我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Atlas Infrastructure Partners
London,
United Kingdom
| US$5.05億 | -US$8389萬 | -14% | 5.09% | 20.7% | 5 | 0% | 0.6 |
|
| 2502 |
2502
Angeles Wealth Management
Santa Monica,
California
| US$5.05億 | +US$448萬 | +0.9% | 5.07% | 80.6% | 232 | 23.71% | 0.4 |
|
| 2503 |
2503
Oldfield Partners
London,
United Kingdom
| US$5.05億 | -US$1.92億 | -28% | 7.97% | 98% | 28 | 25% | 4.5 |
|
| 2504 |
2504
City Holding Co
Charleston,
West Virginia
| US$5.04億 | -US$2670萬 | -5% | 3.03% | 89.2% | 539 | 8.91% | 5.2 |
|
| 2505 |
2505
WealthShield Partners
Cary,
North Carolina
| US$5.04億 | -US$39.6萬 | -0.1% | 5.6% | 71% | 309 | 12.94% | 1.9 |
|
| 2506 |
2506
RBO & Co
Saint Helena,
California
| US$5.03億 | -US$4219萬 | -8% | 6.99% | 33.5% | 57 | 3.51% | 5.4 |
|
| 2507 |
2507
Lighthouse Investment Partners
Palm Beach Gardens,
Florida
| US$5.03億 | +US$2.16億 | +75% | 2.43% | 96.2% | 88 | 63.64% | 0.2 |
|
| 2508 |
2508
Evermay Wealth Management
Arlington,
Virginia
| US$5.03億 | -US$1232萬 | -2% | 3.83% | 61.1% | 578 | 12.63% | 2.1 |
|
| 2509 |
2509
Torray Investment Partners
Bethesda,
Maryland
| US$5.02億 | -US$2226萬 | -4% | 3.55% | 97.2% | 104 | 8.65% | 4.5 |
|
| 2510 |
2510
Ikarian Capital
Dallas,
Texas
| US$5.02億 | -US$4659萬 | -8% | 44.6% | 5,184% | 180 | 65% | 0.7 |
|
| 2511 |
2511
Kathmere Capital Management
Wayne,
Pennsylvania
| US$5.02億 | -US$4073萬 | -8% | 4.9% | 68.3% | 193 | 30.57% | 1.4 |
|
| 2512 |
2512
Alley Investment Management Company
Lake Forest,
Illinois
| US$5.01億 | -US$2888萬 | -5% | 4.7% | 63.2% | 80 | 3.75% | 0.5 |
|
| 2513 |
2513
Dendur Capital
New York
| US$5.01億 | +US$2134萬 | +4% | 0.46% | 99.6% | 18 | 38.89% | 1 |
|
| 2514 |
2514
KWB Wealth
Redlands,
California
| US$5.01億 | -US$1832萬 | -4% | 5.79% | 54.8% | 113 | 16.81% | 1.2 |
|
| 2515 |
2515
Lannebo Fonder
Stockholm,
Sweden
| US$5.01億 | -US$4866萬 | -9% | 5.15% | 49.8% | 35 | 5.71% | 4.2 |
|
| 2516 |
2516
Seven Eight Capital
New York
| US$5億 | +US$2.52億 | +102% | 7.81% | 13.6% | 671 | 76.15% | 0.2 |
|
| 2517 |
2517
Portland Global Advisors
Portland,
Maine
| US$5億 | -US$2187萬 | -4% | 5.04% | 48.8% | 137 | 5.11% | 5.5 |
|
| 2518 |
2518
Hill City Capital
Boston,
Massachusetts
| US$5億 | +US$6590萬 | +15% | 15.7% | 194% | 22 | 9.09% | 1.3 |
|
| 2519 |
2519
NEIRG Wealth Management
North Andover,
Massachusetts
| US$5億 | +US$4189萬 | +9% | 4.9% | – | 152 | 14.47% | 0.6 |
|
| 2520 |
2520
V Wealth Advisors
Overland Park,
Kansas
| US$5億 | -US$3066萬 | -6% | 4.61% | 36.9% | 426 | 17.37% | 2.1 |
|
| 2521 |
2521
Penn Davis McFarland
Dallas,
Texas
| US$4.99億 | -US$3316萬 | -6% | 2.7% | 100% | 45 | 4.44% | 4.5 |
|
| 2522 |
KFS
2522
Kurt F. Somerville
| US$4.98億 | -US$2877萬 | -5% | 3.05% | 107% | 120 | 5.83% | 5.7 |
|
| 2523 |
BFM
2523
Blacksheep Fund Management
Co. Dublin,
Ireland
| US$4.98億 | -US$1.08億 | -18% | 12.2% | 78.7% | 7 | 14.29% | 1.6 |
|
| 2524 |
2524
Charles-Lim Capital
Central,
Hong Kong
| US$4.98億 | -US$2.5億 | -33% | 6.96% | 21.5% | 9 | 66.67% | 2.6 |
|
| 2525 |
2525
Intelligence Driven Advisers
Carlsbad,
California
| US$4.98億 | -US$1281萬 | -3% | 5.75% | 65.6% | 117 | 24.79% | 1.3 |
|