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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7426 |
7426
Defined Financial Planning
San Rafael,
California
| US$1.13億 | +US$1388萬 | +14% | 9.78% | – | 95 | 47.37% | 0.3 |
|
| 7427 |
7427
Fortitude Financial
Spokane,
Washington
| US$1.13億 | +US$754萬 | +7% | 7.51% | – | 50 | 78% | 0.2 |
|
| 7428 |
OP
7428
Orvieto Partners
Boston,
Massachusetts
| US$1.12億 | -US$154萬 | -1% | 2.17% | – | 41 | 17.07% | 0.4 |
|
| 7429 |
7429
Emeth Value Capital
New Orleans,
Louisiana
| US$1.12億 | +US$20.8萬 | +0.2% | 1.07% | – | 5 | 0% | 0.5 |
|
| 7430 |
RA
7430
Rovida Advisors
Fort Lauderdale,
Florida
| US$1.12億 | -US$2110萬 | -16% | 4.01% | 24.8% | 16 | 50% | 1 |
|
| 7431 |
7431
Vested Financial Planning
San Carlos,
California
| US$1.12億 | +US$1235萬 | +12% | 7.41% | – | 28 | 10.71% | 0.4 |
|
| 7432 |
7432
Intrinsic Value Partners
Phoenix,
Arizona
| US$1.12億 | +US$1108萬 | +11% | 11% | 126% | 71 | 12.68% | 2.4 |
|
| 7433 |
7433
Wingate Wealth Advisors
Lexington,
Massachusetts
| US$1.12億 | +US$2541萬 | +29% | 7.25% | – | 105 | 16.19% | 0.4 |
|
| 7434 |
7434
MeadowBrook Investment Advisors
Livonia,
Michigan
| US$1.12億 | +US$487萬 | +5% | 8.08% | 81.5% | 299 | 30.43% | 1.3 |
|
| 7435 |
7435
Freestate Advisors
Overland Park,
Kansas
| US$1.12億 | +US$1121萬 | +11% | 4.49% | – | 47 | 21.28% | 0.8 |
|
| 7436 |
7436
New Covenant Trust Company
Jeffersonville,
Indiana
| US$1.12億 | +US$1725萬 | +18% | 10.8% | – | 90 | 12.22% | 1.1 |
|
| 7437 |
7437
Ativo Capital Management
Chicago,
Illinois
| US$1.12億 | -US$493萬 | -4% | 6.29% | 63.2% | 61 | 19.67% | 2 |
|
| 7438 |
7438
Hershey Financial Advisers
Lancaster,
Pennsylvania
| US$1.12億 | – | – | 8.87% | – | 69 | – | 0.5 |
|
| 7439 |
7439
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| US$1.12億 | -US$831萬 | -7% | 3.61% | 54.4% | 8 | 25% | 1.1 |
|
| 7440 |
7440
Stanich Group
Montauk,
New York
| US$1.12億 | -US$2360萬 | -17% | 10.9% | – | 52 | 28.85% | 0.5 |
|
| 7441 |
7441
Alexander Randolph Advisory
Mclean,
Virginia
| US$1.12億 | +US$949萬 | +9% | 4.93% | – | 53 | 0% | 1.5 |
|
| 7442 |
7442
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$1.11億 | +US$119萬 | +1% | 6.4% | 119% | 47 | 21.28% | 1.9 |
|
| 7443 |
7443
Summit Financial Consulting
Sterling Heights,
Michigan
| US$1.11億 | +US$349萬 | +3% | 2.95% | – | 49 | 32.65% | 0.2 |
|
| 7444 |
7444
Aventus Investment Advisors
Naples,
Florida
| US$1.11億 | – | – | 9.92% | – | 153 | – | 0 |
|
| 7445 |
7445
Kize Capital
New York
| US$1.11億 | +US$137萬 | +1% | 11.6% | 34.7% | 6 | 0% | 2.7 |
|
| 7446 |
7446
Farnam Financial
Phoenix,
Arizona
| US$1.11億 | +US$1271萬 | +13% | 5.59% | – | 49 | 4.08% | 0.7 |
|
| 7447 |
7447
Chesapeake Asset Management
New York
| US$1.11億 | +US$487萬 | +5% | 14.4% | 153% | 556 | 46.22% | 2.4 |
|
| 7448 |
7448
Poinciana Advisors Group
Palm Beach Gardens,
Florida
| US$1.11億 | +US$1439萬 | +15% | 10.4% | – | 143 | 37.76% | 0.3 |
|
| 7449 |
7449
GK Wealth Management
Reno,
Nevada
| US$1.11億 | +US$2313萬 | +26% | 14.3% | – | 172 | 28.49% | 0.3 |
|
| 7450 |
7450
Profit Investment Management
North Bethesda,
Maryland
| US$1.11億 | +US$313萬 | +3% | 9.44% | 101% | 77 | 7.79% | 6.8 |
|