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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 |
5226
TAGStone Capital
Charlotte,
North Carolina
| US$2.42億 | +US$3908萬 | +19% | 7.22% | 58.3% | 114 | 15.79% | 2.2 |
|
| 5227 |
5227
Warner Financial
Bethesda,
Maryland
| US$2.42億 | +US$1622萬 | +7% | 9.04% | 62.1% | 118 | 5.93% | 2.6 |
|
| 5228 |
RFG
5228
RFP Financial Group
Atlanta,
Georgia
| US$2.42億 | -US$646萬 | -3% | 5.65% | 53.2% | 131 | 35.88% | 1.8 |
|
| 5229 |
5229
Carlson Capital
Dallas,
Texas
| US$2.42億 | -US$1407萬 | -5% | 6.13% | 67.9% | 83 | 73.49% | 0.2 |
|
| 5230 |
BNMT
5230
Bawa N Mallick Trust
Forest Hills,
New York
| US$2.42億 | +US$3080萬 | +15% | 14.6% | – | 67 | 2.99% | 0.5 |
|
| 5231 |
5231
Yeomans Consulting Group
Marietta,
Georgia
| US$2.42億 | -US$1667萬 | -6% | 9.16% | – | 111 | 48.65% | 0.7 |
|
| 5232 |
5232
Institutional Venture Management XV
Menlo Park,
California
| US$2.42億 | +US$4414萬 | +22% | 38.2% | 116% | 4 | 0% | 3.1 |
|
| 5233 |
5233
Wealthspan Partners
Davenport,
Iowa
| US$2.42億 | +US$2540萬 | +12% | 8.07% | 65% | 125 | 12.8% | 2.1 |
|
| 5234 |
5234
Spreng Capital Management
Bucyrus,
Ohio
| US$2.42億 | +US$2079萬 | +9% | 9.9% | 72.5% | 77 | 3.9% | 4 |
|
| 5235 |
5235
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$2.42億 | +US$2161萬 | +10% | 8.65% | 62.3% | 86 | 15.12% | 1.6 |
|
| 5236 |
5236
Denver Wealth Management
Denver,
Colorado
| US$2.42億 | +US$2247萬 | +10% | 9.18% | 64.4% | 93 | 12.9% | 2.5 |
|
| 5237 |
5237
Stonehearth Capital Management
Danvers,
Massachusetts
| US$2.41億 | -US$18.7萬 | -0.1% | 8.99% | 87.5% | 102 | 23.53% | 3.1 |
|
| 5238 |
5238
Turiya Advisors Asia
Hong Kong
| US$2.41億 | +US$1.76億 | +271% | 12.8% | 247% | 4 | 75% | 0.1 |
|
| 5239 |
5239
Houlihan Financial Resource Group
Ashburn,
Virginia
| US$2.41億 | +US$1856萬 | +8% | 6.74% | 50.6% | 110 | 9.09% | 2.5 |
|
| 5240 |
5240
Acorn Creek Capital
Fort Collins,
Colorado
| US$2.41億 | +US$4054萬 | +20% | 8.05% | 66.6% | 82 | 13.41% | 1.2 |
|
| 5241 |
5241
TL Private Wealth
Southlake,
Texas
| US$2.41億 | +US$3901萬 | +19% | 7.77% | 50.6% | 45 | 8.89% | 3.8 |
|
| 5242 |
5242
Hanwha Asset Management
Seoul,
South Korea
| US$2.41億 | +US$2201萬 | +10% | 11% | – | 1 | 0% | 2.5 |
|
| 5243 |
5243
California First Leasing Corp
Newport Beach,
California
| US$2.41億 | +US$1389萬 | +6% | 16.9% | 377% | 47 | 17.02% | 2.2 |
|
| 5244 |
5244
Unique Wealth Strategies
Burr Ridge,
Illinois
| US$2.4億 | +US$2014萬 | +9% | 11.4% | 96.9% | 243 | 41.98% | 0.8 |
|
| 5245 |
5245
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| US$2.4億 | -US$2281萬 | -9% | 3.51% | 407% | 1 | 0% | 3.5 |
|
| 5246 |
5246
Wealthedge Investment Advisors
New York
| US$2.4億 | +US$1829萬 | +8% | 8.27% | – | 207 | 44.44% | 0.4 |
|
| 5247 |
DIM
5247
DC Investments Management
Mclean,
Virginia
| US$2.4億 | +US$4542萬 | +23% | 12.3% | 56.3% | 115 | 12.17% | 1.1 |
|
| 5248 |
5248
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$2.4億 | -US$55.4萬 | -0.2% | 0.07% | 52.1% | 161 | 19.88% | 2.9 |
|
| 5249 |
5249
Beach Point Capital Management
Santa Monica,
California
| US$2.4億 | -US$4423萬 | -16% | 18.2% | 84.1% | 20 | 15% | 1.1 |
|
| 5250 |
5250
NKCFO LLC
Geneva,
Illinois
| US$2.4億 | +US$2457萬 | +11% | 13.7% | 237% | 121 | 56.2% | 0.8 |
|