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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6076 |
EMB
6076
Elefante Mark B
| US$2.32億 | +US$5040萬 | +28% | 27.4% | – | 62 | 9.68% | 4.7 |
|
| 6077 |
SP
6077
ShawSpring Partners
Boston,
Massachusetts
| US$2.32億 | -US$3553萬 | -13% | 9.18% | 3.53% | 14 | 35.71% | 0.5 |
|
| 6078 |
LC
6078
Lavelle Capital
San Francisco,
California
| US$2.32億 | +US$7093萬 | +44% | 10.4% | – | 84 | 25% | 0.4 |
|
| 6079 |
AGC
6079
ARP Global Capital
Dubai,
| US$2.32億 | +US$6173萬 | +36% | 41.7% | – | 36 | 77.78% | 0.1 |
|
| 6080 |
JHWEPV
6080
J.H. Whitney Equity Partners VII
New Canaan,
Connecticut
| US$2.32億 | -US$148萬 | -0.6% | 33.1% | 407% | 1 | 0% | 4.5 |
|
| 6081 |
EM
6081
ELCO Management
New York
| US$2.32億 | +US$2346萬 | +11% | 9.98% | 98.4% | 188 | 17.02% | 4 |
|
| 6082 |
OPOWM
6082
One Plus One Wealth Management
Jupiter,
Florida
| US$2.32億 | -US$536萬 | -2% | 0.63% | 71.9% | 100 | 19% | 2.7 |
|
| 6083 |
WM
6083
Wishbone Management
Chicago,
Illinois
| US$2.32億 | +US$9613萬 | +71% | 25.5% | 58.7% | 6 | 50% | 0.9 |
|
| 6084 |
SF
6084
Steffes Financial
Overland Park,
Kansas
| US$2.32億 | +US$4213萬 | +22% | 15.1% | – | 36 | 11.11% | 0.4 |
|
| 6085 |
ACM
6085
Accent Capital Management
Centerville,
Ohio
| US$2.31億 | +US$2518萬 | +12% | 21.2% | – | 419 | 48.93% | 1 |
|
| 6086 |
NME
6086
Notis-McConarty Edward
| US$2.31億 | +US$3020萬 | +15% | 24.2% | 91.2% | 73 | 9.59% | 8.3 |
|
| 6087 |
PFSC
6087
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$2.31億 | +US$2030萬 | +10% | 19.6% | 93% | 278 | 3.96% | 8.5 |
|
| 6088 |
GPW
6088
Gray Private Wealth
Canton,
Massachusetts
| US$2.31億 | +US$3256萬 | +16% | 13.9% | – | 61 | 22.95% | 1.5 |
|
| 6089 |
LV
6089
Lifeyrissjodur Verzlunarmanna
Reykjavik,
| US$2.31億 | +US$2733萬 | +13% | 13.4% | – | 1 | 0% | 1.3 |
|
| 6090 |
NA
6090
N10 Assets
Greenwich,
Connecticut
| US$2.31億 | – | – | 48.3% | – | 34 | – | 0 |
|
| 6091 |
FFG
6091
Foundry Financial Group
Laconia,
New Hampshire
| US$2.31億 | +US$2974萬 | +15% | 13.3% | – | 82 | 17.07% | 1.5 |
|
| 6092 |
VH
6092
VVR Holdings
Bellingham,
Washington
| US$2.31億 | +US$3767萬 | +19% | 17.2% | – | 45 | 28.89% | 0.4 |
|
| 6093 |
FCMT
6093
Founders Capital Management (Texas)
Houston,
Texas
| US$2.31億 | +US$2629萬 | +13% | 24.1% | 131% | 427 | 10.3% | 4.4 |
|
| 6094 |
LWA
6094
Legacy Wealth Advisors
Miami,
Florida
| US$2.31億 | +US$3507萬 | +18% | 12.8% | – | 155 | 34.19% | 0.3 |
|
| 6095 |
PPWM
6095
PFG Private Wealth Management
Lutz,
Florida
| US$2.31億 | -US$505萬 | -2% | 9.55% | 52.6% | 86 | 26.74% | 1.6 |
|
| 6096 |
CWM
6096
CarsonAllaria Wealth Management
Glen Carbon,
Illinois
| US$2.31億 | +US$2836萬 | +14% | 11.9% | 51.7% | 75 | 13.33% | 3.8 |
|
| 6097 |
AF
6097
AGP Franklin
Franklin,
Tennessee
| US$2.31億 | +US$3043萬 | +15% | 24.1% | – | 107 | 26.17% | 1 |
|
| 6098 |
CCA
6098
Cooper Capital Advisors
Encinitas,
California
| US$2.31億 | +US$8767萬 | +61% | 17.1% | – | 44 | 27.27% | 0.9 |
|
| 6099 |
HDA
6099
Harold Davidson & Associates
Los Angeles,
California
| US$2.31億 | +US$2467萬 | +12% | 22.7% | – | 66 | 19.7% | 1.3 |
|
| 6100 |
BWM
6100
Bullock Wealth Management
Bloomington,
Indiana
| US$2.31億 | +US$3122萬 | +16% | 18% | 101% | 650 | 10.92% | 2.5 |
|