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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5901 |
AG
5901
AmeriFlex Group
Las Vegas,
Nevada
| US$2.45億 | +US$4714萬 | +24% | 20.7% | – | 1,624 | 34.85% | 0.8 |
|
| 5902 |
FAM
5902
Forte Asset Management
Bedford,
New York
| US$2.45億 | +US$1679萬 | +7% | 10.2% | 57.7% | 79 | 6.33% | 2.4 |
|
| 5903 |
CMBA
5903
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$2.45億 | +US$3048萬 | +14% | 13.6% | 70.6% | 554 | 23.65% | 3.5 |
|
| 5904 |
SIA
5904
Spectrum Investment Advisors
Mequon,
Wisconsin
| US$2.45億 | +US$4334萬 | +22% | 10.5% | – | 77 | 41.56% | 0.8 |
|
| 5905 |
PSAMP
5905
P. Schoenfeld Asset Management (PSAM)
New York
| US$2.44億 | +US$6037萬 | +33% | 24.3% | 367% | 46 | 50% | 0.7 |
|
| 5906 |
RCM
5906
Ravenstone Capital Management
Toronto,
| US$2.44億 | +US$4420萬 | +22% | 15.2% | 63% | 68 | 38.24% | 2.4 |
|
| 5907 |
HWM
5907
HRC Wealth Management
Moscow,
Idaho
| US$2.44億 | +US$3275萬 | +15% | 15.5% | 82.2% | 66 | 12.12% | 1.7 |
|
| 5908 |
AM
5908
Aspect Management
Palo Alto,
California
| US$2.44億 | +US$2088萬 | +9% | 9.34% | – | 1 | 0% | 0.5 |
|
| 5909 |
IWP
5909
Innova Wealth Partners
Newtown,
Pennsylvania
| US$2.44億 | +US$3307萬 | +16% | 10% | 68% | 193 | 20.73% | 1 |
|
| 5910 |
PW
5910
Potentia Wealth
San Jose,
California
| US$2.44億 | -US$1476萬 | -6% | 14% | – | 97 | 46.39% | 1 |
|
| 5911 |
DA
5911
Dover Advisors
Richmond,
Virginia
| US$2.44億 | +US$251萬 | +1% | 10.1% | 65% | 167 | 13.17% | 2.2 |
|
| 5912 |
DIGDR
5912
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$2.44億 | -US$4736萬 | -16% | 4.96% | 34.1% | 7 | 42.86% | 3 |
|
| 5913 |
8AFIM
5913
8VC AI Fund I MM
Austin,
Texas
| US$2.44億 | – | – | 6.16% | – | 1 | – | 0 |
|
| 5914 |
TFM
5914
Trademark Financial Management
Bloomington,
Minnesota
| US$2.44億 | +US$4004萬 | +20% | 13.1% | – | 116 | 19.83% | 1.5 |
|
| 5915 |
LFPWM
5915
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$2.44億 | +US$2359萬 | +11% | 10.5% | 46.3% | 17 | 17.65% | 3.5 |
|
| 5916 |
GU
5916
Georgetown University
Washington,
District of Columbia
| US$2.44億 | +US$2308萬 | +10% | 13.3% | 79.9% | 11 | 0% | 4.2 |
|
| 5917 |
SHFP
5917
Second Half Financial Partners
Sebring,
Florida
| US$2.44億 | +US$2181萬 | +10% | 10.1% | 36.8% | 122 | 31.97% | 1.3 |
|
| 5918 |
SGWM
5918
Sterling Group Wealth Management
Pasadena,
California
| US$2.44億 | +US$3232萬 | +15% | 14.9% | 67.7% | 68 | 23.53% | 1.5 |
|
| 5919 |
GREM
5919
Grey Rock Energy Management
Dallas,
Texas
| US$2.44億 | -US$8069萬 | -25% | 24.9% | – | 1 | 0% | 1.5 |
|
| 5920 |
SNBOSCI
5920
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$2.44億 | +US$7453萬 | +44% | 10.7% | 61% | 323 | 68.42% | 2 |
|
| 5921 |
PC
5921
Powers Capital
San Francisco,
California
| US$2.44億 | +US$3214萬 | +15% | 15.3% | – | 2 | 0% | 1.5 |
|
| 5922 |
CCA
5922
Cypress Capital Advisors
Franklin,
Tennessee
| US$2.43億 | +US$5886萬 | +32% | 8.57% | – | 82 | 12.2% | 1.2 |
|
| 5923 |
TC
5923
Tejara Capital
London,
United Kingdom
| US$2.43億 | -US$6007萬 | -20% | 6.51% | 17.3% | 98 | 58.16% | 0.7 |
|
| 5924 |
JP
5924
JNE Partners
London,
United Kingdom
| US$2.43億 | -US$119萬 | -0.5% | 2.94% | 100% | 7 | 14.29% | 1.8 |
|
| 5925 |
MWA
5925
Motive Wealth Advisors
Birmingham,
Michigan
| US$2.43億 | +US$3020萬 | +14% | 14.9% | 66% | 102 | 15.69% | 2.6 |
|