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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4276 |
GPC
4276
Greenstone Partners & Co
Larkspur,
California
| US$4.33億 | +US$3752萬 | +9% | 21.7% | 527% | 9 | 11.11% | 4.1 |
|
| 4277 |
CP
4277
Cornerstone Planning
Charlotte,
North Carolina
| US$4.32億 | -US$1065萬 | -2% | 14.2% | – | 143 | 6.29% | 1.1 |
|
| 4278 |
GPGA
4278
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$4.32億 | +US$527萬 | +1% | 16.8% | 96% | 93 | 26.88% | 2.2 |
|
| 4279 |
IPA
4279
Investment Planning Advisors
Cumming,
Georgia
| US$4.32億 | +US$6862萬 | +19% | 12.4% | – | 121 | 14.88% | 1.2 |
|
| 4280 |
MCM
4280
Monimus Capital Management
Woodbridge,
New Jersey
| US$4.32億 | +US$7113萬 | +20% | 16.1% | – | 66 | 31.82% | 0.7 |
|
| 4281 |
GCA
4281
Gradient Capital Advisors
San Diego,
California
| US$4.32億 | +US$4602萬 | +12% | 14.4% | 71% | 185 | 7.57% | 4.8 |
|
| 4282 |
BAM
4282
Blueshift Asset Management
Red Bank,
New Jersey
| US$4.32億 | +US$1.02億 | +31% | 16.4% | 38.8% | 789 | 68.19% | 0.3 |
|
| 4283 |
BPH
4283
Boundless Plain Holdings
Hong Kong,
| US$4.32億 | +US$1.28億 | +42% | 147% | – | 24 | 62.5% | 0.4 |
|
| 4284 |
SPT
4284
Siemens Pension Trust
Munich Germany,
Germany
| US$4.31億 | -US$574萬 | -1% | 44.5% | 25.4% | 1 | 0% | 3.5 |
|
| 4285 |
BP
4285
BWM Planning
The Woodlands,
Texas
| US$4.31億 | +US$5213萬 | +14% | 10.4% | – | 102 | 17.65% | 1.3 |
|
| 4286 |
REAM
4286
Ripple Effect Asset Management
New York
| US$4.31億 | -US$2.47億 | -36% | 21.8% | – | 34 | 58.82% | 0.4 |
|
| 4287 |
CWM
4287
CCG Wealth Management
San Diego,
California
| US$4.31億 | +US$6222萬 | +17% | 18.5% | 82.6% | 162 | 22.84% | 2.3 |
|
| 4288 |
PWMG
4288
Private Wealth Management Group
Princeton,
New Jersey
| US$4.31億 | +US$5018萬 | +13% | 9.83% | – | 1,526 | 11.21% | 2 |
|
| 4289 |
CRCM
4289
Cat Rock Capital Management
Greenwich,
Connecticut
| US$4.31億 | -US$2.13億 | -33% | 15.5% | 66.7% | 14 | 50% | 2.1 |
|
| 4290 |
DPCM
4290
Doma Perpetual Capital Management
Miami,
Florida
| US$4.31億 | +US$5841萬 | +16% | 5.35% | – | 13 | 15.38% | 1.3 |
|
| 4291 |
BAM
4291
BOS Asset Management
Springfield,
Illinois
| US$4.31億 | +US$3920萬 | +10% | 13.9% | 70.3% | 223 | 18.83% | 2.1 |
|
| 4292 |
PA
4292
PSI Advisors
Tampa,
Florida
| US$4.3億 | +US$1295萬 | +3% | 13.9% | 58.2% | 174 | 23.56% | 3.1 |
|
| 4293 |
FC
4293
Fusion Capital
Mt. Pleasant,
South Carolina
| US$4.3億 | +US$5981萬 | +16% | 22.9% | 100% | 119 | 18.49% | 3.3 |
|
| 4294 |
LWM
4294
Luminvest Wealth Management
Scottsdale,
Arizona
| US$4.3億 | +US$4787萬 | +13% | 10.2% | 47.7% | 58 | 5.17% | 1.5 |
|
| 4295 |
WBC
4295
West Branch Capital
Amherst,
Massachusetts
| US$4.3億 | +US$5678萬 | +15% | 24.5% | 139% | 396 | 14.9% | 4.1 |
|
| 4296 |
RS
4296
Rakuten Securities
Tokyo,
Japan
| US$4.3億 | +US$1.89億 | +79% | 117% | – | 999 | 20.52% | 1.6 |
|
| 4297 |
SFWC
4297
Strategic Family Wealth Counselors
Fairfield,
New Jersey
| US$4.3億 | +US$4922萬 | +13% | 11.6% | 72.3% | 187 | 17.11% | 3.3 |
|
| 4298 |
PG
4298
Prostatis Group
Hanover,
Maryland
| US$4.29億 | +US$3868萬 | +10% | 16.1% | 72.9% | 206 | 26.7% | 2 |
|
| 4299 |
VIA
4299
Virtus Investment Advisers
Hartford,
Connecticut
| US$4.29億 | +US$6671萬 | +18% | 23.5% | 172% | 517 | 23.4% | 0.9 |
|
| 4300 |
MSG
4300
Main Street Group
Glen Allen,
Virginia
| US$4.29億 | +US$8875萬 | +26% | 26.3% | – | 932 | 14.38% | 0.5 |
|