我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
PRW Wealth Management
Quincy,
Massachusetts
| US$2.1億 | +US$3960萬 | +23% | 3.24% | 42.3% | 112 | 28.57% | 1.3 |
|
| 4152 |
4152
Keywise Capital Management (HK)
Hong Kong
| US$2.1億 | +US$9336萬 | +80% | 2.75% | 684% | 20 | 60% | 0.8 |
|
| 4153 |
4153
Anfield Capital Management
Irvine,
California
| US$2.1億 | -US$1121萬 | -5% | 5.06% | 65.3% | 94 | 7.45% | 1.1 |
|
| 4154 |
4154
TPB Wealth Advisors
San Antonio,
Texas
| US$2.1億 | -US$1239萬 | -6% | 7.41% | – | 51 | 15.69% | 1.2 |
|
| 4155 |
4155
Shorepoint Capital Partners
Norwood,
Massachusetts
| US$2.1億 | -US$2701萬 | -11% | 6.4% | – | 85 | 15.29% | 2.7 |
|
| 4156 |
4156
RV Capital
Schindellegi,
Switzerland
| US$2.1億 | -US$1246萬 | -6% | 5.32% | 250% | 6 | 0% | 2.2 |
|
| 4157 |
4157
Cardinal Point Wealth Management Partners
Irvine,
California
| US$2.1億 | +US$97.1萬 | +0.5% | 4.29% | – | 53 | 13.21% | 0.6 |
|
| 4158 |
4158
Mill Road Capital Management
Greenwich,
Connecticut
| US$2.09億 | -US$2968萬 | -12% | 7.42% | 85.1% | 27 | 3.7% | 2.2 |
|
| 4159 |
4159
Gradient Capital Advisors
San Diego,
California
| US$2.09億 | +US$99.1萬 | +0.5% | 4.79% | 78.5% | 131 | 15.27% | 2.9 |
|
| 4160 |
4160
Oakview Capital Management
Dallas,
Texas
| US$2.09億 | +US$1034萬 | +5% | 4.96% | 21.2% | 16 | 12.5% | 2 |
|
| 4161 |
4161
Foundry Group
Boulder,
Colorado
| US$2.09億 | -US$1176萬 | -5% | 35.1% | – | 4 | 0% | 0.8 |
|
| 4162 |
4162
CWS Financial Advisors
Kalamazoo,
Michigan
| US$2.09億 | -US$978萬 | -4% | 3.06% | 55.7% | 164 | 18.29% | 2.3 |
|
| 4163 |
4163
Avalon Capital Management
Port Of Redwood City,
California
| US$2.09億 | -US$3553萬 | -15% | 2.63% | 163% | 66 | 22.73% | 1.5 |
|
| 4164 |
4164
Aryeh Capital Management
Toronto,
Ontario, Canada
| US$2.09億 | -US$3959萬 | -16% | 10.2% | 87.7% | 11 | 36.36% | 1 |
|
| 4165 |
4165
Element Capital Management
New York
| US$2.09億 | +US$950萬 | +5% | 6.26% | 58.3% | 145 | 16.55% | 0.5 |
|
| 4166 |
HIM
4166
Hotaling Investment Management
Wayne,
Pennsylvania
| US$2.08億 | -US$2180萬 | -9% | 3.28% | 52.6% | 128 | 18.75% | 2.5 |
|
| 4167 |
4167
GSI Capital Advisors
Newport Beach,
California
| US$2.08億 | -US$1902萬 | -8% | 9.01% | 41.1% | 37 | 29.73% | 1.1 |
|
| 4168 |
4168
Cisco Systems
San Jose,
California
| US$2.08億 | +US$277萬 | +1% | 4.35% | 210% | 4 | 25% | 0.6 |
|
| 4169 |
4169
Seafarer Capital Partners
Larkspur,
California
| US$2.08億 | -US$2308萬 | -10% | 6.46% | 61.3% | 7 | 14.29% | 1 |
|
| 4170 |
4170
VisionPoint Advisory Group
Dallas,
Texas
| US$2.08億 | -US$4481萬 | -18% | 2.74% | 79.3% | 110 | 20.91% | 1.1 |
|
| 4171 |
4171
Herold Advisors
New York
| US$2.08億 | -US$1636萬 | -7% | 5.95% | 90.2% | 200 | 8.5% | 0.9 |
|
| 4172 |
4172
Geometric Wealth Advisors
Washington,
District of Columbia
| US$2.08億 | +US$762萬 | +4% | 7.58% | 68.3% | 32 | 6.25% | 0.6 |
|
| 4173 |
4173
Windward Private Wealth Management
Overland Park,
Kansas
| US$2.08億 | -US$989萬 | -5% | 5.61% | 38.5% | 48 | 6.25% | 1.6 |
|
| 4174 |
4174
Snow Lake Capital
Central,
Hong Kong
| US$2.08億 | +US$1.48億 | +248% | 15.3% | – | 9 | 77.78% | 0.1 |
|
| 4175 |
SSI
4175
Scott & Selber Inc
Houston,
Texas
| US$2.08億 | -US$1186萬 | -5% | 4.51% | 202% | 101 | 9.9% | 3.3 |
|