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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
CC
6976
Capstone Capital
Henderson,
Nevada
| US$1.75億 | +US$1982萬 | +13% | 11.1% | 62.8% | 27 | 22.22% | 1.7 |
|
| 6977 |
EWA
6977
Elevate Wealth Advisory
Athens,
Georgia
| US$1.75億 | +US$1666萬 | +11% | 8.78% | – | 134 | 11.94% | 2 |
|
| 6978 |
BFG
6978
Buttonwood Financial Group
Kansas City,
Missouri
| US$1.75億 | +US$1244萬 | +8% | 16.8% | 77.9% | 33 | 9.09% | 1.9 |
|
| 6979 |
GCA
6979
Gallagher Capital Advisors
Argyle,
Texas
| US$1.75億 | +US$2655萬 | +18% | 12.6% | – | 76 | 19.74% | 1 |
|
| 6980 |
BW
6980
Basepoint Wealth
Cedar Rapids,
Iowa
| US$1.75億 | -US$6,728 | -0% | 2.61% | 113% | 709 | 20.31% | 0.9 |
|
| 6981 |
JMBA
6981
J. M. Brown & Associates
Tulsa,
Oklahoma
| US$1.75億 | – | – | 27.2% | – | 167 | – | 0 |
|
| 6982 |
CFG
6982
CNO Financial Group
Carmel,
Indiana
| US$1.75億 | +US$23.5萬 | +0.1% | 0.14% | – | 8 | 0% | 1.6 |
|
| 6983 |
CCI
6983
Credit Capital Investments
Livingston,
New Jersey
| US$1.75億 | +US$6446萬 | +59% | 111% | 481% | 49 | 34.69% | 1.6 |
|
| 6984 |
PTCG
6984
Pring Turner Capital Group
Alamo,
California
| US$1.75億 | +US$846萬 | +5% | 6.63% | 70.8% | 76 | 9.21% | 4.8 |
|
| 6985 |
CWA
6985
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$1.75億 | +US$2579萬 | +17% | 16.3% | – | 108 | 32.41% | 0.9 |
|
| 6986 |
HAFG
6986
Hansen & Associates Financial Group
Roseville,
California
| US$1.74億 | -US$1131萬 | -6% | 4.85% | – | 48 | 18.75% | 0.7 |
|
| 6987 |
BAM
6987
Boyar Asset Management
New York
| US$1.74億 | -US$134萬 | -0.8% | 16.3% | 75.5% | 81 | 8.64% | 7.7 |
|
| 6988 |
SV
6988
Stilwell Value
New York
| US$1.74億 | +US$750萬 | +4% | 4.01% | 87.9% | 26 | 11.54% | 5.3 |
|
| 6989 |
AWM
6989
Alterna Wealth Management
Houston,
Texas
| US$1.74億 | +US$4226萬 | +32% | 8.59% | 48% | 124 | 27.42% | 2.5 |
|
| 6990 |
AIA
6990
Accelerate Investment Advisors
Aliso Viejo,
California
| US$1.74億 | +US$2443萬 | +16% | 13.5% | – | 156 | 19.23% | 1.1 |
|
| 6991 |
PMSA
6991
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$1.74億 | +US$1813萬 | +12% | 15.6% | – | 178 | 11.24% | 2 |
|
| 6992 |
PIA
6992
Prakash Investment Advisors
Andover,
Massachusetts
| US$1.74億 | +US$4560萬 | +35% | 64.7% | – | 107 | 23.36% | 0.7 |
|
| 6993 |
NWA
6993
Northwest Wealth Advisors
Bellingham,
Washington
| US$1.74億 | +US$3403萬 | +24% | 15% | – | 67 | 5.97% | 0.5 |
|
| 6994 |
6SA
6994
6th Street Advisors
Daphne,
Alabama
| US$1.74億 | +US$1510萬 | +10% | 9.99% | – | 65 | 15.38% | 0.2 |
|
| 6995 |
PWSG
6995
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.74億 | +US$1378萬 | +9% | 11.8% | 75.5% | 64 | 10.94% | 4 |
|
| 6996 |
KCM
6996
Kalehua Capital Management
Dallas,
Texas
| US$1.74億 | +US$3262萬 | +23% | 45.2% | – | 33 | 45.45% | 0.3 |
|
| 6997 |
CPCP
6997
Cedar Point Capital Partners
Cedar Rapids,
Iowa
| US$1.74億 | +US$1987萬 | +13% | 10.1% | – | 78 | 10.26% | 1.7 |
|
| 6998 |
MCM
6998
MontVue Capital Management
Lynchburg,
Virginia
| US$1.74億 | +US$2705萬 | +18% | 15.5% | – | 78 | 14.1% | 1.8 |
|
| 6999 |
MEAC
6999
M.E. Allison & Co
San Antonio,
Texas
| US$1.74億 | +US$2289萬 | +15% | 18.3% | – | 205 | 10.73% | 1.2 |
|
| 7000 |
CTFG
7000
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$1.74億 | +US$1.16億 | +203% | 30.9% | – | 129 | 75.19% | 0.8 |
|