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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
LCC
5226
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$3.08億 | +US$3606萬 | +13% | 14.3% | 82% | 108 | 16.67% | 3.2 |
|
| 5227 |
AWAP
5227
Alliance Wealth Advisors (Pennsylvania)
Scranton,
Pennsylvania
| US$3.08億 | +US$7941萬 | +35% | 12% | 74.4% | 177 | 13.56% | 3.3 |
|
| 5228 |
KFS
5228
Kaizen Financial Strategies
Campbell,
California
| US$3.08億 | +US$7127萬 | +30% | 25.1% | 126% | 192 | 17.71% | 2.3 |
|
| 5229 |
GL
5229
Gemsstock Ltd
London,
United Kingdom
| US$3.07億 | -US$6.41億 | -68% | 8.07% | 149% | 32 | 71.88% | 0.6 |
|
| 5230 |
FCT
5230
Family Capital Trust
Peabody,
Massachusetts
| US$3.07億 | +US$3130萬 | +11% | 13.3% | 32.3% | 92 | 13.04% | 4.7 |
|
| 5231 |
EFP
5231
Envision Financial Planning
Memphis,
Tennessee
| US$3.07億 | +US$3092萬 | +11% | 7.33% | 32.1% | 57 | 14.04% | 1.8 |
|
| 5232 |
CCC
5232
Compass Capital Corp
Braintree,
Massachusetts
| US$3.07億 | +US$2800萬 | +10% | 17.3% | – | 222 | 16.67% | 1 |
|
| 5233 |
FFP
5233
Freedom Financial Partners
Oakdale,
Minnesota
| US$3.07億 | +US$2618萬 | +9% | 11.8% | – | 92 | 7.61% | 1.2 |
|
| 5234 |
AAMC
5234
Asset Allocation & Management Company
Chicago,
Illinois
| US$3.07億 | +US$3733萬 | +14% | 10.4% | 58.5% | 97 | 34.02% | 3.4 |
|
| 5235 |
SA
5235
SoundView Advisors
Olympia,
Washington
| US$3.07億 | +US$2594萬 | +9% | 9.67% | – | 34 | 14.71% | 0.8 |
|
| 5236 |
FSLI
5236
Funde Sino Life Insurance
Shenzhen,
China
| US$3.07億 | – | – | 213% | – | 7 | – | 0 |
|
| 5237 |
GCM
5237
GeoSphere Capital Management
Miami Beach,
Florida
| US$3.06億 | +US$7752萬 | +34% | 7.53% | 446% | 58 | 48.28% | 0.5 |
|
| 5238 |
PVM
5238
Palogic Value Management
Dallas,
Texas
| US$3.06億 | +US$6939萬 | +29% | 14.6% | 31.3% | 215 | 26.05% | 1.8 |
|
| 5239 |
BCP
5239
Blackhawk Capital Partners
Thiensville,
Wisconsin
| US$3.06億 | +US$3359萬 | +12% | 12.1% | 87.2% | 176 | 36.93% | 1.7 |
|
| 5240 |
DMBA
5240
Deseret Mutual Benefit Administrators
Salt Lake City,
Utah
| US$3.06億 | +US$1251萬 | +4% | 21% | 75.5% | 522 | 3.64% | 4.2 |
|
| 5241 |
CCM
5241
Contrarian Capital Management
Greenwich,
Connecticut
| US$3.06億 | -US$5064萬 | -14% | 7.4% | 29.4% | 22 | 18.18% | 3 |
|
| 5242 |
PAM
5242
PSquared Asset Management
Zurich,
Switzerland
| US$3.06億 | +US$1856萬 | +6% | 6.44% | 178% | 26 | 73.08% | 0.2 |
|
| 5243 |
DO
5243
denkapparat Operations
Berlin,
Germany
| US$3.06億 | +US$6431萬 | +27% | 13.9% | – | 424 | 31.13% | 0.7 |
|
| 5244 |
1NWS
5244
1 North Wealth Services
Annapolis,
Maryland
| US$3.06億 | +US$2896萬 | +10% | 9.25% | – | 309 | 13.59% | 1.8 |
|
| 5245 |
DP
5245
Denver PWM
Denver,
Colorado
| US$3.06億 | +US$1482萬 | +5% | 10.5% | 44.8% | 91 | 6.59% | 3 |
|
| 5246 |
AWA
5246
Adapt Wealth Advisors
Atlanta,
Georgia
| US$3.06億 | +US$2963萬 | +11% | 21.3% | – | 113 | 23.01% | 1.3 |
|
| 5247 |
TBC
5247
Ted Buchan & Co
San Diego,
California
| US$3.06億 | +US$3036萬 | +11% | 9.8% | 61% | 96 | 9.38% | 2.1 |
|
| 5248 |
TCM
5248
Tekne Capital Management
New York
| US$3.06億 | +US$6893萬 | +29% | 58.7% | 516% | 6 | 50% | 0.9 |
|
| 5249 |
QP
5249
Quartz Partners
Saratoga Springs,
New York
| US$3.05億 | +US$4652萬 | +18% | 14.5% | – | 214 | 32.24% | 0.9 |
|
| 5250 |
WIM
5250
WIM Investment Management
Hong Kong
| US$3.05億 | -US$3208萬 | -10% | 7.22% | – | 29 | 41.38% | 0.7 |
|