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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
Essential Partners
Rancho Santa Fe,
California
| US$2.5億 | – | – | 13.2% | – | 2,273 | – | 0 |
|
| 5152 |
5152
Sonata Capital Group
Seattle,
Washington
| US$2.5億 | +US$2054萬 | +9% | 8.55% | 66.5% | 123 | 10.57% | 5.4 |
|
| 5153 |
LA
5153
LFL Advisers
Evanston,
Illinois
| US$2.5億 | +US$2161萬 | +9% | 7.73% | 83% | 8 | 0% | 7.3 |
|
| 5154 |
5154
Stone Run Capital
New York
| US$2.5億 | +US$1283萬 | +5% | 8.22% | 77.8% | 72 | 13.89% | 7.1 |
|
| 5155 |
5155
Cura Wealth Advisors
Chicago,
Illinois
| US$2.5億 | +US$296萬 | +1% | 1.3% | – | 133 | 33.83% | 0.4 |
|
| 5156 |
CCAM
5156
Codex Capital Asset Management
Dallas,
Texas
| US$2.5億 | +US$3779萬 | +18% | 21.1% | – | 34 | 5.88% | 0.9 |
|
| 5157 |
5157
IMZ Advisory
Boca Raton,
Florida
| US$2.5億 | +US$2943萬 | +13% | 10.4% | – | 42 | 7.14% | 1.3 |
|
| 5158 |
5158
Keeler & Nadler Financial Planning & Wealth Management
Dublin,
Ohio
| US$2.5億 | +US$2809萬 | +13% | 9.77% | 72.1% | 77 | 7.79% | 2.1 |
|
| 5159 |
5159
Family Wealth Partners
Matthews,
North Carolina
| US$2.5億 | +US$3082萬 | +14% | 8.83% | 58.5% | 62 | 17.74% | 1 |
|
| 5160 |
5160
TPG Financial Advisors
Portland,
Oregon
| US$2.5億 | +US$2356萬 | +10% | 6.72% | – | 72 | 18.06% | 3.3 |
|
| 5161 |
IGYL
5161
I.G.Y. Ltd
London,
United Kingdom
| US$2.5億 | +US$1248萬 | +5% | 6.08% | 80.5% | 3 | 0% | 5.3 |
|
| 5162 |
5162
Elevation Capital Advisory
Bend,
Oregon
| US$2.49億 | +US$2022萬 | +9% | 10.9% | – | 82 | 60.98% | 0.5 |
|
| 5163 |
5163
Wind River Trust Company
Jackson,
Wyoming
| US$2.49億 | +US$1633萬 | +7% | 9.6% | 62.1% | 9 | 0% | 9.9 |
|
| 5164 |
5164
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw,
| US$2.49億 | +US$3742萬 | +18% | 22% | 215% | 222 | 26.58% | 1.5 |
|
| 5165 |
5165
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$2.49億 | +US$1007萬 | +4% | 6.01% | 51.3% | 96 | 11.46% | 3.7 |
|
| 5166 |
5166
Jessup Wealth Management
Dayton,
Ohio
| US$2.49億 | +US$1128萬 | +5% | 12.3% | 181% | 81 | 16.05% | 1.2 |
|
| 5167 |
5167
Buttonwood Financial Advisors
Baltimore,
Maryland
| US$2.49億 | +US$2159萬 | +9% | 9.93% | 73.4% | 102 | 8.82% | 2.6 |
|
| 5168 |
5168
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$2.49億 | +US$270萬 | +1% | 8.83% | 73.6% | 30 | 16.67% | 5.8 |
|
| 5169 |
LFP
5169
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$2.49億 | +US$872萬 | +4% | 6.63% | 65.4% | 79 | 3.8% | 1.4 |
|
| 5170 |
5170
Ruggaard & Associates
Hudson,
Ohio
| US$2.49億 | +US$2050萬 | +9% | 6.3% | 47.6% | 121 | 9.09% | 1.8 |
|
| 5171 |
5171
Sims Investment Management
Cincinnati,
Ohio
| US$2.49億 | +US$2493萬 | +11% | 8.29% | – | 45 | 13.33% | 0.4 |
|
| 5172 |
5172
JNE Partners
London,
United Kingdom
| US$2.49億 | +US$5671萬 | +30% | 16.4% | 100% | 8 | 12.5% | 1.8 |
|
| 5173 |
5173
Aragon Global Management
Miami,
Florida
| US$2.49億 | -US$1141萬 | -4% | 34.4% | – | 25 | 32% | 1 |
|
| 5174 |
5174
Sittner & Nelson
Eugene,
Oregon
| US$2.49億 | +US$1421萬 | +6% | 7.63% | 88.1% | 516 | 5.04% | 3.2 |
|
| 5175 |
5175
Kings Path Partners
Sugar Land,
Texas
| US$2.48億 | +US$4397萬 | +22% | 7.15% | – | 293 | 15.7% | 0.8 |
|