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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
Data Collective IV
Palo Alto,
California
| US$1.43億 | +US$2735萬 | +24% | 24.2% | 317% | 6 | 16.67% | 1.9 |
|
| 6202 |
6202
BluePath Capital Management
Atlanta,
Georgia
| US$1.43億 | +US$1009萬 | +8% | 2.74% | 106% | 125 | 16.8% | 0.7 |
|
| 6203 |
6203
Exane Asset Management
Paris,
France
| US$1.43億 | +US$1302萬 | +10% | 6.64% | 74.5% | 21 | 52.38% | 0.5 |
|
| 6204 |
6204
Carson Advisory
Athens,
Georgia
| US$1.43億 | +US$35.4萬 | +0.2% | 1.28% | 68.6% | 181 | 12.71% | 1.8 |
|
| 6205 |
6205
Capstone Triton Financial Group
Oklahoma City,
Oklahoma
| US$1.43億 | +US$165萬 | +1% | 4.9% | – | 104 | 12.5% | 2.3 |
|
| 6206 |
PS
6206
Pennant Select
Summit,
New Jersey
| US$1.42億 | +US$952萬 | +7% | 12.3% | – | 11 | 18.18% | 0.4 |
|
| 6207 |
6207
SVB Financial Group
Dallas,
Texas
| US$1.42億 | -US$3892萬 | -21% | 15% | – | 13 | 15.38% | 1.2 |
|
| 6208 |
6208
Sard Wealth Management Group
Atlanta,
Georgia
| US$1.42億 | +US$3176萬 | +29% | 0.13% | 51.3% | 49 | 24.49% | 0.4 |
|
| 6209 |
JCFM
6209
JBR Co Financial Management
Ardmore,
Oklahoma
| US$1.42億 | +US$1706萬 | +14% | 8.49% | 126% | 106 | 13.21% | 0.4 |
|
| 6210 |
6210
Echo45 Advisors
Walnut Creek,
California
| US$1.42億 | +US$337萬 | +2% | 1.14% | 53.6% | 53 | 22.64% | 1.8 |
|
| 6211 |
6211
Moneda SA Administradora General de Fondos
Las Condes, Santiago,
Chile
| US$1.42億 | -US$3578萬 | -20% | 3.32% | 34.5% | 26 | 3.85% | 2.7 |
|
| 6212 |
APS
6212
American Planning Services
Sun City Center,
Florida
| US$1.42億 | +US$365萬 | +3% | 4.08% | 23.8% | 54 | 12.96% | 1.1 |
|
| 6213 |
FA
6213
FF Advisors
Manhattan Beach,
California
| US$1.42億 | -US$254萬 | -2% | 1.28% | 59.7% | 92 | 10.87% | 0.5 |
|
| 6214 |
6214
Wheelhouse Advisory Group
St. Louis,
Missouri
| US$1.42億 | +US$1181萬 | +9% | 3.37% | 67.9% | 42 | 16.67% | 0.4 |
|
| 6215 |
6215
Avory & Company
Miami,
Florida
| US$1.42億 | -US$485萬 | -3% | 2.89% | 74.9% | 29 | 3.45% | 2 |
|
| 6216 |
6216
Rain Capital Management
Lake Oswego,
Oregon
| US$1.42億 | -US$719萬 | -5% | 2.63% | 18.2% | 97 | 4.12% | 3.2 |
|
| 6217 |
6217
Unconventional Investor
Portsmouth,
New Hampshire
| US$1.42億 | +US$312萬 | +2% | 1.76% | 62.7% | 33 | 0% | 2 |
|
| 6218 |
6218
Fortis Advisors
Wayne,
Pennsylvania
| US$1.42億 | -US$744萬 | -5% | 0.4% | 72.8% | 102 | 6.86% | 3.1 |
|
| 6219 |
6219
Efficient Frontier Advisors
Eastford,
Connecticut
| US$1.42億 | +US$1559萬 | +12% | 1.89% | – | 16 | 18.75% | 0.4 |
|
| 6220 |
6220
Capricorn Fund Managers
London,
United Kingdom
| US$1.42億 | -US$2427萬 | -15% | 1.37% | 169% | 64 | 26.56% | 0.9 |
|
| 6221 |
6221
Meritas Wealth Management
Larkspur,
California
| US$1.42億 | -US$186萬 | -1% | 0.36% | 69.4% | 49 | 4.08% | 1.3 |
|
| 6222 |
6222
Gould Capital
Tacoma,
Washington
| US$1.42億 | -US$14.1萬 | -0.1% | 1.05% | 60.1% | 220 | 14.09% | 2 |
|
| 6223 |
6223
Long Island Wealth Management
Melville,
New York
| US$1.42億 | +US$14.5萬 | +0.1% | 1.27% | 58.2% | 74 | 5.41% | 0.5 |
|
| 6224 |
6224
Bright Financial Advisors
Portage,
Michigan
| US$1.42億 | +US$779萬 | +6% | 1.62% | – | 61 | 40.98% | 0.2 |
|
| 6225 |
SH
6225
Spear Holdings
Dubai,
United Arab Emirates
| US$1.42億 | -US$4.34億 | -75% | 6.41% | – | 12 | 66.67% | 0.2 |
|