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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5776 |
5776
MQS Management
New York
| US$1.79億 | +US$1379萬 | +8% | 4.22% | 4.55% | 694 | 81.7% | 0.1 |
|
| 5777 |
AFT
5777
Alpha Family Trust
Los Angeles,
California
| US$1.79億 | +US$844萬 | +5% | 7.03% | 215% | 167 | 17.96% | 1.3 |
|
| 5778 |
5778
Candelo Capital Management
New York
| US$1.79億 | +US$3045萬 | +20% | 16.4% | – | 45 | 62.22% | 0.3 |
|
| 5779 |
VCM
5779
Viewpoint Capital Management
Seattle,
Washington
| US$1.79億 | +US$1549萬 | +9% | 8.31% | 127% | 145 | 7.59% | 2.2 |
|
| 5780 |
5780
Econ Financial Services
Harrisburg,
Pennsylvania
| US$1.79億 | +US$1743萬 | +11% | 3.98% | 16.9% | 111 | 53.15% | 0.8 |
|
| 5781 |
CWM
5781
CCG Wealth Management
San Diego,
California
| US$1.79億 | +US$138萬 | +0.8% | 6.28% | 82.6% | 76 | 13.16% | 2.9 |
|
| 5782 |
5782
Prosperity Financial Group
San Ramon,
California
| US$1.79億 | +US$2014萬 | +13% | 5.57% | 121% | 166 | 19.88% | 1.1 |
|
| 5783 |
5783
Old North State Wealth Management
Wilmington,
North Carolina
| US$1.79億 | +US$2667萬 | +18% | 11% | 91.5% | 115 | 20.87% | 1.5 |
|
| 5784 |
5784
Krensavage Asset Management
New York
| US$1.78億 | -US$3934萬 | -18% | 6.37% | 124% | 14 | 14.29% | 3.3 |
|
| 5785 |
5785
Peak XV Partners Operations
Trianon,
Mauritius
| US$1.78億 | -US$1648萬 | -8% | 8.18% | – | 3 | 0% | 0.7 |
|
| 5786 |
5786
Spectrum Wealth Advisory Group
Granite Bay,
California
| US$1.78億 | +US$8480萬 | +91% | 5.12% | 76.1% | 47 | 27.66% | 2.5 |
|
| 5787 |
5787
Burns Matteson Capital Management
Corning,
New York
| US$1.78億 | +US$1918萬 | +12% | 9.16% | 137% | 203 | 44.83% | 1.3 |
|
| 5788 |
5788
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| US$1.78億 | -US$841萬 | -5% | 4.65% | – | 75 | 53.33% | 1.4 |
|
| 5789 |
5789
Pharo Management
New York
| US$1.78億 | +US$1.44億 | +420% | 5.74% | – | 2 | 50% | 0.4 |
|
| 5790 |
5790
Chaney Capital Management
Lynnwood,
Washington
| US$1.78億 | +US$2728萬 | +18% | 4.73% | 80.9% | 38 | 10.53% | 0.6 |
|
| 5791 |
5791
Lanham O'Dell & Company
Hurricane,
West Virginia
| US$1.78億 | +US$8.21萬 | +0% | 10.9% | 81% | 29 | 31.03% | 1.7 |
|
| 5792 |
5792
Aspect Partners
Fairfax,
Virginia
| US$1.78億 | +US$1017萬 | +6% | 7.59% | 66.7% | 594 | 10.77% | 0.7 |
|
| 5793 |
5793
Sound Stewardship
Overland Park,
Kansas
| US$1.78億 | +US$1360萬 | +8% | 5.69% | 45.9% | 61 | 9.84% | 1.4 |
|
| 5794 |
WCM
5794
Westerly Capital Management
San Francisco,
California
| US$1.78億 | -US$2293萬 | -11% | 5.79% | 116% | 52 | 42.31% | 1.3 |
|
| 5795 |
5795
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$1.78億 | +US$1402萬 | +9% | 5.9% | 45.1% | 34 | 2.94% | 6.1 |
|
| 5796 |
5796
Carl Stuart Investment Advisor
Austin,
Texas
| US$1.78億 | +US$1794萬 | +11% | 7.1% | 84.4% | 17 | 17.65% | 1.6 |
|
| 5797 |
5797
Southern Capital Advisors
Jackson,
Tennessee
| US$1.78億 | +US$1516萬 | +9% | 6.79% | 66.8% | 82 | 17.07% | 1.7 |
|
| 5798 |
5798
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.77億 | -US$509萬 | -3% | 8.58% | 68.7% | 26 | 7.69% | 8.5 |
|
| 5799 |
5799
RE Dickinson Investment Advisors
Council Bluffs,
Iowa
| US$1.77億 | +US$1290萬 | +8% | 7.37% | 2.24% | 254 | 13.78% | 2.1 |
|
| 5800 |
5800
Seldon Capital
San Francisco,
California
| US$1.77億 | -US$574萬 | -3% | 7.78% | 604% | 70 | 20% | 1.6 |
|