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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5751 |
5751
Forte Asset Management
Bedford,
New York
| US$1.7億 | +US$455萬 | +3% | 0.93% | 57.7% | 62 | 8.06% | 1.4 |
|
| 5752 |
CSA
5752
Cottage Street Advisors
Marion,
Massachusetts
| US$1.69億 | +US$382萬 | +2% | 3.94% | 95.8% | 100 | 13% | 2.5 |
|
| 5753 |
5753
GSI Capital Advisors
Newport Beach,
California
| US$1.69億 | -US$67萬 | -0.4% | 0.64% | 39.7% | 32 | 25% | 1.7 |
|
| 5754 |
BAM
5754
Bosun Asset Management
Chicago,
Illinois
| US$1.69億 | -US$632萬 | -4% | 17.1% | 278% | 211 | 39.34% | 0.9 |
|
| 5755 |
5755
Crossingbridge Advisors
Pleasantville,
New York
| US$1.69億 | +US$3695萬 | +28% | 0.91% | – | 68 | 35.29% | 0.2 |
|
| 5756 |
5756
Summit Place Financial Advisors
Summit,
New Jersey
| US$1.69億 | -US$158萬 | -0.9% | 3.24% | 111% | 94 | 9.57% | 2.8 |
|
| 5757 |
5757
Pacific Sun Financial
Los Angeles,
California
| US$1.69億 | -US$269萬 | -2% | 1.02% | 70.3% | 182 | 4.95% | 4.6 |
|
| 5758 |
5758
Leverty Financial Group
Hudson,
Wisconsin
| US$1.69億 | +US$141萬 | +0.8% | 1.42% | 57.3% | 36 | 16.67% | 1.6 |
|
| 5759 |
FCFC
5759
First Citizens Financial Corp
Mason City,
Iowa
| US$1.69億 | +US$65.2萬 | +0.4% | 1.4% | 72.9% | 118 | 7.63% | 3 |
|
| 5760 |
5760
Flagship Private Wealth
Woburn,
Massachusetts
| US$1.69億 | +US$1396萬 | +9% | 3.26% | 62.7% | 95 | 9.47% | 2.3 |
|
| 5761 |
5761
Melone Private Wealth
Auburn Hills,
Michigan
| US$1.69億 | +US$219萬 | +1% | 0.02% | 30.4% | 48 | 0% | 2.3 |
|
| 5762 |
5762
Cresta Advisors
Laredo,
Texas
| US$1.69億 | +US$1099萬 | +7% | 4.34% | 66.8% | 45 | 8.89% | 1.2 |
|
| 5763 |
5763
Aviso Wealth Management
Bellevue,
Washington
| US$1.68億 | +US$988萬 | +6% | 6.46% | – | 157 | 9.55% | 0.5 |
|
| 5764 |
5764
Grand Wealth Management
Grand Rapids,
Michigan
| US$1.68億 | -US$4124萬 | -20% | 0.64% | 54.1% | 72 | 20.83% | 1.8 |
|
| 5765 |
5765
Worth Asset Management
Dallas,
Texas
| US$1.68億 | +US$585萬 | +4% | 4.34% | 115% | 162 | 48.15% | 0.9 |
|
| 5766 |
5766
Meridian Financial Partners
Warrenton,
Virginia
| US$1.68億 | +US$9052萬 | +116% | 2.1% | 80.8% | 83 | 50.6% | 1.6 |
|
| 5767 |
SA
5767
Sunesis Advisors
Overland Park,
Kansas
| US$1.68億 | -US$261萬 | -2% | 2.54% | – | 50 | 10% | 2.7 |
|
| 5768 |
AIP
5768
Alapocas Investment Partners
Beverly,
Massachusetts
| US$1.68億 | +US$30.7萬 | +0.2% | 3.23% | 58.3% | 19 | 0% | 2.4 |
|
| 5769 |
SP
5769
Saranac Partners
London,
| US$1.68億 | +US$460萬 | +3% | 5.57% | 69% | 84 | 13.1% | 1.1 |
|
| 5770 |
5770
Aspect Partners
Fairfax,
Virginia
| US$1.68億 | +US$4127萬 | +33% | 1.04% | 66.7% | 583 | 7.55% | 0.5 |
|
| 5771 |
5771
Penobscot Wealth Management
Portland,
Maine
| US$1.68億 | +US$971萬 | +6% | 1.03% | 56.7% | 79 | 12.66% | 1.8 |
|
| 5772 |
5772
Anabranch Capital Management
Stamford,
Connecticut
| US$1.68億 | -US$364萬 | -2% | 10.3% | 139% | 7 | 0% | 3 |
|
| 5773 |
5773
Ally Bridge Group
New York
| US$1.68億 | -US$1203萬 | -7% | 9.5% | 844% | 32 | 53.13% | 0.4 |
|
| 5774 |
5774
Cahill Wealth Management
Portage,
Michigan
| US$1.68億 | -US$415萬 | -2% | 1.73% | 24.7% | 49 | 6.12% | 1.8 |
|
| 5775 |
5775
Acorn Creek Capital
Fort Collins,
Colorado
| US$1.68億 | +US$905萬 | +6% | 2.24% | – | 70 | 11.43% | 0.5 |
|