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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
Vesey Street Capital Partners
New York
| US$1.08億 | -US$8006萬 | -42% | 42.5% | 47.8% | 1 | 0% | 1 |
|
| 6052 |
ICMP
6052
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$1.08億 | +US$710萬 | +7% | 6.36% | 39.7% | 78 | 8.97% | 2.1 |
|
| 6053 |
6053
My Personal CFO LLC
Vancouver,
Washington
| US$1.08億 | +US$4255萬 | +65% | 6.87% | 83.4% | 896 | 93.42% | 0.1 |
|
| 6054 |
6054
Hudson Canyon Capital Management
New York
| US$1.08億 | +US$771萬 | +8% | 11% | 160% | 57 | 5.26% | 1.7 |
|
| 6055 |
6055
Carl Stuart Investment Advisor
Austin,
Texas
| US$1.08億 | -US$463萬 | -4% | 7.93% | 84.4% | 26 | 11.54% | 0.9 |
|
| 6056 |
6056
Aufman Associates
Sewickley,
Pennsylvania
| US$1.08億 | +US$1318萬 | +14% | 8.57% | 136% | 45 | 15.56% | 2.1 |
|
| 6057 |
6057
Emerson Point Capital
Larchmont,
New York
| US$1.08億 | -US$1.51億 | -58% | 13.4% | 94.8% | 31 | 67.74% | 1.5 |
|
| 6058 |
6058
Ted Buchan & Co
San Diego,
California
| US$1.08億 | – | – | 12% | 65.2% | 76 | – | 0 |
|
| 6059 |
6059
Cravens & Co Advisors
Cookeville,
Tennessee
| US$1.08億 | – | – | 8.46% | 70.4% | 80 | – | 0 |
|
| 6060 |
JKSF
6060
John & Kathleen Schreiber Foundation
Lake Forest,
Illinois
| US$1.08億 | +US$747萬 | +7% | 10.3% | 30.8% | 4 | 0% | 0.8 |
|
| 6061 |
WAM
6061
Werlinich Asset Management
Stamford,
Connecticut
| US$1.08億 | +US$1020萬 | +10% | 12.5% | 232% | 56 | 1.79% | 1.6 |
|
| 6062 |
6062
Arena Investors
Purchase,
New York
| US$1.08億 | -US$1.06億 | -49% | 4.82% | – | 181 | 55.8% | 0.5 |
|
| 6063 |
6063
Altai Capital Management
West Hollywood,
California
| US$1.08億 | +US$622萬 | +6% | 26.2% | 24.9% | 8 | 37.5% | 2.1 |
|
| 6064 |
BSWA
6064
Bromfield Sneider Wealth Advisors
Westwood,
Massachusetts
| US$1.08億 | +US$2335萬 | +28% | 4.56% | – | 95 | 7.37% | 0.7 |
|
| 6065 |
6065
IMPACTfolio
Denver,
Colorado
| US$1.08億 | +US$538萬 | +5% | 6.88% | 58.8% | 52 | 32.69% | 0.7 |
|
| 6066 |
FA
6066
Financial Advantage
Columbia,
Maryland
| US$1.08億 | +US$651萬 | +6% | 10% | 24.3% | 128 | 74.22% | 5.2 |
|
| 6067 |
AIM
6067
AHL Investment Management
Winter Park,
Florida
| US$1.08億 | +US$1045萬 | +11% | 10.3% | 57.7% | 66 | 24.24% | 0.8 |
|
| 6068 |
6068
Andrews Lucia Wealth Management
Danville,
California
| US$1.08億 | +US$1258萬 | +13% | 11% | 59.7% | 25 | 8% | 0.7 |
|
| 6069 |
6069
Francis Financial
| US$1.08億 | +US$967萬 | +10% | 8.03% | 56.2% | 43 | 25.58% | 1.7 |
|
| 6070 |
6070
Merrion Investment Management
Cranford,
New Jersey
| US$1.07億 | +US$603萬 | +6% | 9.09% | 161% | 97 | 19.59% | 1.6 |
|
| 6071 |
6071
Paragon Capital Management (Utah)
Provo,
Utah
| US$1.07億 | +US$524萬 | +5% | 7.81% | 72.3% | 93 | 38.71% | 0.6 |
|
| 6072 |
6072
Center For Asset Management
Palm Beach Gardens,
Florida
| US$1.07億 | +US$676萬 | +7% | 5.95% | 66.6% | 118 | 17.8% | 1.1 |
|
| 6073 |
6073
San Luis Wealth Advisors
San Luis Obispo,
California
| US$1.07億 | +US$1173萬 | +12% | 7.01% | 65% | 88 | 30.68% | 1.1 |
|
| 6074 |
6074
Maryland Capital Advisors
Chester,
Maryland
| US$1.07億 | +US$1179萬 | +12% | 7.8% | – | 263 | 17.49% | 0.9 |
|
| 6075 |
6075
Flagship Private Wealth
Woburn,
Massachusetts
| US$1.07億 | +US$1007萬 | +10% | 6.48% | 62.7% | 75 | 12% | 1.7 |
|