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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3926 |
KC
3926
Keenan Capital
Burlingame,
California
| US$1.38億 | – | – | 10.3% | 110% | 12 | – | 0 |
|
| 3927 |
3927
Waterstone Capital Management
St. Louis Park,
Minnesota
| US$1.38億 | -US$1735萬 | -11% | 5.46% | 23.4% | 20 | 35% | 1.5 |
|
| 3928 |
3928
Towercrest Capital Management
Newtown,
Pennsylvania
| US$1.38億 | +US$701萬 | +5% | 2.36% | 42.6% | 28 | 14.29% | 2.4 |
|
| 3929 |
3929
C-J Advisory
San Jose,
California
| US$1.37億 | +US$261萬 | +2% | 3.98% | 39.2% | 155 | 13.55% | 1 |
|
| 3930 |
3930
Caerus Investors
New York
| US$1.37億 | – | – | 8.29% | – | 34 | – | 0 |
|
| 3931 |
3931
Unison Advisors
Washington,
District of Columbia
| US$1.37億 | – | – | 7.48% | 54.6% | 153 | – | 0 |
|
| 3932 |
3932
Copperwynd Financial
Scottsdale,
Arizona
| US$1.37億 | – | – | 6.02% | 90% | 94 | – | 0 |
|
| 3933 |
3933
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$1.37億 | -US$1885萬 | -12% | 2.43% | 46.8% | 6 | 33.33% | 2.9 |
|
| 3934 |
3934
O'Dell Group
Cincinnati,
Ohio
| US$1.37億 | +US$827萬 | +6% | 5.33% | 72.2% | 46 | 30.43% | 0.7 |
|
| 3935 |
3935
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$1.37億 | -US$1892萬 | -12% | 7.16% | 53.1% | 31 | 45.16% | 0.2 |
|
| 3936 |
HCM
3936
Highlander Capital Management
Short Hills,
New Jersey
| US$1.37億 | +US$864萬 | +7% | 3.58% | 34.4% | 802 | 8.35% | 3 |
|
| 3937 |
3937
Hapanowicz & Associates Financial Services
Pittsburgh,
Pennsylvania
| US$1.37億 | +US$629萬 | +5% | 2.63% | 58.5% | 14 | 0% | 1 |
|
| 3938 |
3938
Premier Fund Managers
Guildford,
United Kingdom
| US$1.37億 | -US$190萬 | -1% | 3.87% | 56.6% | 46 | 17.39% | 1.4 |
|
| 3939 |
3939
Northern Right Capital Management
Darien,
Connecticut
| US$1.37億 | -US$186萬 | -1% | 4.46% | 187% | 22 | 50% | 0.9 |
|
| 3940 |
3940
Sutton Wealth Advisors
Tampa,
Florida
| US$1.37億 | +US$550萬 | +4% | 6.17% | 40.9% | 1,129 | 9.3% | 1.5 |
|
| 3941 |
3941
Accuvest Global Advisors
Provo,
Utah
| US$1.36億 | +US$1898萬 | +16% | 4.19% | 130% | 113 | 37.17% | 0.9 |
|
| 3942 |
GA
3942
Gagnon Advisors
New York
| US$1.36億 | +US$446萬 | +3% | 10.6% | 129% | 30 | 3.33% | 2.3 |
|
| 3943 |
SWMG
3943
Signature Wealth Management Group
Atlanta,
Georgia
| US$1.36億 | – | – | 5.17% | – | 393 | – | 0 |
|
| 3944 |
I2I
3944
Insight 2811 Inc
Chicago,
Illinois
| US$1.36億 | +US$122萬 | +0.9% | 4.14% | 30.8% | 78 | 12.82% | 2.6 |
|
| 3945 |
HCM
3945
Hudson Capital Management
Ramsey,
New Jersey
| US$1.36億 | – | – | 3.33% | 66.8% | 85 | – | 0 |
|
| 3946 |
3946
Blue Granite Capital
Charleston,
South Carolina
| US$1.36億 | -US$862萬 | -6% | 5.49% | – | 145 | 35.17% | 0.8 |
|
| 3947 |
3947
G&S Capital
Denver,
Colorado
| US$1.36億 | – | – | 6.02% | 85.6% | 213 | – | 0 |
|
| 3948 |
3948
Rezny Wealth Management
Fort Myers,
Florida
| US$1.36億 | +US$966萬 | +8% | 4.77% | 99.6% | 14 | 7.14% | 1.7 |
|
| 3949 |
3949
Hollow Brook Wealth Management
Katonah,
New York
| US$1.36億 | -US$59.5萬 | -0.4% | 6.75% | 92.8% | 55 | 21.82% | 2.4 |
|
| 3950 |
AIS
3950
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| US$1.36億 | +US$357萬 | +3% | 4.33% | 6.74% | 578 | 15.57% | 1.1 |
|