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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8126 |
E
8126
Entelevest
Coral Gables,
Florida
| US$1.17億 | +US$1706萬 | +17% | 20.8% | – | 157 | 22.29% | 0.4 |
|
| 8127 |
MWC
8127
MKD Wealth Coaches
Troy,
Michigan
| US$1.17億 | +US$1542萬 | +15% | 12.8% | – | 32 | 15.63% | 3.6 |
|
| 8128 |
GCCM
8128
Green Court Capital Management
Hong Kong
| US$1.17億 | +US$891萬 | +8% | 21.2% | 33.4% | 5 | 40% | 1.3 |
|
| 8129 |
OWA
8129
ORBA Wealth Advisors
Chicago,
Illinois
| US$1.17億 | +US$3312萬 | +39% | 12.7% | – | 91 | 35.16% | 1.4 |
|
| 8130 |
SWA
8130
Strategic Wealth Advisors
Scottsdale,
Arizona
| US$1.17億 | -US$775萬 | -6% | 10.1% | – | 273 | 6.96% | 0.5 |
|
| 8131 |
MAM
8131
Markin Asset Management
Rye,
New York
| US$1.17億 | +US$2577萬 | +28% | 13.3% | – | 49 | 26.53% | 0.4 |
|
| 8132 |
TCRG
8132
Twin Cities Retirement Group
Plymouth,
Minnesota
| US$1.17億 | +US$745萬 | +7% | 7.04% | – | 24 | 8.33% | 0.5 |
|
| 8133 |
KCA
8133
Kilner Capital Advisors
Gaithersburg,
Maryland
| US$1.17億 | +US$1234萬 | +12% | 11.7% | – | 18 | 0% | 0.5 |
|
| 8134 |
EP
8134
Elkhorn Partners
Omaha,
Nebraska
| US$1.17億 | -US$4036萬 | -26% | 3.73% | 32.2% | 58 | 31.03% | 4.1 |
|
| 8135 |
WWA
8135
Wisconsin Wealth Advisors
Sun Prairie,
Wisconsin
| US$1.17億 | +US$1504萬 | +15% | 20.8% | – | 92 | 10.87% | 1.2 |
|
| 8136 |
VMMC
8136
V.M. Manning & Co
Greenville,
South Carolina
| US$1.17億 | – | – | 17.7% | – | 53 | – | 0.8 |
|
| 8137 |
AA
8137
Advisory Advocates
Grand Rapids,
Michigan
| US$1.17億 | +US$1869萬 | +19% | 16.7% | – | 199 | 25.13% | 0.4 |
|
| 8138 |
MDA
8138
Minot DeBlois Advisors
Boston,
Massachusetts
| US$1.16億 | +US$624萬 | +6% | 8.13% | – | 261 | 21.46% | 1.1 |
|
| 8139 |
MCAI
8139
Members Capital Advisors Inc
Madison,
Wisconsin
| US$1.16億 | – | – | 1.09% | – | 7 | – | 2.3 |
|
| 8140 |
KP
8140
Kitching Partners
Conshohocken,
Pennsylvania
| US$1.16億 | +US$769萬 | +7% | 6.97% | – | 46 | 26.09% | 1.5 |
|
| 8141 |
WP
8141
WealthSpring Partners
Long Beach,
California
| US$1.16億 | +US$738萬 | +7% | 8.8% | – | 75 | 9.33% | 2.7 |
|
| 8142 |
TP
8142
Teca Partners
Austin,
Texas
| US$1.16億 | -US$2871萬 | -20% | 3.4% | 66% | 11 | 36.36% | 1.7 |
|
| 8143 |
PCMN
8143
Paradigm Capital Management (Nevada)
Reno,
Nevada
| US$1.16億 | +US$711萬 | +7% | 7.28% | – | 67 | 14.93% | 2.9 |
|
| 8144 |
AGA
8144
Accuvest Global Advisors
Provo,
Utah
| US$1.16億 | +US$898萬 | +8% | 9.21% | 130% | 92 | 53.26% | 0.9 |
|
| 8145 |
MS
8145
Monetary Solutions
Dayton,
Ohio
| US$1.16億 | +US$1264萬 | +12% | 11.9% | – | 403 | 22.58% | 0.4 |
|
| 8146 |
CFCS
8146
CDM Financial Counseling Services
Norwich,
Connecticut
| US$1.16億 | +US$1155萬 | +11% | 19.4% | – | 82 | 8.54% | 0.5 |
|
| 8147 |
JMA
8147
J.M. Arbour
Gardiner,
Maine
| US$1.16億 | +US$1186萬 | +11% | 13% | – | 143 | 24.48% | 0.4 |
|
| 8148 |
OWA
8148
OakTrust Wealth Advisors
Wilton,
Connecticut
| US$1.16億 | +US$618萬 | +6% | 3.39% | – | 74 | 14.86% | 0.4 |
|
| 8149 |
SA
8149
SFI Advisors
Montclair,
New Jersey
| US$1.16億 | +US$2068萬 | +22% | 24.4% | 82.9% | 56 | 16.07% | 2.6 |
|
| 8150 |
ACA
8150
Alpha Capital Advisors
Bangor,
Maine
| US$1.16億 | +US$1079萬 | +10% | 12.4% | – | 34 | 5.88% | 0.5 |
|