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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
3176
Findell Capital Management
New York
| US$7.1億 | +US$3.69億 | +108% | 75.2% | – | 21 | 52.38% | 1 |
|
| 3177 |
3177
Trust Company of the South
Greensboro,
North Carolina
| US$7.1億 | +US$8828萬 | +14% | 13.6% | – | 153 | 11.76% | 1.9 |
|
| 3178 |
3178
Tulsa Wealth Advisors
Tulsa,
Oklahoma
| US$7.1億 | +US$1.4億 | +25% | 14.2% | – | 170 | 14.12% | 0.3 |
|
| 3179 |
3179
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| US$7.1億 | +US$6088萬 | +9% | 15.6% | 79.3% | 203 | 13.3% | 4.1 |
|
| 3180 |
3180
Chandler Asset Management
San Diego,
California
| US$7.1億 | +US$5033萬 | +8% | 7.93% | 35.6% | 23 | 8.7% | 5.7 |
|
| 3181 |
3181
Destiny Wealth Partners
Tavares,
Florida
| US$7.09億 | -US$2.06億 | -22% | 12.6% | 63.7% | 1,158 | 85.23% | 2.5 |
|
| 3182 |
3182
Monarch Alternative Capital
New York
| US$7.07億 | -US$9.24億 | -57% | 49.9% | 497% | 12 | 58.33% | 0.6 |
|
| 3183 |
3183
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$7.06億 | +US$9748萬 | +16% | 17.4% | 140% | 280 | 39.64% | 2.6 |
|
| 3184 |
CBT
3184
Central Bank & Trust
Lexington,
Kentucky
| US$7.05億 | +US$6884萬 | +11% | 20.3% | 118% | 192 | 9.9% | 7.7 |
|
| 3185 |
3185
Kelleher Financial Advisors
New York
| US$7.05億 | +US$3.1億 | +78% | 10.6% | 72.4% | 979 | 40.76% | 1.1 |
|
| 3186 |
3186
Rivermont Capital Management
New York
| US$7.05億 | +US$2.3億 | +48% | 67% | 555% | 29 | 62.07% | 0.5 |
|
| 3187 |
3187
Pacific Sage Partners
Edmonds,
Washington
| US$7.05億 | +US$6893萬 | +11% | 7.88% | 47.8% | 133 | 13.53% | 2.3 |
|
| 3188 |
3188
Vega Investment Solutions
Paris,
France
| US$7.05億 | +US$2.86億 | +68% | 31.2% | – | 211 | 48.82% | 0.9 |
|
| 3189 |
3189
DSG Capital Advisors
Edina,
Minnesota
| US$7.04億 | +US$7887萬 | +13% | 16.9% | – | 127 | 10.24% | 1.2 |
|
| 3190 |
TFHU
3190
TLT Family Holdco ULC
Toronto,
| US$7.04億 | -US$2015萬 | -3% | 0.22% | – | 9 | 11.11% | 0.9 |
|
| 3191 |
PPI
3191
Platinum Paramount Investment
Nassau,
| US$7.04億 | +US$1449萬 | +2% | 2.21% | – | 3 | 33.33% | 0.3 |
|
| 3192 |
3192
Talos Asset Management
New York
| US$7.03億 | +US$1.18億 | +20% | 112% | – | 37 | 70.27% | 0.2 |
|
| 3193 |
3193
Market Street Wealth Management Advisors
Indianapolis,
Indiana
| US$7.03億 | +US$6869萬 | +11% | 9.64% | 44% | 122 | 14.75% | 3.6 |
|
| 3194 |
3194
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| US$7.03億 | +US$6429萬 | +10% | 10.8% | 67.5% | 170 | 12.94% | 4.3 |
|
| 3195 |
3195
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$7.02億 | +US$2829萬 | +4% | 12.3% | 63.3% | 103 | 22.33% | 1.8 |
|
| 3196 |
3196
Summit Wealth Partners
Orlando,
Florida
| US$7.02億 | +US$7024萬 | +11% | 11.5% | 44.9% | 291 | 10.65% | 2.9 |
|
| 3197 |
3197
12th Street Asset Management Company
Nashville,
Tennessee
| US$7.02億 | +US$9045萬 | +15% | 20.1% | 106% | 36 | 22.22% | 3.3 |
|
| 3198 |
3198
Strategic Global Advisors
Newport Beach,
California
| US$7.02億 | +US$7632萬 | +12% | 23.5% | 137% | 167 | 37.72% | 1.9 |
|
| 3199 |
AW
3199
Atlas Wealth
Cincinnati,
Ohio
| US$7.01億 | +US$3.68億 | +110% | 8.11% | 43.5% | 181 | 38.12% | 1.4 |
|
| 3200 |
3200
Oak Hill Advisors
New York
| US$7.01億 | -US$1.77億 | -20% | 10.5% | 42.4% | 12 | 0% | 5 |
|