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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
2476
New England Private Wealth Advisors
Wellesley,
Massachusetts
| US$5.47億 | -US$38萬 | -0.1% | 13.1% | 55.8% | 105 | 0.95% | 4.5 |
|
| 2477 |
2477
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$5.47億 | -US$9100萬 | -14% | 15.2% | 106% | 159 | 13.21% | 3.2 |
|
| 2478 |
2478
Adams Natural Resources Fund
Baltimore,
Maryland
| US$5.46億 | -US$4733萬 | -8% | 7.21% | 50.6% | 58 | 6.9% | 5.4 |
|
| 2479 |
2479
C2C Wealth Management
Scottsdale,
Arizona
| US$5.46億 | -US$4182萬 | -7% | 12.8% | 77.2% | 212 | 15.09% | 0.5 |
|
| 2480 |
2480
RBO & Co
Saint Helena,
California
| US$5.46億 | -US$6650萬 | -11% | 9.85% | 27.9% | 59 | 3.39% | 5 |
|
| 2481 |
2481
Lee Financial
Dallas,
Texas
| US$5.45億 | -US$1371萬 | -2% | 12.7% | 75% | 1,046 | 30.11% | 1.9 |
|
| 2482 |
2482
Logos Global Management
San Francisco,
California
| US$5.45億 | -US$2.26億 | -29% | 12% | 1,585% | 51 | 45.1% | 0.8 |
|
| 2483 |
2483
Eudaimonia Partners
Winchester,
Tennessee
| US$5.45億 | -US$4316萬 | -7% | 11.7% | – | 453 | 24.28% | 1.7 |
|
| 2484 |
CCM
2484
Contrarian Capital Management
Greenwich,
Connecticut
| US$5.45億 | -US$2億 | -27% | 21.7% | 29.4% | 40 | 50% | 1 |
|
| 2485 |
2485
Magnus Financial Group
New York
| US$5.44億 | -US$5459萬 | -9% | 14% | 78.2% | 312 | 17.95% | 2 |
|
| 2486 |
2486
Nadler Financial Group
Deerfield,
Illinois
| US$5.43億 | -US$9502萬 | -15% | 15.5% | 81.8% | 125 | 20% | 5.1 |
|
| 2487 |
TFS
2487
Thoroughbred Financial Services
Brentwood,
Tennessee
| US$5.43億 | -US$6889萬 | -11% | 15.5% | 166% | 403 | 18.61% | 1.8 |
|
| 2488 |
SP
2488
Solel Partners
Boston,
Massachusetts
| US$5.43億 | +US$8015萬 | +17% | 12.7% | 25.9% | 33 | 30.3% | 0.8 |
|
| 2489 |
2489
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$5.43億 | -US$8359萬 | -13% | 13.7% | 80.3% | 226 | 8.41% | 4.6 |
|
| 2490 |
2490
Kathmere Capital Management
Wayne,
Pennsylvania
| US$5.42億 | -US$4535萬 | -8% | 11.4% | 68.3% | 186 | 24.73% | 1.4 |
|
| 2491 |
2491
Willow Creek Wealth Management
Sebastopol,
California
| US$5.39億 | +US$4158萬 | +8% | 9.73% | – | 134 | 20.15% | 2.7 |
|
| 2492 |
2492
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| US$5.39億 | -US$2.13億 | -28% | 10.4% | 88.9% | 185 | 74.59% | 0.3 |
|
| 2493 |
2493
Stillwater Capital Advisors
Devon,
Pennsylvania
| US$5.38億 | -US$8402萬 | -13% | 13.8% | 121% | 80 | 6.25% | 4.4 |
|
| 2494 |
2494
Insight Wealth Strategies
San Ramon,
California
| US$5.38億 | -US$1.4億 | -21% | 12.1% | 83.5% | 163 | 18.4% | 2.2 |
|
| 2495 |
BCM
2495
Bayesian Capital Management
Brooklyn,
New York
| US$5.37億 | -US$1.33億 | -20% | 15.8% | 107% | 1,208 | 75.91% | 0.2 |
|
| 2496 |
2496
KMG Fiduciary Partners
Toledo,
Ohio
| US$5.36億 | -US$8900萬 | -14% | 14.3% | 114% | 216 | 12.96% | 2.1 |
|
| 2497 |
2497
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$5.36億 | -US$9352萬 | -15% | 14.5% | 98.7% | 149 | 17.45% | 7.7 |
|
| 2498 |
2498
Isthmus Partners
Madison,
Wisconsin
| US$5.36億 | -US$7267萬 | -12% | 11.2% | 73.7% | 151 | 7.28% | 3.3 |
|
| 2499 |
2499
Manitou Investment Management
Toronto,
Ontario, Canada
| US$5.36億 | -US$1.16億 | -18% | 16.6% | 69.3% | 46 | 8.7% | 3.6 |
|
| 2500 |
2500
Tufton Capital Management
Hunt Valley,
Maryland
| US$5.35億 | -US$8335萬 | -13% | 11.6% | 96.1% | 126 | 10.32% | 6.3 |
|