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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
MAP
3401
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$1.55億 | +US$1147萬 | +8% | 12.8% | 336% | 113 | 38.94% | 0.5 |
|
| 3402 |
3402
La Financiere de L'Echiquier
Paris,
France
| US$1.55億 | +US$1239萬 | +9% | 1.72% | 27.9% | 42 | 16.67% | 0.6 |
|
| 3403 |
SAM
3403
Solaris Asset Management
New York
| US$1.55億 | -US$372萬 | -2% | 4.94% | 74% | 512 | 50.39% | 1.4 |
|
| 3404 |
3404
Orgel Wealth Management
Altoona,
Wisconsin
| US$1.55億 | +US$987萬 | +7% | 3.64% | 39.6% | 26 | 42.31% | 0.5 |
|
| 3405 |
IWA
3405
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$1.55億 | +US$1468萬 | +10% | 2.85% | 46.7% | 145 | 22.07% | 0.8 |
|
| 3406 |
3406
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$1.55億 | +US$92.7萬 | +0.6% | 0.49% | 112% | 54 | 5.56% | 1.8 |
|
| 3407 |
PCM
3407
Prime Capital Management
Hong Kong
| US$1.55億 | +US$4778萬 | +45% | 19.3% | 579% | 5 | 20% | 1.4 |
|
| 3408 |
BM
3408
Bislett Management
Palo Alto,
California
| US$1.54億 | +US$335萬 | +2% | 0.61% | 19.8% | 31 | 22.58% | 2.4 |
|
| 3409 |
WAS
3409
WESPAC Advisors SoCal
Pasadena,
California
| US$1.54億 | +US$620萬 | +4% | 3.06% | 135% | 301 | 21.93% | 0.8 |
|
| 3410 |
YEPI
3410
Yorktown Energy Partners IX
New York
| US$1.54億 | – | – | 8.28% | 67.3% | 1 | – | 0 |
|
| 3411 |
LCM
3411
Liberty Capital Management
Birmingham,
Michigan
| US$1.54億 | +US$62.8萬 | +0.4% | 3.35% | – | 265 | 12.08% | 1.2 |
|
| 3412 |
SRSA
3412
S.R. Schill & Associates
Mercer Island,
Washington
| US$1.54億 | +US$132萬 | +0.9% | 1.66% | 42.7% | 71 | 11.27% | 1.5 |
|
| 3413 |
LK
3413
Lumbard & Kellner
Hollis,
New Hampshire
| US$1.54億 | +US$818萬 | +6% | 7.14% | 137% | 87 | 18.39% | 2 |
|
| 3414 |
3414
Twin Focus Capital Partners
Boston,
Massachusetts
| US$1.54億 | +US$930萬 | +6% | 0.34% | 92.5% | 99 | 19.19% | 1.8 |
|
| 3415 |
SRC
3415
Stone Run Capital
New York
| US$1.54億 | -US$703萬 | -4% | 1.54% | 77.8% | 70 | 5.71% | 2.9 |
|
| 3416 |
WCWM
3416
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| US$1.53億 | +US$192萬 | +1% | 1.29% | 39.1% | 26 | 7.69% | 2 |
|
| 3417 |
WCM
3417
Weatherstone Capital Management
Denver,
Colorado
| US$1.53億 | +US$3095萬 | +25% | 1.5% | 32% | 112 | 39.29% | 1 |
|
| 3418 |
KFP
3418
Keystone Financial Planning
Cleveland,
Ohio
| US$1.53億 | +US$82.1萬 | +0.5% | 1.06% | 46% | 47 | 8.51% | 2.1 |
|
| 3419 |
3419
Heritage Wealth Advisors
Richmond,
Virginia
| US$1.53億 | +US$862萬 | +6% | 3.69% | 65% | 89 | 12.36% | 2 |
|
| 3420 |
MCC
3420
Malaga Cove Capital
Pv Estates,
California
| US$1.53億 | +US$1418萬 | +10% | 5.13% | 88.1% | 129 | 27.91% | 0.7 |
|
| 3421 |
BAM
3421
Brilliance Asset Management
Admiralty, Hong Kong,
Hong Kong
| US$1.53億 | – | – | 9.41% | 39.2% | 6 | – | 0 |
|
| 3422 |
AW
3422
Alpha Windward
Westwood,
Massachusetts
| US$1.53億 | +US$888萬 | +6% | 6.11% | 33.6% | 494 | 34.21% | 1.9 |
|
| 3423 |
PCC
3423
Park Circle Company
Baltimore,
Maryland
| US$1.53億 | +US$844萬 | +6% | 4.55% | 70.5% | 101 | 12.87% | 1.6 |
|
| 3424 |
WFWM
3424
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| US$1.53億 | – | – | 2.4% | 53.8% | 30 | – | 0 |
|
| 3425 |
ECML
3425
Eagle Capital Management (Louisiana)
Mandeville,
Louisiana
| US$1.53億 | +US$1775萬 | +13% | 3.14% | 103% | 55 | 36.36% | 1.3 |
|