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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
Lucia Wealth Services
San Diego,
California
| US$2.28億 | -US$7954萬 | -26% | 2.23% | 45.6% | 234 | 32.05% | 0.3 |
|
| 3177 |
3177
YorkBridge Wealth Partners
New York
| US$2.28億 | +US$1084萬 | +5% | 5.21% | 36.5% | 910 | 10% | 1.3 |
|
| 3178 |
3178
Arax Advisory Partners
Denver,
Colorado
| US$2.28億 | +US$3518萬 | +18% | 1.51% | 64.7% | 500 | 7.2% | 1.3 |
|
| 3179 |
3179
Stanley Capital Management
Houston,
Texas
| US$2.28億 | +US$653萬 | +3% | 4.92% | 158% | 35 | 5.71% | 2.5 |
|
| 3180 |
3180
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$2.28億 | -US$445萬 | -2% | 0.1% | 40.4% | 51 | 21.57% | 2.7 |
|
| 3181 |
3181
Engle Capital Management
Greenwich,
Connecticut
| US$2.28億 | +US$2468萬 | +12% | 18% | 398% | 27 | 40.74% | 0.7 |
|
| 3182 |
3182
BFSG LLC
Irvine,
California
| US$2.28億 | +US$220萬 | +1% | 3.18% | 81.9% | 165 | 35.76% | 0.9 |
|
| 3183 |
3183
McNamara Financial Services
Marshfield,
Massachusetts
| US$2.27億 | +US$790萬 | +4% | 1.48% | 42.6% | 42 | 11.9% | 1.8 |
|
| 3184 |
3184
Riggs Asset Management
Dallas,
Pennsylvania
| US$2.27億 | -US$1554萬 | -6% | 4.28% | 207% | 291 | 15.46% | 2.4 |
|
| 3185 |
3185
Atlas Venture Associates IX
Boston,
Massachusetts
| US$2.27億 | +US$9490萬 | +72% | 21.1% | 89.8% | 7 | 28.57% | 0.6 |
|
| 3186 |
3186
Aveo Capital Partners
Englewood,
Colorado
| US$2.27億 | -US$1277萬 | -5% | 2.15% | 19.1% | 157 | 20.38% | 1.1 |
|
| 3187 |
3187
Cedar Capital
Barrington,
Illinois
| US$2.26億 | +US$1175萬 | +5% | 4.96% | 98% | 171 | 25.15% | 1.1 |
|
| 3188 |
3188
Crestone Asset Management
Boulder,
Colorado
| US$2.26億 | +US$679萬 | +3% | 2.49% | 6.65% | 49 | 22.45% | 1.5 |
|
| 3189 |
3189
Polunin Capital Partners
London,
United Kingdom
| US$2.26億 | -US$1472萬 | -6% | 11.9% | 268% | 12 | 25% | 0.5 |
|
| 3190 |
GCMG
3190
Gyroscope Capital Management Group
Naples,
Florida
| US$2.26億 | +US$1544萬 | +7% | 0.93% | 24.8% | 133 | 27.82% | 1.1 |
|
| 3191 |
3191
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$2.26億 | -US$1715萬 | -7% | 2.36% | 52% | 634 | 17.67% | 3.2 |
|
| 3192 |
3192
Claar Advisors
New York
| US$2.26億 | -US$5426萬 | -19% | 3.86% | 65.5% | 35 | 37.14% | 1 |
|
| 3193 |
3193
TCI Wealth Advisors
Tucson,
Arizona
| US$2.25億 | +US$901萬 | +4% | 4.41% | 65% | 1,705 | 26.16% | 2.4 |
|
| 3194 |
FCT
3194
Family Capital Trust
Peabody,
Massachusetts
| US$2.25億 | +US$568萬 | +3% | 6.06% | 39.1% | 59 | 5.08% | 3.5 |
|
| 3195 |
3195
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$2.25億 | +US$1703萬 | +8% | 7.72% | 62% | 145 | 5.52% | 2.2 |
|
| 3196 |
3196
HughesLittle Investment Management
Vancouver,
| US$2.24億 | +US$1763萬 | +9% | 3.57% | 106% | 20 | 5% | 3.1 |
|
| 3197 |
3197
Shah Capital Management
Raleigh,
North Carolina
| US$2.24億 | +US$923萬 | +4% | 14% | 287% | 12 | 0% | 2.9 |
|
| 3198 |
3198
Arias Resource Capital
George Town, Grand Cayman,
Cayman Islands
| US$2.24億 | +US$363萬 | +2% | 4.47% | 81.3% | 2 | 0% | 0.5 |
|
| 3199 |
3199
Advisors Preferred
Rockville,
Maryland
| US$2.24億 | +US$842萬 | +4% | 5.62% | 102% | 327 | 67.28% | 0.6 |
|
| 3200 |
3200
C.V. Starr & Co Trust
New York
| US$2.24億 | +US$1385萬 | +7% | 7.63% | 51.7% | 30 | 0% | 3.9 |
|