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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7276 |
CGF
7276
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| US$1.59億 | +US$1457萬 | +10% | 9.26% | 79.6% | 75 | 54.67% | 0.6 |
|
| 7277 |
ALM
7277
Argosy-Lionbridge Management
New York
| US$1.59億 | +US$1660萬 | +12% | 9.04% | – | 21 | 38.1% | 0.5 |
|
| 7278 |
4PL
7278
46 Peaks LLC
Newtown,
Pennsylvania
| US$1.59億 | +US$2170萬 | +16% | 9.97% | – | 30 | 30% | 0.4 |
|
| 7279 |
OFG
7279
Opulen Financial Group
Arlington,
Virginia
| US$1.59億 | +US$1689萬 | +12% | 12.2% | – | 120 | 8.33% | 1.2 |
|
| 7280 |
SWM
7280
SpringVest Wealth Management
Dallas,
Texas
| US$1.59億 | +US$1258萬 | +9% | 7.52% | – | 76 | 14.47% | 1.2 |
|
| 7281 |
JAIC
7281
Josh Arnold Investment Consultant
Edina,
Minnesota
| US$1.59億 | +US$4197萬 | +36% | 108% | 272% | 25 | 64% | 0.7 |
|
| 7282 |
MPA
7282
Marvin & Palmer Associates
Wilmington,
Delaware
| US$1.59億 | +US$7543萬 | +90% | 46.2% | 392% | 37 | 67.57% | 0.4 |
|
| 7283 |
MWML
7283
Morrissey Wealth Management, LLC
North Haven,
Connecticut
| US$1.59億 | – | – | 9.73% | – | 30 | – | 0 |
|
| 7284 |
JAM
7284
Jacobs Asset Management
New York
| US$1.59億 | -US$814萬 | -5% | 13.6% | 114% | 31 | 35.48% | 2.5 |
|
| 7285 |
JWM
7285
JP Wealth Management
Mt. Pleasant,
South Carolina
| US$1.59億 | +US$1140萬 | +8% | 13% | – | 15 | 6.67% | 1.3 |
|
| 7286 |
CMMS
7286
Comprehensive Money Management Services
Coral Gables,
Florida
| US$1.59億 | +US$641萬 | +4% | 3.91% | – | 207 | 10.14% | 1.3 |
|
| 7287 |
LA
7287
Lakeside Advisors
Seattle,
Washington
| US$1.59億 | +US$900萬 | +6% | 7.7% | 63.2% | 69 | 11.59% | 3.6 |
|
| 7288 |
SG
7288
Stanich Group
Montauk,
New York
| US$1.59億 | +US$2763萬 | +21% | 18.4% | – | 55 | 20% | 1.1 |
|
| 7289 |
SFC
7289
Swisher Financial Concepts
Westerville,
Ohio
| US$1.59億 | -US$1997萬 | -11% | 12% | – | 112 | 13.39% | 1.4 |
|
| 7290 |
BWLSA
7290
Blue Water Life Science Advisors
Larkspur,
California
| US$1.59億 | +US$3404萬 | +27% | 64.1% | 503% | 10 | 10% | 2.3 |
|
| 7291 |
ACP
7291
Argyle Capital Partners
Los Angeles,
California
| US$1.59億 | +US$1988萬 | +14% | 9.59% | – | 185 | 17.84% | 1.1 |
|
| 7292 |
CW
7292
Cooksen Wealth
The Woodlands,
Texas
| US$1.59億 | +US$2100萬 | +15% | 14.7% | 70.7% | 45 | 0% | 2.4 |
|
| 7293 |
AC
7293
Agman Capital
Omaha,
Nebraska
| US$1.59億 | +US$3303萬 | +26% | 28.9% | – | 19 | 5.26% | 0.5 |
|
| 7294 |
OI
7294
Overlook Investments
Grand Cayman,
Cayman Islands
| US$1.59億 | -US$6085萬 | -28% | 10% | – | 2 | 50% | 0.5 |
|
| 7295 |
OC
7295
Oppenheimer & Close
New York
| US$1.59億 | -US$10.7萬 | -0.1% | 5.43% | 149% | 61 | 14.75% | 4.3 |
|
| 7296 |
AWA
7296
AGH Wealth Advisors
Wichita,
Kansas
| US$1.58億 | +US$2261萬 | +17% | 19.7% | – | 137 | 16.06% | 1.1 |
|
| 7297 |
BTC
7297
Bank & Trust Company
Litchfield,
Illinois
| US$1.58億 | +US$1004萬 | +7% | 12.2% | – | 310 | 4.19% | 1.8 |
|
| 7298 |
VFIA
7298
Virtus Fixed Income Advisers
Hartford,
Connecticut
| US$1.58億 | +US$3589萬 | +29% | 0.44% | – | 85 | 4.71% | 0.2 |
|
| 7299 |
CCA
7299
Collaborative Capital Advisors
New York
| US$1.58億 | – | – | 11.7% | – | 83 | – | 0 |
|
| 7300 |
SF
7300
Seek First
Campbell,
California
| US$1.58億 | +US$1651萬 | +12% | 18.6% | – | 67 | 13.43% | 1 |
|