我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5301 |
SEM
5301
Strategic Equity Management
Tucson,
Arizona
| US$2.98億 | +US$3174萬 | +12% | 15.5% | 70.3% | 76 | 22.37% | 1.8 |
|
| 5302 |
SIIL
5302
Sinvest Investments II Ltd
Nassau, New Providence,
| US$2.98億 | +US$1176萬 | +4% | 4.12% | – | 1 | 0% | 0.5 |
|
| 5303 |
BEP
5303
Bluescape Energy Partners
Dallas,
Texas
| US$2.97億 | -US$2478萬 | -8% | 4.09% | 57.9% | 5 | 20% | 4.5 |
|
| 5304 |
BOC
5304
Barbara Oil Co
Chicago,
Illinois
| US$2.97億 | +US$3767萬 | +15% | 19% | 76.9% | 74 | 8.11% | 9.2 |
|
| 5305 |
MA
5305
MBA Advisors
Hermitage,
Pennsylvania
| US$2.97億 | +US$3678萬 | +14% | 9.52% | 58.3% | 169 | 15.38% | 3.1 |
|
| 5306 |
VWM
5306
Vertrix Wealth Management
Troy,
Michigan
| US$2.97億 | +US$2545萬 | +9% | 12.4% | – | 113 | 24.78% | 0.2 |
|
| 5307 |
FF
5307
Foundry Financial
Pasadena,
California
| US$2.97億 | +US$6086萬 | +26% | 11.2% | – | 87 | 19.54% | 0.4 |
|
| 5308 |
TIA
5308
TCFG Investment Advisors
Laguna Niguel,
California
| US$2.97億 | +US$2937萬 | +11% | 19.1% | – | 317 | 19.24% | 0.2 |
|
| 5309 |
DC
5309
Dayah Capital
Stamford,
Connecticut
| US$2.97億 | +US$3556萬 | +14% | 7.28% | – | 54 | 74.07% | 0.2 |
|
| 5310 |
HC
5310
HF Capital
Knoxville,
Tennessee
| US$2.97億 | +US$5749萬 | +24% | 37.4% | – | 5 | 0% | 0.5 |
|
| 5311 |
SAM
5311
Silphium Asset Management
London,
United Kingdom
| US$2.97億 | +US$3264萬 | +12% | 18.9% | 128% | 57 | 19.3% | 1.1 |
|
| 5312 |
PWA
5312
Phoenix Wealth Advisors
Chapel Hill,
North Carolina
| US$2.97億 | +US$4338萬 | +17% | 8.1% | 60.1% | 134 | 9.7% | 3.2 |
|
| 5313 |
HI
5313
Harper Investing
Santa Clara,
California
| US$2.97億 | +US$6741萬 | +29% | 13% | 53.4% | 86 | 15.12% | 1.6 |
|
| 5314 |
PTEAP
5314
Powszechne Towarzystwo Emerytalne Allianz Polska
Warszawa,
Poland
| US$2.97億 | +US$2876萬 | +11% | 11.8% | – | 10 | 0% | 1.9 |
|
| 5315 |
SWM
5315
Shrier Wealth Management
Los Angeles,
California
| US$2.96億 | +US$2286萬 | +8% | 6.83% | – | 139 | 9.35% | 0.5 |
|
| 5316 |
CWA
5316
Continuum Wealth Advisors
Saratoga Springs,
New York
| US$2.96億 | +US$5533萬 | +23% | 9.39% | 61.4% | 87 | 25.29% | 1.7 |
|
| 5317 |
MWM
5317
MorganRosel Wealth Management
Highlands Ranch,
Colorado
| US$2.96億 | +US$4273萬 | +17% | 15.2% | 67.5% | 116 | 21.55% | 3.2 |
|
| 5318 |
VPA
5318
Vernal Point Advisors
San Francisco,
California
| US$2.96億 | +US$5023萬 | +20% | 8.57% | – | 21 | 4.76% | 2 |
|
| 5319 |
WRTC
5319
Wind River Trust Company
Jackson,
Wyoming
| US$2.96億 | +US$3093萬 | +12% | 13.8% | 62.1% | 12 | 8.33% | 8.2 |
|
| 5320 |
WFP
5320
Wrenne Financial Planning
Lexington,
Kentucky
| US$2.96億 | +US$4107萬 | +16% | 11.5% | – | 60 | 18.33% | 1.7 |
|
| 5321 |
DWA
5321
Delap Wealth Advisory
Lake Oswego,
Oregon
| US$2.96億 | +US$3019萬 | +11% | 10.3% | 73% | 91 | 6.59% | 2.2 |
|
| 5322 |
CNBT
5322
Cornerstone National Bank & Trust
Palatine,
Illinois
| US$2.96億 | +US$2444萬 | +9% | 7.24% | 33.9% | 224 | 10.27% | 2.3 |
|
| 5323 |
PI
5323
PJT Investments
Toronto,
| US$2.96億 | +US$4347萬 | +17% | 4.51% | – | 10 | 20% | 0.7 |
|
| 5324 |
IRP
5324
Investment Research Partners
Lemont,
Pennsylvania
| US$2.95億 | +US$4972萬 | +20% | 14.7% | – | 295 | 22.71% | 0.6 |
|
| 5325 |
STT
5325
Singapore Technologies Telemedia
Singapore
| US$2.95億 | -US$1.01億 | -25% | 25.5% | 173% | 1 | 0% | 9.3 |
|