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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6051 |
6051
Shearwater Capital
Denver,
Colorado
| US$8856萬 | -US$427萬 | -5% | 6.42% | 74.4% | 37 | 8.11% | 0.7 |
|
| 6052 |
6052
Twenty Acre Capital
Newtown,
Pennsylvania
| US$8856萬 | -US$1179萬 | -12% | 7.13% | 196% | 24 | 8.33% | 0.4 |
|
| 6053 |
GWMI
6053
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$8835萬 | -US$458萬 | -5% | 5.25% | 103% | 248 | 8.87% | 0.7 |
|
| 6054 |
6054
LWM Advisory Services
Plantation,
Florida
| US$8832萬 | +US$487萬 | +6% | 4.08% | 64.9% | 124 | 20.97% | 0.5 |
|
| 6055 |
6055
Aletheian Wealth Advisors
Bellevue,
Washington
| US$8807萬 | -US$1039萬 | -11% | 6.4% | – | 56 | 8.93% | 0.7 |
|
| 6056 |
HCVG
6056
H Capital V GP
Grand Cayman,
Cayman Islands
| US$8798萬 | -US$272萬 | -3% | 2.82% | – | 2 | 0% | 0.8 |
|
| 6057 |
6057
Generali Powszechne Towarzystwo Emerytalne
Warsaw,
Poland
| US$8795萬 | -US$576萬 | -6% | 5.88% | 140% | 28 | 0% | 0.7 |
|
| 6058 |
6058
Monetta Financial Services
Wheaton,
Illinois
| US$8782萬 | -US$768萬 | -8% | 1.49% | 275% | 73 | 43.84% | 1.8 |
|
| 6059 |
6059
Redwood Financial Network
Solon,
Ohio
| US$8765萬 | -US$406萬 | -4% | 3.74% | 74.1% | 137 | 9.49% | 0.5 |
|
| 6060 |
6060
Unionview LLC
Seattle,
Washington
| US$8761萬 | -US$191萬 | -2% | 5.34% | 21.2% | 79 | 12.66% | 0.7 |
|
| 6061 |
6061
Kennedy Lewis Management
New York
| US$8761萬 | -US$336萬 | -4% | 15.2% | 70.2% | 20 | 0% | 0.7 |
|
| 6062 |
6062
Broadcrest Asset Management
Winter Park,
Florida
| US$8757萬 | -US$799萬 | -8% | 12.6% | 54.1% | 8 | 12.5% | 0.7 |
|
| 6063 |
6063
Delphia (USA)
Toronto,
Ontario, Canada
| US$8756萬 | -US$5777萬 | -40% | 2.3% | – | 462 | 56.93% | 0.3 |
|
| 6064 |
6064
Geneva Partners
Lake Geneva,
Wisconsin
| US$8749萬 | -US$1423萬 | -14% | 3.47% | 401% | 66 | 36.36% | 2.3 |
|
| 6065 |
6065
Western Standard LLC
Los Angeles,
California
| US$8744萬 | -US$4451萬 | -34% | 10.5% | 83.7% | 43 | 53.49% | 1.2 |
|
| 6066 |
6066
McDonough Capital Management
Orlando,
Florida
| US$8734萬 | -US$309萬 | -3% | 2.09% | 98.1% | 39 | 5.13% | 0.7 |
|
| 6067 |
PCM
6067
Potomac Capital Management
New York
| US$8733萬 | +US$83.7萬 | +1% | 4.71% | – | 85 | 31.76% | 1.4 |
|
| 6068 |
6068
Life Planning Partners
Jacksonville,
Florida
| US$8730萬 | -US$163萬 | -2% | 6.37% | – | 190 | 3.68% | 0.7 |
|
| 6069 |
KCM
6069
Key Colony Management
Little Rock,
Arkansas
| US$8729萬 | -US$1393萬 | -14% | 8.81% | 113% | 15 | 53.33% | 1 |
|
| 6070 |
6070
NuWave Investment Management
Parsippany,
New Jersey
| US$8724萬 | +US$1240萬 | +17% | 10.8% | 26.4% | 398 | 68.59% | 0.3 |
|
| 6071 |
6071
Pariax
Newport Beach,
California
| US$8710萬 | -US$342萬 | -4% | 5.4% | – | 29 | 6.9% | 0.7 |
|
| 6072 |
6072
Claris Advisors
St. Louis,
Missouri
| US$8699萬 | -US$542萬 | -6% | 5.85% | 65.7% | 44 | 9.09% | 0.7 |
|
| 6073 |
6073
Gibson Wealth Advisors
Tyler,
Texas
| US$8698萬 | -US$274萬 | -3% | 5.69% | – | 135 | 11.85% | 0.6 |
|
| 6074 |
6074
Antonetti Capital Management
Naples,
Florida
| US$8685萬 | -US$838萬 | -9% | 4.56% | – | 364 | 9.34% | 2.1 |
|
| 6075 |
6075
Future Financial Wealth Management
Cincinnati,
Ohio
| US$8680萬 | -US$1565萬 | -15% | 7.03% | 65.2% | 143 | 24.48% | 1.4 |
|