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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
NED
6426
Nancy E. Dempze
| US$2.09億 | +US$2691萬 | +15% | 23.6% | 83.1% | 97 | 11.34% | 4.4 |
|
| 6427 |
PAM
6427
Peninsula Asset Management
Bradenton,
Florida
| US$2.09億 | +US$1308萬 | +7% | 9.36% | 44.1% | 56 | 8.93% | 7.1 |
|
| 6428 |
HFS
6428
Hoge Financial Services
Canonsburg,
Pennsylvania
| US$2.09億 | +US$2206萬 | +12% | 12.4% | – | 87 | 21.84% | 1.5 |
|
| 6429 |
IA
6429
IFS Advisors
Overland Park,
Kansas
| US$2.09億 | +US$1475萬 | +8% | 8.74% | 54.2% | 226 | 6.64% | 2.7 |
|
| 6430 |
RC
6430
RLH Capital
Great Neck,
New York
| US$2.09億 | +US$1196萬 | +6% | 0.19% | – | 180 | 67.78% | 0.1 |
|
| 6431 |
PFG
6431
Pacific Financial Group
Bellevue,
Washington
| US$2.09億 | +US$2305萬 | +12% | 14.5% | 61.1% | 90 | 8.89% | 5.3 |
|
| 6432 |
FAG
6432
Financial Architects (Georgia)
Woodstock,
Georgia
| US$2.09億 | +US$1894萬 | +10% | 9.49% | 35.9% | 25 | 4% | 1.8 |
|
| 6433 |
OWA
6433
Oak Wealth Advisors
Northbrook,
Illinois
| US$2.08億 | +US$2649萬 | +15% | 12.4% | – | 68 | 16.18% | 1.2 |
|
| 6434 |
CCAM
6434
Capelight Capital Asset Management
New York
| US$2.08億 | +US$7436萬 | +55% | 96.8% | – | 50 | 58% | 0.2 |
|
| 6435 |
AWM
6435
Aberdeen Wealth Management
Lake Bluff,
Illinois
| US$2.08億 | -US$1107萬 | -5% | 15.8% | 73.1% | 436 | 61.01% | 1.8 |
|
| 6436 |
PA
6436
Promethium Advisors
Bethesda,
Maryland
| US$2.08億 | +US$1524萬 | +8% | 9.08% | – | 130 | 20% | 1.4 |
|
| 6437 |
AWP
6437
Axis Wealth Partners
East Providence,
Rhode Island
| US$2.08億 | +US$2025萬 | +11% | 9.99% | – | 197 | 18.78% | 1.2 |
|
| 6438 |
MGWA
6438
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$2.08億 | +US$2813萬 | +16% | 12.5% | – | 44 | 2.27% | 2 |
|
| 6439 |
MF
6439
Meridian Financial
Holliston,
Massachusetts
| US$2.08億 | +US$2518萬 | +14% | 12.5% | 58.5% | 152 | 11.18% | 2.9 |
|
| 6440 |
AAA
6440
Andrews Advisory Associates
Honolulu,
Hawaii
| US$2.08億 | +US$1815萬 | +10% | 9.1% | – | 89 | 11.24% | 0.4 |
|
| 6441 |
KTC
6441
Kentucky Trust Company
Danville,
Kentucky
| US$2.08億 | +US$1712萬 | +9% | 15.3% | – | 326 | 7.67% | 1.3 |
|
| 6442 |
AFC
6442
AFT Forsyth & Company
West Palm Beach,
Florida
| US$2.08億 | -US$454萬 | -2% | 20.9% | 135% | 126 | 16.67% | 8.4 |
|
| 6443 |
ACA
6443
Arena Capital Advisors
Los Angeles,
California
| US$2.08億 | +US$823萬 | +4% | 3.47% | 124% | 22 | 9.09% | 1.7 |
|
| 6444 |
IFS
6444
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$2.08億 | +US$1590萬 | +8% | 9.62% | 63.5% | 62 | 3.23% | 3.8 |
|
| 6445 |
SCM
6445
Sheridan Capital Management
San Rafael,
California
| US$2.08億 | +US$1807萬 | +10% | 9.64% | – | 32 | 6.25% | 1.8 |
|
| 6446 |
WBWA
6446
William B. Walkup & Associates
Columbia,
South Carolina
| US$2.08億 | +US$4022萬 | +24% | 16.6% | – | 266 | 41.73% | 1.2 |
|
| 6447 |
SCM
6447
Stonebridge Capital Management
Los Angeles,
California
| US$2.08億 | -US$1230萬 | -6% | 33.3% | – | 89 | 31.46% | 8.4 |
|
| 6448 |
BWA
6448
Babb Wealth Advisors
Flagstaff,
Arizona
| US$2.07億 | +US$2456萬 | +13% | 9.09% | – | 20 | 10% | 1.3 |
|
| 6449 |
BP
6449
BCK Partners
Corning,
New York
| US$2.07億 | +US$2223萬 | +12% | 11.1% | 44.6% | 28 | 7.14% | 4.1 |
|
| 6450 |
SBA
6450
Seven Bridges Advisors
New York
| US$2.07億 | – | – | 16.1% | – | 16 | – | 1.1 |
|