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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
FF
7551
Fairway Financial
Casselberry,
Florida
| US$1.46億 | +US$1472萬 | +11% | 10.8% | – | 23 | 0% | 1.4 |
|
| 7552 |
CF
7552
Collier Financial
Denver,
Colorado
| US$1.46億 | +US$1505萬 | +11% | 9.48% | – | 144 | 7.64% | 1.2 |
|
| 7553 |
SA
7553
Seneschal Advisors
Tacoma,
Washington
| US$1.46億 | +US$1135萬 | +8% | 9.44% | – | 625 | 9.44% | 0.7 |
|
| 7554 |
CRA
7554
Clear Retirement Advice
San Mateo,
California
| US$1.46億 | +US$1866萬 | +15% | 8.46% | – | 54 | 0% | 0.5 |
|
| 7555 |
BFA
7555
Bridgelight Financial Advisors
Shelton,
Connecticut
| US$1.46億 | +US$2803萬 | +24% | 12.3% | – | 51 | 25.49% | 0.4 |
|
| 7556 |
EFG
7556
Elm3 Financial Group
Alpharetta,
Georgia
| US$1.46億 | +US$2758萬 | +23% | 21% | – | 142 | 22.54% | 1 |
|
| 7557 |
DG
7557
DMC Group
Birmingham,
Alabama
| US$1.46億 | -US$206萬 | -1% | 24.9% | 99.2% | 154 | 25.32% | 2.6 |
|
| 7558 |
AFA
7558
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| US$1.46億 | +US$113萬 | +0.8% | 17.1% | – | 57 | 15.79% | 1.1 |
|
| 7559 |
SRPTWM
7559
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| US$1.46億 | +US$1667萬 | +13% | 8.63% | – | 53 | 20.75% | 0.4 |
|
| 7560 |
JC
7560
JM2 Capital
Edmond,
Oklahoma
| US$1.46億 | +US$2514萬 | +21% | 32.4% | – | 127 | 14.96% | 0.4 |
|
| 7561 |
AC
7561
AWH Capital
Dallas,
Texas
| US$1.46億 | +US$3560萬 | +32% | 33.6% | 183% | 24 | 25% | 2.8 |
|
| 7562 |
TF
7562
Tenzing Financial
Williamsburg,
Virginia
| US$1.46億 | +US$1237萬 | +9% | 10.8% | – | 84 | 16.67% | 0.4 |
|
| 7563 |
EC
7563
Enhancing Capital
Harrisburg,
Pennsylvania
| US$1.45億 | +US$1060萬 | +8% | 9.47% | – | 93 | 10.75% | 3.2 |
|
| 7564 |
WC
7564
Wynnefield Capital
New York
| US$1.45億 | -US$212萬 | -1% | 0.86% | 52.1% | 9 | 11.11% | 8 |
|
| 7565 |
BPW
7565
Bingham Private Wealth
San Francisco,
California
| US$1.45億 | +US$1931萬 | +15% | 16.3% | – | 195 | 24.62% | 1 |
|
| 7566 |
HA
7566
Hegarty Advisors
Garden City,
New York
| US$1.45億 | +US$1847萬 | +15% | 11.4% | – | 67 | 16.42% | 0.4 |
|
| 7567 |
RCM
7567
RMR Capital Management
Tustin,
California
| US$1.45億 | +US$679萬 | +5% | 5.95% | – | 78 | 6.41% | 2 |
|
| 7568 |
SC
7568
Schubert & Co
Mckinney,
Texas
| US$1.45億 | +US$2243萬 | +18% | 12% | 47.3% | 87 | 26.44% | 1.9 |
|
| 7569 |
CCP
7569
Cushing Capital Partners
Delafield,
Wisconsin
| US$1.45億 | +US$1509萬 | +12% | 7.16% | – | 101 | 6.93% | 1.1 |
|
| 7570 |
MAM
7570
McLaughlin Asset Management
Danville,
Illinois
| US$1.45億 | +US$4056萬 | +39% | 27.7% | – | 103 | 18.45% | 0.4 |
|
| 7571 |
GTWM
7571
Global Trust Wealth Management
West Palm Beach,
Florida
| US$1.45億 | +US$1282萬 | +10% | 11.2% | – | 87 | 18.39% | 0.5 |
|
| 7572 |
ACMG
7572
Anchor Capital Management Group
Aliso Viejo,
California
| US$1.45億 | +US$130萬 | +0.9% | 20.8% | – | 16 | 6.25% | 1.3 |
|
| 7573 |
LWM
7573
LightSquare Wealth Management
Bingham Farms,
Michigan
| US$1.45億 | +US$1156萬 | +9% | 15.1% | – | 110 | 21.82% | 0.2 |
|
| 7574 |
DCU
7574
Dara Capital US
Miami,
Florida
| US$1.45億 | +US$3959萬 | +38% | 56.8% | – | 143 | 39.86% | 0.4 |
|
| 7575 |
VGDSS
7575
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| US$1.45億 | +US$1824萬 | +14% | 24.7% | – | 91 | 0% | 0.5 |
|