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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Richwood Investment Advisors
Cincinnati,
Ohio
| US$1.02億 | +US$211萬 | +2% | 6.1% | 66% | 106 | 7.55% | 1.4 |
|
| 6352 |
6352
Monetta Financial Services
Wheaton,
Illinois
| US$1.02億 | +US$877萬 | +9% | 14.2% | 275% | 68 | 44.12% | 2.2 |
|
| 6353 |
6353
MRP Capital Investments
Alpharetta,
Georgia
| US$1.02億 | +US$1111萬 | +12% | 8.01% | 222% | 265 | 32.45% | 0.4 |
|
| 6354 |
HFAS
6354
Hummer Financial Advisory Services
Chicago,
Illinois
| US$1.02億 | +US$813萬 | +9% | 6.44% | 71.8% | 98 | 16.33% | 2.7 |
|
| 6355 |
KCS
6355
Koonce Calvin Scott
| US$1.02億 | +US$1834萬 | +22% | 21.8% | 67.9% | 2 | 50% | 4.3 |
|
| 6356 |
6356
Petiole USA
New York
| US$1.02億 | -US$1731萬 | -14% | 0.51% | 105% | 38 | 5.26% | 1.3 |
|
| 6357 |
6357
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$1.02億 | +US$491萬 | +5% | 3.01% | 64.9% | 64 | 4.69% | 1.8 |
|
| 6358 |
6358
Northwestern University
Evanston,
Illinois
| US$1.02億 | -US$1017萬 | -9% | 3.98% | 28.2% | 7 | 14.29% | 2.9 |
|
| 6359 |
6359
Robocap Asset Management
London,
United Kingdom
| US$1.02億 | +US$1732萬 | +20% | 15.3% | 259% | 26 | 3.85% | 0.2 |
|
| 6360 |
6360
Greycroft
New York
| US$1.02億 | -US$578萬 | -5% | 5.2% | 20% | 2 | 0% | 1.4 |
|
| 6361 |
BAM
6361
Bosun Asset Management
Chicago,
Illinois
| US$1.02億 | +US$1434萬 | +16% | 3.15% | 278% | 205 | 64.39% | 0.4 |
|
| 6362 |
6362
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$1.02億 | +US$444萬 | +5% | 3.57% | 73% | 59 | 16.95% | 0.5 |
|
| 6363 |
6363
Kingdom Financial Group
Peoria,
Arizona
| US$1.02億 | – | – | 3.74% | 46.2% | 63 | – | 0 |
|
| 6364 |
6364
Nalls Sherbakoff Group
Knoxville,
Tennessee
| US$1.02億 | +US$135萬 | +1% | 3.75% | – | 519 | 7.32% | 2.6 |
|
| 6365 |
6365
WFA of San Diego
San Diego,
California
| US$1.02億 | +US$614萬 | +6% | 6.7% | – | 397 | 82.12% | 0.4 |
|
| 6366 |
6366
Lowery Thomas LLC
Pebble Beach,
California
| US$1.02億 | +US$1101萬 | +12% | 6.84% | 74.7% | 47 | 10.64% | 1 |
|
| 6367 |
6367
Rose Park Advisors
Boston,
Massachusetts
| US$1.02億 | +US$742萬 | +8% | 8.75% | 11.8% | 1 | 0% | 1.5 |
|
| 6368 |
OR
6368
Olympiad Research
Stamford,
Connecticut
| US$1.02億 | +US$1579萬 | +18% | 9.29% | 189% | 343 | 66.47% | 0.3 |
|
| 6369 |
6369
LTG Capital
Newton,
Massachusetts
| US$1.01億 | +US$471萬 | +5% | 5.27% | 56% | 26 | 0% | 1.4 |
|
| 6370 |
6370
Walker Financial Services
Bowling Green,
Kentucky
| US$1.01億 | +US$420萬 | +4% | 0.42% | 20.8% | 24 | 0% | 1.1 |
|
| 6371 |
6371
LifeSteps Financial
Claremont,
California
| US$1.01億 | +US$691萬 | +7% | 8.55% | 98.4% | 74 | 12.16% | 2.6 |
|
| 6372 |
6372
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$1.01億 | -US$585萬 | -5% | 0.33% | 52.2% | 62 | 0% | 5 |
|
| 6373 |
6373
Laraway Financial Advisors
Saint Cloud,
Minnesota
| US$1.01億 | +US$246萬 | +2% | 7.48% | 92.3% | 107 | 3.74% | 1.4 |
|
| 6374 |
6374
Bradley & Co Private Wealth Management
Miami,
Florida
| US$1.01億 | +US$969萬 | +11% | 11.6% | – | 183 | 8.74% | 1.7 |
|
| 6375 |
KSCM
6375
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.01億 | +US$2260萬 | +29% | 0.08% | 7.47% | 59 | 77.97% | 0.5 |
|