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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5226 |
AAM
5226
Ascension Asset Management
New York
| US$1.64億 | – | – | 8.61% | – | 89 | – | 2 |
|
| 5227 |
5227
California First Leasing Corp
Newport Beach,
California
| US$1.64億 | +US$1408萬 | +9% | 7.75% | 377% | 37 | 8.11% | 1.1 |
|
| 5228 |
5228
GSI Capital Advisors
Newport Beach,
California
| US$1.64億 | +US$138萬 | +0.9% | 1.09% | 39.7% | 29 | 13.79% | 1.6 |
|
| 5229 |
5229
Daily Journal Corp
Los Angeles,
California
| US$1.64億 | +US$257萬 | +2% | 2.96% | 108% | 4 | 0% | 7.7 |
|
| 5230 |
5230
Palumbo Wealth Management
Great Neck,
New York
| US$1.63億 | +US$1315萬 | +9% | 3.79% | 115% | 111 | 22.52% | 1.6 |
|
| 5231 |
5231
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.63億 | +US$691萬 | +4% | 5.79% | 78.9% | 124 | 10.48% | 4.3 |
|
| 5232 |
5232
DB Wealth Management Group
San Diego,
California
| US$1.63億 | +US$478萬 | +3% | 3.91% | 19% | 366 | 3.28% | 1.8 |
|
| 5233 |
5233
Sterneck Capital Management
Kansas City,
Missouri
| US$1.63億 | +US$453萬 | +3% | 5.04% | 61.5% | 101 | 4.95% | 4.5 |
|
| 5234 |
5234
Lindenwold Advisors
Reading,
Pennsylvania
| US$1.63億 | +US$180萬 | +1% | 6.07% | 75% | 121 | 14.05% | 1.3 |
|
| 5235 |
LI
5235
Latigo Investments
Fort Lauderdale,
Florida
| US$1.63億 | +US$2386萬 | +17% | 4.01% | 62.6% | 18 | 11.11% | 1.2 |
|
| 5236 |
5236
Bain Capital Venture Investors
Boston,
Massachusetts
| US$1.63億 | -US$3.42億 | -68% | 26.8% | 34.2% | 3 | 33.33% | 1.5 |
|
| 5237 |
5237
Altus Wealth Group
Colorado Springs,
Colorado
| US$1.63億 | +US$1437萬 | +10% | 7.34% | 76.7% | 141 | 9.22% | 1.6 |
|
| 5238 |
5238
Ardent Capital Management
Cincinnati,
Ohio
| US$1.63億 | +US$2369萬 | +17% | 11.2% | 87.2% | 32 | 15.63% | 0.8 |
|
| 5239 |
5239
Prosperity Consulting Group
Owings Mills,
Maryland
| US$1.63億 | +US$458萬 | +3% | 6.59% | 66.8% | 111 | 11.71% | 1.2 |
|
| 5240 |
5240
Convergence Financial
Columbia,
Missouri
| US$1.63億 | +US$2697萬 | +20% | 4.83% | 70.6% | 30 | 10% | 1 |
|
| 5241 |
5241
Burns Matteson Capital Management
Corning,
New York
| US$1.63億 | +US$529萬 | +3% | 3.02% | 137% | 191 | 53.93% | 1 |
|
| 5242 |
5242
QVIDTVM Management
The Woodlands,
Texas
| US$1.63億 | -US$28萬 | -0.2% | 4.13% | 19.5% | 13 | 15.38% | 1 |
|
| 5243 |
APSI
5243
Asset Planning Services Inc
Covington,
Louisiana
| US$1.62億 | +US$456萬 | +3% | 7.89% | 138% | 38 | 5.26% | 4.1 |
|
| 5244 |
5244
AAF Wealth Management
Westborough,
Massachusetts
| US$1.62億 | +US$915萬 | +6% | 5.48% | 75.1% | 51 | 21.57% | 1.4 |
|
| 5245 |
5245
Patrick Mauro Investment Advisor
Oak Brook,
Illinois
| US$1.62億 | +US$200萬 | +1% | 0.59% | 31.7% | 41 | 4.88% | 0.7 |
|
| 5246 |
5246
Blue Owl Capital Holdings
New York
| US$1.62億 | +US$618萬 | +4% | 7.16% | 145% | 18 | 27.78% | 1 |
|
| 5247 |
5247
Trail Ridge Investment Advisors
Fort Collins,
Colorado
| US$1.62億 | +US$879萬 | +6% | 8.22% | 83.9% | 127 | 18.9% | 1.2 |
|
| 5248 |
5248
Arch Venture Management
Chicago,
Illinois
| US$1.62億 | -US$4523萬 | -22% | 7.53% | 228% | 8 | 25% | 1.3 |
|
| 5249 |
5249
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$1.62億 | +US$1033萬 | +7% | 0.12% | 53.1% | 17 | 5.88% | 2.3 |
|
| 5250 |
5250
Baron Financial Group
Fair Lawn,
New Jersey
| US$1.62億 | +US$398萬 | +3% | 3.92% | 55.5% | 55 | 5.45% | 2.2 |
|