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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6651 |
BA
6651
Ballew Advisors
Jackson,
Mississippi
| US$1.94億 | +US$1615萬 | +9% | 9.98% | 68% | 135 | 17.04% | 3.6 |
|
| 6652 |
WF
6652
Williams Financial
North Bennington,
Vermont
| US$1.94億 | +US$2172萬 | +13% | 6.87% | 28.5% | 31 | 22.58% | 0.7 |
|
| 6653 |
MFA
6653
McClarren Financial Advisors
State College,
Pennsylvania
| US$1.93億 | +US$2460萬 | +15% | 12.6% | 63% | 88 | 13.64% | 1.7 |
|
| 6654 |
ALS
6654
Andrew L. Share
| US$1.93億 | -US$2092萬 | -10% | 7.89% | 14.8% | 19 | 15.79% | 2 |
|
| 6655 |
CW
6655
Code Waechter
Tampa,
Florida
| US$1.93億 | +US$2503萬 | +15% | 12.9% | – | 131 | 12.98% | 1.2 |
|
| 6656 |
RFA
6656
ROI Financial Advisors
Beaverton,
Oregon
| US$1.93億 | +US$2603萬 | +16% | 25.5% | – | 71 | 8.45% | 1.8 |
|
| 6657 |
CGA
6657
Channing Global Advisors
Miami,
Florida
| US$1.93億 | +US$2216萬 | +13% | 21.3% | 131% | 50 | 24% | 2.6 |
|
| 6658 |
BCM
6658
Berbice Capital Management
Melville,
New York
| US$1.93億 | +US$4030萬 | +26% | 32.4% | – | 173 | 57.8% | 1 |
|
| 6659 |
BSC
6659
Brown Shipley & Co
London,
United Kingdom
| US$1.93億 | +US$2661萬 | +16% | 18% | 125% | 85 | 20% | 2.4 |
|
| 6660 |
HC
6660
Hurley Capital
New York
| US$1.93億 | +US$644萬 | +3% | 9.5% | – | 786 | 28.37% | 0.9 |
|
| 6661 |
LWP
6661
LeClair Wealth Partners
Dublin,
Ohio
| US$1.93億 | -US$9636萬 | -33% | 14.2% | – | 222 | 94.14% | 0.1 |
|
| 6662 |
DBFM
6662
Dickmeyer Boyce Financial Management
Fort Wayne,
Indiana
| US$1.93億 | +US$2305萬 | +14% | 10.6% | – | 136 | 13.24% | 0.2 |
|
| 6663 |
JF
6663
Jericho Financial
Westerville,
Ohio
| US$1.93億 | +US$3442萬 | +22% | 33% | – | 42 | 7.14% | 1.4 |
|
| 6664 |
CFG
6664
Carter Financial Group
Barrington,
Illinois
| US$1.93億 | +US$3125萬 | +19% | 19.9% | – | 146 | 21.92% | 1.6 |
|
| 6665 |
QAM
6665
QSM Asset Management
London,
United Kingdom
| US$1.93億 | -US$1126萬 | -6% | 16% | – | 26 | 11.54% | 1 |
|
| 6666 |
LF
6666
Lighthouse Financial
Largo,
Florida
| US$1.93億 | +US$2704萬 | +16% | 21.4% | – | 81 | 9.88% | 1.2 |
|
| 6667 |
MAG
6667
M3 Advisory Group
Needham Heights,
Massachusetts
| US$1.93億 | +US$3060萬 | +19% | 20.8% | – | 167 | 17.37% | 1.7 |
|
| 6668 |
MF
6668
Manuka Financial
Richmond,
Virginia
| US$1.93億 | +US$3070萬 | +19% | 12.4% | – | 59 | 11.86% | 1.3 |
|
| 6669 |
OCM
6669
Occam Crest Management
Darien,
Connecticut
| US$1.93億 | +US$2786萬 | +17% | 45.8% | – | 44 | 54.55% | 0.4 |
|
| 6670 |
WAM
6670
Wernau Asset Management
Gloucester,
Massachusetts
| US$1.93億 | +US$4913萬 | +34% | 11.4% | – | 53 | 9.43% | 1.4 |
|
| 6671 |
MSF
6671
Mustard Seed Financial
Magnolia,
Arkansas
| US$1.92億 | +US$2558萬 | +15% | 8.51% | – | 101 | 12.87% | 1.9 |
|
| 6672 |
EWA
6672
Emergent Wealth Advisors
Williamsville,
New York
| US$1.92億 | +US$2323萬 | +14% | 16.1% | 74.2% | 133 | 14.29% | 1.6 |
|
| 6673 |
AFS
6673
Anderson Financial Strategies
Dayton,
Ohio
| US$1.92億 | +US$1048萬 | +6% | 10.3% | – | 41 | 34.15% | 0.9 |
|
| 6674 |
RB
6674
Richmond Brothers
Jackson,
Michigan
| US$1.92億 | +US$4215萬 | +28% | 16% | 77.2% | 97 | 63.92% | 0.8 |
|
| 6675 |
KPPF
6675
Klein Pavlis & Peasley Financial
Irvine,
California
| US$1.92億 | +US$1124萬 | +6% | 9.43% | 97.4% | 96 | 10.42% | 1.3 |
|