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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
SIF
5776
State Insurance Fund
New York
| US$2.55億 | +US$3887萬 | +18% | 18% | – | 1 | 0% | 2.5 |
|
| 5777 |
FWP
5777
Flatrock Wealth Partners
Newport Beach,
California
| US$2.55億 | +US$3231萬 | +15% | 17% | – | 193 | 24.35% | 0.4 |
|
| 5778 |
HM
5778
Harvest Management
New York
| US$2.54億 | +US$4807萬 | +23% | 14.6% | 610% | 95 | 74.74% | 0.3 |
|
| 5779 |
MFA
5779
Millington Financial Advisors
Naperville,
Illinois
| US$2.54億 | +US$1695萬 | +7% | 17.7% | 77.5% | 130 | 10% | 1.8 |
|
| 5780 |
EWM
5780
Essex Woodlands Management
The Woodlands,
Texas
| US$2.54億 | +US$369萬 | +1% | 1.68% | 55% | 5 | 0% | 7.1 |
|
| 5781 |
CCIA
5781
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$2.54億 | +US$2396萬 | +10% | 19.9% | 151% | 136 | 14.71% | 2.8 |
|
| 5782 |
EIA
5782
Eastover Investment Advisors
Charlotte,
North Carolina
| US$2.54億 | +US$2050萬 | +9% | 14.7% | 105% | 50 | 2% | 3.4 |
|
| 5783 |
AFO
5783
Aurelius Family Office
Bedford,
New Hampshire
| US$2.54億 | +US$2391萬 | +10% | 9.09% | – | 49 | 4.08% | 1.4 |
|
| 5784 |
GAM
5784
GEM Asset Management
Plymouth,
Michigan
| US$2.54億 | +US$2722萬 | +12% | 15.1% | 62.9% | 118 | 11.02% | 2.3 |
|
| 5785 |
FFA
5785
Fairfield Financial Advisors
Wellesley,
Massachusetts
| US$2.54億 | -US$3638萬 | -13% | 26.1% | – | 89 | 44.94% | 2.4 |
|
| 5786 |
G
5786
Gainplan
Bloomfield Hills,
Michigan
| US$2.54億 | +US$1.2億 | +90% | 14% | 103% | 71 | 30.99% | 2 |
|
| 5787 |
MCM
5787
McKinney Capital Management
Houston,
Texas
| US$2.54億 | +US$1.37億 | +118% | 25.2% | – | 87 | 47.13% | 0.1 |
|
| 5788 |
OPWM
5788
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$2.54億 | +US$3488萬 | +16% | 19.8% | 91.4% | 160 | 16.25% | 2.6 |
|
| 5789 |
TGI
5789
TRV GP IV
Boston,
Massachusetts
| US$2.54億 | -US$1322萬 | -5% | 23.4% | 1,102% | 2 | 0% | 3 |
|
| 5790 |
SRCM
5790
Signature Resources Capital Management
Newport Beach,
California
| US$2.54億 | +US$4259萬 | +20% | 15.5% | 67.8% | 746 | 16.89% | 1.4 |
|
| 5791 |
SOAG
5791
Silver Oak Advisory Group
Portland,
Oregon
| US$2.54億 | +US$2178萬 | +9% | 7.02% | 27% | 87 | 9.2% | 2.8 |
|
| 5792 |
FB
5792
First Bancorp
Damariscotta,
Maine
| US$2.53億 | +US$5222萬 | +26% | 15.3% | 73.8% | 531 | 75.14% | 1 |
|
| 5793 |
WWM
5793
WJ Wealth Management
Glendale,
Arizona
| US$2.53億 | +US$3986萬 | +19% | 18.3% | 90.6% | 88 | 29.55% | 2.3 |
|
| 5794 |
OC
5794
Optima Capital
Beaverton,
Oregon
| US$2.53億 | +US$3799萬 | +18% | 12.1% | – | 179 | 18.99% | 1.1 |
|
| 5795 |
DWM
5795
Dogwood Wealth Management
Lenexa,
Kansas
| US$2.53億 | +US$2311萬 | +10% | 10.6% | – | 939 | 17.78% | 1.1 |
|
| 5796 |
9FG
5796
93 Financial Group
Woburn,
Massachusetts
| US$2.53億 | +US$2906萬 | +13% | 16.6% | – | 9 | 0% | 0.5 |
|
| 5797 |
DA
5797
DCM Advisors
New York
| US$2.53億 | +US$3347萬 | +15% | 14.7% | 99.3% | 39 | 5.13% | 4.3 |
|
| 5798 |
ECM
5798
EMC Capital Management
Houston,
Texas
| US$2.53億 | – | – | 20.5% | – | 53 | – | 2.6 |
|
| 5799 |
HHWM
5799
Hiley Hunt Wealth Management
Omaha,
Nebraska
| US$2.53億 | +US$2633萬 | +12% | 8.91% | 48.4% | 49 | 4.08% | 2 |
|
| 5800 |
SI
5800
SimpliFi Inc
San Diego,
California
| US$2.53億 | +US$1486萬 | +6% | 6.14% | 26.7% | 45 | 4.44% | 3.2 |
|