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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3951 |
MMG
3951
Monetary Management Group
St Louis,
Missouri
| US$4.87億 | +US$6801萬 | +16% | 31.5% | 138% | 346 | 7.51% | 7.7 |
|
| 3952 |
LSWM
3952
Lorne Steinberg Wealth Management
Montreal, Quebec,
Canada
| US$4.87億 | +US$6452萬 | +15% | 15% | 73.4% | 75 | 13.33% | 3.8 |
|
| 3953 |
HCM
3953
Harvey Capital Management
Palm Beach,
Florida
| US$4.86億 | +US$4745萬 | +11% | 15.8% | 147% | 100 | 20% | 3.8 |
|
| 3954 |
VV
3954
Vodafone Ventures
Newbury,
United Kingdom
| US$4.86億 | +US$3278萬 | +7% | 7.23% | – | 1 | 0% | 0.5 |
|
| 3955 |
GF
3955
Genworth Financial
Glen Allen,
Virginia
| US$4.86億 | +US$5839萬 | +14% | 13.7% | 64% | 2 | 0% | 5.1 |
|
| 3956 |
BCP
3956
Berkeley Capital Partners
Milton,
Georgia
| US$4.86億 | +US$5463萬 | +13% | 13% | 62.8% | 216 | 20.83% | 4 |
|
| 3957 |
VPW
3957
Vaquero Private Wealth
Dallas,
Texas
| US$4.86億 | – | – | 17.5% | – | 194 | – | 0 |
|
| 3958 |
FWSM
3958
First Wilshire Securities Management
Pasadena,
California
| US$4.86億 | +US$4183萬 | +9% | 14.4% | 135% | 88 | 10.23% | 5.4 |
|
| 3959 |
WFPG
3959
Waller Financial Planning Group
Columbus,
Ohio
| US$4.86億 | +US$3254萬 | +7% | 10.7% | 47.5% | 82 | 14.63% | 4.5 |
|
| 3960 |
PGF
3960
Plan Group Financial
Oklahoma City,
Oklahoma
| US$4.86億 | +US$5929萬 | +14% | 9.21% | 56.3% | 277 | 27.44% | 1.3 |
|
| 3961 |
SGF
3961
Stephens Greth Foundation
Dallas,
Texas
| US$4.85億 | +US$1.65億 | +52% | 12.9% | – | 4 | 0% | 0.5 |
|
| 3962 |
CCA
3962
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$4.85億 | +US$9857萬 | +26% | 22.6% | 106% | 221 | 24.43% | 2 |
|
| 3963 |
CPI
3963
Crestview Partners IV
New York
| US$4.85億 | +US$1.53億 | +46% | 47% | 106% | 2 | 0% | 3.9 |
|
| 3964 |
FMB
3964
Field & Main Bank
Henderson,
Kentucky
| US$4.85億 | +US$1.41億 | +41% | 21.4% | 107% | 280 | 10% | 6.6 |
|
| 3965 |
AA
3965
Ashford Advisors
Pittsford,
New York
| US$4.85億 | +US$5553萬 | +13% | 13.7% | 66.5% | 24 | 8.33% | 3.5 |
|
| 3966 |
FC
3966
Foursixthree Capital
New York
| US$4.85億 | +US$2.16億 | +81% | 11.1% | – | 26 | 61.54% | 0.4 |
|
| 3967 |
PWM
3967
Prentice Wealth Management
Rochester,
New York
| US$4.84億 | +US$4126萬 | +9% | 7.72% | 44.2% | 126 | 7.14% | 2.9 |
|
| 3968 |
WP
3968
Wedgewood Partners
St Louis,
Missouri
| US$4.84億 | +US$14.8萬 | +0% | 13.4% | 78.1% | 22 | 18.18% | 5.6 |
|
| 3969 |
GVCM
3969
Global View Capital Management
Waukesha,
Wisconsin
| US$4.84億 | +US$1.08億 | +29% | 30.3% | – | 173 | 34.68% | 0.8 |
|
| 3970 |
SCH
3970
Shengqi Capital (HK)
Hong Kong
| US$4.84億 | +US$4.16億 | +616% | 188% | – | 12 | 58.33% | 0.1 |
|
| 3971 |
APC
3971
Aspire Private Capital
Cornelius,
North Carolina
| US$4.84億 | +US$4067萬 | +9% | 9.87% | 49.6% | 186 | 14.52% | 3.9 |
|
| 3972 |
HBT
3972
Heartland Bank & Trust
Bloomington,
Illinois
| US$4.83億 | +US$4092萬 | +9% | 14.9% | 105% | 215 | 6.05% | 1.8 |
|
| 3973 |
SM
3973
Sciencast Management
Princeton,
New Jersey
| US$4.82億 | -US$3.03億 | -39% | 12.3% | 72.5% | 390 | 77.44% | 0.2 |
|
| 3974 |
CCT
3974
Capital City Trust
Tallahassee,
Florida
| US$4.82億 | +US$4479萬 | +10% | 9.32% | 86.1% | 130 | 13.08% | 6.5 |
|
| 3975 |
S
3975
Storgate
Dallas,
Texas
| US$4.82億 | +US$3.55億 | +278% | 20.6% | – | 359 | 54.87% | 0.2 |
|