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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Cyrus Capital Partners
New York
| US$3.82億 | +US$5268萬 | +16% | 17.1% | 163% | 7 | 42.86% | 1 |
|
| 4002 |
4002
Science & Technology Partners
New York
| US$3.82億 | +US$1.29億 | +51% | 38.7% | – | 51 | 68.63% | 0.2 |
|
| 4003 |
4003
Kelly Lawrence W & Associates
Pasadens,
California
| US$3.82億 | -US$3013萬 | -7% | 7.08% | 123% | 167 | 7.78% | 5.6 |
|
| 4004 |
4004
Reverence Capital Partners
New York
| US$3.81億 | -US$3670萬 | -9% | 8.78% | 5.38% | 1 | 0% | 1.3 |
|
| 4005 |
4005
Rothschild Capital Partners
New York
| US$3.81億 | -US$106萬 | -0.3% | 9.47% | 90.8% | 98 | 14.29% | 2.4 |
|
| 4006 |
4006
McLean Asset Management
Tysons,
Virginia
| US$3.81億 | +US$7816萬 | +26% | 8.46% | 64.3% | 166 | 13.25% | 2.9 |
|
| 4007 |
4007
Prentice Wealth Management
Rochester,
New York
| US$3.81億 | +US$3420萬 | +10% | 6.6% | 47.8% | 117 | 14.53% | 2.5 |
|
| 4008 |
4008
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$3.81億 | +US$4777萬 | +14% | 20.6% | 115% | 37 | 0% | 8.2 |
|
| 4009 |
4009
Mandatum Life Insurance Company
Helsinki,
Finland
| US$3.8億 | +US$5424萬 | +17% | 13.4% | 95.9% | 82 | 9.76% | 5.3 |
|
| 4010 |
4010
Midwest Professional Planners Ltd (MPPL)
Wausau,
Wisconsin
| US$3.8億 | +US$5843萬 | +18% | 13.3% | 136% | 161 | 11.18% | 3.6 |
|
| 4011 |
4011
Three Bridge Wealth Advisors
Los Altos,
California
| US$3.8億 | +US$9211萬 | +32% | 21.5% | 169% | 123 | 31.71% | 1.8 |
|
| 4012 |
4012
Arjuna Capital
Durham,
North Carolina
| US$3.79億 | +US$1808萬 | +5% | 9.56% | 105% | 123 | 13.01% | 2.4 |
|
| 4013 |
4013
von Borstel & Associates
The Dalles,
Oregon
| US$3.79億 | +US$4466萬 | +13% | 7.84% | – | 148 | 72.97% | 0.7 |
|
| 4014 |
WC
4014
Weil Company
San Diego,
California
| US$3.79億 | +US$4408萬 | +13% | 6.6% | 71.7% | 120 | 18.33% | 3.4 |
|
| 4015 |
4015
Farmers National Bank
Danville,
Kentucky
| US$3.79億 | +US$2463萬 | +7% | 7.99% | – | 169 | 1.78% | 6.4 |
|
| 4016 |
4016
Heirloom Wealth Management
Greenwood Village,
Colorado
| US$3.79億 | +US$2998萬 | +9% | 11.6% | 81.8% | 45 | 11.11% | 2.3 |
|
| 4017 |
4017
SailingStone Capital Partners
Houston,
Texas
| US$3.78億 | +US$1.09億 | +40% | 52.3% | 152% | 16 | 25% | 2.8 |
|
| 4018 |
4018
Hel Ved Capital Management
Central,
Hong Kong
| US$3.78億 | +US$1.02億 | +37% | 27.5% | 1,351% | 102 | 68.63% | 0.3 |
|
| 4019 |
4019
Wealthspring Capital
West Harrison,
New York
| US$3.78億 | +US$3.13億 | +483% | 3.98% | 24.1% | 167 | 59.88% | 0.4 |
|
| 4020 |
4020
Kendall Capital Management
Rockville,
Maryland
| US$3.78億 | +US$3778萬 | +11% | 11.1% | 130% | 240 | 15.42% | 3.3 |
|
| 4021 |
VC
4021
Vision Capital
Toronto,
Ontario, Canada
| US$3.78億 | -US$5908萬 | -14% | 4.67% | 19.8% | 18 | 33.33% | 0.7 |
|
| 4022 |
4022
High Net Worth Advisory Group
Naples,
Florida
| US$3.78億 | +US$2339萬 | +7% | 7.6% | 75.7% | 229 | 6.99% | 2.6 |
|
| 4023 |
4023
Allegiance Financial Group Advisory Services
Vienna,
Virginia
| US$3.78億 | +US$4889萬 | +15% | 10.1% | 62.6% | 179 | 36.87% | 1.1 |
|
| 4024 |
4024
Whitener Capital Management
Rocky Mount,
North Carolina
| US$3.78億 | +US$2416萬 | +7% | 10.2% | 113% | 158 | 4.43% | 4.7 |
|
| 4025 |
4025
Evergreen Advisors
Chattanooga,
Tennessee
| US$3.77億 | +US$1724萬 | +5% | 5.99% | – | 22 | 22.73% | 3.3 |
|