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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7126 |
7126
Pacific Financial Group
Bellevue,
Washington
| US$1.28億 | +US$420萬 | +3% | 9.24% | 61.1% | 64 | 18.75% | 6.5 |
|
| 7127 |
7127
Hopwood Financial Services
Reston,
Virginia
| US$1.28億 | -US$161萬 | -1% | 8.31% | – | 313 | 9.27% | 0.5 |
|
| 7128 |
AAA
7128
American Alpha Advisors
New York
| US$1.28億 | +US$858萬 | +7% | 10.2% | – | 105 | 36.19% | 0.4 |
|
| 7129 |
7129
Aryeh Capital Management
Toronto,
Ontario, Canada
| US$1.28億 | -US$1234萬 | -9% | 1.19% | 87.7% | 15 | 33.33% | 1.4 |
|
| 7130 |
7130
Tiptree Advisors
New York
| US$1.28億 | +US$683萬 | +6% | 17.4% | – | 30 | 53.33% | 0.3 |
|
| 7131 |
7131
Blodgett Wealth Advisors
Concord,
California
| US$1.28億 | +US$1030萬 | +9% | 16.9% | 150% | 64 | 9.38% | 2.6 |
|
| 7132 |
7132
Good Steward Wealth Advisors
Clarksville,
Tennessee
| US$1.28億 | +US$1769萬 | +16% | 4.63% | – | 134 | 35.07% | 0.2 |
|
| 7133 |
7133
Clio Asset Management
Charlottesville,
Virginia
| US$1.28億 | +US$181萬 | +1% | 6.6% | 60.6% | 15 | 6.67% | 1.5 |
|
| 7134 |
7134
Haven Global Partners
Atlanta,
Georgia
| US$1.27億 | +US$3204萬 | +34% | 14.5% | – | 10 | 0% | 0.5 |
|
| 7135 |
7135
Farley Capital
New York
| US$1.27億 | +US$1946萬 | +18% | 13.2% | 105% | 18 | 16.67% | 5.3 |
|
| 7136 |
7136
Balanced Rock Investment Advisors
Roslindale,
Massachusetts
| US$1.27億 | +US$200萬 | +2% | 6.91% | – | 99 | 13.13% | 1.2 |
|
| 7137 |
7137
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$1.27億 | +US$813萬 | +7% | 9.51% | 86.3% | 116 | 6.9% | 2.8 |
|
| 7138 |
7138
Steadtrust
Allen,
Texas
| US$1.27億 | – | – | 9.8% | – | 115 | – | 0 |
|
| 7139 |
7139
Barnett & Company
Chattanooga,
Tennessee
| US$1.27億 | +US$748萬 | +6% | 3.17% | 65.9% | 86 | 16.28% | 3.8 |
|
| 7140 |
DW
7140
Durante & Waters
Brewster,
New York
| US$1.27億 | +US$809萬 | +7% | 6.87% | 59.1% | 32 | 6.25% | 1.3 |
|
| 7141 |
TCM
7141
TAM Capital Management
Stamford,
Connecticut
| US$1.27億 | +US$786萬 | +7% | 7.71% | 4.15% | 5 | 40% | 0.5 |
|
| 7142 |
CFP
7142
Comprehensive Financial Planning
East Petersburg,
Pennsylvania
| US$1.27億 | +US$2417萬 | +24% | 15.5% | – | 355 | 12.11% | 0.5 |
|
| 7143 |
7143
Seneschal Advisors
Tacoma,
Washington
| US$1.27億 | +US$1030萬 | +9% | 6.23% | – | 39 | 15.38% | 0.4 |
|
| 7144 |
7144
Finward Bancorp
Munster,
Indiana
| US$1.27億 | +US$1124萬 | +10% | 11.4% | – | 106 | 6.6% | 0.5 |
|
| 7145 |
7145
Processus Wealth & Capital Management
Brentwood,
Tennessee
| US$1.27億 | +US$911萬 | +8% | 15.7% | 160% | 35 | 5.71% | 1.4 |
|
| 7146 |
7146
Rydar Equities
Weatherford,
Texas
| US$1.27億 | – | – | 12.1% | – | 95 | – | 0 |
|
| 7147 |
7147
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$1.27億 | -US$162萬 | -1% | 0.26% | 46.8% | 6 | 0% | 6.7 |
|
| 7148 |
7148
Perissos Private Wealth Management
Bethany,
Oklahoma
| US$1.26億 | +US$1677萬 | +15% | 6.69% | – | 81 | 22.22% | 1 |
|
| 7149 |
7149
Chico Wealth RIA
Chico,
California
| US$1.26億 | +US$1119萬 | +10% | 10.1% | 74.7% | 33 | 9.09% | 1.9 |
|
| 7150 |
7150
Generation Capital Management
Pittsford,
New York
| US$1.26億 | +US$1533萬 | +14% | 11.2% | – | 87 | 34.48% | 0.4 |
|