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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4676 |
4676
Congress Park Capital
Saratoga Springs,
New York
| US$3.7億 | +US$4477萬 | +14% | 20.5% | 99.9% | 146 | 18.49% | 3.7 |
|
| 4677 |
4677
Next Capital Management
New York
| US$3.7億 | +US$4026萬 | +12% | 11.4% | 61.3% | 148 | 16.22% | 3.2 |
|
| 4678 |
4678
Veracity Capital
Atlanta,
Georgia
| US$3.7億 | +US$9047萬 | +32% | 22.7% | 149% | 237 | 21.1% | 3 |
|
| 4679 |
4679
B.O.S.S. Retirement Advisors
Lehi,
Utah
| US$3.7億 | +US$4228萬 | +13% | 13.8% | 78.2% | 195 | 30.26% | 1.3 |
|
| 4680 |
4680
Gunderson Capital Management
Mt. Pleasant,
South Carolina
| US$3.7億 | +US$1.31億 | +55% | 89.8% | 961% | 59 | 33.9% | 0.5 |
|
| 4681 |
4681
Cypress Capital
Franklin,
Tennessee
| US$3.7億 | +US$1842萬 | +5% | 7.73% | 43.6% | 115 | 19.13% | 2.6 |
|
| 4682 |
MLCM
4682
M & L Capital Management
London,
United Kingdom
| US$3.7億 | -US$3685萬 | -9% | 102% | – | 27 | 66.67% | 0.5 |
|
| 4683 |
4683
AYAL Capital Advisors
Toronto,
Ontario, Canada
| US$3.7億 | +US$83萬 | +0.2% | 22.8% | – | 78 | 71.79% | 0.5 |
|
| 4684 |
BC
4684
Bruce & Co
Chicago,
Illinois
| US$3.69億 | +US$1983萬 | +6% | 13.8% | 94.5% | 41 | 0% | 7 |
|
| 4685 |
4685
Evexia Wealth
Stevens Point,
Wisconsin
| US$3.69億 | +US$574萬 | +2% | 10.5% | 95% | 85 | 10.59% | 1.9 |
|
| 4686 |
4686
Ceeto Capital Group
Coral Gables,
Florida
| US$3.69億 | +US$4358萬 | +13% | 17.6% | 94.4% | 183 | 15.3% | 4.7 |
|
| 4687 |
4687
Odyssey Group
Lancaster,
Pennsylvania
| US$3.69億 | – | – | 10.6% | – | 61 | – | 0 |
|
| 4688 |
4688
Wealth Advisors of Iowa
West Des Moines,
Iowa
| US$3.69億 | +US$4595萬 | +14% | 10.2% | 60.9% | 92 | 7.61% | 2.3 |
|
| 4689 |
4689
Alta Wealth Advisors
Woburn,
Massachusetts
| US$3.69億 | +US$6097萬 | +20% | 27.5% | 120% | 180 | 16.11% | 2.2 |
|
| 4690 |
4690
General Electric
Evendale,
Ohio
| US$3.69億 | +US$6061萬 | +20% | 28.1% | 23.2% | 2 | 0% | 2.1 |
|
| 4691 |
4691
Gold Investment Management
Edmonton,
Alberta, Canada
| US$3.69億 | +US$4591萬 | +14% | 23.2% | 117% | 205 | 3.41% | 2.4 |
|
| 4692 |
4692
Joule Financial
Lexington,
Kentucky
| US$3.69億 | +US$2546萬 | +7% | 10.1% | 55.5% | 122 | 11.48% | 2.5 |
|
| 4693 |
4693
Symmetry Peak Management
Radnor,
Pennsylvania
| US$3.69億 | +US$1012萬 | +3% | 35.6% | 320% | 148 | 81.76% | 0.2 |
|
| 4694 |
4694
Global Financial Private Client
Sarasota,
Florida
| US$3.69億 | +US$6304萬 | +21% | 18.9% | 100% | 259 | 13.9% | 4 |
|
| 4695 |
4695
Commonwealth Retirement Investments
Richmond,
Virginia
| US$3.68億 | +US$4521萬 | +14% | 13.9% | 96.7% | 419 | 70.88% | 0.6 |
|
| 4696 |
4696
Battery Management Corp
Boston,
Massachusetts
| US$3.68億 | -US$5751萬 | -14% | 0.92% | 45.1% | 5 | 0% | 3.4 |
|
| 4697 |
4697
PhiloSmith Capital
Stamford,
Connecticut
| US$3.68億 | +US$1758萬 | +5% | 5.01% | 47% | 23 | 4.35% | 7.6 |
|
| 4698 |
4698
Millstreet Capital Management
Boston,
Massachusetts
| US$3.68億 | -US$4952萬 | -12% | 11% | – | 2 | 0% | 1.5 |
|
| 4699 |
4699
Missouri Trust & Investment Company
Springfield,
Missouri
| US$3.68億 | +US$2722萬 | +8% | 12% | 81.6% | 412 | 64.81% | 4.1 |
|
| 4700 |
4700
Bain Capital Credit
Boston,
Massachusetts
| US$3.68億 | +US$6488萬 | +21% | 1.15% | 14.4% | 6 | 0% | 3.2 |
|