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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 |
6976
Thor Investment Management
Cincinnati,
Ohio
| US$1.76億 | -US$1259萬 | -7% | 1.42% | 122% | 61 | 26.23% | 1.6 |
|
| 6977 |
6977
Providence Financial Advisors
Overland Park,
Kansas
| US$1.76億 | +US$34.6萬 | +0.2% | 11.4% | – | 65 | 16.92% | 0.6 |
|
| 6978 |
6978
Stone Loft Wealth Management
West Chester,
Pennsylvania
| US$1.76億 | +US$3586萬 | +26% | 9.42% | – | 31 | 6.45% | 0.4 |
|
| 6979 |
6979
Rainier Family Wealth
Tacoma,
Washington
| US$1.76億 | +US$2667萬 | +18% | 14.1% | – | 104 | 12.5% | 1 |
|
| 6980 |
6980
Millbank Dartmoor Portsmouth
Asheville,
North Carolina
| US$1.76億 | +US$2201萬 | +14% | 14.2% | – | 2 | 0% | 0.4 |
|
| 6981 |
6981
Resolute Wealth Advisor
Findlay,
Ohio
| US$1.76億 | -US$5,941 | -0% | 12.9% | – | 78 | 0% | 1 |
|
| 6982 |
MJPC
6982
Michael J. Porro & Co
Old Tappan,
New Jersey
| US$1.76億 | +US$4844萬 | +38% | 55.1% | – | 149 | 16.11% | 0.4 |
|
| 6983 |
6983
Pelham Capital
London,
United Kingdom
| US$1.76億 | +US$4799萬 | +38% | 23.4% | 135% | 12 | 25% | 1.7 |
|
| 6984 |
6984
Flavin Financial Services
Melbourne,
Florida
| US$1.75億 | +US$2689萬 | +18% | 8.94% | – | 86 | 22.09% | 1.1 |
|
| 6985 |
WPA
6985
Wealth Preservation Advisors
Chattanooga,
Tennessee
| US$1.75億 | +US$5502萬 | +46% | 14.3% | – | 1,041 | 92.03% | 1.1 |
|
| 6986 |
6986
Capstone Capital
Henderson,
Nevada
| US$1.75億 | +US$1982萬 | +13% | 11.1% | 62.8% | 27 | 22.22% | 1.7 |
|
| 6987 |
6987
Elevate Wealth Advisory
Athens,
Georgia
| US$1.75億 | +US$1666萬 | +11% | 8.78% | 49.5% | 134 | 11.94% | 2 |
|
| 6988 |
6988
Buttonwood Financial Group
Kansas City,
Missouri
| US$1.75億 | +US$1244萬 | +8% | 16.8% | 77.9% | 33 | 9.09% | 1.9 |
|
| 6989 |
GCA
6989
Gallagher Capital Advisors
Argyle,
Texas
| US$1.75億 | +US$2137萬 | +14% | 12.6% | – | 76 | 19.74% | 1 |
|
| 6990 |
6990
Basepoint Wealth
Cedar Rapids,
Iowa
| US$1.75億 | -US$6,728 | -0% | 2.61% | 113% | 709 | 20.31% | 0.9 |
|
| 6991 |
JMBA
6991
J. M. Brown & Associates
Tulsa,
Oklahoma
| US$1.75億 | – | – | 27.2% | – | 167 | – | 0 |
|
| 6992 |
6992
CNO Financial Group
Carmel,
Indiana
| US$1.75億 | +US$23.5萬 | +0.1% | 0.14% | – | 8 | 0% | 1.6 |
|
| 6993 |
6993
Credit Capital Investments
Livingston,
New Jersey
| US$1.75億 | +US$6446萬 | +59% | 111% | 500% | 49 | 34.69% | 1.6 |
|
| 6994 |
6994
Pring Turner Capital Group
Alamo,
California
| US$1.75億 | +US$846萬 | +5% | 6.63% | 70.8% | 76 | 9.21% | 4.8 |
|
| 6995 |
6995
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| US$1.75億 | +US$2579萬 | +17% | 16.3% | – | 108 | 32.41% | 0.9 |
|
| 6996 |
6996
Hansen & Associates Financial Group
Roseville,
California
| US$1.74億 | -US$1131萬 | -6% | 4.85% | – | 48 | 18.75% | 0.7 |
|
| 6997 |
6997
Boyar Asset Management
New York
| US$1.74億 | -US$134萬 | -0.8% | 16.3% | 75.5% | 81 | 8.64% | 7.7 |
|
| 6998 |
SV
6998
Stilwell Value
New York
| US$1.74億 | +US$750萬 | +4% | 4.01% | 87.9% | 26 | 11.54% | 5.3 |
|
| 6999 |
6999
Alterna Wealth Management
Houston,
Texas
| US$1.74億 | +US$4226萬 | +32% | 8.59% | 52.9% | 124 | 27.42% | 2.5 |
|
| 7000 |
7000
Accelerate Investment Advisors
Aliso Viejo,
California
| US$1.74億 | +US$2443萬 | +16% | 13.5% | – | 156 | 19.23% | 1.1 |
|