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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
InterCapital
Austin,
Texas
| US$4.01億 | +US$1.01億 | +34% | 45.9% | – | 169 | 64.5% | 0.2 |
|
| 4477 |
4477
OLP Capital Management
Causeway Bay,
Hong Kong
| US$4億 | -US$5.42億 | -58% | 11% | 146% | 9 | 55.56% | 0.8 |
|
| 4478 |
4478
Presidio Capital Management
San Diego,
California
| US$4億 | +US$5559萬 | +16% | 12.9% | 56.1% | 96 | 28.13% | 1.8 |
|
| 4479 |
4479
TriaGen Wealth Management
Calabasas,
California
| US$4億 | +US$3378萬 | +9% | 19% | 132% | 211 | 31.28% | 2.5 |
|
| 4480 |
4480
Elmwood Wealth Management
Berkeley,
California
| US$4億 | +US$3817萬 | +11% | 10.9% | 42.1% | 203 | 13.79% | 3.2 |
|
| 4481 |
4481
Fiduciary Family Office
Boca Raton,
Florida
| US$4億 | +US$4894萬 | +14% | 16.8% | 97.3% | 198 | 20.2% | 1 |
|
| 4482 |
4482
Sandy Cove Advisors
Hingham,
Massachusetts
| US$4億 | +US$6570萬 | +20% | 16.8% | 78% | 166 | 15.66% | 2.5 |
|
| 4483 |
4483
Argent Advisors
Monroe,
Louisiana
| US$4億 | +US$3346萬 | +9% | 10.3% | 63.1% | 191 | 12.04% | 3.6 |
|
| 4484 |
SC
4484
Saybrook Capital
Winston Salem,
North Carolina
| US$4億 | +US$2814萬 | +8% | 11% | 72.5% | 43 | 4.65% | 9.2 |
|
| 4485 |
4485
Erste Towarzystwo Funduszy Inwestycyjnych
Poznan,
| US$3.99億 | +US$1.05億 | +36% | 29.6% | – | 38 | 26.32% | 0.2 |
|
| 4486 |
4486
Three Bridge Wealth Advisors
Los Altos,
California
| US$3.99億 | +US$3514萬 | +10% | 12.2% | 162% | 95 | 17.89% | 2.9 |
|
| 4487 |
FSA
4487
Financial Services Advisory
Rockville,
Maryland
| US$3.99億 | +US$1.89億 | +90% | 16.3% | 82.5% | 83 | 46.99% | 1.2 |
|
| 4488 |
4488
Landmark Investment Partners
West Palm Beach,
Florida
| US$3.99億 | +US$2.6億 | +187% | 22.7% | – | 67 | 74.63% | 0.3 |
|
| 4489 |
4489
Kerrisdale Advisers
Miami,
Florida
| US$3.99億 | +US$1.36億 | +52% | 21.6% | 78.8% | 134 | 31.34% | 1.2 |
|
| 4490 |
BCM
4490
Bluefin Capital Management
New York
| US$3.99億 | +US$2.43億 | +156% | 32.2% | – | 181 | 69.61% | 0.3 |
|
| 4491 |
4491
Valtinson Bruner Financial Planning
New Brighton,
Minnesota
| US$3.99億 | +US$3506萬 | +10% | 7.74% | 40.3% | 195 | 15.38% | 3 |
|
| 4492 |
VWM
4492
VCI Wealth Management
St Louis,
Missouri
| US$3.99億 | +US$3818萬 | +11% | 11.8% | 86.3% | 140 | 41.43% | 1.2 |
|
| 4493 |
CL
4493
COWA LLC
Tulsa,
Oklahoma
| US$3.99億 | +US$2804萬 | +8% | 6.97% | 67.7% | 184 | 15.76% | 2.5 |
|
| 4494 |
4494
WorthPointe
La Jolla,
California
| US$3.99億 | +US$2927萬 | +8% | 11.1% | 59.7% | 136 | 22.06% | 1.7 |
|
| 4495 |
4495
Alfreton Capital
Radlett, Hertfordshire,
United Kingdom
| US$3.99億 | +US$9055萬 | +29% | 4.32% | 22.2% | 6 | 16.67% | 1.4 |
|
| 4496 |
4496
Hudson Value Partners
Palm Beach,
Florida
| US$3.99億 | +US$6341萬 | +19% | 23.9% | 124% | 118 | 18.64% | 2.8 |
|
| 4497 |
4497
Summit Investment Advisory Services
Roseville,
Minnesota
| US$3.98億 | +US$1.29億 | +48% | 13.9% | 74.2% | 90 | 11.11% | 1.5 |
|
| 4498 |
4498
Shoker Investment Counsel
Oxford,
Ohio
| US$3.98億 | +US$6155萬 | +18% | 20% | 88.9% | 116 | 8.62% | 6.2 |
|
| 4499 |
4499
Stiles Financial Services
Edina,
Minnesota
| US$3.98億 | +US$7092萬 | +22% | 33.4% | 144% | 187 | 7.49% | 3.1 |
|
| 4500 |
4500
Fischer Financial Services
Harrisburg,
Pennsylvania
| US$3.98億 | +US$1.01億 | +34% | 14.5% | – | 65 | 13.85% | 1.2 |
|