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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4476 |
4476
Elmwood Wealth Management
Berkeley,
California
| US$1.13億 | +US$491萬 | +5% | 2.34% | 42.1% | 313 | 14.06% | 1 |
|
| 4477 |
4477
Lesa Sroufe & Co
Seattle,
Washington
| US$1.13億 | -US$385萬 | -3% | 1.54% | – | 64 | 9.38% | 2.9 |
|
| 4478 |
4478
Koch Industries
Wichita,
Kansas
| US$1.13億 | -US$1672萬 | -13% | 12.9% | 56.9% | 2 | 0% | 2.5 |
|
| 4479 |
4479
Wilshire Advisors
Santa Monica,
California
| US$1.13億 | +US$641萬 | +6% | 1.74% | 118% | 27 | 11.11% | 2.6 |
|
| 4480 |
4480
Jeneq Management
New York
| US$1.13億 | -US$345萬 | -3% | 0.74% | 21.7% | 34 | 61.76% | 0.2 |
|
| 4481 |
4481
Northern Right Capital Management
Darien,
Connecticut
| US$1.13億 | -US$166萬 | -1% | 1.97% | 187% | 24 | 29.17% | 1.1 |
|
| 4482 |
4482
Michael & Susan Dell Foundation
New York
| US$1.13億 | +US$908萬 | +9% | 6.23% | 238% | 33 | 63.64% | 0.4 |
|
| 4483 |
4483
Northstar Capital Management
New York
| US$1.12億 | +US$281萬 | +3% | 5.81% | – | 93 | 8.6% | 1.2 |
|
| 4484 |
4484
Copernicus Capital Management
San Francisco,
California
| US$1.12億 | +US$7343萬 | +188% | 3.88% | 126% | 19 | 47.37% | 0.7 |
|
| 4485 |
4485
Caspian Capital
New York
| US$1.12億 | +US$2748萬 | +32% | 19.1% | – | 6 | 0% | 2.3 |
|
| 4486 |
4486
MKD Wealth Coaches
Troy,
Michigan
| US$1.12億 | +US$1315萬 | +13% | 2.32% | – | 234 | 23.93% | 0.3 |
|
| 4487 |
4487
Endicott Management
New York
| US$1.12億 | +US$981萬 | +10% | 10.7% | 229% | 7 | 0% | 3.6 |
|
| 4488 |
4488
Coyle Financial Counsel
Glenview,
Illinois
| US$1.12億 | +US$854萬 | +8% | 2.52% | 67.3% | 56 | 26.79% | 1 |
|
| 4489 |
4489
RiverGlades Family Offices
Naples,
Florida
| US$1.12億 | +US$137萬 | +1% | 2.23% | – | 65 | 13.85% | 0.4 |
|
| 4490 |
4490
Billings Capital Management
Arlington,
Virginia
| US$1.12億 | -US$674萬 | -6% | 9.99% | – | 10 | 20% | 1.3 |
|
| 4491 |
4491
Corrado Advisors
Ramsey,
New Jersey
| US$1.12億 | +US$266萬 | +2% | 4.09% | 73.1% | 89 | 19.1% | 2.1 |
|
| 4492 |
4492
Van Leeuwen & Company
Princeton,
New Jersey
| US$1.11億 | +US$485萬 | +5% | 4.01% | 75.4% | 84 | 21.43% | 0.6 |
|
| 4493 |
4493
Beirne Wealth Consulting Services
Shelton,
Connecticut
| US$1.11億 | -US$1581萬 | -12% | 2.22% | 81.9% | 198 | 37.88% | 0.4 |
|
| 4494 |
4494
OmniStar Financial Group
Wilmington,
North Carolina
| US$1.11億 | -US$230萬 | -2% | 2.04% | 75.6% | 119 | 20.17% | 1 |
|
| 4495 |
4495
Delphi Management
Brookline,
Massachusetts
| US$1.11億 | +US$336萬 | +3% | 3.46% | 111% | 101 | 16.83% | 2.2 |
|
| 4496 |
SC
4496
Spindletop Capital
Chappaqua,
New York
| US$1.11億 | +US$474萬 | +4% | 7.75% | – | 8 | 0% | 3.2 |
|
| 4497 |
HIC
4497
Harbor Island Capital
Topsfield,
Massachusetts
| US$1.11億 | +US$421萬 | +4% | 4.17% | 218% | 18 | 11.11% | 1.4 |
|
| 4498 |
4498
UBP Investment Advisors
Geneva,
Switzerland
| US$1.11億 | +US$408萬 | +4% | 2.7% | 11.2% | 49 | 6.12% | 1 |
|
| 4499 |
4499
USA Mutuals Advisors
Dallas,
Texas
| US$1.11億 | -US$371萬 | -3% | 5.86% | 14.1% | 21 | 0% | 5.1 |
|
| 4500 |
4500
Kendall Capital Management
Rockville,
Maryland
| US$1.11億 | +US$505萬 | +5% | 2.91% | 130% | 124 | 15.32% | 1.1 |
|