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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5726 |
EWM
5726
Endowment Wealth Management
Appleton,
Wisconsin
| US$2.59億 | +US$3252萬 | +14% | 12.3% | 66.3% | 190 | 17.89% | 2.2 |
|
| 5727 |
CSA
5727
Cottage Street Advisors
Marion,
Massachusetts
| US$2.59億 | +US$2742萬 | +12% | 16.9% | 91.4% | 157 | 17.2% | 2.7 |
|
| 5728 |
I2I
5728
Insight 2811 Inc
Chicago,
Illinois
| US$2.59億 | +US$1943萬 | +8% | 9.13% | 30.8% | 109 | 8.26% | 4.6 |
|
| 5729 |
PEWA
5729
Pacific Excel Wealth Advisors
Walnut Creek,
California
| US$2.58億 | +US$1.63億 | +172% | 15.8% | – | 324 | 86.42% | 0.1 |
|
| 5730 |
RWS
5730
Resolute Wealth Strategies
Jackson,
Mississippi
| US$2.58億 | +US$2637萬 | +11% | 15.2% | 105% | 140 | 24.29% | 1.9 |
|
| 5731 |
M1FG
5731
Mach-1 Financial Group
Rogers,
Arkansas
| US$2.58億 | -US$2595萬 | -9% | 12.9% | 83.4% | 182 | 39.56% | 0.8 |
|
| 5732 |
BPCM
5732
Beach Point Capital Management
Santa Monica,
California
| US$2.58億 | +US$399萬 | +2% | 21.7% | 110% | 14 | 21.43% | 1.3 |
|
| 5733 |
DC
5733
Darrow Company
Needham,
Massachusetts
| US$2.58億 | +US$3592萬 | +16% | 11.6% | 41.1% | 60 | 10% | 2.8 |
|
| 5734 |
LAS
5734
Lloyd Advisory Services
Suwanee,
Georgia
| US$2.58億 | -US$9137萬 | -26% | 8.99% | 47.7% | 1,064 | 62.69% | 0.4 |
|
| 5735 |
FCM
5735
Family Capital Management
Grand Rapids,
Michigan
| US$2.58億 | +US$3310萬 | +15% | 15.6% | 70.5% | 117 | 12.82% | 2 |
|
| 5736 |
GHP
5736
Great Hill Partners
Boston,
Massachusetts
| US$2.58億 | +US$4800萬 | +23% | 22.9% | 24% | 1 | 0% | 4 |
|
| 5737 |
ROC
5737
Robertson Opportunity Capital
Dallas,
Texas
| US$2.58億 | -US$222萬 | -0.9% | 11.5% | 93.4% | 31 | 9.68% | 6.6 |
|
| 5738 |
IMC
5738
Inherent Management Corp
New York
| US$2.58億 | +US$6085萬 | +31% | 4.62% | – | 12 | 33.33% | 0.8 |
|
| 5739 |
EA
5739
Ergawealth Advisors
Oak Brook,
Illinois
| US$2.58億 | +US$3135萬 | +14% | 12.3% | 47.7% | 58 | 12.07% | 2.2 |
|
| 5740 |
PHM
5740
Prospect Hill Management
Short Hills,
New Jersey
| US$2.57億 | +US$3312萬 | +15% | 13% | 85.1% | 14 | 0% | 4.6 |
|
| 5741 |
BAM
5741
Beaumont Asset Management
Beaumont,
Texas
| US$2.57億 | +US$3527萬 | +16% | 12.5% | 73.1% | 83 | 13.25% | 3 |
|
| 5742 |
TCG
5742
Transcendent Capital Group
Edmond,
Oklahoma
| US$2.57億 | +US$3772萬 | +17% | 16.5% | – | 138 | 26.09% | 1.5 |
|
| 5743 |
UI
5743
Untitled Investments
New York
| US$2.57億 | -US$1159萬 | -4% | 22.3% | 79.6% | 19 | 21.05% | 1.6 |
|
| 5744 |
NERM
5744
New England Research & Management
Chicago,
Illinois
| US$2.57億 | +US$2032萬 | +9% | 13.5% | 65% | 167 | 34.13% | 4.5 |
|
| 5745 |
GFP
5745
Guardian Financial Partners
Orange,
California
| US$2.57億 | +US$2005萬 | +8% | 11.9% | 50.2% | 74 | 16.22% | 2.1 |
|
| 5746 |
HWA
5746
HMV Wealth Advisors
Shreveport,
Louisiana
| US$2.57億 | +US$4400萬 | +21% | 11.8% | – | 89 | 8.99% | 1.2 |
|
| 5747 |
LGW
5747
Leslie Global Wealth
Itasca,
Illinois
| US$2.57億 | +US$6705萬 | +35% | 13.9% | – | 92 | 21.74% | 1.3 |
|
| 5748 |
6F
5748
626 Financial
Portage,
Michigan
| US$2.57億 | +US$3245萬 | +14% | 13.4% | 71.3% | 133 | 13.53% | 3.3 |
|
| 5749 |
MCP
5749
Miller Capital Partners
Troy,
Michigan
| US$2.57億 | +US$4864萬 | +23% | 34.4% | – | 266 | 4.51% | 0.5 |
|
| 5750 |
BWM
5750
Birchcreek Wealth Management
Miami Township,
Ohio
| US$2.57億 | +US$4900萬 | +24% | 23.7% | 80.7% | 138 | 15.94% | 3.2 |
|