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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
PPCP
3026
Pivot Point Capital Partners
San Francisco,
California
| US$1.79億 | -US$1522萬 | -8% | 0.53% | 30.3% | 8 | 25% | 1.9 |
|
| 3027 |
LWM
3027
LBA Wealth Management
Jacksonville,
Florida
| US$1.78億 | +US$518萬 | +3% | 1.22% | 19.2% | 472 | 13.77% | 1.4 |
|
| 3028 |
HCA
3028
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$1.78億 | +US$227萬 | +1% | 1.47% | 168% | 242 | 19.42% | 1.5 |
|
| 3029 |
FSA
3029
Financial Sense Advisors
San Diego,
California
| US$1.78億 | +US$617萬 | +4% | 6.94% | 152% | 88 | 25% | 1.2 |
|
| 3030 |
3030
Highland Private Wealth Management
Bellevue,
Washington
| US$1.78億 | +US$865萬 | +5% | 1.85% | 19% | 81 | 16.05% | 0.3 |
|
| 3031 |
3031
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$1.78億 | +US$588萬 | +3% | 3.67% | 88.9% | 56 | 3.57% | 2 |
|
| 3032 |
PSC
3032
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.78億 | +US$396萬 | +2% | 0.28% | 63.9% | 337 | 23.15% | 1.9 |
|
| 3033 |
3033
Knighthead Capital Management
New York
| US$1.77億 | -US$6920萬 | -28% | 4.37% | 74.1% | 12 | 58.33% | 1.7 |
|
| 3034 |
CIG
3034
Candlewood Investment Group
Rye,
New York
| US$1.77億 | +US$1.13億 | +174% | 12.7% | 10.6% | 6 | 66.67% | 0.4 |
|
| 3035 |
SCM
3035
Springhouse Capital Management
Westport,
Connecticut
| US$1.77億 | -US$1138萬 | -6% | 5.63% | 52% | 33 | 18.18% | 0.4 |
|
| 3036 |
UMA
3036
USA Mutuals Advisors
Dallas,
Texas
| US$1.77億 | +US$863萬 | +5% | 4.21% | 14.1% | 242 | 34.71% | 0.8 |
|
| 3037 |
RTS
3037
Round Table Services
Westfield,
New Jersey
| US$1.77億 | +US$1718萬 | +11% | 4.57% | 16.1% | 133 | 25.56% | 1.2 |
|
| 3038 |
LSC
3038
Lyon Street Capital
Sausalito,
California
| US$1.77億 | +US$37.2萬 | +0.2% | 4.21% | – | 39 | 30.77% | 1.3 |
|
| 3039 |
3039
Arkansas Financial Group
Little Rock,
Arkansas
| US$1.77億 | +US$675萬 | +4% | 1.83% | 39.1% | 21 | 9.52% | 2.2 |
|
| 3040 |
SCM
3040
Simcoe Capital Management
New York
| US$1.77億 | +US$3314萬 | +23% | 0.64% | 48.7% | 23 | 47.83% | 0.8 |
|
| 3041 |
3041
Family Management
New York
| US$1.77億 | +US$2249萬 | +15% | 1.02% | 69% | 89 | 29.21% | 1.5 |
|
| 3042 |
IIC
3042
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$1.77億 | +US$275萬 | +2% | 4.47% | 70.2% | 628 | 10.19% | 0.3 |
|
| 3043 |
MM
3043
Midas Management
New York
| US$1.76億 | -US$1631萬 | -8% | 2.49% | 43.3% | 183 | 25.68% | 1.3 |
|
| 3044 |
WFC
3044
West Face Capital
Toronto,
Ontario, Canada
| US$1.76億 | +US$299萬 | +2% | 5.29% | 10.9% | 4 | 0% | 2.2 |
|
| 3045 |
SIA
3045
Spruce Investment Advisors
Stamford,
Connecticut
| US$1.76億 | +US$1371萬 | +8% | 1.16% | 23.5% | 34 | 23.53% | 1.5 |
|
| 3046 |
RMAM
3046
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$1.76億 | +US$754萬 | +4% | 2.98% | 75% | 136 | 10.29% | 1.8 |
|
| 3047 |
3047
Van Hulzen Asset Management
El Dorado Hills,
California
| US$1.76億 | +US$14.1萬 | +0.1% | 3.33% | 86.3% | 161 | 22.36% | 1.1 |
|
| 3048 |
3048
Strategic Wealth Partners Group
Deerfield,
Illinois
| US$1.76億 | – | – | 1.78% | – | 23 | – | 0 |
|
| 3049 |
SIMM
3049
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| US$1.75億 | +US$687萬 | +4% | 2.09% | 72.3% | 79 | 7.59% | 2.2 |
|
| 3050 |
NI
3050
Nepsis Inc
Minneapolis,
Minnesota
| US$1.75億 | -US$1092萬 | -6% | 1.99% | 131% | 43 | 30.23% | 1.2 |
|