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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| US$3.52億 | -US$5977萬 | -15% | 0.93% | 63.7% | 90 | 12.22% | 2.7 |
|
| 3827 |
3827
Juniper Capital Advisors
Houston,
Texas
| US$3.52億 | -US$1518萬 | -4% | 4.13% | – | 1 | 0% | 0.5 |
|
| 3828 |
3828
Donoghue Forlines
Boston,
Massachusetts
| US$3.52億 | +US$89.9萬 | +0.3% | 1.39% | 199% | 271 | 38.38% | 1.2 |
|
| 3829 |
SC
3829
Stephens Consulting
Flint,
Michigan
| US$3.52億 | +US$2599萬 | +8% | 0.55% | 50.1% | 666 | 31.38% | 1.6 |
|
| 3830 |
3830
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| US$3.52億 | +US$7262萬 | +26% | 2.35% | 85% | 996 | 10.44% | 0.6 |
|
| 3831 |
3831
Horiko Capital Management
New York
| US$3.52億 | +US$2460萬 | +8% | 6.46% | 275% | 21 | 0% | 3.6 |
|
| 3832 |
3832
Trinity Legacy Partners
Houston,
Texas
| US$3.52億 | +US$1021萬 | +3% | 2.07% | 63.3% | 108 | 11.11% | 2.5 |
|
| 3833 |
HPC
3833
Hobart Private Capital
Charlotte,
North Carolina
| US$3.51億 | +US$2342萬 | +7% | 1.66% | 60% | 77 | 18.18% | 1 |
|
| 3834 |
3834
JFG Wealth Management
Denver,
Colorado
| US$3.51億 | -US$2175萬 | -6% | 1.72% | 65.2% | 77 | 48.05% | 1.5 |
|
| 3835 |
VCM
3835
Vivaldi Capital Management
Chicago,
Illinois
| US$3.51億 | +US$831萬 | +2% | 2.84% | 69.2% | 231 | 5.63% | 3.3 |
|
| 3836 |
3836
LTS One Management
New York
| US$3.51億 | -US$8446萬 | -19% | 1.73% | 67.9% | 20 | 50% | 0.7 |
|
| 3837 |
3837
Wealth Dimensions Group
Cincinnati,
Ohio
| US$3.51億 | +US$1221萬 | +4% | 1.96% | 57.1% | 147 | 7.48% | 2.8 |
|
| 3838 |
3838
Alliance Wealth Management Group
Flemington,
New Jersey
| US$3.5億 | +US$958萬 | +3% | 1.17% | 43.4% | 84 | 7.14% | 4.8 |
|
| 3839 |
SEP
3839
Southland Equity Partners
Wildwood,
Missouri
| US$3.5億 | -US$599萬 | -2% | 3.01% | 66.1% | 234 | 18.8% | 2.2 |
|
| 3840 |
3840
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$3.5億 | +US$7117萬 | +26% | 3.04% | 101% | 461 | 8.89% | 2.9 |
|
| 3841 |
3841
Rothschild Capital Partners
New York
| US$3.5億 | +US$586萬 | +2% | 6.45% | 90.8% | 48 | 10.42% | 3.5 |
|
| 3842 |
3842
Owls Nest Partners IA
Chadds Ford,
Pennsylvania
| US$3.5億 | -US$2750萬 | -7% | 14.6% | 105% | 19 | 31.58% | 2 |
|
| 3843 |
CPH
3843
C Partners Holding
Zurich,
Switzerland
| US$3.5億 | +US$700萬 | +2% | 4.04% | 25.6% | 15 | 20% | 4.5 |
|
| 3844 |
3844
Winch Advisory Services
Appleton,
Wisconsin
| US$3.5億 | +US$2230萬 | +7% | 6.89% | 80.8% | 478 | 9.41% | 4.8 |
|
| 3845 |
3845
Mount Lucas Management
Newtown,
Pennsylvania
| US$3.5億 | -US$1637萬 | -4% | 0.49% | 109% | 190 | 42.11% | 0.7 |
|
| 3846 |
3846
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| US$3.49億 | -US$1億 | -22% | 0.13% | 26.4% | 2 | 50% | 4.8 |
|
| 3847 |
3847
Enstar Group
Hamilton,
Bermuda
| US$3.49億 | -US$2265萬 | -6% | 0.46% | 29.5% | 7 | 0% | 3.4 |
|
| 3848 |
3848
MSA Advisors
Santa Monica,
California
| US$3.49億 | +US$1481萬 | +4% | 3.54% | – | 27 | 14.81% | 0.4 |
|
| 3849 |
3849
Cornerstone Planning Group
Fairfield,
New Jersey
| US$3.49億 | +US$2728萬 | +8% | 0.94% | 60% | 1,365 | 26.37% | 0.9 |
|
| 3850 |
3850
Solus Alternative Asset Management
Summit,
New Jersey
| US$3.49億 | +US$1989萬 | +6% | 7.52% | 79.3% | 10 | 0% | 2.4 |
|