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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
7026
Teton Advisors
Rye,
New York
| US$1.73億 | +US$3083萬 | +22% | 41.5% | 139% | 163 | 9.82% | 9 |
|
| 7027 |
7027
Concorde Asset Management
Ann Arbor,
Michigan
| US$1.73億 | -US$3112萬 | -15% | 22.1% | – | 231 | 44.59% | 2.3 |
|
| 7028 |
7028
Archvest Wealth Advisors
Concord,
California
| US$1.73億 | +US$1783萬 | +12% | 11.3% | 53.1% | 81 | 18.52% | 2.1 |
|
| 7029 |
7029
Hopwood Financial Services
Reston,
Virginia
| US$1.73億 | +US$2426萬 | +16% | 12.8% | – | 92 | 9.78% | 1.3 |
|
| 7030 |
7030
Grantvest Financial Group
Matawan,
New Jersey
| US$1.73億 | +US$1810萬 | +12% | 10.2% | – | 194 | 16.49% | 1 |
|
| 7031 |
7031
DeLarme Wealth Management
Palos Verdes Estates,
California
| US$1.72億 | +US$1720萬 | +11% | 8.56% | – | 69 | 10.14% | 0.4 |
|
| 7032 |
7032
Doheny Asset Management
Los Angeles,
California
| US$1.72億 | +US$1903萬 | +12% | 15.6% | 135% | 65 | 13.85% | 6.5 |
|
| 7033 |
7033
Fundamenta Capital
Montevideo,
| US$1.72億 | +US$7058萬 | +69% | 2.01% | – | 16 | 62.5% | 0.1 |
|
| 7034 |
7034
Sanders Morris Harris
Houston,
Texas
| US$1.72億 | -US$4.58億 | -73% | 9.11% | 85.8% | 303 | 77.23% | 0.2 |
|
| 7035 |
7035
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$1.72億 | -US$1.33億 | -44% | 8.92% | 51.8% | 29 | 27.59% | 2.2 |
|
| 7036 |
7036
Pacific Park Financial
Lagina Hills,
California
| US$1.72億 | +US$1909萬 | +12% | 9.86% | – | 80 | 12.5% | 0.4 |
|
| 7037 |
7037
Innovative Wealth Building
California,
Maryland
| US$1.72億 | +US$2997萬 | +21% | 14.4% | – | 87 | 22.99% | 0.9 |
|
| 7038 |
7038
Aspire Growth Partners
Miromar Lakes,
Florida
| US$1.72億 | +US$2638萬 | +18% | 19.2% | – | 135 | 15.56% | 1.2 |
|
| 7039 |
7039
Networth Advisors
Canonsburg,
Pennsylvania
| US$1.72億 | +US$3063萬 | +22% | 9.77% | – | 452 | 30.53% | 0.4 |
|
| 7040 |
7040
Coastwise Capital Group
La Jolla,
California
| US$1.72億 | -US$807萬 | -4% | 17.1% | 88.8% | 152 | 21.71% | 2.6 |
|
| 7041 |
7041
Paladin Wealth
Arden Hills,
Minnesota
| US$1.72億 | +US$2656萬 | +18% | 11.7% | – | 146 | 22.6% | 1.1 |
|
| 7042 |
7042
Stonekeep Investments
Sante Fe,
New Mexico
| US$1.72億 | +US$1756萬 | +11% | 10.4% | – | 83 | 22.89% | 1.3 |
|
| 7043 |
7043
Gambit Capital Management
Franklin,
Tennessee
| US$1.72億 | +US$2657萬 | +18% | 15.6% | – | 109 | 21.1% | 0.4 |
|
| 7044 |
7044
Graphene Investments SAS
Paris,
France
| US$1.72億 | +US$2276萬 | +15% | 17.8% | 103% | 45 | 8.89% | 2.5 |
|
| 7045 |
CFA
7045
Collaborative Fund Advisors
Reno,
Nevada
| US$1.72億 | +US$986萬 | +6% | 16.8% | – | 251 | 63.75% | 0.1 |
|
| 7046 |
7046
Shade Tree Advisors
Saratoga Springs,
New York
| US$1.72億 | +US$3212萬 | +23% | 34.7% | – | 30 | 13.33% | 0.9 |
|
| 7047 |
7047
Northland Securities
Minneapolis,
Minnesota
| US$1.72億 | +US$6663萬 | +63% | 19.5% | – | 124 | 19.35% | 0.4 |
|
| 7048 |
7048
Welch Financial Planning
Boulder,
Colorado
| US$1.72億 | +US$3255萬 | +23% | 19% | – | 77 | 20.78% | 0.4 |
|
| 7049 |
7049
Brian Low Financial Group
Baton Rouge,
Louisiana
| US$1.71億 | +US$2425萬 | +16% | 9.23% | – | 128 | 18.75% | 0.8 |
|
| 7050 |
7050
Bannerman Wealth Management Group
Lewisville,
Texas
| US$1.71億 | +US$2299萬 | +15% | 11.3% | – | 38 | 15.79% | 1.1 |
|