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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
Orleans Capital Management
Mandeville,
Louisiana
| US$1.7億 | -US$876萬 | -5% | 0.3% | 94.6% | 95 | 1.05% | 3.1 |
|
| 6052 |
6052
Unison Asset Management
North Miami Beach,
Florida
| US$1.7億 | -US$3413萬 | -17% | 0.72% | 81.4% | 32 | 15.63% | 3.4 |
|
| 6053 |
6053
Yardley Wealth Management
Yardley,
Pennsylvania
| US$1.7億 | -US$3609萬 | -18% | 0.43% | – | 42 | 7.14% | 0.5 |
|
| 6054 |
6054
Asset Planning Corporation
Knoxville,
Tennessee
| US$1.7億 | +US$1000萬 | +6% | 2.41% | 44.5% | 45 | 11.11% | 2.7 |
|
| 6055 |
6055
Green Court Capital Management
Hong Kong
| US$1.69億 | +US$1819萬 | +12% | 8.63% | 33.4% | 3 | 0% | 1.6 |
|
| 6056 |
6056
Able Wealth Management
Toms River,
New Jersey
| US$1.69億 | +US$1741萬 | +11% | 1.06% | 58.1% | 108 | 21.3% | 0.9 |
|
| 6057 |
6057
Omega Fund Management
Boston,
Massachusetts
| US$1.69億 | +US$1528萬 | +10% | 21.3% | 106% | 14 | 21.43% | 2.3 |
|
| 6058 |
6058
Whipplewood Advisors
Littleton,
Colorado
| US$1.69億 | -US$651萬 | -4% | 1.55% | – | 1,240 | 7.1% | 0.2 |
|
| 6059 |
6059
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$1.69億 | -US$743萬 | -4% | 1.3% | – | 134 | 9.7% | 1.1 |
|
| 6060 |
RMSCM
6060
R.M. Sincerbeaux Capital Management
New York
| US$1.69億 | +US$273萬 | +2% | 2.29% | 76.4% | 40 | 7.5% | 9 |
|
| 6061 |
6061
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$1.69億 | -US$124萬 | -0.7% | 5.85% | 91.4% | 129 | 15.5% | 2.5 |
|
| 6062 |
6062
Higgins & Schmidt Wealth Strategies
Denver,
Colorado
| US$1.69億 | +US$897萬 | +6% | 1.56% | 65.6% | 48 | 6.25% | 0.9 |
|
| 6063 |
6063
HighMark Wealth Management
St. Paul,
Minnesota
| US$1.69億 | -US$466萬 | -3% | 2.2% | 110% | 610 | 11.64% | 3 |
|
| 6064 |
FC
6064
Fore Capital
New York
| US$1.69億 | -US$9279萬 | -35% | 5.84% | 25.4% | 64 | 46.88% | 0.6 |
|
| 6065 |
6065
Unconventional Investor
Portsmouth,
New Hampshire
| US$1.69億 | +US$362萬 | +2% | 1.49% | 62.7% | 35 | 2.86% | 2.7 |
|
| 6066 |
6066
Night Squared
New York
| US$1.69億 | – | – | 3.8% | – | 44 | – | 0 |
|
| 6067 |
6067
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$1.69億 | -US$1062萬 | -6% | 0.65% | 112% | 155 | 8.39% | 7.7 |
|
| 6068 |
SF
6068
Symphony Financial
Houston,
Texas
| US$1.69億 | -US$4.68億 | -73% | 4.89% | 95.7% | 230 | 65.22% | 2.5 |
|
| 6069 |
6069
Intel Corp
Santa Clara,
California
| US$1.69億 | -US$5280萬 | -24% | 22.2% | 9.79% | 2 | 0% | 1.9 |
|
| 6070 |
6070
Axiom Financial Strategies
New Albany,
Indiana
| US$1.69億 | -US$1061萬 | -6% | 1.77% | 54.5% | 51 | 23.53% | 2 |
|
| 6071 |
6071
Osprey Private Wealth
New York
| US$1.69億 | +US$2543萬 | +18% | 1.3% | – | 51 | 11.76% | 0.5 |
|
| 6072 |
6072
Black Diamond Capital Management
Stamford,
Connecticut
| US$1.68億 | -US$1727萬 | -9% | 7.24% | 28.3% | 14 | 7.14% | 2.8 |
|
| 6073 |
6073
AllSquare Wealth Management
Albany,
New York
| US$1.68億 | -US$548萬 | -3% | 0.75% | 62.4% | 553 | 5.06% | 5.7 |
|
| 6074 |
6074
Wynn Capital
Augusta,
Georgia
| US$1.68億 | +US$996萬 | +6% | 1.95% | 115% | 112 | 8.04% | 1.1 |
|
| 6075 |
6075
Prairie Sky Financial Group
Lake Bluff,
Illinois
| US$1.68億 | +US$530萬 | +3% | 0.96% | – | 75 | 8% | 1.6 |
|