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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4926 |
1CM
4926
1492 Capital Management
Milwaukee,
Wisconsin
| US$3.39億 | +US$7610萬 | +29% | 67.4% | 332% | 143 | 16.08% | 1.3 |
|
| 4927 |
ECAM
4927
East Coast Asset Management
Essex,
Massachusetts
| US$3.39億 | +US$3515萬 | +12% | 14.9% | 147% | 72 | 12.5% | 8.6 |
|
| 4928 |
FC
4928
Fore Capital
New York
| US$3.38億 | +US$1.77億 | +109% | 0.49% | 25.4% | 75 | 62.67% | 0.2 |
|
| 4929 |
EWA
4929
Etesian Wealth Advisors
West Linn,
Oregon
| US$3.38億 | +US$2488萬 | +8% | 9.21% | 54.8% | 143 | 4.9% | 2.6 |
|
| 4930 |
CWM
4930
Castle Wealth Management
West Palm Beach,
Florida
| US$3.38億 | +US$2901萬 | +9% | 9.58% | 53.6% | 148 | 14.19% | 2.7 |
|
| 4931 |
EWM
4931
Elite Wealth Management
Kirkland,
Washington
| US$3.37億 | +US$2941萬 | +10% | 22.7% | 142% | 58 | 34.48% | 2.9 |
|
| 4932 |
SJL
4932
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$3.37億 | +US$1357萬 | +4% | 8.98% | 73.4% | 101 | 6.93% | 4.2 |
|
| 4933 |
CG
4933
Corundum Group
Colorado Springs,
Colorado
| US$3.37億 | +US$3795萬 | +13% | 15.8% | 80.5% | 118 | 13.56% | 5 |
|
| 4934 |
CWA
4934
Consilium Wealth Advisory
Richardson,
Texas
| US$3.37億 | +US$4378萬 | +15% | 23.8% | 126% | 110 | 15.45% | 2.6 |
|
| 4935 |
NRCM
4935
Northern Right Capital Management
Darien,
Connecticut
| US$3.37億 | +US$5594萬 | +20% | 30.6% | 187% | 34 | 47.06% | 1.9 |
|
| 4936 |
AWM
4936
Ameliora Wealth Management
Zurich,
Switzerland
| US$3.37億 | +US$2317萬 | +7% | 10.2% | 70.1% | 244 | 11.07% | 2.2 |
|
| 4937 |
RP
4937
Riverwater Partners
Milwaukee,
Wisconsin
| US$3.37億 | +US$3684萬 | +12% | 18.8% | 110% | 239 | 23.43% | 2 |
|
| 4938 |
BI
4938
BFI Infinity
Zurich,
Switzerland
| US$3.37億 | +US$1.46億 | +76% | 14.2% | – | 73 | 26.03% | 0.8 |
|
| 4939 |
BO
4939
Bank OZK
Little Rock,
Arkansas
| US$3.37億 | +US$5320萬 | +19% | 24.8% | 112% | 164 | 12.2% | 6.3 |
|
| 4940 |
AU
4940
AlphaGrep UK
London,
| US$3.36億 | -US$917萬 | -3% | 12.2% | – | 997 | 51.55% | 0.3 |
|
| 4941 |
AFS
4941
Amtrust Financial Services
New York
| US$3.36億 | +US$3668萬 | +12% | 12.5% | 53.8% | 15 | 0% | 4.1 |
|
| 4942 |
RFP
4942
Roth Financial Partners
Kingwood,
Texas
| US$3.36億 | +US$4343萬 | +15% | 11.7% | 61% | 33 | 6.06% | 3.9 |
|
| 4943 |
SFC
4943
Strategic Financial Concepts
San Antonio,
Texas
| US$3.36億 | -US$6929萬 | -17% | 13.5% | 56.8% | 326 | 35.28% | 0.8 |
|
| 4944 |
FPCG
4944
Forum Private Client Group
Fishers,
Indiana
| US$3.36億 | +US$3589萬 | +12% | 8.82% | 47.9% | 88 | 11.36% | 2 |
|
| 4945 |
SCI
4945
Silver Coast Investments
San Diego,
United States
| US$3.36億 | +US$2250萬 | +7% | 8.65% | – | 127 | 11.02% | 1.6 |
|
| 4946 |
GSCM
4946
Greenfield Seitz Capital Management
Dallas,
Texas
| US$3.36億 | +US$422萬 | +1% | 7.19% | – | 116 | 12.07% | 2 |
|
| 4947 |
RLIM
4947
Red Lighthouse Investment Management
New York
| US$3.36億 | +US$3953萬 | +13% | 12.5% | 63.4% | 85 | 5.88% | 2.1 |
|
| 4948 |
ATC
4948
Adirondack Trust Company
Saratoga Springs,
New York
| US$3.36億 | +US$3801萬 | +13% | 16.7% | 96.8% | 576 | 8.68% | 6.2 |
|
| 4949 |
OWM
4949
OneAscent Wealth Management
Birmingham,
Alabama
| US$3.36億 | +US$3307萬 | +11% | 11.6% | 50.6% | 186 | 24.73% | 1.7 |
|
| 4950 |
JWM
4950
Jessup Wealth Management
Dayton,
Ohio
| US$3.35億 | +US$6126萬 | +22% | 35.5% | 164% | 86 | 15.12% | 1.8 |
|