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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Wayfinding Financial
Lynnwood,
Washington
| US$1.2億 | -US$510萬 | -4% | 3.96% | 68.3% | 90 | 15.56% | 0.2 |
|
| 6052 |
6052
Flower City Capital
Pittsford,
New York
| US$1.2億 | +US$1658萬 | +16% | 4.67% | 69.5% | 55 | 52.73% | 0.2 |
|
| 6053 |
6053
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$1.2億 | -US$560萬 | -4% | 0.74% | 82.6% | 61 | 8.2% | 4.7 |
|
| 6054 |
6054
Zeit Capital
Greenwood Village,
Colorado
| US$1.19億 | -US$502萬 | -4% | 4.19% | 56.5% | 38 | 7.89% | 1.2 |
|
| 6055 |
6055
Matrix IX Management Company
Cambridge,
Massachusetts
| US$1.19億 | -US$4129萬 | -26% | 25.7% | – | 1 | 0% | 0.3 |
|
| 6056 |
6056
Two Seas Capital
Rye,
New York
| US$1.19億 | -US$1093萬 | -8% | 7.86% | 344% | 14 | 21.43% | 0.2 |
|
| 6057 |
6057
Park Avenue Institutional Advisers
New York
| US$1.19億 | +US$1932萬 | +19% | 1.33% | – | 8 | 25% | 0.8 |
|
| 6058 |
6058
Kinsale Capital Group
Richmond,
Virginia
| US$1.19億 | -US$410萬 | -3% | 3.64% | 70.9% | 2 | 0% | 0.3 |
|
| 6059 |
6059
Alamar Capital Management
Santa Barbara,
California
| US$1.19億 | -US$1993萬 | -14% | 1.62% | – | 70 | 18.57% | 0.9 |
|
| 6060 |
CM
6060
CM Management
Gulf Breeze,
Florida
| US$1.19億 | -US$1325萬 | -10% | 1.99% | 110% | 91 | 25.27% | 0.9 |
|
| 6061 |
6061
Syntax Advisors
New York
| US$1.19億 | -US$1647萬 | -12% | 1.54% | – | 244 | 11.89% | 0.2 |
|
| 6062 |
IPCP
6062
Iron Park Capital Partners
New York
| US$1.19億 | -US$591萬 | -5% | 2.41% | – | 75 | 66.67% | 0.1 |
|
| 6063 |
6063
Divisadero Street Capital Management
Miami,
Florida
| US$1.19億 | -US$94.8萬 | -0.8% | 17.2% | 718% | 68 | 69.12% | 0.1 |
|
| 6064 |
6064
Stegent Equity Advisors
Houston,
Texas
| US$1.19億 | -US$452萬 | -4% | 0.6% | 96.4% | 115 | 32.17% | 0.2 |
|
| 6065 |
6065
Clayton Partners
Berkeley,
California
| US$1.19億 | +US$386萬 | +3% | 4.91% | 109% | 40 | 20% | 0.8 |
|
| 6066 |
6066
Drive Wealth Management
Lehi,
Utah
| US$1.19億 | +US$487萬 | +4% | 0.22% | 94.4% | 198 | 38.38% | 0.2 |
|
| 6067 |
6067
Alterna Wealth Management
Houston,
Texas
| US$1.19億 | -US$176萬 | -1% | 4.45% | 48% | 161 | 45.34% | 1.1 |
|
| 6068 |
6068
TAGStone Capital
Charlotte,
North Carolina
| US$1.19億 | -US$168萬 | -1% | 3.15% | 58.3% | 71 | 2.82% | 0.2 |
|
| 6069 |
6069
New Century Advisors
Chevy Chase,
Maryland
| US$1.18億 | +US$1306萬 | +12% | 5.19% | – | 126 | 34.92% | 0.9 |
|
| 6070 |
6070
Transparent Wealth Partners
Little Rock,
Arkansas
| US$1.18億 | -US$1466萬 | -11% | 4.5% | – | 61 | 90.16% | 0 |
|
| 6071 |
6071
DHK Financial Advisors
Portsmouth,
New Hampshire
| US$1.18億 | +US$1228萬 | +12% | 4.5% | 46.1% | 39 | 5.13% | 0.2 |
|
| 6072 |
6072
Refined Wealth Management
Salt Lake City,
Utah
| US$1.18億 | -US$1060萬 | -8% | 0.1% | 99.4% | 32 | 46.88% | 0.5 |
|
| 6073 |
6073
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$1.18億 | -US$219萬 | -2% | 5.74% | 105% | 102 | 15.69% | 1 |
|
| 6074 |
6074
Covalent Partners
Concord,
Massachusetts
| US$1.18億 | +US$16.8萬 | +0.1% | 4.96% | 36.6% | 68 | 20.59% | 0.8 |
|
| 6075 |
6075
Straight Path Wealth Management
Jenison,
Michigan
| US$1.18億 | +US$332萬 | +3% | 1.72% | 70.4% | 83 | 24.1% | 0.2 |
|