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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 |
7276
Avant Capital
Lafayette,
Louisiana
| US$1.6億 | +US$1741萬 | +12% | 14.1% | – | 87 | 13.79% | 3 |
|
| 7277 |
7277
Kagan Cocozza Asset Management
Mickleton,
New Jersey
| US$1.6億 | +US$1746萬 | +12% | 10.1% | – | 70 | 5.71% | 1.3 |
|
| 7278 |
7278
Papamarkou Wellner Asset Management
New York
| US$1.59億 | -US$427萬 | -3% | 9.08% | – | 91 | 23.08% | 1.2 |
|
| 7279 |
7279
Sagace Wealth Management
St. Petersburg,
Florida
| US$1.59億 | +US$1021萬 | +7% | 7.94% | – | 72 | 4.17% | 1.4 |
|
| 7280 |
7280
Clark & Stuart Inc
Portland,
Maine
| US$1.59億 | +US$1099萬 | +7% | 9.09% | – | 57 | 14.04% | 1.2 |
|
| 7281 |
7281
Center for Wealth Management Advisory
Milford,
Ohio
| US$1.59億 | +US$2044萬 | +15% | 18.4% | – | 68 | 17.65% | 0.4 |
|
| 7282 |
7282
Round Hill Asset Management
Pasadena,
California
| US$1.59億 | +US$658萬 | +4% | 5.63% | 43.2% | 63 | 3.17% | 5.7 |
|
| 7283 |
7283
ABS Investment Management
Greenwich,
Connecticut
| US$1.59億 | – | – | 29% | – | 111 | – | 0 |
|
| 7284 |
7284
ABS Direct Equity Fund
Stamford,
Connecticut
| US$1.59億 | +US$2834萬 | +22% | 29% | – | 151 | 54.3% | 0.4 |
|
| 7285 |
7285
Constant Guidance Financial
Attleboro Falls,
Massachusetts
| US$1.59億 | +US$1457萬 | +10% | 9.26% | 79.6% | 75 | 54.67% | 0.6 |
|
| 7286 |
7286
Argosy-Lionbridge Management
New York
| US$1.59億 | +US$1660萬 | +12% | 9.04% | – | 21 | 38.1% | 0.5 |
|
| 7287 |
7287
46 Peaks LLC
Newtown,
Pennsylvania
| US$1.59億 | +US$2170萬 | +16% | 9.97% | – | 30 | 30% | 0.4 |
|
| 7288 |
7288
Opulen Financial Group
Arlington,
Virginia
| US$1.59億 | +US$1689萬 | +12% | 12.2% | – | 120 | 8.33% | 1.2 |
|
| 7289 |
SWM
7289
SpringVest Wealth Management
Dallas,
Texas
| US$1.59億 | +US$1258萬 | +9% | 7.52% | – | 76 | 14.47% | 1.2 |
|
| 7290 |
JAIC
7290
Josh Arnold Investment Consultant
Edina,
Minnesota
| US$1.59億 | +US$4197萬 | +36% | 108% | 272% | 25 | 64% | 0.7 |
|
| 7291 |
7291
Marvin & Palmer Associates
Wilmington,
Delaware
| US$1.59億 | +US$7543萬 | +90% | 46.2% | 392% | 37 | 67.57% | 0.4 |
|
| 7292 |
7292
Morrissey Wealth Management
North Haven,
Connecticut
| US$1.59億 | – | – | 9.73% | – | 30 | – | 0 |
|
| 7293 |
7293
Jacobs Asset Management
New York
| US$1.59億 | -US$814萬 | -5% | 13.6% | 114% | 31 | 35.48% | 2.5 |
|
| 7294 |
JWM
7294
JP Wealth Management
Mt. Pleasant,
South Carolina
| US$1.59億 | +US$1140萬 | +8% | 13% | – | 15 | 6.67% | 1.3 |
|
| 7295 |
7295
Comprehensive Money Management Services
Coral Gables,
Florida
| US$1.59億 | +US$641萬 | +4% | 3.91% | – | 207 | 10.14% | 1.3 |
|
| 7296 |
7296
Lakeside Advisors
Seattle,
Washington
| US$1.59億 | +US$900萬 | +6% | 7.7% | 83.7% | 69 | 11.59% | 3.6 |
|
| 7297 |
7297
Stanich Group
Montauk,
New York
| US$1.59億 | +US$2763萬 | +21% | 18.4% | – | 55 | 20% | 1.1 |
|
| 7298 |
7298
Swisher Financial Concepts
Westerville,
Ohio
| US$1.59億 | -US$1997萬 | -11% | 12% | – | 112 | 13.39% | 1.4 |
|
| 7299 |
7299
Blue Water Life Science Advisors
Larkspur,
California
| US$1.59億 | +US$3404萬 | +27% | 64.1% | 503% | 10 | 10% | 2.3 |
|
| 7300 |
7300
Argyle Capital Partners
Los Angeles,
California
| US$1.59億 | +US$1988萬 | +14% | 9.59% | – | 185 | 17.84% | 1.1 |
|