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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Beacon Financial Advisory
Cleveland,
Ohio
| US$2.68億 | +US$6216萬 | +30% | 2.1% | 76.8% | 298 | 21.48% | 2 |
|
| 4502 |
4502
Nicollet Investment Management
Minneapolis,
Minnesota
| US$2.68億 | -US$317萬 | -1% | 5.38% | 104% | 70 | 5.71% | 4.2 |
|
| 4503 |
4503
Clean Yield Group
Norwich,
Vermont
| US$2.68億 | +US$1065萬 | +4% | 3.42% | 80.7% | 404 | 14.6% | 4.2 |
|
| 4504 |
4504
LCNB Corp
Lebanon,
Ohio
| US$2.68億 | -US$872萬 | -3% | 1.92% | 75.2% | 183 | 7.1% | 4.7 |
|
| 4505 |
4505
Sector Gamma AS
Oslo,
Norway
| US$2.68億 | -US$8711萬 | -25% | 4.67% | 35.3% | 30 | 13.33% | 2.9 |
|
| 4506 |
4506
Bulldog Investors
Saddle Brook,
New Jersey
| US$2.68億 | -US$3502萬 | -12% | 1.87% | 22.5% | 182 | 33.52% | 1.3 |
|
| 4507 |
VM
4507
VPR Management
Houston,
Texas
| US$2.68億 | -US$9280萬 | -26% | 1.13% | 54.5% | 54 | 5.56% | 3.5 |
|
| 4508 |
4508
Monterey Private Wealth
Monterey,
California
| US$2.67億 | +US$1838萬 | +7% | 2.96% | 29.8% | 124 | 14.52% | 2.7 |
|
| 4509 |
FAP
4509
Financial Advisory Partners
Winter Park,
Florida
| US$2.67億 | +US$863萬 | +3% | 1.15% | 52.9% | 70 | 10% | 1.8 |
|
| 4510 |
MWM
4510
MGB Wealth Management
Addison,
Texas
| US$2.67億 | +US$2124萬 | +9% | 5.59% | – | 281 | 7.47% | 0.5 |
|
| 4511 |
4511
Elevatus Welath Management
Victor,
New York
| US$2.67億 | +US$1384萬 | +5% | 5.12% | 270% | 125 | 39.2% | 0.5 |
|
| 4512 |
ATI
4512
ARK & TLK Investments
Oklahoma City,
Oklahoma
| US$2.67億 | +US$1106萬 | +4% | 0.92% | 62.2% | 109 | 6.42% | 0.5 |
|
| 4513 |
4513
IronBridge Private Wealth
Austin,
Texas
| US$2.67億 | +US$2601萬 | +11% | 10.1% | 122% | 47 | 8.51% | 1.3 |
|
| 4514 |
4514
Once Capital Management
New York
| US$2.67億 | +US$5328萬 | +25% | 30% | 570% | 26 | 15.38% | 1.9 |
|
| 4515 |
4515
Field & Main Bank
Henderson,
Kentucky
| US$2.67億 | +US$961萬 | +4% | 4.28% | 107% | 255 | 6.27% | 6 |
|
| 4516 |
4516
Weybosset Research & Management
Province,
Rhode Island
| US$2.67億 | -US$2071萬 | -7% | 2.89% | 74.8% | 53 | 26.42% | 4.1 |
|
| 4517 |
CWM
4517
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$2.67億 | +US$1.29億 | +93% | 4.22% | 108% | 125 | 55.2% | 0.5 |
|
| 4518 |
4518
Evexia Wealth
Stevens Point,
Wisconsin
| US$2.66億 | +US$2348萬 | +10% | 1.3% | 92.5% | 65 | 16.92% | 0.9 |
|
| 4519 |
4519
Catalina Capital Group
Torrance,
California
| US$2.66億 | +US$2580萬 | +11% | 5.4% | – | 356 | 25.28% | 0.3 |
|
| 4520 |
4520
ArchPoint Investors
Coral Gables,
Florida
| US$2.66億 | +US$2672萬 | +11% | 2.78% | 111% | 75 | 16% | 3.3 |
|
| 4521 |
4521
TTP Investments
San Jose,
California
| US$2.66億 | +US$3762萬 | +16% | 9.65% | 197% | 34 | 14.71% | 1.7 |
|
| 4522 |
4522
Arch Venture Management
Chicago,
Illinois
| US$2.66億 | +US$1.86億 | +231% | 11.9% | 228% | 10 | 30% | 1.2 |
|
| 4523 |
4523
Permit Capital
West Conshohocken,
Pennsylvania
| US$2.66億 | +US$1.09億 | +70% | 4.04% | 121% | 30 | 13.33% | 5 |
|
| 4524 |
4524
Great Oak Capital Partners
South Easton,
Massachusetts
| US$2.66億 | +US$4049萬 | +18% | 0.69% | – | 33 | 12.12% | 0.4 |
|
| 4525 |
4525
Empirical Asset Management
Wellesley,
Massachusetts
| US$2.66億 | +US$5844萬 | +28% | 3.41% | 94.5% | 399 | 43.86% | 0.7 |
|