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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4726 |
CVA
4726
Central Valley Advisors
Sacramento,
California
| US$2.64億 | +US$4389萬 | +20% | 2.18% | 77.8% | 148 | 24.32% | 0.9 |
|
| 4727 |
SCI
4727
Silver Coast Investments
San Diego,
United States
| US$2.64億 | -US$84.2萬 | -0.3% | 1.25% | – | 106 | 9.43% | 1 |
|
| 4728 |
4728
Oldfather Financial Services
Kearney,
Nebraska
| US$2.63億 | +US$97.4萬 | +0.4% | 2.97% | 60.8% | 82 | 9.76% | 3.6 |
|
| 4729 |
4729
Ovata Capital Management
Hong Kong
| US$2.63億 | +US$152萬 | +0.6% | 2.11% | 69.1% | 53 | 64.15% | 0.6 |
|
| 4730 |
4730
Sykon Capital
Harrison,
New York
| US$2.63億 | -US$2696萬 | -9% | 1.6% | 63.7% | 83 | 46.99% | 0.9 |
|
| 4731 |
4731
Grandview Asset Management
Harrisburg,
Pennsylvania
| US$2.63億 | -US$920萬 | -3% | 5.76% | 200% | 125 | 8.8% | 1.9 |
|
| 4732 |
4732
Yakira Capital Management
Westport,
Connecticut
| US$2.63億 | -US$1253萬 | -5% | 5.44% | 74.1% | 286 | 43.71% | 1.1 |
|
| 4733 |
4733
Ceeto Capital Group
Coral Gables,
Florida
| US$2.63億 | -US$855萬 | -3% | 3.42% | 94.4% | 186 | 8.6% | 4.4 |
|
| 4734 |
PH
4734
Pinnacle Holdings
Tulsa,
Oklahoma
| US$2.63億 | -US$182萬 | -0.7% | 0.11% | 79.6% | 260 | 17.69% | 4.8 |
|
| 4735 |
4735
Hobbs Group Advisors
Columbia,
South Carolina
| US$2.63億 | -US$290萬 | -1% | 0.06% | – | 161 | 19.88% | 1 |
|
| 4736 |
4736
Westend Capital Management
Sausalito,
California
| US$2.63億 | -US$7386萬 | -22% | 1.34% | – | 264 | 26.89% | 1.7 |
|
| 4737 |
4737
Independence Financial Advisors
Franklin,
New Hampshire
| US$2.63億 | – | – | 2.25% | – | 47 | – | 0 |
|
| 4738 |
4738
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| US$2.63億 | +US$4063萬 | +18% | 18.6% | 407% | 1 | 0% | 3.3 |
|
| 4739 |
4739
Intergy Private Wealth
Colorado Springs,
Colorado
| US$2.63億 | -US$499萬 | -2% | 1.67% | 73.8% | 99 | 12.12% | 2 |
|
| 4740 |
4740
Robertson Opportunity Capital
Dallas,
Texas
| US$2.63億 | -US$974萬 | -4% | 0.82% | 93.4% | 29 | 6.9% | 6.4 |
|
| 4741 |
4741
True Wealth Design
Akron,
Ohio
| US$2.63億 | +US$482萬 | +2% | 0.13% | 57% | 2,695 | 51.24% | 0.6 |
|
| 4742 |
BCM
4742
BluePointe Capital Management
Menlo Park,
California
| US$2.62億 | +US$8774萬 | +50% | 4.1% | – | 134 | 34.33% | 0.8 |
|
| 4743 |
4743
Fusion Capital
Mt. Pleasant,
South Carolina
| US$2.62億 | +US$1433萬 | +6% | 1.27% | 108% | 87 | 14.94% | 3.7 |
|
| 4744 |
4744
Keystone Financial Services (Colorado)
Loveland,
Colorado
| US$2.62億 | +US$119萬 | +0.5% | 0.81% | 66% | 112 | 19.64% | 2 |
|
| 4745 |
4745
Gator Capital Management
Tampa,
Florida
| US$2.62億 | -US$343萬 | -1% | 4.25% | 245% | 71 | 5.63% | 2.9 |
|
| 4746 |
4746
Tekne Capital Management
New York
| US$2.62億 | -US$2029萬 | -7% | 12.8% | 516% | 7 | 14.29% | 2.2 |
|
| 4747 |
4747
Greenfield Seitz Capital Management
Dallas,
Texas
| US$2.62億 | -US$53.4萬 | -0.2% | 0.32% | 88.5% | 114 | 14.04% | 1 |
|
| 4748 |
4748
Hoxton Planning & Management
Shepherdstown,
West Virginia
| US$2.62億 | +US$50.4萬 | +0.2% | 1.95% | 77.8% | 221 | 16.29% | 1.5 |
|
| 4749 |
4749
Liberty Square Wealth Partners
Bethlehem,
Pennsylvania
| US$2.62億 | -US$1201萬 | -4% | 2.52% | – | 156 | 7.05% | 0.2 |
|
| 4750 |
CAGAS
4750
Capital Advisory Group Advisory Services
Bloomington,
Minnesota
| US$2.62億 | -US$1659萬 | -6% | 0.34% | 54.8% | 184 | 11.41% | 2.3 |
|