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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
Pinnacle Wealth Management Group
Plymouth,
Michigan
| US$2.14億 | +US$1065萬 | +5% | 6.93% | 64.3% | 130 | 9.23% | 2.5 |
|
| 6352 |
KCM
6352
Knoll Capital Management
Miami,
Florida
| US$2.14億 | +US$3415萬 | +19% | 2.82% | 258% | 38 | 5.26% | 2.4 |
|
| 6353 |
SF
6353
Sun Financial
Midvale,
Utah
| US$2.14億 | +US$1462萬 | +7% | 15.8% | – | 176 | 18.18% | 0.4 |
|
| 6354 |
6354
Bayshore Capital Advisors
Tampa,
Florida
| US$2.14億 | -US$2278萬 | -10% | 17.7% | – | 47 | 23.4% | 0.4 |
|
| 6355 |
KA
6355
Kearns & Associates
Palos Verdes Estates,
California
| US$2.14億 | +US$2832萬 | +15% | 14.3% | 78.7% | 42 | 7.14% | 3.2 |
|
| 6356 |
6356
Holos Integrated Wealth
Kennett Square,
Pennsylvania
| US$2.14億 | +US$1653萬 | +8% | 7.4% | – | 424 | 13.92% | 1.2 |
|
| 6357 |
6357
Fort Vancouver Investment Management
Vancouver,
Washington
| US$2.14億 | +US$1718萬 | +9% | 10% | – | 62 | 4.84% | 1.4 |
|
| 6358 |
6358
Starwood Capital Group Management
Miami Beach,
Florida
| US$2.14億 | +US$2629萬 | +14% | 14.2% | 16.2% | 6 | 0% | 1.6 |
|
| 6359 |
6359
Successful Portfolios
Clearwater,
Florida
| US$2.14億 | +US$3271萬 | +18% | 22.8% | 110% | 200 | 6.5% | 4.8 |
|
| 6360 |
6360
Broadway Wealth Solutions
San Antonio,
Texas
| US$2.14億 | +US$2070萬 | +11% | 9.62% | – | 105 | 21.9% | 1.2 |
|
| 6361 |
6361
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$2.14億 | -US$201萬 | -0.9% | 0.06% | 53.1% | 21 | 4.76% | 3.2 |
|
| 6362 |
6362
Econ Financial Services
Harrisburg,
Pennsylvania
| US$2.14億 | -US$136萬 | -0.6% | 5.29% | 16.9% | 100 | 54% | 0.8 |
|
| 6363 |
6363
Reflection Asset Management
Isle Of Palms,
South Carolina
| US$2.14億 | +US$5052萬 | +31% | 33% | – | 162 | 23.46% | 0.4 |
|
| 6364 |
6364
Cladis Investment Advisory
Billings,
Montana
| US$2.14億 | +US$3223萬 | +18% | 24.4% | 131% | 177 | 12.43% | 2.6 |
|
| 6365 |
6365
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$2.14億 | +US$3006萬 | +16% | 24.8% | 88.9% | 34 | 8.82% | 5.8 |
|
| 6366 |
6366
Birchview Capital
Burlington,
Vermont
| US$2.14億 | +US$3816萬 | +22% | 47.9% | 327% | 87 | 33.33% | 2.3 |
|
| 6367 |
6367
Tassel Capital Management
Matthews,
North Carolina
| US$2.14億 | +US$2957萬 | +16% | 8.4% | – | 45 | 17.78% | 1 |
|
| 6368 |
6368
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$2.14億 | +US$3790萬 | +22% | 39.5% | 152% | 95 | 4.21% | 4.6 |
|
| 6369 |
6369
Kingsman Wealth Management
Pensacola,
Florida
| US$2.14億 | +US$3541萬 | +20% | 31.1% | – | 83 | 24.1% | 0.9 |
|
| 6370 |
6370
Fortis Advisors
Wayne,
Pennsylvania
| US$2.14億 | +US$1398萬 | +7% | 17.6% | 72.8% | 131 | 16.03% | 3 |
|
| 6371 |
6371
Keynote Financial Services
Vernon,
Connecticut
| US$2.14億 | +US$2555萬 | +14% | 26.4% | – | 193 | 13.99% | 1.7 |
|
| 6372 |
6372
Ayrshire Capital Management
Westport,
Connecticut
| US$2.14億 | +US$2022萬 | +10% | 17.7% | 84.8% | 57 | 24.56% | 3.2 |
|
| 6373 |
6373
Ararat Capital Management
Westport,
Connecticut
| US$2.13億 | +US$3587萬 | +20% | 28.3% | 99.2% | 19 | 31.58% | 1.8 |
|
| 6374 |
6374
Stephenson & Company
San Clemente,
California
| US$2.13億 | +US$2903萬 | +16% | 9.29% | 47% | 50 | 14% | 1.7 |
|
| 6375 |
6375
Alchemi Wealth
Essex,
Connecticut
| US$2.13億 | +US$3323萬 | +18% | 24.6% | – | 176 | 16.48% | 0.4 |
|