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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Valicenti Advisory Services
Elmira,
New York
| US$4.28億 | +US$3919萬 | +10% | 12% | 134% | 75 | 8% | 5.7 |
|
| 3702 |
3702
Castle Rock Wealth Management
Walnut Creek,
California
| US$4.28億 | +US$5757萬 | +16% | 12.4% | 115% | 258 | 17.44% | 2.9 |
|
| 3703 |
3703
Altrius Capital Management
New Bern,
North Carolina
| US$4.28億 | +US$1640萬 | +4% | 1.82% | 43.8% | 88 | 6.82% | 2.5 |
|
| 3704 |
3704
Kickstand Ventures
Pittsford,
New York
| US$4.28億 | +US$3948萬 | +10% | 8.43% | 51.4% | 125 | 25.6% | 1.1 |
|
| 3705 |
3705
Solidarity Wealth
Lehi,
Utah
| US$4.27億 | +US$2179萬 | +5% | 6.57% | 85.9% | 95 | 18.95% | 2.1 |
|
| 3706 |
3706
Stonebrook Private
Northville,
Michigan
| US$4.27億 | +US$4276萬 | +11% | 11.7% | – | 205 | 12.2% | 1.2 |
|
| 3707 |
3707
Encompass More Asset Management
Danville,
California
| US$4.27億 | +US$9213萬 | +27% | 11.2% | 80.4% | 247 | 35.63% | 0.7 |
|
| 3708 |
3708
Medicxi Ventures Management
St. Helier,
Jersey
| US$4.27億 | -US$1045萬 | -2% | 1.54% | 369% | 5 | 0% | 3.2 |
|
| 3709 |
3709
Blankinship & Foster
Solana Beach,
California
| US$4.27億 | +US$3103萬 | +8% | 8.15% | 67.1% | 78 | 15.38% | 4.3 |
|
| 3710 |
3710
Harvey Capital Management
Palm Beach,
Florida
| US$4.27億 | +US$4472萬 | +12% | 18.2% | 147% | 85 | 15.29% | 4.3 |
|
| 3711 |
3711
Peavine Capital
Reno,
Nevada
| US$4.27億 | +US$4244萬 | +11% | 4.83% | 30.8% | 12 | 41.67% | 5.4 |
|
| 3712 |
3712
Greenstone Partners & Co
Larkspur,
California
| US$4.27億 | +US$5010萬 | +13% | 16.5% | 527% | 11 | 9.09% | 3.2 |
|
| 3713 |
3713
Squadra Investments
Rio De Janeiro,
Brazil
| US$4.27億 | +US$1.54億 | +57% | 44.5% | 1.55% | 7 | 71.43% | 1 |
|
| 3714 |
3714
Militia Capital Partners
Las Vegas,
Nevada
| US$4.26億 | +US$1.53億 | +56% | 18.6% | – | 231 | 57.14% | 0.2 |
|
| 3715 |
3715
RedJay Asset Management
Toronto,
Ontario, Canada
| US$4.26億 | +US$2.41億 | +130% | 11.3% | – | 42 | 26.19% | 0.5 |
|
| 3716 |
3716
MFA Wealth Advisors
Pittsburgh,
Pennsylvania
| US$4.26億 | +US$2228萬 | +6% | 7.92% | 68.6% | 95 | 14.74% | 2.3 |
|
| 3717 |
3717
Sphera Funds Management
Tel Aviv,
Israel
| US$4.26億 | -US$817萬 | -2% | 12.2% | 245% | 137 | 35.77% | 1.3 |
|
| 3718 |
3718
Seeds Investor
New York
| US$4.26億 | +US$6959萬 | +20% | 7.97% | – | 280 | 22.5% | 1 |
|
| 3719 |
3719
REAP Financial Group
Austin,
Texas
| US$4.26億 | +US$2212萬 | +5% | 8.58% | 63% | 575 | 20.17% | 1.2 |
|
| 3720 |
3720
Spinnaker Investment Group
Newport Beach,
California
| US$4.26億 | -US$1655萬 | -4% | 7.35% | 56.9% | 114 | 21.05% | 2.1 |
|
| 3721 |
3721
Vega Investment Solutions
Paris,
France
| US$4.25億 | -US$9254萬 | -18% | 7.88% | – | 205 | 11.71% | 0.3 |
|
| 3722 |
3722
Towle & Co
Denver,
Colorado
| US$4.25億 | -US$3241萬 | -7% | 16.8% | 172% | 62 | 29.03% | 1.7 |
|
| 3723 |
3723
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$4.25億 | +US$3799萬 | +10% | 8.28% | 53.6% | 57 | 10.53% | 5.8 |
|
| 3724 |
AIS
3724
AM Investment Strategies
Chattanooga,
Tennessee
| US$4.25億 | +US$1288萬 | +3% | 9.59% | 121% | 114 | 13.16% | 2.8 |
|
| 3725 |
WCMN
3725
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$4.25億 | +US$2276萬 | +6% | 6.53% | 121% | 40 | 5% | 8.7 |
|