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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5151 |
5151
Accretive Wealth Partners
Parsippany,
New Jersey
| US$1.69億 | +US$1234萬 | +8% | 5.81% | 57.3% | 117 | 2.56% | 1.9 |
|
| 5152 |
5152
Alan N. Hoffman Investment Management
Wellesley Hills,
Massachusetts
| US$1.69億 | +US$2742萬 | +19% | 19% | 76.8% | 13 | 7.69% | 1.9 |
|
| 5153 |
SCM
5153
Stonehill Capital Management
New York
| US$1.69億 | -US$2408萬 | -13% | 14.3% | 117% | 13 | 23.08% | 1.8 |
|
| 5154 |
5154
Lumature Wealth Partners
Alpharetta,
Georgia
| US$1.68億 | -US$1005萬 | -6% | 4.98% | – | 409 | 8.8% | 2 |
|
| 5155 |
5155
Aspen Investment Management
Grand Rapids,
Michigan
| US$1.68億 | +US$1191萬 | +8% | 4.77% | 84.9% | 146 | 17.81% | 5.8 |
|
| 5156 |
5156
Black Maple Capital Management
Milwaukee,
Wisconsin
| US$1.68億 | +US$6143萬 | +58% | 7.02% | 35.7% | 132 | 59.09% | 0.4 |
|
| 5157 |
5157
Vishria Bird Financial Group
Memphis,
Tennessee
| US$1.68億 | +US$1193萬 | +8% | 10.3% | 74.3% | 56 | 3.57% | 2.8 |
|
| 5158 |
5158
Grand Wealth Management
Grand Rapids,
Michigan
| US$1.68億 | +US$184萬 | +1% | 3.91% | 54.1% | 78 | 33.33% | 0.9 |
|
| 5159 |
QC
5159
Qalhat Capital
Tortola,
British Virgin Islands
| US$1.68億 | +US$1203萬 | +8% | 8% | 90.3% | 9 | 11.11% | 1.4 |
|
| 5160 |
5160
Collaborative Wealth Management
Lake Mary,
Florida
| US$1.68億 | +US$941萬 | +6% | 3.71% | 41.6% | 176 | 10.23% | 1.9 |
|
| 5161 |
5161
Root Financial Partners
Encinitas,
California
| US$1.68億 | +US$2781萬 | +20% | 4.07% | 62.5% | 69 | 18.84% | 0.2 |
|
| 5162 |
5162
Kinloch Capital
Glen Allen,
Virginia
| US$1.68億 | -US$328萬 | -2% | 1.86% | 63.4% | 67 | 7.46% | 2 |
|
| 5163 |
5163
Hook Mill Capital Partners
New York
| US$1.68億 | +US$3350萬 | +25% | 12.3% | 149% | 43 | 41.86% | 0.3 |
|
| 5164 |
5164
PCA Investment Advisory Services
Cincinnati,
Ohio
| US$1.68億 | +US$2621萬 | +19% | 6.27% | 71.4% | 445 | 74.61% | 0.1 |
|
| 5165 |
5165
Cowen Investment Management
New York
| US$1.68億 | -US$2.16億 | -56% | 0.34% | 1.87% | 125 | 71.2% | 0.8 |
|
| 5166 |
5166
Cadent Capital Advisors
Tulsa,
Oklahoma
| US$1.67億 | -US$5104萬 | -23% | 2.26% | 106% | 153 | 18.95% | 1.5 |
|
| 5167 |
5167
Union Savings Bank
Litchfield,
Connecticut
| US$1.67億 | – | – | 5.92% | – | 285 | – | 0 |
|
| 5168 |
5168
MBA Advisors
Hermitage,
Pennsylvania
| US$1.67億 | +US$669萬 | +4% | 3.9% | 58.3% | 126 | 8.73% | 1.8 |
|
| 5169 |
5169
Trust Company of Kansas
Wichita,
Kansas
| US$1.67億 | +US$1065萬 | +7% | 8.81% | 87% | 47 | 2.13% | 2.6 |
|
| 5170 |
5170
Yorktown Energy Partners XI
New York
| US$1.67億 | +US$1300萬 | +8% | 2.24% | 105% | 5 | 20% | 2.2 |
|
| 5171 |
5171
Garrison Asset Management
Fayetteville,
Arkansas
| US$1.67億 | +US$562萬 | +3% | 6.48% | 52.1% | 108 | 11.11% | 6 |
|
| 5172 |
5172
GoodHaven Capital Management
Millburn,
New Jersey
| US$1.67億 | +US$1145萬 | +7% | 14.2% | 80.7% | 30 | 20% | 4.1 |
|
| 5173 |
5173
Palmer Knight Company
Jacksonville,
Florida
| US$1.67億 | +US$920萬 | +6% | 9.41% | 78.9% | 33 | 12.12% | 2.9 |
|
| 5174 |
5174
WealthCare Investment Partners
Portsmouth,
Rhode Island
| US$1.67億 | +US$133萬 | +0.8% | 3.47% | 62.6% | 135 | 17.04% | 1.1 |
|
| 5175 |
5175
KPS Global Asset Management (UK)
London,
United Kingdom
| US$1.67億 | +US$5333萬 | +47% | 59.1% | 373% | 5 | 0% | 3.1 |
|