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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5251 |
5251
denkapparat Operations
Berlin,
Germany
| US$3.06億 | +US$6431萬 | +27% | 13.9% | – | 424 | 31.13% | 0.7 |
|
| 5252 |
5252
1 North Wealth Services
Annapolis,
Maryland
| US$3.06億 | +US$2896萬 | +10% | 9.25% | – | 309 | 13.59% | 1.8 |
|
| 5253 |
5253
Denver PWM
Denver,
Colorado
| US$3.06億 | +US$1482萬 | +5% | 10.5% | 48.6% | 91 | 6.59% | 3 |
|
| 5254 |
5254
Adapt Wealth Advisors
Atlanta,
Georgia
| US$3.06億 | +US$2963萬 | +11% | 21.3% | – | 113 | 23.01% | 1.3 |
|
| 5255 |
5255
Ted Buchan & Co
San Diego,
California
| US$3.06億 | +US$3036萬 | +11% | 9.8% | 65.2% | 96 | 9.38% | 2.1 |
|
| 5256 |
5256
Tekne Capital Management
New York
| US$3.06億 | +US$6893萬 | +29% | 58.7% | 516% | 6 | 50% | 0.9 |
|
| 5257 |
5257
Quartz Partners
Saratoga Springs,
New York
| US$3.05億 | +US$4652萬 | +18% | 14.5% | – | 214 | 32.24% | 0.9 |
|
| 5258 |
WIM
5258
WIM Investment Management
Hong Kong
| US$3.05億 | -US$3208萬 | -10% | 7.22% | – | 29 | 41.38% | 0.7 |
|
| 5259 |
5259
Lynx Investment Advisory
Washington, Dc,
District of Columbia
| US$3.05億 | +US$9599萬 | +46% | 9.48% | – | 233 | 23.61% | 1.1 |
|
| 5260 |
5260
Bond Capital Management
San Francisco,
California
| US$3.05億 | +US$1.95億 | +178% | 13.6% | 47.5% | 5 | 20% | 2.7 |
|
| 5261 |
5261
Texas Bank & Trust
Longview,
Texas
| US$3.05億 | +US$3889萬 | +15% | 21% | – | 192 | 11.98% | 1.3 |
|
| 5262 |
5262
Access Financial Services
Minneapolis,
Minnesota
| US$3.05億 | +US$2294萬 | +8% | 8.26% | 44.8% | 106 | 13.21% | 4 |
|
| 5263 |
BDA
5263
Borer Denton & Associates
Blue Bell,
Pennsylvania
| US$3.05億 | +US$2453萬 | +9% | 8.24% | 44.2% | 77 | 18.18% | 2.9 |
|
| 5264 |
5264
Allred Capital Management
Dallas,
Texas
| US$3.05億 | +US$2996萬 | +11% | 16.2% | 73.5% | 163 | 5.52% | 5.2 |
|
| 5265 |
5265
Carroll Advisory Group
Texarkana,
Texas
| US$3.05億 | +US$4693萬 | +18% | 11.7% | – | 75 | 10.67% | 0.4 |
|
| 5266 |
5266
IronBridge Private Wealth
Austin,
Texas
| US$3.04億 | -US$564萬 | -2% | 8.8% | 143% | 53 | 26.42% | 1.8 |
|
| 5267 |
5267
First Sabrepoint Capital Management
Dallas,
Texas
| US$3.04億 | +US$2846萬 | +10% | 21.5% | 218% | 38 | 52.63% | 1 |
|
| 5268 |
5268
Roehl & Yi Investment Advisors
Eugene,
Oregon
| US$3.04億 | +US$3758萬 | +14% | 13.1% | – | 205 | 17.56% | 1.1 |
|
| 5269 |
5269
Excalibur Management
Waltham,
Massachusetts
| US$3.03億 | +US$2501萬 | +9% | 13.6% | 93% | 180 | 13.89% | 6.1 |
|
| 5270 |
5270
Carmel Capital Partners
San Diego,
California
| US$3.03億 | +US$2623萬 | +9% | 9.45% | 65.9% | 160 | 33.75% | 1.7 |
|
| 5271 |
5271
Four Tree Island Advisory
Portsmouth,
New Hampshire
| US$3.03億 | +US$1.05億 | +53% | 60.4% | – | 26 | 19.23% | 1.2 |
|
| 5272 |
5272
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$3.03億 | US$0 | 0% | 17.5% | 97.4% | 96 | 0% | 3.4 |
|
| 5273 |
5273
David Kennon
Sarasota,
Florida
| US$3.03億 | +US$2375萬 | +9% | 11.8% | 52.4% | 46 | 13.04% | 2.5 |
|
| 5274 |
5274
First Dallas Securities
Dallas,
Texas
| US$3.03億 | +US$3225萬 | +12% | 20.3% | 163% | 136 | 21.32% | 3.2 |
|
| 5275 |
LWMI
5275
Landmark Wealth Management (Illinois)
Normal,
Illinois
| US$3.02億 | +US$3706萬 | +14% | 9.2% | – | 46 | 13.04% | 1.6 |
|