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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7101 |
7101
Basepoint Wealth
Cedar Rapids,
Iowa
| US$1.29億 | +US$158萬 | +1% | 6.06% | 113% | 111 | 13.51% | 2.6 |
|
| 7102 |
7102
Littlejohn Financial Services
Roseburg,
Oregon
| US$1.29億 | +US$284萬 | +2% | 6.4% | – | 71 | 29.58% | 0.4 |
|
| 7103 |
7103
Dean Jacobson Financial Services
Fort Worth,
Texas
| US$1.29億 | -US$71.4萬 | -0.5% | 6.01% | 59.6% | 16 | 37.5% | 1.2 |
|
| 7104 |
7104
Gladwyn Financial Advisors
Chantilly,
Virginia
| US$1.29億 | – | – | 6.51% | – | 82 | – | 0 |
|
| 7105 |
7105
IMG Wealth Management
Jacksonville,
Florida
| US$1.29億 | +US$1774萬 | +16% | 8.76% | – | 517 | 50.1% | 0.3 |
|
| 7106 |
7106
Magnolia Private Wealth
Philadelphia,
Pennsylvania
| US$1.29億 | +US$757萬 | +6% | 6.92% | – | 118 | 19.49% | 0.4 |
|
| 7107 |
7107
Avant Capital
Lafayette,
Louisiana
| US$1.29億 | +US$867萬 | +7% | 5.93% | – | 71 | 7.04% | 2.7 |
|
| 7108 |
CAG
7108
Cypress Advisory Group
Scottsdale,
Arizona
| US$1.29億 | +US$1925萬 | +18% | 4.24% | – | 68 | 11.76% | 0.4 |
|
| 7109 |
7109
CPR Investments
Rochester,
Michigan
| US$1.29億 | +US$1608萬 | +14% | 10.3% | 84% | 51 | 39.22% | 0.9 |
|
| 7110 |
DFA
7110
Davies Financial Advisors
Murrieta,
California
| US$1.29億 | +US$1146萬 | +10% | 11.5% | – | 79 | 21.52% | 0.9 |
|
| 7111 |
7111
Sherrill & Hutchins Financial Advisory
Atlanta,
Georgia
| US$1.29億 | +US$1137萬 | +10% | 5.32% | 41.6% | 12 | 0% | 1.3 |
|
| 7112 |
7112
DMC Group
Birmingham,
Alabama
| US$1.29億 | +US$587萬 | +5% | 9.05% | 116% | 139 | 18.71% | 2.3 |
|
| 7113 |
7113
Paladin Wealth
Arden Hills,
Minnesota
| US$1.29億 | +US$1727萬 | +16% | 9.51% | – | 115 | 20% | 0.6 |
|
| 7114 |
7114
Broadwater Capital
Boston,
Massachusetts
| US$1.29億 | +US$78.9萬 | +0.6% | 5.19% | – | 227 | 3.96% | 1.5 |
|
| 7115 |
7115
Visa Foundation
San Francisco,
California
| US$1.29億 | -US$427萬 | -3% | 11.9% | 58.1% | 1 | 0% | 3.5 |
|
| 7116 |
7116
Marest Capital
Tarzana,
California
| US$1.29億 | +US$815萬 | +7% | 12.3% | 84.5% | 30 | 56.67% | 1 |
|
| 7117 |
7117
7G Capital Management
New York
| US$1.29億 | +US$1178萬 | +10% | 13% | 137% | 8 | 12.5% | 2.5 |
|
| 7118 |
7118
Delos Wealth Advisors
Dallas,
Texas
| US$1.28億 | +US$211萬 | +2% | 6.3% | 58% | 262 | 79.01% | 0.6 |
|
| 7119 |
7119
Dahring Cusmano
Novi,
Michigan
| US$1.28億 | +US$1223萬 | +11% | 8.09% | – | 56 | 3.57% | 0.5 |
|
| 7120 |
7120
Disciplined Investors
Waco,
Texas
| US$1.28億 | +US$1752萬 | +16% | 11% | – | 123 | 8.13% | 0.5 |
|
| 7121 |
7121
Sugar Maple Asset Management
Sister Bay,
Wisconsin
| US$1.28億 | +US$124萬 | +1% | 4.33% | – | 85 | 32.94% | 0.7 |
|
| 7122 |
7122
U.S. Wealth Group
Woodbury,
New York
| US$1.28億 | +US$207萬 | +2% | 10.2% | – | 42 | 7.14% | 0.5 |
|
| 7123 |
7123
UP Strategic Wealth Investment Advisors
Pittsburgh,
Pennsylvania
| US$1.28億 | +US$1577萬 | +14% | 12.6% | – | 101 | 20.79% | 1 |
|
| 7124 |
7124
Strategent Financial
Harrisonburg,
Virginia
| US$1.28億 | +US$1767萬 | +16% | 7.9% | – | 35 | 5.71% | 0.5 |
|
| 7125 |
TM
7125
TFJ Management
Somerville,
Massachusetts
| US$1.28億 | +US$2252萬 | +21% | 20.3% | – | 14 | 14.29% | 0.4 |
|