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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
Hanwha Asset Management
Seoul,
South Korea
| US$1.5億 | -US$1100萬 | -7% | 6.82% | – | 1 | 0% | 1.3 |
|
| 6052 |
6052
Nvest Financial
Portsmouth,
New Hampshire
| US$1.5億 | +US$2295萬 | +18% | 9.52% | 92.8% | 81 | 16.05% | 1.2 |
|
| 6053 |
6053
Syncona Portfolio
St Peter Port,
Guernsey
| US$1.5億 | -US$770萬 | -5% | 2.9% | 24% | 4 | 50% | 2.3 |
|
| 6054 |
6054
Criterion Capital Advisors
Nashville,
Tennessee
| US$1.5億 | +US$1236萬 | +9% | 7.74% | – | 377 | 13.53% | 0.2 |
|
| 6055 |
6055
Tranquilli Financial Advisor
Clinton,
New Jersey
| US$1.5億 | +US$832萬 | +6% | 7.48% | 55.1% | 113 | 18.58% | 1.6 |
|
| 6056 |
6056
Kestrel Investment Management
San Mateo,
California
| US$1.5億 | +US$197萬 | +1% | 5.15% | 99.8% | 40 | 15% | 1.7 |
|
| 6057 |
6057
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.5億 | +US$1065萬 | +8% | 14.3% | 121% | 101 | 14.85% | 4.1 |
|
| 6058 |
6058
Rockport Wealth
Fairview Park,
Ohio
| US$1.5億 | – | – | 8.51% | – | 62 | – | 0 |
|
| 6059 |
CC
6059
Checkpoint Capital
San Francisco,
California
| US$1.5億 | -US$1547萬 | -9% | 3.75% | – | 23 | 43.48% | 0.2 |
|
| 6060 |
CNFG
6060
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$1.5億 | +US$1170萬 | +8% | 7.83% | 52.6% | 78 | 6.41% | 6.1 |
|
| 6061 |
6061
Fortis Advisors
Wayne,
Pennsylvania
| US$1.49億 | +US$913萬 | +7% | 4.17% | 72.8% | 100 | 13% | 3 |
|
| 6062 |
6062
Little Harbor Advisors
Marblehead,
Massachusetts
| US$1.49億 | +US$1044萬 | +8% | 8% | 59% | 8 | 0% | 0.9 |
|
| 6063 |
BWM
6063
Bullock Wealth Management
Bloomington,
Indiana
| US$1.49億 | +US$1598萬 | +12% | 12.5% | 101% | 613 | 9.95% | 2 |
|
| 6064 |
6064
ADE LLC
Baltimore,
Maryland
| US$1.49億 | +US$497萬 | +3% | 5.85% | 59.8% | 84 | 7.14% | 2.4 |
|
| 6065 |
6065
Bull Oak Capital
San Diego,
California
| US$1.49億 | -US$2.4億 | -62% | 5.93% | 62.1% | 41 | 12.2% | 0.5 |
|
| 6066 |
6066
Rain Capital Management
Lake Oswego,
Oregon
| US$1.49億 | +US$743萬 | +5% | 6.76% | 18.2% | 97 | 6.19% | 3 |
|
| 6067 |
6067
Acute Investment Advisory
Mesa,
Arizona
| US$1.49億 | -US$1997萬 | -12% | 0.52% | 15% | 13 | 23.08% | 1.1 |
|
| 6068 |
6068
Forthright Family Wealth Advisory
Houston,
Texas
| US$1.49億 | +US$2146萬 | +17% | 6.06% | 60.2% | 63 | 15.87% | 0.2 |
|
| 6069 |
ASBI
6069
American State Bank (Iowa)
Sioux Center,
Iowa
| US$1.49億 | -US$800萬 | -5% | 13.1% | 149% | 336 | 63.69% | 3.1 |
|
| 6070 |
6070
Alcosta Capital Management
San Ramon,
California
| US$1.49億 | +US$1096萬 | +8% | 21.1% | 175% | 31 | 12.9% | 1.9 |
|
| 6071 |
6071
Robinson Value Management
San Antonio,
Texas
| US$1.49億 | -US$308萬 | -2% | 7.91% | 79.3% | 83 | 19.28% | 3 |
|
| 6072 |
6072
RiverTree Advisors
Winter Park,
Florida
| US$1.49億 | +US$186萬 | +1% | 4.82% | 25.4% | 31 | 16.13% | 0.9 |
|
| 6073 |
6073
Private Client Services
Louisville,
Kentucky
| US$1.49億 | +US$2709萬 | +22% | 6.92% | 72% | 155 | 30.32% | 0.2 |
|
| 6074 |
6074
Midwest Financial Group
Overland Park,
Kansas
| US$1.49億 | +US$1485萬 | +11% | 7.11% | 103% | 111 | 16.22% | 0.8 |
|
| 6075 |
6075
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$1.49億 | +US$961萬 | +7% | 7.78% | 61.1% | 127 | 12.6% | 6.2 |
|