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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 |
SC
6051
Settian Capital
New York
| US$1.2億 | +US$3.53萬 | +0% | 8.18% | 62.5% | 44 | 40.91% | 0.8 |
|
| 6052 |
6052
JCP Investment Management
Houston,
Texas
| US$1.2億 | -US$2195萬 | -15% | 4.29% | 94.7% | 19 | 36.84% | 0.8 |
|
| 6053 |
6053
Darrow Company
Needham,
Massachusetts
| US$1.2億 | +US$1262萬 | +12% | 3.3% | 44.5% | 30 | 6.67% | 1.3 |
|
| 6054 |
6054
Legend Financial Advisors
Pittsburgh,
Pennsylvania
| US$1.2億 | +US$75.7萬 | +0.6% | 4.76% | 117% | 238 | 16.81% | 0.8 |
|
| 6055 |
6055
Live Oak Investment Partners
Austin,
Texas
| US$1.2億 | +US$588萬 | +5% | 3.99% | – | 304 | 0% | 0.4 |
|
| 6056 |
6056
Plan Group Financial
Oklahoma City,
Oklahoma
| US$1.2億 | – | – | 2.88% | 63.4% | 66 | – | 0.3 |
|
| 6057 |
6057
VeriStar Capital Management
New York
| US$1.2億 | +US$1008萬 | +9% | 6.67% | 41% | 13 | 38.46% | 0.9 |
|
| 6058 |
6058
Pillar Wealth Advisors
West Chester,
Pennsylvania
| US$1.2億 | +US$1934萬 | +19% | 4.53% | 21.9% | 70 | 10% | 1.1 |
|
| 6059 |
6059
Washburn Capital Management
Vero Beach,
Florida
| US$1.2億 | +US$370萬 | +3% | 9.92% | 123% | 49 | 10.2% | 2.4 |
|
| 6060 |
6060
Somerset Group
Wayzata,
Minnesota
| US$1.2億 | +US$466萬 | +4% | 5.92% | 84.6% | 66 | 3.03% | 5.8 |
|
| 6061 |
6061
Azarias Capital Management
Berwyn,
Pennsylvania
| US$1.2億 | +US$903萬 | +8% | 6.99% | 58.2% | 21 | 9.52% | 1.3 |
|
| 6062 |
6062
PFS Partners
Mine Hill,
New Jersey
| US$1.19億 | +US$1710萬 | +17% | 4% | 65.2% | 488 | 21.31% | 1.1 |
|
| 6063 |
6063
Plustick Management
Charlottesville,
Virginia
| US$1.19億 | +US$235萬 | +2% | 20.4% | 1,667% | 29 | 41.38% | 0.8 |
|
| 6064 |
6064
Tenret Company
Tampa,
Florida
| US$1.19億 | +US$677萬 | +6% | 3.4% | – | 27 | 0% | 1.8 |
|
| 6065 |
6065
SFG Wealth Management
Towson,
Maryland
| US$1.19億 | +US$2907萬 | +32% | 6.79% | 86.3% | 105 | 30.48% | 0.9 |
|
| 6066 |
6066
Audent Global Asset Management
West Hollywood,
California
| US$1.19億 | +US$4789萬 | +67% | 14.2% | 112% | 57 | 24.56% | 1 |
|
| 6067 |
SC
6067
Samjo Capital
New York
| US$1.19億 | +US$907萬 | +8% | 18.1% | 89.1% | 13 | 7.69% | 1.9 |
|
| 6068 |
6068
Diker Management
New York
| US$1.19億 | +US$2327萬 | +24% | 19% | 210% | 41 | 14.63% | 2.1 |
|
| 6069 |
6069
Avondale Wealth Management
West Lake Hills,
Texas
| US$1.19億 | +US$314萬 | +3% | 6.72% | 83.8% | 134 | 11.94% | 2.6 |
|
| 6070 |
6070
Accel Growth Fund V Associates
Palo Alto,
California
| US$1.19億 | -US$468萬 | -4% | 0.66% | 1.17% | 2 | 0% | 2.1 |
|
| 6071 |
6071
Joseph Group Capital Management
Columbus,
Ohio
| US$1.19億 | +US$495萬 | +4% | 2.7% | 58.4% | 82 | 9.76% | 1.3 |
|
| 6072 |
6072
DRH Investments
Thousand Oaks,
California
| US$1.19億 | -US$425萬 | -3% | 2.81% | 81.2% | 18 | 50% | 1.5 |
|
| 6073 |
6073
Elevation Wealth Partners
Santa Rosa,
California
| US$1.19億 | +US$946萬 | +9% | 4.62% | 69.9% | 376 | 10.64% | 0.2 |
|
| 6074 |
6074
GeoSphere Capital Management
Miami Beach,
Florida
| US$1.19億 | +US$1291萬 | +12% | 2.19% | 446% | 44 | 79.55% | 0.4 |
|
| 6075 |
HP
6075
Hyperion Partners
Berwyn,
Pennsylvania
| US$1.19億 | +US$725萬 | +7% | 4.53% | – | 69 | 11.59% | 0.5 |
|