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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
AC
2776
Athos Capital
Hong Kong
| US$2.95億 | +US$5061萬 | +21% | 5.41% | 110% | 35 | 45.71% | 0.5 |
|
| 2777 |
2777
Cat Rock Capital Management
Greenwich,
Connecticut
| US$2.95億 | +US$2599萬 | +10% | 8.13% | 66.7% | 7 | 28.57% | 0.8 |
|
| 2778 |
2778
Circle Wealth Management
Summit,
New Jersey
| US$2.94億 | +US$1697萬 | +6% | 1.49% | 71.8% | 104 | 11.54% | 1.2 |
|
| 2779 |
2779
BDO Wealth Advisors
Jacksonville,
Florida
| US$2.94億 | +US$2728萬 | +10% | 1.35% | 38.3% | 705 | 25.25% | 0.6 |
|
| 2780 |
2780
FFL Partners
San Francisco,
California
| US$2.94億 | -US$2285萬 | -7% | 34.4% | 36.1% | 2 | 0% | 1 |
|
| 2781 |
2781
Foresite Capital Management IV
Larkspur,
California
| US$2.93億 | +US$5218萬 | +22% | 26.7% | 151% | 21 | 33.33% | 0.4 |
|
| 2782 |
2782
Dundas Partners
Edinburgh,
United Kingdom
| US$2.93億 | -US$2944萬 | -9% | 2.49% | 87.6% | 36 | 0% | 0.3 |
|
| 2783 |
2783
NorthRock Partners
Minneapolis,
Minnesota
| US$2.93億 | -US$1405萬 | -5% | 4.27% | 62.8% | 62 | 9.68% | 1.8 |
|
| 2784 |
2784
Integrated Wealth Concepts
Waltham,
Massachusetts
| US$2.93億 | +US$4356萬 | +17% | 1.9% | 69.4% | 239 | 21.34% | 0.4 |
|
| 2785 |
2785
Asset Dedication LLC
San Francisco,
California
| US$2.93億 | +US$9119萬 | +45% | 1.84% | 67.8% | 822 | 38.32% | 1 |
|
| 2786 |
2786
Pictet Bank & Trust
Nassau,
Bahamas
| US$2.93億 | +US$1143萬 | +4% | 4.26% | 82.7% | 84 | 16.67% | 2.4 |
|
| 2787 |
2787
Lannebo Fonder
Stockholm,
Sweden
| US$2.93億 | +US$5973萬 | +26% | 8.25% | 49.8% | 23 | 0% | 2.1 |
|
| 2788 |
2788
Parker Investment Management
Menlo Park,
California
| US$2.92億 | +US$1144萬 | +4% | 6.11% | 208% | 26 | 19.23% | 1.4 |
|
| 2789 |
2789
Oak Hill Capital Management
New York
| US$2.92億 | -US$6080萬 | -17% | 16% | 1.19% | 3 | 0% | 1.8 |
|
| 2790 |
IAA
2790
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$2.92億 | +US$3126萬 | +12% | 2.95% | 49.3% | 108 | 29.63% | 1.6 |
|
| 2791 |
SCM
2791
Symons Capital Management
Pittsburgh,
Pennsylvania
| US$2.92億 | -US$3751萬 | -11% | 3.5% | 25.4% | 86 | 29.07% | 1.2 |
|
| 2792 |
KWMG
2792
King Wealth Management Group
Naples,
Florida
| US$2.92億 | +US$1018萬 | +4% | 3.56% | 86% | 128 | 5.47% | 3.2 |
|
| 2793 |
2793
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$2.92億 | +US$1.88億 | +181% | 2.8% | 52.3% | 33 | 18.18% | 1 |
|
| 2794 |
2794
McCutchen Group
Seattle,
Washington
| US$2.92億 | +US$320萬 | +1% | 0.76% | 2.54% | 20 | 0% | 4 |
|
| 2795 |
PT
2795
Plimoth Trust
Plymouth,
Massachusetts
| US$2.92億 | +US$234萬 | +0.8% | 1.49% | 94% | 190 | 3.68% | 0.5 |
|
| 2796 |
2796
Community Bank of Raymore
Raymore,
Missouri
| US$2.92億 | +US$3923萬 | +16% | 4.53% | 89.6% | 52 | 5.77% | 2.8 |
|
| 2797 |
2797
Bright Rock Capital Management
Hanover,
Massachusetts
| US$2.92億 | +US$74.2萬 | +0.3% | 2.98% | 53.1% | 82 | 12.2% | 3.3 |
|
| 2798 |
2798
Thames Capital Management
Roseland,
New Jersey
| US$2.92億 | +US$5408萬 | +23% | 18.8% | 1,177% | 42 | 59.52% | 0.2 |
|
| 2799 |
CIA
2799
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$2.91億 | -US$1974萬 | -6% | 1.27% | 100% | 92 | 11.96% | 3.7 |
|
| 2800 |
2800
Welch Capital Partners
Harrison,
New York
| US$2.91億 | +US$20.9萬 | +0.1% | 3.51% | 79.2% | 37 | 10.81% | 2.1 |
|