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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
GFG
4776
Greystone Financial Group
Bloomfield Hills,
Michigan
| US$3.58億 | +US$451萬 | +1% | 15.4% | 64.8% | 88 | 27.27% | 2.3 |
|
| 4777 |
PFT
4777
Providence First Trust
Scottsdale,
Arizona
| US$3.58億 | +US$7317萬 | +26% | 16.8% | 64.1% | 234 | 39.74% | 1.9 |
|
| 4778 |
MLICM
4778
Metropolitan Life Insurance Company (MetLife)
New York
| US$3.57億 | +US$2917萬 | +9% | 9.29% | 50.8% | 11 | 0% | 7.5 |
|
| 4779 |
SL
4779
Sentry LLC
Memphis,
Tennessee
| US$3.57億 | +US$4312萬 | +14% | 11.9% | 61.3% | 133 | 12.03% | 2.6 |
|
| 4780 |
PC
4780
Permit Capital
West Conshohocken,
Pennsylvania
| US$3.57億 | +US$6299萬 | +21% | 21.3% | 121% | 21 | 14.29% | 5.1 |
|
| 4781 |
MVM
4781
Menlo Ventures Management
Menlo Park,
California
| US$3.57億 | +US$3050萬 | +9% | 9.34% | – | 3 | 0% | 0.3 |
|
| 4782 |
BC
4782
Barrett & Company
Providence,
Rhode Island
| US$3.57億 | +US$6659萬 | +23% | 13.2% | 74.8% | 729 | 13.72% | 2.7 |
|
| 4783 |
GWMT
4783
Guardian Wealth Management (Tennessee)
Chattanooga,
Tennessee
| US$3.57億 | +US$2708萬 | +8% | 8.13% | – | 31 | 6.45% | 0.5 |
|
| 4784 |
IGM
4784
Incline Global Management
New York
| US$3.57億 | +US$1.02億 | +40% | 31.1% | 40.1% | 38 | 84.21% | 0.6 |
|
| 4785 |
CWM
4785
Chesapeake Wealth Management
Williamsburg,
Virginia
| US$3.57億 | +US$3083萬 | +9% | 11.9% | 65.9% | 173 | 10.98% | 5.6 |
|
| 4786 |
CPW
4786
Crestmont Private Wealth
Houston,
Texas
| US$3.56億 | +US$3918萬 | +12% | 11.1% | 54.8% | 119 | 23.53% | 1.9 |
|
| 4787 |
BOS
4787
Bank of Stockton
Stockton,
California
| US$3.56億 | +US$3284萬 | +10% | 26.8% | 92.3% | 135 | 8.15% | 6.8 |
|
| 4788 |
CCA
4788
Cora Capital Advisors
Marlton,
New Jersey
| US$3.56億 | +US$5422萬 | +18% | 18.6% | 70.5% | 154 | 18.83% | 2 |
|
| 4789 |
ACA
4789
Ascension Capital Advisors
Houston,
Texas
| US$3.56億 | +US$3836萬 | +12% | 11% | 59.3% | 100 | 21% | 1.6 |
|
| 4790 |
TM
4790
TigerOak Management
Albuquerque,
New Mexico
| US$3.56億 | +US$3851萬 | +12% | 17.8% | – | 140 | 10.71% | 1.2 |
|
| 4791 |
BWS
4791
BCR Wealth Strategies
Vestavia,
Alabama
| US$3.56億 | +US$3685萬 | +12% | 8.55% | 42.2% | 36 | 11.11% | 2.8 |
|
| 4792 |
EI
4792
eCIO Inc
Madison,
Wisconsin
| US$3.56億 | +US$1.28億 | +56% | 3.97% | – | 48 | 16.67% | 1 |
|
| 4793 |
NAH
4793
Neumann Advisory (HK)
Central,
Hong Kong
| US$3.56億 | +US$3839萬 | +12% | 14.3% | 77.3% | 6 | 0% | 5.9 |
|
| 4794 |
EC
4794
Eaton-Cambridge
Phoenix,
Arizona
| US$3.56億 | +US$3622萬 | +11% | 9.8% | – | 73 | 27.4% | 1.2 |
|
| 4795 |
GPW
4795
Genesis Private Wealth
Ashburn,
Virginia
| US$3.56億 | +US$3806萬 | +12% | 9.61% | – | 202 | 14.85% | 1 |
|
| 4796 |
CWM
4796
Core Wealth Management
Jupiter,
Florida
| US$3.56億 | +US$2940萬 | +9% | 8.29% | 41.1% | 43 | 9.3% | 2 |
|
| 4797 |
HLCM
4797
Hi-Line Capital Management
Watertown,
South Dakota
| US$3.55億 | +US$3727萬 | +12% | 3.31% | 57.5% | 36 | 22.22% | 2 |
|
| 4798 |
CBOA
4798
Commonwealth Bank of Australia
Sydney, NSW,
Australia
| US$3.55億 | +US$1.24億 | +54% | 54.1% | – | 2 | 0% | 0.5 |
|
| 4799 |
RA
4799
Rise Advisors
Rochester,
New York
| US$3.55億 | +US$7160萬 | +25% | 13.4% | 62.8% | 103 | 8.74% | 3.6 |
|
| 4800 |
TC
4800
TFR Capital
Plano,
Texas
| US$3.55億 | +US$2943萬 | +9% | 19.3% | – | 172 | 9.3% | 1.2 |
|