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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 |
5776
Tull Financial Group
Chesapeake,
Virginia
| US$2.56億 | +US$3154萬 | +14% | 11.3% | – | 35 | 11.43% | 1.4 |
|
| 5777 |
5777
Altrafin AG
Zurich,
| US$2.55億 | -US$3486萬 | -12% | 22.5% | 97.6% | 56 | 28.57% | 2.4 |
|
| 5778 |
5778
Tribridge Partners Financial
Columbia,
Maryland
| US$2.55億 | +US$1354萬 | +6% | 9.92% | – | 87 | 13.79% | 0.8 |
|
| 5779 |
5779
Mainsail Asset Management
Birmingham,
Alabama
| US$2.55億 | +US$3240萬 | +15% | 13.8% | 90.4% | 208 | 51.44% | 0.7 |
|
| 5780 |
5780
Carolina Wealth Advisors
Myrtle Beach,
South Carolina
| US$2.55億 | +US$1501萬 | +6% | 14.7% | 62% | 297 | 12.46% | 2.6 |
|
| 5781 |
5781
Politan Capital Management
New York
| US$2.55億 | -US$7.3億 | -74% | 61.2% | 75.4% | 3 | 33.33% | 3.8 |
|
| 5782 |
5782
Vista Investment Partners II
Richmond,
Indiana
| US$2.55億 | +US$3219萬 | +14% | 21.9% | – | 184 | 27.72% | 1 |
|
| 5783 |
5783
Shelton Wealth Management
Fort Worth,
Texas
| US$2.55億 | +US$2635萬 | +12% | 19.6% | 89.4% | 168 | 32.74% | 1.9 |
|
| 5784 |
SFC
5784
Sprinkle Financial Consultants
Littleton,
Colorado
| US$2.55億 | +US$3808萬 | +18% | 11.7% | 64.1% | 108 | 12.96% | 1.7 |
|
| 5785 |
5785
State Insurance Fund
New York
| US$2.55億 | +US$3887萬 | +18% | 18% | 77.9% | 1 | 0% | 2.5 |
|
| 5786 |
FA
5786
FAI Advisors
Farmington Hills,
Michigan
| US$2.55億 | +US$3024萬 | +13% | 15.8% | – | 190 | 15.79% | 1.2 |
|
| 5787 |
5787
Flatrock Wealth Partners
Newport Beach,
California
| US$2.55億 | +US$3231萬 | +15% | 17% | – | 193 | 24.35% | 0.4 |
|
| 5788 |
HM
5788
Harvest Management
New York
| US$2.54億 | +US$4807萬 | +23% | 14.6% | 610% | 95 | 74.74% | 0.3 |
|
| 5789 |
5789
Millington Financial Advisors
Naperville,
Illinois
| US$2.54億 | +US$1695萬 | +7% | 17.7% | 77.5% | 130 | 10% | 1.8 |
|
| 5790 |
5790
Essex Woodlands Management
The Woodlands,
Texas
| US$2.54億 | +US$369萬 | +1% | 1.68% | 55% | 5 | 0% | 7.1 |
|
| 5791 |
5791
Cherry Creek Investment Advisors
Englewood,
Colorado
| US$2.54億 | +US$2396萬 | +10% | 19.9% | 151% | 136 | 14.71% | 2.8 |
|
| 5792 |
5792
Eastover Investment Advisors
Charlotte,
North Carolina
| US$2.54億 | +US$2050萬 | +9% | 14.7% | 105% | 50 | 2% | 3.4 |
|
| 5793 |
5793
Aurelius Family Office
Bedford,
New Hampshire
| US$2.54億 | +US$2391萬 | +10% | 9.09% | – | 49 | 4.08% | 1.4 |
|
| 5794 |
5794
GEM Asset Management
Plymouth,
Michigan
| US$2.54億 | +US$2722萬 | +12% | 15.1% | 62.9% | 118 | 11.02% | 2.3 |
|
| 5795 |
5795
Fairfield Financial Advisors
Wellesley,
Massachusetts
| US$2.54億 | -US$3638萬 | -13% | 26.1% | – | 89 | 44.94% | 2.4 |
|
| 5796 |
5796
Gainplan
Bloomfield Hills,
Michigan
| US$2.54億 | +US$1.2億 | +90% | 14% | 103% | 71 | 30.99% | 2 |
|
| 5797 |
5797
McKinney Capital Management
Houston,
Texas
| US$2.54億 | +US$1.37億 | +118% | 25.2% | – | 87 | 47.13% | 0.1 |
|
| 5798 |
5798
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$2.54億 | +US$3488萬 | +16% | 19.8% | 91.4% | 160 | 16.25% | 2.6 |
|
| 5799 |
5799
TRV GP IV
Boston,
Massachusetts
| US$2.54億 | -US$1322萬 | -5% | 23.4% | 1,102% | 2 | 0% | 3 |
|
| 5800 |
5800
Signature Resources Capital Management
Newport Beach,
California
| US$2.54億 | +US$4259萬 | +20% | 15.5% | 67.8% | 746 | 16.89% | 1.4 |
|