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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Delta Capital Management
Red Bank,
New Jersey
| US$2.17億 | +US$3550萬 | +20% | 37.8% | 129% | 112 | 10.71% | 5.8 |
|
| 6302 |
6302
Envision Financial
Brookfield,
Wisconsin
| US$2.17億 | +US$3125萬 | +17% | 10.3% | – | 49 | 8.16% | 1.3 |
|
| 6303 |
6303
OmniStar Financial Group
Wilmington,
North Carolina
| US$2.17億 | +US$2420萬 | +13% | 6.39% | 75.6% | 125 | 19.2% | 1.3 |
|
| 6304 |
6304
Essential Partners
Rancho Santa Fe,
California
| US$2.17億 | -US$8012萬 | -27% | 18.4% | – | 2,990 | 9.33% | 0.8 |
|
| 6305 |
JKA
6305
Jones Kertz & Associates
Blaine,
Minnesota
| US$2.17億 | +US$2858萬 | +15% | 33.2% | – | 68 | 5.88% | 0.5 |
|
| 6306 |
GAA
6306
Guardian Asset Advisors
Mechanicsburg,
Pennsylvania
| US$2.17億 | +US$4572萬 | +27% | 15% | 106% | 130 | 26.15% | 1.7 |
|
| 6307 |
6307
Bellevue Asset Management
Bellevue,
Washington
| US$2.17億 | +US$1689萬 | +8% | 13.8% | 56.7% | 591 | 39.76% | 3.1 |
|
| 6308 |
6308
Chou Associates Management
Toronto,
Ontario, Canada
| US$2.17億 | +US$633萬 | +3% | 7% | 66.4% | 31 | 3.23% | 3.8 |
|
| 6309 |
6309
Friedenthal Financial
Marlton,
New Jersey
| US$2.17億 | +US$1713萬 | +9% | 9.19% | 105% | 312 | 40.38% | 2 |
|
| 6310 |
6310
Security National Bank of So Dak
Sioux City,
Iowa
| US$2.17億 | +US$909萬 | +4% | 11.4% | 67.7% | 292 | 60.96% | 2.4 |
|
| 6311 |
6311
Ballast Rock Private Wealth
Charleston,
South Carolina
| US$2.17億 | +US$3574萬 | +20% | 14.2% | – | 195 | 10.77% | 0.4 |
|
| 6312 |
6312
Tenzing Global Management
San Francisco,
California
| US$2.16億 | +US$9590萬 | +80% | 35.4% | 273% | 23 | 56.52% | 0.6 |
|
| 6313 |
6313
Omni 360 Wealth
Plainsboro,
New Jersey
| US$2.16億 | +US$2262萬 | +12% | 11.1% | 59.9% | 137 | 10.22% | 1.8 |
|
| 6314 |
6314
Enstar Group
Hamilton,
Bermuda
| US$2.16億 | -US$101萬 | -0.5% | 0.19% | 29.5% | 9 | 0% | 4.3 |
|
| 6315 |
6315
Islay Capital Management
Lubbock,
Texas
| US$2.16億 | +US$1930萬 | +10% | 6.66% | 72% | 262 | 34.35% | 3.1 |
|
| 6316 |
6316
Barnes Wealth Management Group
Bakersfield,
California
| US$2.16億 | +US$1915萬 | +10% | 10.4% | – | 205 | 15.12% | 1.1 |
|
| 6317 |
6317
SWP Financial
San Diego,
California
| US$2.16億 | +US$2013萬 | +10% | 11.9% | 58.4% | 80 | 13.75% | 1.6 |
|
| 6318 |
PCMK
6318
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$2.16億 | +US$1408萬 | +7% | 14.8% | 87.5% | 61 | 8.2% | 6.6 |
|
| 6319 |
6319
GuidedMoney
Black Earth,
Wisconsin
| US$2.16億 | +US$2556萬 | +13% | 9.45% | – | 34 | 14.71% | 0.4 |
|
| 6320 |
PIM
6320
Pullen Investment Management
Bradenton,
Florida
| US$2.16億 | +US$1684萬 | +8% | 10.9% | – | 108 | 18.52% | 1.6 |
|
| 6321 |
6321
Brendel Financial Advisors
Hanover,
New Hampshire
| US$2.16億 | +US$1388萬 | +7% | 13.3% | 126% | 116 | 31.03% | 1.9 |
|
| 6322 |
6322
Chokshi & Queen Wealth Advisors
San Diego,
California
| US$2.16億 | +US$2878萬 | +15% | 17.8% | – | 69 | 20.29% | 0.9 |
|
| 6323 |
6323
Planning Directions
Glen Mills,
Pennsylvania
| US$2.16億 | +US$1831萬 | +9% | 11.1% | 46.3% | 113 | 8.85% | 3.4 |
|
| 6324 |
6324
Kennicott Capital Management
Corte Madera,
California
| US$2.16億 | +US$3277萬 | +18% | 19.3% | 98% | 48 | 8.33% | 3.6 |
|
| 6325 |
6325
Sharp Financial Services
Horsham,
Pennsylvania
| US$2.16億 | +US$1335萬 | +7% | 10.4% | – | 135 | 17.04% | 1.4 |
|