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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
NTCM
3726
Nut Tree Capital Management
New York
| US$3.08億 | -US$1685萬 | -5% | 18.9% | 101% | 9 | 11.11% | 2 |
|
| 3727 |
GWM
3727
GSB Wealth Management
Guilford,
Connecticut
| US$3.07億 | +US$163萬 | +0.5% | 4.56% | 61.8% | 235 | 17.45% | 2 |
|
| 3728 |
3728
Encompass Wealth Advisors
Portland,
Oregon
| US$3.07億 | +US$1364萬 | +5% | 4.14% | 68.7% | 329 | 24.62% | 1.6 |
|
| 3729 |
3729
Noble Family Wealth
Clearwater,
Florida
| US$3.07億 | +US$1419萬 | +5% | 4.22% | 60% | 67 | 11.94% | 0.2 |
|
| 3730 |
3730
Firestone Capital Management
Coral Gables,
Florida
| US$3.07億 | +US$2939萬 | +11% | 4.1% | 51.6% | 138 | 15.94% | 2.4 |
|
| 3731 |
3731
Hengistbury Investment Partners
London,
United Kingdom
| US$3.07億 | +US$1564萬 | +5% | 4.6% | 108% | 7 | 0% | 3.5 |
|
| 3732 |
3732
Hoey Investments
Coatesville,
Pennsylvania
| US$3.07億 | +US$5082萬 | +20% | 21.2% | 247% | 373 | 12.6% | 1.7 |
|
| 3733 |
3733
Sovereign Financial Group
Stamford,
Connecticut
| US$3.07億 | +US$3750萬 | +14% | 5.71% | 90.7% | 237 | 11.81% | 1.7 |
|
| 3734 |
3734
Kathryn A. Hall
| US$3.07億 | -US$3461萬 | -10% | 0.74% | 95.2% | 59 | 16.95% | 3.2 |
|
| 3735 |
3735
Pathway Financial Advisors
South Burlington,
Vermont
| US$3.07億 | +US$1084萬 | +4% | 4.45% | 52.7% | 138 | 7.97% | 3.5 |
|
| 3736 |
3736
RV Capital
Schindellegi,
Switzerland
| US$3.07億 | +US$4378萬 | +17% | 22.1% | 250% | 7 | 0% | 2.6 |
|
| 3737 |
3737
Columbus Hill Capital Management
Short Hills,
New Jersey
| US$3.07億 | +US$577萬 | +2% | 8.33% | 151% | 22 | 22.73% | 1.9 |
|
| 3738 |
3738
Broadleaf Partners
Hudson,
Ohio
| US$3.06億 | +US$2600萬 | +9% | 12.3% | 180% | 82 | 20.73% | 3.2 |
|
| 3739 |
3739
Moss Adams Wealth Advisors
Seattle,
Washington
| US$3.06億 | +US$1283萬 | +4% | 3.43% | 79.6% | 190 | 30% | 0.5 |
|
| 3740 |
3740
Quarry LP
New York
| US$3.06億 | -US$1.5億 | -33% | 2.4% | 83.2% | 1,474 | 62.96% | 0.2 |
|
| 3741 |
3741
Eldridge Investment Advisors
Manchester,
New Hampshire
| US$3.06億 | +US$1723萬 | +6% | 4.7% | 50.9% | 153 | 18.95% | 2.9 |
|
| 3742 |
3742
MJP Associates
Farmington,
Connecticut
| US$3.06億 | -US$2099萬 | -6% | 5.76% | 60.9% | 166 | 22.29% | 1.5 |
|
| 3743 |
3743
Regis Management Company
Menlo Park,
California
| US$3.06億 | +US$910萬 | +3% | 4.52% | 5.33% | 42 | 2.38% | 6.3 |
|
| 3744 |
3744
Hahn Capital Management
Walnut Creek,
California
| US$3.06億 | -US$137萬 | -0.4% | 1.64% | 71.7% | 34 | 17.65% | 6.8 |
|
| 3745 |
3745
Beacon Harbor Wealth Advisors
Virginia Beach,
Virginia
| US$3.06億 | +US$1907萬 | +7% | 6.41% | 143% | 85 | 44.71% | 1.4 |
|
| 3746 |
SWK
3746
Stephen W. Kidder
| US$3.05億 | +US$1820萬 | +6% | 7.24% | 94.7% | 80 | 7.5% | 6 |
|
| 3747 |
3747
Palo Duro Investment Partners
Chicago,
Illinois
| US$3.05億 | +US$348萬 | +1% | 3.63% | 62.8% | 8 | 25% | 0.3 |
|
| 3748 |
3748
CM Wealth Advisors
Beachwood,
Ohio
| US$3.05億 | -US$2.12億 | -41% | 9.14% | 64.7% | 464 | 75.22% | 0.3 |
|
| 3749 |
3749
Standpoint Asset Management
Scottsdale,
Arizona
| US$3.05億 | +US$5703萬 | +23% | 5.76% | 71.9% | 8 | 0% | 0.5 |
|
| 3750 |
3750
Source Financial Advisors
New York
| US$3.05億 | +US$622萬 | +2% | 6.76% | 18.5% | 135 | 13.33% | 1.6 |
|