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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6226 |
CE
6226
Cornerstone Enterprises
Appleton,
Wisconsin
| US$2.22億 | +US$2105萬 | +10% | 18.2% | 85.7% | 43 | 20.93% | 1.3 |
|
| 6227 |
6227
PTM Wealth Management
North Wales,
United States
| US$2.22億 | +US$3339萬 | +18% | 16.2% | – | 63 | 11.11% | 1 |
|
| 6228 |
6228
17 Capital Partners
Pheonix,
Arizona
| US$2.22億 | +US$2776萬 | +14% | 17.5% | – | 184 | 10.87% | 2.2 |
|
| 6229 |
6229
Sylvest Advisors
Dallas,
Texas
| US$2.22億 | +US$3378萬 | +18% | 12.2% | – | 83 | 21.69% | 1.1 |
|
| 6230 |
LCM
6230
Lionhunter Capital Management
New York
| US$2.22億 | – | – | 13.5% | – | 109 | – | 0 |
|
| 6231 |
HCA
6231
Hyperion Capital Advisors
New York
| US$2.22億 | +US$1406萬 | +7% | 22.8% | 86.1% | 73 | 15.07% | 3.3 |
|
| 6232 |
6232
Ampersand Capital Group
Burlingame,
California
| US$2.22億 | +US$3893萬 | +21% | 8.01% | – | 7 | 0% | 1.5 |
|
| 6233 |
6233
First Community Trust
Dubuque,
Iowa
| US$2.21億 | +US$8590萬 | +63% | 28.3% | 128% | 370 | 12.97% | 3.2 |
|
| 6234 |
6234
Monolith Management
Hong Kong
| US$2.21億 | -US$1.11億 | -33% | 68.7% | – | 41 | 73.17% | 0.3 |
|
| 6235 |
6235
American Financial & Tax Strategies
New York
| US$2.21億 | +US$1559萬 | +8% | 8.8% | 46.9% | 102 | 4.9% | 2.2 |
|
| 6236 |
6236
MWA Asset Management
Lexington,
Massachusetts
| US$2.21億 | +US$3868萬 | +21% | 37.1% | 174% | 135 | 11.11% | 2.1 |
|
| 6237 |
WA1
6237
Wimmer Associates 1
Pasadena,
California
| US$2.21億 | +US$1656萬 | +8% | 13.8% | 78.9% | 116 | 7.76% | 7.3 |
|
| 6238 |
6238
Estate Planners Group
Yardley,
Pennsylvania
| US$2.21億 | +US$1302萬 | +6% | 11.1% | – | 86 | 33.72% | 0.4 |
|
| 6239 |
6239
Ausbil Investment Management
Sydney,
Australia
| US$2.21億 | +US$2002萬 | +10% | 8.53% | 115% | 77 | 33.77% | 1.3 |
|
| 6240 |
6240
Ryan Investment Management
Basalt,
Colorado
| US$2.21億 | +US$4308萬 | +24% | 12% | – | 33 | 48.48% | 0.5 |
|
| 6241 |
6241
Ameraudi Asset Management
New York
| US$2.21億 | +US$3684萬 | +20% | 8.88% | 47.1% | 49 | 22.45% | 3.3 |
|
| 6242 |
RCS
6242
R2 Capital Strategies
Lincoln,
Nebraska
| US$2.21億 | – | – | 12.6% | – | 115 | – | 0 |
|
| 6243 |
EV
6243
EJMK Ventures
Itasca,
Illinois
| US$2.2億 | +US$4129萬 | +23% | 17.5% | – | 190 | 26.84% | 0.4 |
|
| 6244 |
CIA
6244
Citadel Investment Advisory
Chesterland,
Ohio
| US$2.2億 | +US$1074萬 | +5% | 7.46% | 66.1% | 78 | 2.56% | 4.9 |
|
| 6245 |
PCA
6245
Prospect Capital Advisors
Sausalito,
California
| US$2.2億 | +US$4039萬 | +22% | 38.5% | 202% | 32 | 18.75% | 3.9 |
|
| 6246 |
MLTEF
6246
Metatron Long Term Equity Fund
Birkirkara,
| US$2.2億 | – | – | 31.7% | – | 65 | – | 0 |
|
| 6247 |
6247
Deepwater Asset Management
Minneapolis,
Minnesota
| US$2.2億 | +US$6236萬 | +40% | 60.4% | 142% | 43 | 27.91% | 1 |
|
| 6248 |
6248
Yardley Wealth Management
Yardley,
Pennsylvania
| US$2.2億 | +US$2497萬 | +13% | 9.73% | – | 37 | 2.7% | 1.6 |
|
| 6249 |
6249
H&H Retirement Design & Management
Las Vegas,
Nevada
| US$2.2億 | +US$725萬 | +3% | 8.47% | 38.4% | 121 | 27.27% | 2 |
|
| 6250 |
6250
Lake Hills Wealth Management
Austin,
Texas
| US$2.2億 | +US$4123萬 | +23% | 15.8% | 83.7% | 86 | 55.81% | 0.9 |
|