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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
Pureheart Capital
Singapore,
| US$2.23億 | -US$2.36億 | -51% | 10.4% | – | 5 | 100% | 0 |
|
| 6202 |
6202
Cadence Wealth Management
Westborough,
Massachusetts
| US$2.23億 | -US$1643萬 | -7% | 6.5% | 56.4% | 65 | 13.85% | 2.5 |
|
| 6203 |
RFG
6203
RFP Financial Group
Atlanta,
Georgia
| US$2.23億 | +US$3928萬 | +21% | 12% | 53.2% | 76 | 34.21% | 2.2 |
|
| 6204 |
6204
KilterHowling LLC
Boulder,
Colorado
| US$2.23億 | +US$2494萬 | +13% | 11.2% | 51.3% | 53 | 13.21% | 3.2 |
|
| 6205 |
JCM
6205
JS Capital Management
New York
| US$2.23億 | +US$1.14億 | +105% | 105% | 52.4% | 1 | 0% | 7 |
|
| 6206 |
6206
Cohen Investment Advisors
Bedford,
New Hampshire
| US$2.23億 | +US$1270萬 | +6% | 8.72% | 90.6% | 84 | 9.52% | 4.8 |
|
| 6207 |
6207
Vestment Financial
Chanhassen,
Minnesota
| US$2.23億 | +US$1076萬 | +5% | 9.54% | – | 42 | 2.38% | 1.3 |
|
| 6208 |
6208
Guinness Atkinson Asset Management
Pasadena,
California
| US$2.23億 | +US$2285萬 | +11% | 28.7% | 132% | 126 | 17.46% | 6.1 |
|
| 6209 |
6209
Brooks Moore & Associates
Chattanooga,
Tennessee
| US$2.23億 | +US$2348萬 | +12% | 7.97% | 63.7% | 120 | 13.33% | 4.4 |
|
| 6210 |
MWM
6210
MTC Wealth Management
Tampa,
Florida
| US$2.23億 | +US$1240萬 | +6% | 7.77% | 30.5% | 14 | 7.14% | 3.8 |
|
| 6211 |
6211
Attessa Capital
Tucson,
Arizona
| US$2.23億 | +US$3909萬 | +21% | 12.8% | – | 53 | 37.74% | 0.8 |
|
| 6212 |
ACMH
6212
Andar Capital Management (HK)
Hong Kong
| US$2.23億 | +US$1.06億 | +91% | 128% | 983% | 20 | 70% | 0.3 |
|
| 6213 |
CH
6213
Cromwell Holdings
Jackson,
Wyoming
| US$2.23億 | +US$4500萬 | +25% | 26.1% | – | 1,120 | 8.57% | 1.4 |
|
| 6214 |
6214
Socorro Asset Management
Dallas,
Texas
| US$2.23億 | +US$171萬 | +0.8% | 7.29% | 43.8% | 34 | 8.82% | 3.1 |
|
| 6215 |
6215
Downshift Financial
Boulder,
Colorado
| US$2.23億 | +US$2956萬 | +15% | 12.6% | – | 670 | 88.81% | 0.1 |
|
| 6216 |
6216
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$2.23億 | +US$1422萬 | +7% | 7.53% | 45.1% | 41 | 9.76% | 6.8 |
|
| 6217 |
6217
Symphony Financial Services
Akron,
Ohio
| US$2.23億 | +US$2783萬 | +14% | 13.2% | – | 110 | 14.55% | 1.4 |
|
| 6218 |
6218
Tudor Financial
Dayton,
Ohio
| US$2.22億 | +US$2689萬 | +14% | 13.4% | – | 156 | 13.46% | 1.3 |
|
| 6219 |
6219
Sage Private Wealth Group
Oakbrook Terrace,
Illinois
| US$2.22億 | +US$2373萬 | +12% | 10.2% | 72.3% | 106 | 14.15% | 2.5 |
|
| 6220 |
6220
Ategra Capital Management
Vienna,
Virginia
| US$2.22億 | +US$2106萬 | +10% | 13.2% | 114% | 28 | 17.86% | 2.3 |
|
| 6221 |
6221
Mirabaud Asset Management (France)
Paris,
France
| US$2.22億 | +US$2649萬 | +14% | 0% | – | 28 | 0% | 0.1 |
|
| 6222 |
6222
Whalen Wealth Management
Las Vegas,
Nevada
| US$2.22億 | +US$3558萬 | +19% | 22% | 90.2% | 225 | 36% | 0.7 |
|
| 6223 |
6223
BankPlus Wealth Management
Jackson,
Mississippi
| US$2.22億 | +US$2867萬 | +15% | 12.4% | – | 129 | 11.63% | 1.1 |
|
| 6224 |
6224
Mendel Capital Management
Little Rock,
Arkansas
| US$2.22億 | +US$2334萬 | +12% | 15.1% | – | 102 | 7.84% | 3.3 |
|
| 6225 |
6225
Coign Capital Advisors
Draper,
Utah
| US$2.22億 | +US$3185萬 | +17% | 11.1% | – | 97 | 26.8% | 1.1 |
|