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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
Main Line Retirement Advisors
Whitefish,
Montana
| US$1.76億 | +US$2165萬 | +14% | 8.36% | 47.6% | 46 | 17.39% | 1.4 |
|
| 6202 |
6202
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$1.76億 | +US$2000萬 | +13% | 17.1% | 81.3% | 55 | 3.64% | 5.3 |
|
| 6203 |
6203
Scalar Gauge Management
Dallas,
Texas
| US$1.76億 | +US$1150萬 | +7% | 16.1% | – | 45 | 71.11% | 0.4 |
|
| 6204 |
6204
Potentia Wealth
San Jose,
California
| US$1.75億 | -US$3783萬 | -18% | 11.1% | – | 94 | 28.72% | 0.5 |
|
| 6205 |
6205
Jacobs Asset Management
New York
| US$1.75億 | +US$1563萬 | +10% | 6.42% | 114% | 35 | 28.57% | 2.3 |
|
| 6206 |
6206
Chris Bulman
Roseville,
California
| US$1.75億 | +US$1705萬 | +11% | 7.62% | – | 141 | 29.08% | 0.7 |
|
| 6207 |
6207
Pantera Capital Partners
San Francisco,
California
| US$1.75億 | +US$2696萬 | +18% | 373% | – | 5 | 80% | 0.1 |
|
| 6208 |
6208
Westfuller Advisors
New York
| US$1.75億 | +US$2563萬 | +17% | 7.2% | – | 115 | 15.65% | 0.8 |
|
| 6209 |
6209
Mendel Capital Management
Little Rock,
Arkansas
| US$1.75億 | +US$1017萬 | +6% | 9.41% | – | 101 | 10.89% | 2.5 |
|
| 6210 |
6210
Avos Capital Management
Seattle,
Washington
| US$1.75億 | +US$2377萬 | +16% | 4.1% | – | 47 | 40.43% | 0.3 |
|
| 6211 |
6211
Kennicott Capital Management
Corte Madera,
California
| US$1.75億 | +US$2207萬 | +14% | 14.4% | 98% | 49 | 14.29% | 2.7 |
|
| 6212 |
6212
Smallwood Wealth Investment Management
Red Bank,
New Jersey
| US$1.75億 | +US$1645萬 | +10% | 7.89% | 67.4% | 585 | 16.92% | 0.5 |
|
| 6213 |
6213
Beaconlight Capital
New York
| US$1.75億 | +US$2594萬 | +17% | 22.4% | 282% | 37 | 56.76% | 1.3 |
|
| 6214 |
FAG
6214
Fortitude Advisory Group
Gig Harbor,
Washington
| US$1.75億 | +US$3575萬 | +26% | 17.2% | 142% | 224 | 12.5% | 2.3 |
|
| 6215 |
6215
Signature Wealth Management Partners
Montvale,
New Jersey
| US$1.75億 | +US$2224萬 | +15% | 9.82% | 97.9% | 114 | 13.16% | 3 |
|
| 6216 |
6216
Value Base
Tel Aviv,
Israel
| US$1.75億 | +US$2207萬 | +14% | 17% | – | 8 | 12.5% | 0.5 |
|
| 6217 |
6217
School Employees Retirement Board of Ohio
Columbus,
Ohio
| US$1.75億 | +US$244萬 | +1% | 1.89% | – | 4 | 25% | 0.7 |
|
| 6218 |
6218
Strategic Value Bank Partners
Cleveland,
Ohio
| US$1.75億 | +US$1866萬 | +12% | 0.49% | 98.1% | 16 | 25% | 2.4 |
|
| 6219 |
6219
McCarter Private Wealth Services
Boston,
Massachusetts
| US$1.75億 | +US$2220萬 | +15% | 13.7% | – | 121 | 19.83% | 0.6 |
|
| 6220 |
MA
6220
McBroom & Associates
Las Vegas,
Nevada
| US$1.75億 | US$0 | 0% | 11% | 148% | 37 | 0% | 2.6 |
|
| 6221 |
6221
Avid Wealth Partners
San Antonio,
Texas
| US$1.75億 | +US$2738萬 | +19% | 14.8% | – | 62 | 37.1% | 0.8 |
|
| 6222 |
6222
Lake Hills Wealth Management
Austin,
Texas
| US$1.75億 | +US$2986萬 | +21% | 10.6% | 83.7% | 69 | 60.87% | 0.8 |
|
| 6223 |
6223
Banque de Luxembourg
Luxembourg
| US$1.75億 | -US$25.2萬 | -0.1% | 5.57% | – | 87 | 0% | 0.5 |
|
| 6224 |
6224
Chokshi & Queen Wealth Advisors
San Diego,
California
| US$1.75億 | +US$1060萬 | +6% | 13.8% | – | 58 | 15.52% | 0.4 |
|
| 6225 |
KA
6225
Kearns & Associates
Palos Verdes Estates,
California
| US$1.74億 | +US$2028萬 | +13% | 10.3% | 78.7% | 45 | 8.89% | 2.4 |
|