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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6001 |
6001
PACK Private Wealth
Wayzata,
Minnesota
| US$1.89億 | +US$2060萬 | +12% | 7.37% | 52.8% | 48 | 14.58% | 2.4 |
|
| 6002 |
6002
Nalanda India Fund
Moka,
Mauritius
| US$1.89億 | +US$522萬 | +3% | 2.85% | 15.3% | 1 | 0% | 6.5 |
|
| 6003 |
6003
Horizon Financial Services
Winston Salem,
North Carolina
| US$1.89億 | +US$917萬 | +5% | 5.87% | 42.6% | 324 | 11.42% | 1.1 |
|
| 6004 |
6004
Orleans Capital Management
Mandeville,
Louisiana
| US$1.88億 | +US$1848萬 | +11% | 8.77% | 94.6% | 112 | 18.75% | 2.9 |
|
| 6005 |
6005
New Mountain Capital
New York
| US$1.88億 | -US$3850萬 | -17% | 17% | 64.8% | 1 | 0% | 2.8 |
|
| 6006 |
IFS
6006
Intelligent Financial Strategies
Excelsior,
Minnesota
| US$1.88億 | -US$324萬 | -2% | 0.32% | 63.5% | 89 | 12.36% | 2.8 |
|
| 6007 |
6007
Citrine Capital
San Francisco,
California
| US$1.88億 | +US$2851萬 | +18% | 14.6% | – | 40 | 7.5% | 0.5 |
|
| 6008 |
6008
Gullane Capital
Memphis,
Tennessee
| US$1.88億 | +US$1.08億 | +136% | 141% | – | 5 | 20% | 0.4 |
|
| 6009 |
SP
6009
Saranac Partners
London,
| US$1.88億 | +US$1239萬 | +7% | 15.1% | 69% | 82 | 26.83% | 0.8 |
|
| 6010 |
6010
4Thought Financial Group
Syosset,
New York
| US$1.88億 | +US$2637萬 | +16% | 6.74% | 40.8% | 90 | 1.11% | 3.6 |
|
| 6011 |
6011
Nierenberg Investment Management Company
Camas,
Washington
| US$1.88億 | +US$499萬 | +3% | 15.3% | 135% | 60 | 23.33% | 1.4 |
|
| 6012 |
6012
Taylor Frigon Capital Management
Scottsdale,
Arizona
| US$1.88億 | +US$2012萬 | +12% | 17.7% | 152% | 91 | 2.2% | 4.6 |
|
| 6013 |
6013
Private Wealth Group
Tampa,
Florida
| US$1.88億 | +US$1792萬 | +11% | 6.81% | 52.9% | 65 | 13.85% | 3 |
|
| 6014 |
6014
DSC Meridian Capital
New York
| US$1.88億 | -US$4643萬 | -20% | 42% | – | 17 | 52.94% | 0.4 |
|
| 6015 |
6015
ADE LLC
Baltimore,
Maryland
| US$1.88億 | +US$1439萬 | +8% | 7.9% | 59.8% | 80 | 6.25% | 3.4 |
|
| 6016 |
6016
Asset Planning Corporation
Knoxville,
Tennessee
| US$1.88億 | +US$1825萬 | +11% | 3.57% | 44.5% | 46 | 13.04% | 2.8 |
|
| 6017 |
BIO
6017
Blue Investment Opportunities
Miami Beach,
Florida
| US$1.88億 | +US$6980萬 | +59% | 59.1% | – | 1 | 0% | 0.3 |
|
| 6018 |
6018
Glass Wealth Management
San Antonio,
Texas
| US$1.88億 | +US$2113萬 | +13% | 18.8% | – | 59 | 5.08% | 1.2 |
|
| 6019 |
6019
EnCap Energy Capital Fund X
Houston,
Texas
| US$1.88億 | -US$3300萬 | -15% | 14.9% | – | 1 | 0% | 0.8 |
|
| 6020 |
DCM
6020
Dilation Capital Management
New York
| US$1.88億 | +US$1.05億 | +128% | 42.2% | – | 23 | 47.83% | 0.3 |
|
| 6021 |
6021
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.88億 | +US$624萬 | +3% | 13.1% | 92.4% | 533 | 20.45% | 4.7 |
|
| 6022 |
6022
HRC Wealth Management
Moscow,
Idaho
| US$1.88億 | +US$2644萬 | +16% | 11.2% | 82.2% | 54 | 9.26% | 1.1 |
|
| 6023 |
6023
Capital Square
Chattanooga,
Tennessee
| US$1.88億 | +US$1731萬 | +10% | 5.33% | 62.5% | 210 | 13.33% | 2.2 |
|
| 6024 |
6024
Fogel Capital Management
Stuart,
Florida
| US$1.88億 | +US$161萬 | +0.9% | 12.7% | 122% | 53 | 16.98% | 0.9 |
|
| 6025 |
6025
Westbourne Investments
Alexandria,
Virginia
| US$1.88億 | +US$2174萬 | +13% | 19.1% | – | 167 | 34.73% | 0.4 |
|