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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5401 |
5401
LifePlan Investment Advisors
Raleigh,
North Carolina
| US$2.91億 | +US$3603萬 | +14% | 16.9% | 60.9% | 133 | 9.77% | 1.9 |
|
| 5402 |
5402
Visualize Group
New York
| US$2.91億 | +US$4761萬 | +20% | 11.3% | – | 13 | 38.46% | 0.4 |
|
| 5403 |
NC
5403
Nokomis Capital
Dallas,
Texas
| US$2.9億 | -US$5834萬 | -17% | 1.34% | 145% | 61 | 19.67% | 1.5 |
|
| 5404 |
5404
Bayberry Capital Partners
New York
| US$2.9億 | -US$3305萬 | -10% | 15.6% | 99.7% | 37 | 45.95% | 0.8 |
|
| 5405 |
5405
NerdWallet Wealth Partners
New York
| US$2.9億 | +US$6099萬 | +27% | 10.9% | – | 70 | 17.14% | 0.5 |
|
| 5406 |
5406
Foresite Capital Management IV
Larkspur,
California
| US$2.9億 | +US$5307萬 | +22% | 28.2% | 151% | 9 | 44.44% | 1.5 |
|
| 5407 |
5407
Kite Lake Capital Management (UK)
London,
United Kingdom
| US$2.9億 | +US$1.65億 | +133% | 19.8% | 337% | 11 | 18.18% | 0.6 |
|
| 5408 |
5408
SGL Investment Advisors
Missoula,
Montana
| US$2.9億 | +US$2341萬 | +9% | 17.8% | – | 143 | 20.28% | 1.3 |
|
| 5409 |
5409
McCarter Private Wealth Services
Boston,
Massachusetts
| US$2.9億 | +US$5981萬 | +26% | 14.7% | – | 206 | 30.1% | 1 |
|
| 5410 |
RC
5410
Resolute Capital
Greenville,
South Carolina
| US$2.9億 | +US$4291萬 | +17% | 9.84% | – | 74 | 25.68% | 0.4 |
|
| 5411 |
5411
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$2.9億 | +US$7375萬 | +34% | 4.67% | 38.4% | 135 | 34.07% | 0.6 |
|
| 5412 |
5412
Bourne Lent Asset Management
Pawling,
New York
| US$2.89億 | +US$1733萬 | +6% | 13.3% | 76.1% | 66 | 6.06% | 7.7 |
|
| 5413 |
5413
Ironwood Investment Management
Boston,
Massachusetts
| US$2.89億 | +US$4940萬 | +21% | 28.6% | 164% | 186 | 8.6% | 6.5 |
|
| 5414 |
5414
FCG Investment Company
Germantown,
Tennessee
| US$2.89億 | +US$6108萬 | +27% | 31.1% | – | 142 | 46.48% | 0.9 |
|
| 5415 |
5415
Towerpoint Wealth
Sacramento,
California
| US$2.89億 | +US$4133萬 | +17% | 14.5% | 67.7% | 117 | 22.22% | 3.6 |
|
| 5416 |
5416
First Financial Corp
Terre Haute,
Indiana
| US$2.89億 | +US$3448萬 | +14% | 17.2% | 95.3% | 305 | 3.93% | 8.8 |
|
| 5417 |
5417
Dravo Bay
Rehoboth Beach,
Delaware
| US$2.89億 | +US$4283萬 | +17% | 10.2% | 45.2% | 55 | 9.09% | 3.1 |
|
| 5418 |
CCAM
5418
Codex Capital Asset Management
Dallas,
Texas
| US$2.89億 | +US$3030萬 | +12% | 16.2% | – | 34 | 11.76% | 1.5 |
|
| 5419 |
WIA
5419
Wetzel Investment Advisors
Indianapolis,
Indiana
| US$2.89億 | +US$3713萬 | +15% | 13.1% | 72.2% | 147 | 16.33% | 1.8 |
|
| 5420 |
5420
Stableford Capital II
Scottsdale,
Arizona
| US$2.89億 | +US$1947萬 | +7% | 12.9% | 66.9% | 162 | 20.37% | 2 |
|
| 5421 |
5421
Crux Wealth Advisors
Long Beach,
California
| US$2.89億 | +US$2791萬 | +11% | 11.5% | – | 200 | 13.5% | 1.1 |
|
| 5422 |
5422
FWG Holdings
Winter Park,
Florida
| US$2.88億 | +US$2340萬 | +9% | 20.4% | 91.6% | 145 | 26.21% | 2.3 |
|
| 5423 |
5423
Retirement Capital Strategies
San Jose,
California
| US$2.88億 | +US$2337萬 | +9% | 11.3% | 59% | 71 | 16.9% | 3.2 |
|
| 5424 |
5424
5AM Venture Management
San Francisco,
California
| US$2.88億 | -US$7232萬 | -20% | 23% | 546% | 20 | 20% | 2.2 |
|
| 5425 |
5425
TKG Advisors
Valparaiso,
Indiana
| US$2.88億 | +US$4600萬 | +19% | 22.9% | 116% | 104 | 24.04% | 2 |
|