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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 |
4776
Core Wealth Management
Jupiter,
Florida
| US$2.84億 | +US$2303萬 | +9% | 6.59% | 44.5% | 32 | 6.25% | 1.7 |
|
| 4777 |
4777
Patriot Financial Partners
Radnor,
Pennsylvania
| US$2.84億 | -US$1306萬 | -4% | 1.61% | 16.6% | 10 | 10% | 3.8 |
|
| 4778 |
4778
Lynch Asset Management
Yardley,
Pennsylvania
| US$2.83億 | +US$6068萬 | +27% | 24% | 214% | 59 | 30.51% | 2.3 |
|
| 4779 |
4779
Q3 Asset Management
Birmingham,
Michigan
| US$2.83億 | +US$1.37億 | +94% | 6.06% | 96.2% | 83 | 77.11% | 0.4 |
|
| 4780 |
4780
Regents Gate Capital
London,
United Kingdom
| US$2.83億 | +US$4812萬 | +20% | 6.1% | – | 61 | 68.85% | 0.2 |
|
| 4781 |
4781
Providence First Trust
Scottsdale,
Arizona
| US$2.83億 | +US$3646萬 | +15% | 7.69% | 64.1% | 112 | 10.71% | 3 |
|
| 4782 |
IPA
4782
Investment Planning Advisors
Cumming,
Georgia
| US$2.83億 | +US$3686萬 | +15% | 7.82% | – | 81 | 16.05% | 0.7 |
|
| 4783 |
4783
Wealth Management Partners
Tucson,
Arizona
| US$2.83億 | +US$6705萬 | +31% | 18.2% | 194% | 140 | 21.43% | 2.5 |
|
| 4784 |
4784
Greenfield Seitz Capital Management
Dallas,
Texas
| US$2.83億 | +US$2067萬 | +8% | 12.7% | 88.5% | 116 | 9.48% | 1.2 |
|
| 4785 |
4785
Monolith Management
Hong Kong
| US$2.83億 | +US$1.33億 | +89% | 21.4% | – | 29 | 58.62% | 0.3 |
|
| 4786 |
4786
LECAP Asset Management
London,
United Kingdom
| US$2.83億 | -US$1.45億 | -34% | 6.51% | 35.6% | 412 | 64.08% | 0.3 |
|
| 4787 |
4787
Pines Wealth Management
Southern Pines,
North Carolina
| US$2.83億 | +US$6644萬 | +31% | 11.2% | – | 235 | 18.3% | 0.4 |
|
| 4788 |
4788
Robinswood Financial
Kirkland,
Washington
| US$2.83億 | +US$1209萬 | +4% | 7.26% | 43.2% | 417 | 8.63% | 1.4 |
|
| 4789 |
4789
Orion Investment Company
St. Louis,
Missouri
| US$2.82億 | +US$3787萬 | +15% | 18.7% | – | 72 | 8.33% | 0.9 |
|
| 4790 |
4790
Murchinson
Toronto,
Ontario, Canada
| US$2.82億 | -US$16億 | -85% | 8% | 107% | 123 | 69.92% | 0.4 |
|
| 4791 |
4791
Hi-Line Capital Management
Watertown,
South Dakota
| US$2.82億 | +US$1507萬 | +6% | 3.14% | 57.5% | 44 | 25% | 2.2 |
|
| 4792 |
4792
New Republic Capital
Charlotte,
North Carolina
| US$2.82億 | +US$5174萬 | +22% | 12.2% | 91.4% | 268 | 16.04% | 1.6 |
|
| 4793 |
4793
44 Wealth Management
Eugene,
Oregon
| US$2.82億 | +US$1594萬 | +6% | 8.81% | – | 205 | 16.59% | 2.4 |
|
| 4794 |
4794
Baron Wealth Management
Troy,
Michigan
| US$2.82億 | +US$5468萬 | +24% | 9.91% | 88.6% | 270 | 31.11% | 1.3 |
|
| 4795 |
4795
Marcho Partners
London,
United Kingdom
| US$2.82億 | +US$1018萬 | +4% | 26.4% | 115% | 11 | 36.36% | 2.2 |
|
| 4796 |
4796
Stone Ridge Holdings Group
New York
| US$2.82億 | -US$5818萬 | -17% | 1.64% | – | 40 | 0% | 0.5 |
|
| 4797 |
4797
First Citizens Asset Management
Raleigh,
North Carolina
| US$2.82億 | +US$2488萬 | +10% | 7.45% | 44.2% | 27 | 3.7% | 2.3 |
|
| 4798 |
4798
Amtrust Financial Services
New York
| US$2.82億 | +US$7454萬 | +36% | 9.29% | 61.9% | 15 | 6.67% | 3.2 |
|
| 4799 |
4799
Mariner Investment Group
Harrison,
New York
| US$2.82億 | +US$2751萬 | +11% | 12% | – | 79 | 68.35% | 0.3 |
|
| 4800 |
4800
Sweeney & Michel
Chico,
California
| US$2.82億 | +US$5302萬 | +23% | 6.31% | – | 134 | 14.18% | 1.7 |
|