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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6201 |
6201
Viewpoint Investment Partners
Calgary,
Alberta, Canada
| US$8794萬 | -US$3815萬 | -30% | 11.7% | 31.9% | 10 | 10% | 2.1 |
|
| 6202 |
6202
Old North State Wealth Management
Wilmington,
North Carolina
| US$8781萬 | -US$1228萬 | -12% | 11.7% | 91.5% | 62 | 16.13% | 0.5 |
|
| 6203 |
6203
Oppenheimer & Close
New York
| US$8763萬 | -US$2827萬 | -24% | 14.8% | 149% | 61 | 8.2% | 3.9 |
|
| 6204 |
BHCM
6204
Boulder Hill Capital Management
New York
| US$8759萬 | -US$9865萬 | -53% | 9.59% | – | 219 | 95.89% | 0 |
|
| 6205 |
AFA
6205
Atlas Financial Advisors
Oroville,
California
| US$8756萬 | -US$1186萬 | -12% | 13.3% | 5.34% | 25 | 20% | 0.4 |
|
| 6206 |
MIM
6206
Meixler Investment Management
Show Low,
Arizona
| US$8735萬 | -US$1499萬 | -15% | 9.21% | 66.2% | 85 | 11.76% | 0.5 |
|
| 6207 |
6207
Columbia Advisory Partners
Spokane,
Washington
| US$8734萬 | -US$1235萬 | -12% | 13.8% | 69.7% | 57 | 28.07% | 0.4 |
|
| 6208 |
6208
AdamCapital Gestao de Recursos
Rio De Janeiro,
Brazil
| US$8734萬 | -US$3.39億 | -80% | 24.7% | 10.7% | 14 | 64.29% | 0.8 |
|
| 6209 |
6209
Fortune 45 LLC
Gonzales,
Louisiana
| US$8710萬 | -US$1904萬 | -18% | 13.6% | 85.2% | 57 | 24.56% | 0.4 |
|
| 6210 |
6210
San Luis Wealth Advisors
San Luis Obispo,
California
| US$8706萬 | -US$1.17億 | -57% | 11.8% | 61.9% | 465 | 87.53% | 1 |
|
| 6211 |
BC
6211
Breakline Capital
New York
| US$8705萬 | +US$2190萬 | +34% | 16.9% | – | 32 | 65.63% | 0.5 |
|
| 6212 |
ALS
6212
Andrew L. Share
| US$8704萬 | -US$1098萬 | -11% | 3.9% | 14.8% | 5 | 0% | 1.4 |
|
| 6213 |
JC
6213
JCSD Capital
Walnut Creek,
California
| US$8703萬 | -US$1623萬 | -16% | 11.1% | – | 87 | 13.79% | 1.3 |
|
| 6214 |
6214
Foundation Capital
Palo Alto,
California
| US$8703萬 | -US$6905萬 | -44% | 41.5% | – | 5 | 20% | 2.3 |
|
| 6215 |
BG
6215
BRX Global
New York
| US$8694萬 | -US$1893萬 | -18% | 22.5% | 65.8% | 9 | 44.44% | 1.2 |
|
| 6216 |
6216
Centerstone Investors
New York
| US$8681萬 | -US$958萬 | -10% | 7.2% | 73.7% | 22 | 13.64% | 2.6 |
|
| 6217 |
6217
Westwood Wealth Management
Los Angeles,
California
| US$8668萬 | -US$1.71億 | -66% | 25.9% | 425% | 55 | 34.55% | 0.4 |
|
| 6218 |
HM
6218
Harvest Management
New York
| US$8665萬 | -US$2763萬 | -24% | 3.32% | 610% | 83 | 68.67% | 0.4 |
|
| 6219 |
6219
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$8650萬 | +US$12.1萬 | +0.1% | 6.01% | 66% | 56 | 37.5% | 1.5 |
|
| 6220 |
PCM
6220
Potomac Capital Management
New York
| US$8650萬 | -US$2951萬 | -25% | 19.8% | – | 85 | 28.24% | 1.2 |
|
| 6221 |
6221
Upper Left Wealth Management
Tampa,
Florida
| US$8638萬 | -US$1013萬 | -11% | 10.8% | 52.7% | 57 | 21.05% | 0.4 |
|
| 6222 |
6222
Moon Capital Management
New York
| US$8632萬 | -US$1326萬 | -13% | 9.72% | 76.3% | 17 | 35.29% | 2.4 |
|
| 6223 |
6223
Kraematon Investment Advisors
Braintree,
Massachusetts
| US$8623萬 | -US$1886萬 | -18% | 14.5% | 80.5% | 95 | 12.63% | 0.5 |
|
| 6224 |
6224
Avondale Wealth Management
West Lake Hills,
Texas
| US$8621萬 | +US$107萬 | +1% | 15.5% | 83.8% | 134 | 28.36% | 2.3 |
|
| 6225 |
6225
Horizon Family Wealth
Chicago,
Illinois
| US$8606萬 | -US$1481萬 | -15% | 15.9% | 68.6% | 62 | 16.13% | 0.4 |
|