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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
MPWS
5401
McCarter Private Wealth Services
Boston,
Massachusetts
| US$2.9億 | +US$5981萬 | +26% | 14.7% | – | 206 | 30.1% | 1 |
|
| 5402 |
RC
5402
Resolute Capital
Greenville,
South Carolina
| US$2.9億 | +US$4291萬 | +17% | 9.84% | – | 74 | 25.68% | 0.4 |
|
| 5403 |
VIP
5403
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$2.9億 | +US$7375萬 | +34% | 4.67% | 31.9% | 135 | 34.07% | 0.6 |
|
| 5404 |
BLAM
5404
Bourne Lent Asset Management
Pawling,
New York
| US$2.89億 | +US$1733萬 | +6% | 13.3% | 76.1% | 66 | 6.06% | 7.7 |
|
| 5405 |
IIM
5405
Ironwood Investment Management
Boston,
Massachusetts
| US$2.89億 | +US$4940萬 | +21% | 28.6% | 164% | 186 | 8.6% | 6.5 |
|
| 5406 |
FIC
5406
FCG Investment Company
Germantown,
Tennessee
| US$2.89億 | +US$6108萬 | +27% | 31.1% | – | 142 | 46.48% | 0.9 |
|
| 5407 |
TW
5407
Towerpoint Wealth
Sacramento,
California
| US$2.89億 | +US$4133萬 | +17% | 14.5% | 67.7% | 117 | 22.22% | 3.6 |
|
| 5408 |
FFC
5408
First Financial Corp
Terre Haute,
Indiana
| US$2.89億 | +US$3448萬 | +14% | 17.2% | 95.3% | 305 | 3.93% | 8.8 |
|
| 5409 |
DB
5409
Dravo Bay
Rehoboth Beach,
Delaware
| US$2.89億 | +US$4283萬 | +17% | 10.2% | 45.2% | 55 | 9.09% | 3.1 |
|
| 5410 |
CCAM
5410
Codex Capital Asset Management
Dallas,
Texas
| US$2.89億 | +US$3030萬 | +12% | 16.2% | – | 34 | 11.76% | 1.5 |
|
| 5411 |
WIA
5411
Wetzel Investment Advisors
Indianapolis,
Indiana
| US$2.89億 | +US$3713萬 | +15% | 13.1% | 72.2% | 147 | 16.33% | 1.8 |
|
| 5412 |
SCI
5412
Stableford Capital II
Scottsdale,
Arizona
| US$2.89億 | +US$1947萬 | +7% | 12.9% | 66.9% | 162 | 20.37% | 2 |
|
| 5413 |
CWA
5413
Crux Wealth Advisors
Long Beach,
California
| US$2.89億 | +US$2791萬 | +11% | 11.5% | – | 200 | 13.5% | 1.1 |
|
| 5414 |
FH
5414
FWG Holdings
Winter Park,
Florida
| US$2.88億 | +US$2340萬 | +9% | 20.4% | 91.6% | 145 | 26.21% | 2.3 |
|
| 5415 |
RCS
5415
Retirement Capital Strategies
San Jose,
California
| US$2.88億 | +US$2337萬 | +9% | 11.3% | 59% | 71 | 16.9% | 3.2 |
|
| 5416 |
5VM
5416
5AM Venture Management
San Francisco,
California
| US$2.88億 | -US$7232萬 | -20% | 23% | 546% | 20 | 20% | 2.2 |
|
| 5417 |
TA
5417
TKG Advisors
Valparaiso,
Indiana
| US$2.88億 | +US$4600萬 | +19% | 22.9% | 104% | 104 | 24.04% | 2 |
|
| 5418 |
APW
5418
Alliance Private Wealth
North Reading,
Massachusetts
| US$2.88億 | +US$954萬 | +3% | 13.5% | – | 82 | 2.44% | 0.5 |
|
| 5419 |
IAMOG
5419
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$2.88億 | +US$4331萬 | +18% | 28.6% | 113% | 195 | 6.67% | 6.4 |
|
| 5420 |
MP
5420
Maestria Partners
Atlanta,
Georgia
| US$2.88億 | +US$1353萬 | +5% | 28.3% | – | 14 | 7.14% | 1.1 |
|
| 5421 |
OL
5421
Owen LaRue
Elizabethtown,
Kentucky
| US$2.88億 | +US$2704萬 | +10% | 13.8% | 126% | 151 | 21.85% | 1.5 |
|
| 5422 |
CFG
5422
Cambridge Financial Group
Columbus,
Ohio
| US$2.87億 | +US$1999萬 | +7% | 13.8% | – | 34 | 5.88% | 5.5 |
|
| 5423 |
MPAM
5423
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$2.87億 | +US$817萬 | +3% | 10.7% | 75.1% | 145 | 14.48% | 6.2 |
|
| 5424 |
QFW
5424
QTR Family Wealth
Lake Mary,
Florida
| US$2.87億 | +US$4694萬 | +20% | 23.7% | – | 369 | 30.89% | 0.7 |
|
| 5425 |
OCM
5425
Ogborne Capital Management
San Francisco,
California
| US$2.87億 | +US$9014萬 | +46% | 34.6% | 251% | 20 | 80% | 0.6 |
|