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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 |
GG
6051
Golden Green
Seneca,
South Carolina
| US$9552萬 | -US$2612萬 | -21% | 15.2% | 92.4% | 92 | 42.39% | 0.8 |
|
| 6052 |
6052
5th Street Advisors
Southport,
Connecticut
| US$9551萬 | +US$103萬 | +1% | 13.6% | 47.5% | 19 | 10.53% | 0.4 |
|
| 6053 |
6053
Monetta Financial Services
Wheaton,
Illinois
| US$9551萬 | -US$2513萬 | -21% | 16.1% | 275% | 79 | 58.23% | 1.6 |
|
| 6054 |
6054
Northwestern University
Evanston,
Illinois
| US$9540萬 | -US$2524萬 | -21% | 20.6% | 28.2% | 5 | 0% | 2.9 |
|
| 6055 |
6055
TrueWealth Financial Partners
Bellevue,
Washington
| US$9536萬 | -US$864萬 | -8% | 11.9% | 36.4% | 14 | 0% | 0.5 |
|
| 6056 |
6056
Nvest Financial
Portsmouth,
New Hampshire
| US$9532萬 | -US$2638萬 | -22% | 11.3% | 92.8% | 73 | 34.25% | 0.2 |
|
| 6057 |
CMS
6057
Capital Market Strategies
Palm Beach Gardens,
Florida
| US$9527萬 | -US$2046萬 | -18% | 13.2% | 120% | 157 | 13.38% | 0.5 |
|
| 6058 |
6058
Antonetti Capital Management
Naples,
Florida
| US$9522萬 | -US$1113萬 | -10% | 7.09% | – | 366 | 7.92% | 1.9 |
|
| 6059 |
MW
6059
Milestone Wealth
Buffalo,
New York
| US$9496萬 | -US$2801萬 | -23% | 12.1% | – | 256 | 15.23% | 0.5 |
|
| 6060 |
6060
ION Crossover Partners
Herzliya Pituach,
Israel
| US$9491萬 | -US$1.29億 | -58% | 37% | – | 4 | 0% | 0.9 |
|
| 6061 |
6061
Montz Harcus Wealth Management
New Orleans,
Louisiana
| US$9488萬 | -US$1656萬 | -15% | 16% | 84.1% | 55 | 9.09% | 0.5 |
|
| 6062 |
6062
Empirical Asset Management
Wellesley,
Massachusetts
| US$9486萬 | -US$1031萬 | -10% | 9.99% | 94.5% | 183 | 36.61% | 0.3 |
|
| 6063 |
JKSF
6063
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$9479萬 | -US$2558萬 | -21% | 27.3% | 30.8% | 3 | 0% | 0.5 |
|
| 6064 |
6064
Mariner Investment Group
Harrison,
New York
| US$9477萬 | +US$1522萬 | +19% | 8.51% | – | 208 | 27.88% | 0.5 |
|
| 6065 |
6065
Maryland Capital Advisors
Chester,
Maryland
| US$9476萬 | -US$1938萬 | -17% | 10.3% | – | 246 | 27.24% | 0.4 |
|
| 6066 |
6066
Steinberg Asset Management
New York
| US$9475萬 | -US$1402萬 | -13% | 11% | 130% | 35 | 8.57% | 4 |
|
| 6067 |
SI
6067
Schusterman Interests
Tulsa,
Oklahoma
| US$9463萬 | -US$6366萬 | -40% | 42.7% | 344% | 14 | 28.57% | 0.3 |
|
| 6068 |
6068
Aldebaran Financial
| US$9456萬 | -US$3414萬 | -27% | 12.9% | 89.7% | 93 | 23.66% | 4.9 |
|
| 6069 |
6069
Arthedge Capital Management
Jericho,
New York
| US$9454萬 | -US$6229萬 | -40% | 37% | 80.7% | 17 | 29.41% | 1.3 |
|
| 6070 |
6070
Wealth Enhancement & Preservation of GA
Alpharetta,
Georgia
| US$9448萬 | -US$3520萬 | -27% | 10.8% | 82.2% | 59 | 28.81% | 1.5 |
|
| 6071 |
6071
Howard Wealth Management
Madison,
Connecticut
| US$9440萬 | -US$8919萬 | -49% | 10.7% | 60.3% | 136 | 57.35% | 2.2 |
|
| 6072 |
AC
6072
Anson Capital
Tyrone,
Georgia
| US$9436萬 | -US$1138萬 | -11% | 10.5% | 45.8% | 74 | 22.97% | 0.4 |
|
| 6073 |
6073
Industry Ventures
San Francisco,
California
| US$9420萬 | -US$6497萬 | -41% | 29.2% | 77.4% | 11 | 54.55% | 0.3 |
|
| 6074 |
6074
Campbell Capital Management
Miami,
Florida
| US$9415萬 | -US$8632萬 | -48% | 21.2% | – | 38 | 42.11% | 2.6 |
|
| 6075 |
6075
Mangham Associates
Charlottesville,
Virginia
| US$9408萬 | -US$1179萬 | -11% | 10.7% | 24.4% | 20 | 55% | 0.8 |
|