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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
American Money Management
Rancho Santa Fe,
California
| US$4.01億 | +US$2441萬 | +6% | 5.13% | 65% | 139 | 5.76% | 3.9 |
|
| 3202 |
3202
Alpha Capital Management
Austin,
Texas
| US$4億 | -US$7.77萬 | -0% | 7.23% | 88% | 105 | 0.95% | 4.2 |
|
| 3203 |
3203
Truxt Investmentos
Rio De Janeiro,
Brazil
| US$4億 | +US$1.21億 | +44% | 52% | – | 21 | 38.1% | 0.8 |
|
| 3204 |
3204
Point72 Hong Kong
Hong Kong
| US$4億 | -US$1060萬 | -3% | 12.4% | 396% | 57 | 68.42% | 0.3 |
|
| 3205 |
3205
ICA Group Wealth Management
Denver,
Colorado
| US$3.99億 | -US$2032萬 | -5% | 6.12% | – | 1,438 | 18.64% | 0.6 |
|
| 3206 |
3206
Summit Wealth Partners
Orlando,
Florida
| US$3.99億 | +US$963萬 | +2% | 4.3% | 44.9% | 192 | 8.33% | 2.2 |
|
| 3207 |
3207
Iowa State Bank
Urbandale,
Iowa
| US$3.98億 | -US$55.3萬 | -0.1% | 4.5% | 85.7% | 115 | 6.96% | 5.3 |
|
| 3208 |
3208
SJS Investment Consulting
Sylvania,
Ohio
| US$3.98億 | +US$3152萬 | +9% | 6.26% | 69.4% | 1,636 | 6.11% | 1.2 |
|
| 3209 |
3209
Rhino Investment Partners
West Conshohocken,
Pennsylvania
| US$3.98億 | +US$2808萬 | +8% | 8.33% | 110% | 37 | 48.65% | 0.8 |
|
| 3210 |
3210
Beryl Capital Management
Redondo Beach,
California
| US$3.97億 | +US$2.7億 | +213% | 46% | 3,932% | 34 | 91.18% | 0 |
|
| 3211 |
3211
Independent Solutions Wealth Management
Williamsville,
New York
| US$3.97億 | +US$5814萬 | +17% | 6.91% | 112% | 236 | 18.22% | 2.3 |
|
| 3212 |
3212
Cisco Systems
San Jose,
California
| US$3.97億 | +US$6219萬 | +19% | 7.57% | 210% | 5 | 60% | 0.7 |
|
| 3213 |
3213
American Assets Capital Advisers
San Diego,
California
| US$3.97億 | -US$3144萬 | -7% | 1.55% | 73.5% | 37 | 13.51% | 2.8 |
|
| 3214 |
3214
Ellenbecker Investment Group
Waukesha,
Wisconsin
| US$3.96億 | +US$2911萬 | +8% | 6.03% | 56.3% | 95 | 5.26% | 3.1 |
|
| 3215 |
3215
Inlet Private Wealth
Jupiter,
Florida
| US$3.96億 | +US$1180萬 | +3% | 4.92% | 111% | 136 | 8.09% | 3.3 |
|
| 3216 |
3216
Investors Research Corp
Atlanta,
Georgia
| US$3.96億 | +US$1120萬 | +3% | 3.4% | 62.1% | 1,142 | 6.04% | 3.4 |
|
| 3217 |
3217
Liquid Strategies
Atlanta,
Georgia
| US$3.96億 | +US$2831萬 | +8% | 4.89% | 46.8% | 16 | 56.25% | 1.3 |
|
| 3218 |
3218
Brickley Wealth Management
San Mateo,
California
| US$3.96億 | +US$3104萬 | +9% | 6.05% | 62.6% | 41 | 7.32% | 3.1 |
|
| 3219 |
3219
Martin & Co
Knoxville,
Tennessee
| US$3.96億 | +US$725萬 | +2% | 5.41% | 67.8% | 108 | 0.93% | 8.1 |
|
| 3220 |
3220
Raine Capital
New York
| US$3.95億 | -US$1.03億 | -21% | 3.93% | 119% | 15 | 66.67% | 2.4 |
|
| 3221 |
3221
Park Presidio Capital
San Francisco,
California
| US$3.95億 | -US$783萬 | -2% | 16.6% | 94.1% | 11 | 18.18% | 4.1 |
|
| 3222 |
3222
Arosa Capital Management
Miami Beach,
Florida
| US$3.95億 | -US$2.44億 | -38% | 2.6% | 536% | 74 | 59.46% | 0.4 |
|
| 3223 |
FBT
3223
First Bank & Trust
Brookings,
South Dakota
| US$3.95億 | +US$1647萬 | +4% | 4.49% | 85.6% | 204 | 11.27% | 3.7 |
|
| 3224 |
3224
Pacific Capital Wealth Advisors
Corona,
California
| US$3.94億 | +US$578萬 | +1% | 3.78% | 54.1% | 88 | 26.14% | 2.1 |
|
| 3225 |
3225
Miramar Capital
Northbrook,
Illinois
| US$3.94億 | +US$544萬 | +1% | 3.01% | 47.3% | 92 | 27.17% | 2.4 |
|