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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7451 |
7451
Profit Investment Management
North Bethesda,
Maryland
| US$1.11億 | +US$313萬 | +3% | 9.44% | 101% | 77 | 7.79% | 6.8 |
|
| 7452 |
7452
Orca Investment Management
Roseburg,
Oregon
| US$1.11億 | +US$1082萬 | +11% | 13.2% | 139% | 62 | 9.68% | 7.1 |
|
| 7453 |
7453
Wall Street Financial Group
Carlinville,
Illinois
| US$1.11億 | +US$1432萬 | +15% | 16.2% | – | 84 | 55.95% | 0.4 |
|
| 7454 |
7454
Bretton Capital Management
San Francisco,
California
| US$1.11億 | +US$519萬 | +5% | 4.14% | – | 20 | 0% | 0.8 |
|
| 7455 |
7455
DBK Financial Counsel
Cuyahoga Falls,
Ohio
| US$1.11億 | +US$1085萬 | +11% | 8.19% | 58.1% | 54 | 9.26% | 2.5 |
|
| 7456 |
7456
Candelo Capital Management
New York
| US$1.1億 | -US$563萬 | -5% | 28.8% | – | 41 | 73.17% | 0.3 |
|
| 7457 |
7457
C2C Wealth Management
Scottsdale,
Arizona
| US$1.1億 | +US$392萬 | +4% | 7.53% | 77.2% | 88 | 7.95% | 3.2 |
|
| 7458 |
7458
Phillips Wealth Planners
Starkville,
Mississippi
| US$1.1億 | +US$1572萬 | +17% | 7.95% | 82% | 198 | 17.68% | 1.6 |
|
| 7459 |
7459
Investment Management Corporation
Roanoke,
Virginia
| US$1.1億 | -US$68.8萬 | -0.6% | 7.73% | – | 193 | 13.99% | 0.5 |
|
| 7460 |
7460
James Reed Financial Services
Cleveland,
Ohio
| US$1.1億 | +US$2048萬 | +23% | 8.7% | – | 19 | 21.05% | 1.7 |
|
| 7461 |
7461
Virtus Fixed Income Advisers
Hartford,
Connecticut
| US$1.1億 | – | – | 0.28% | – | 26 | – | 0 |
|
| 7462 |
7462
Broyhill Asset Management
Charlotte,
North Carolina
| US$1.1億 | -US$1287萬 | -10% | 3.76% | – | 82 | 13.41% | 0.5 |
|
| 7463 |
7463
Seven Six Capital Management
New York
| US$1.1億 | -US$140萬 | -1% | 0.39% | – | 28 | 21.43% | 0.4 |
|
| 7464 |
7464
Frisco Financial Planning
Frisco,
Texas
| US$1.1億 | +US$677萬 | +7% | 5.3% | – | 20 | 0% | 0.5 |
|
| 7465 |
7465
Crowley Wealth Management
Wilmington,
Delaware
| US$1.1億 | +US$491萬 | +5% | 8.38% | – | 429 | 8.86% | 0.5 |
|
| 7466 |
7466
ORBA Wealth Advisors
Chicago,
Illinois
| US$1.1億 | -US$8849萬 | -45% | 6.49% | 70.5% | 111 | 42.34% | 1.3 |
|
| 7467 |
CM
7467
CM Management
Gulf Breeze,
Florida
| US$1.1億 | +US$1028萬 | +10% | 5.23% | 110% | 76 | 40.79% | 2 |
|
| 7468 |
7468
Caitlin John
Brighton,
Michigan
| US$1.1億 | +US$779萬 | +8% | 9.14% | – | 172 | 48.26% | 0.9 |
|
| 7469 |
7469
Red Crane Wealth Management
San Francisco,
California
| US$1.1億 | +US$528萬 | +5% | 7.33% | – | 70 | 18.57% | 0.4 |
|
| 7470 |
7470
SRN Advisors
Huntingdon Valley,
Pennsylvania
| US$1.1億 | +US$2071萬 | +23% | 27% | 146% | 102 | 6.86% | 2.3 |
|
| 7471 |
7471
13D Management
New York
| US$1.1億 | -US$380萬 | -3% | 8.69% | 157% | 22 | 13.64% | 1.6 |
|
| 7472 |
7472
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| US$1.1億 | +US$955萬 | +10% | 6.46% | 58.2% | 76 | 17.11% | 2 |
|
| 7473 |
7473
Talisman Wealth Advisors
Mountainside,
New Jersey
| US$1.1億 | +US$1216萬 | +12% | 8.89% | 70.8% | 115 | 13.04% | 1.7 |
|
| 7474 |
7474
Petros Family Wealth
Bloomington,
Minnesota
| US$1.09億 | +US$1906萬 | +21% | 12.9% | – | 143 | 21.68% | 0.4 |
|
| 7475 |
7475
New Dimensions Wealth Management
Allen,
Texas
| US$1.09億 | +US$944萬 | +9% | 6.61% | – | 20 | 10% | 0.2 |
|