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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5951 |
5951
Wrenne Financial Planning
Lexington,
Kentucky
| US$1.68億 | +US$2281萬 | +16% | 7.59% | 54.3% | 46 | 13.04% | 0.5 |
|
| 5952 |
5952
E Fund Management (HK)
Central,
Hong Kong
| US$1.68億 | +US$461萬 | +3% | 10% | 163% | 176 | 25% | 0.6 |
|
| 5953 |
5953
BCU Wealth Advisors
Vernon Hills,
Illinois
| US$1.68億 | +US$3232萬 | +24% | 6.02% | 57.7% | 53 | 13.21% | 0.6 |
|
| 5954 |
5954
Pelham Capital
London,
United Kingdom
| US$1.68億 | +US$107萬 | +0.6% | 9.15% | 135% | 13 | 38.46% | 1.2 |
|
| 5955 |
5955
Alpine Peaks Capital
New York
| US$1.67億 | +US$457萬 | +3% | 3.13% | 24.3% | 25 | 8% | 2.3 |
|
| 5956 |
5956
Center For Asset Management
Palm Beach Gardens,
Florida
| US$1.67億 | +US$1622萬 | +11% | 5.07% | 66.6% | 130 | 13.85% | 1.8 |
|
| 5957 |
5957
Alcosta Capital Management
San Ramon,
California
| US$1.67億 | +US$501萬 | +3% | 3.77% | 175% | 28 | 3.57% | 2.4 |
|
| 5958 |
5958
Toronado Partners
San Francisco,
California
| US$1.67億 | +US$1127萬 | +7% | 4% | 158% | 11 | 9.09% | 2.5 |
|
| 5959 |
5959
Gray Private Wealth
Canton,
Massachusetts
| US$1.67億 | +US$1129萬 | +7% | 6.73% | – | 41 | 7.32% | 0.5 |
|
| 5960 |
5960
BCK Capital Management
Stamford,
Connecticut
| US$1.67億 | +US$1229萬 | +8% | 4.93% | 161% | 91 | 43.96% | 0.9 |
|
| 5961 |
5961
Cox Capital Management
Andover,
Massachusetts
| US$1.67億 | +US$172萬 | +1% | 6.62% | 106% | 79 | 27.85% | 3.2 |
|
| 5962 |
5962
True Vision MN
Woodbury,
Minnesota
| US$1.67億 | +US$1320萬 | +9% | 5.93% | – | 112 | 20.54% | 0.5 |
|
| 5963 |
5963
Plotkin Financial Advisors
Chevy Chase,
Maryland
| US$1.67億 | +US$1158萬 | +7% | 5.71% | 95.3% | 92 | 8.7% | 2.7 |
|
| 5964 |
SCM
5964
Stonehill Capital Management
New York
| US$1.67億 | +US$3317萬 | +25% | 25.8% | 117% | 13 | 38.46% | 1.2 |
|
| 5965 |
5965
Oracle Investment Management
Greenwich,
Connecticut
| US$1.67億 | +US$5968萬 | +56% | 45.5% | 865% | 26 | 30.77% | 2.5 |
|
| 5966 |
SP
5966
SIH Partners
Wilmington,
Delaware
| US$1.67億 | +US$6326萬 | +61% | 24% | – | 31 | 41.94% | 0.3 |
|
| 5967 |
5967
Buttonwood Financial Group
Kansas City,
Missouri
| US$1.67億 | -US$862萬 | -5% | 4.75% | 77.9% | 32 | 25% | 1.4 |
|
| 5968 |
5968
Yoder Wealth Management
Walnut Creek,
California
| US$1.67億 | +US$1206萬 | +8% | 5.5% | 69.3% | 112 | 8.04% | 1.1 |
|
| 5969 |
5969
Motive Wealth Advisors
Birmingham,
Michigan
| US$1.66億 | US$0 | 0% | 5.76% | 73.4% | 65 | 0% | 2.1 |
|
| 5970 |
5970
Monument Group Wealth Advisors
Concord,
Massachusetts
| US$1.66億 | +US$1773萬 | +12% | 6.75% | 68.6% | 50 | 4% | 0.7 |
|
| 5971 |
5971
Cobblestone Asset Management
Richmond,
Virginia
| US$1.66億 | +US$1188萬 | +8% | 5.82% | 60.6% | 47 | 10.64% | 0.8 |
|
| 5972 |
5972
Family Asset Management
Charleston,
South Carolina
| US$1.66億 | +US$1082萬 | +7% | 5.42% | – | 219 | 8.22% | 1.3 |
|
| 5973 |
5973
Ravenstone Capital Management
Toronto,
| US$1.66億 | +US$1613萬 | +11% | 8.66% | 63% | 35 | 5.71% | 2.5 |
|
| 5974 |
5974
Evergreen Wealth Management
Williamston,
Michigan
| US$1.66億 | +US$1526萬 | +10% | 6.53% | 62.1% | 60 | 20% | 1.5 |
|
| 5975 |
5975
TrueWealth Financial Partners
Bellevue,
Washington
| US$1.66億 | +US$1120萬 | +7% | 6.96% | 36.4% | 18 | 0% | 2.2 |
|