
6198
Credit Capital Investments
Livingston,
New Jersey
| US$8806萬 | -US$1988萬 | -18% | 19.7% | 500% | 82 | 59.76% | 0.9 |
|
| 6199 |
6199
First Affirmative Financial Network
Colorado Springs,
Colorado
| US$8798萬 | -US$1631萬 | -16% | 9.1% | – | 160 | 16.25% | 0.7 |
|
| 6200 |
6200
Del-Sette Capital Management
Schenectady,
New York
| US$8795萬 | -US$1545萬 | -15% | 13.7% | 112% | 29 | 37.93% | 0.4 |
|