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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6301 |
6301
Prepared Retirement Institute
Lansdale,
Pennsylvania
| US$1.7億 | +US$1307萬 | +8% | 6.58% | – | 92 | 14.13% | 1.1 |
|
| 6302 |
6302
Bardin Hill Management Partners
New York
| US$1.7億 | -US$1.38億 | -45% | 9.08% | 214% | 65 | 83.08% | 0.6 |
|
| 6303 |
6303
Redpoint Management
Woodside,
California
| US$1.7億 | -US$1.07億 | -39% | 0.98% | 20.6% | 6 | 16.67% | 2.7 |
|
| 6304 |
6304
Flower City Capital
Pittsford,
New York
| US$1.7億 | +US$1708萬 | +11% | 10.8% | 69.5% | 41 | 12.2% | 2.1 |
|
| 6305 |
6305
Bridger Management
New York
| US$1.7億 | -US$3160萬 | -16% | 13.4% | 103% | 34 | 41.18% | 2.1 |
|
| 6306 |
6306
Wynnefield Capital
New York
| US$1.7億 | +US$1151萬 | +7% | 16.8% | 52.1% | 16 | 0% | 5.2 |
|
| 6307 |
6307
Covestor
London,
United Kingdom
| US$1.7億 | +US$1963萬 | +13% | 11.7% | 134% | 2,879 | 6.6% | 2.8 |
|
| 6308 |
6308
KMT Wealth Management
El Segundo,
California
| US$1.69億 | +US$2354萬 | +16% | 10.6% | – | 17 | 11.76% | 0.4 |
|
| 6309 |
6309
Barnes Wealth Management Group
Bakersfield,
California
| US$1.69億 | +US$1350萬 | +9% | 7% | – | 176 | 14.2% | 0.4 |
|
| 6310 |
6310
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$1.69億 | +US$1620萬 | +11% | 6.35% | 44% | 4 | 0% | 3.3 |
|
| 6311 |
6311
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$1.69億 | -US$1788萬 | -10% | 7.2% | 53.7% | 92 | 23.91% | 2 |
|
| 6312 |
6312
ViaWealth
Leawood,
Kansas
| US$1.69億 | +US$716萬 | +4% | 9.75% | 77.2% | 155 | 7.74% | 2.1 |
|
| 6313 |
6313
Concorde Financial
Dallas,
Texas
| US$1.69億 | -US$1227萬 | -7% | 0.45% | 81.3% | 56 | 41.07% | 1.6 |
|
| 6314 |
6314
Watchtower Advisors
Old Greenwich,
Connecticut
| US$1.69億 | +US$3116萬 | +23% | 19.1% | 384% | 22 | 50% | 0.8 |
|
| 6315 |
6315
Guardian Wealth Advisors (Minnesota)
St Louis Park,
Minnesota
| US$1.69億 | +US$1306萬 | +8% | 8.14% | 62.6% | 75 | 4% | 3.5 |
|
| 6316 |
6316
Lugano Financial Advisors SA (LFA)
Lugano,
Switzerland
| US$1.69億 | +US$2167萬 | +15% | 6.79% | 51.3% | 263 | 34.22% | 1.8 |
|
| 6317 |
6317
Warburton Capital Management
Tulsa,
Oklahoma
| US$1.69億 | +US$3059萬 | +22% | 11% | – | 61 | 21.31% | 0.3 |
|
| 6318 |
6318
Peterson Wealth Management
Sparks,
Nevada
| US$1.69億 | +US$2010萬 | +14% | 16.5% | 78% | 59 | 47.46% | 2.2 |
|
| 6319 |
6319
LRT Capital Management
Austin,
Texas
| US$1.69億 | +US$2268萬 | +16% | 7.58% | 76.2% | 84 | 13.1% | 1.2 |
|
| 6320 |
6320
Plustick Management
Charlottesville,
Virginia
| US$1.69億 | +US$3144萬 | +23% | 42.7% | 1,667% | 21 | 19.05% | 1.3 |
|
| 6321 |
6321
Little Harbor Advisors
Marblehead,
Massachusetts
| US$1.69億 | +US$638萬 | +4% | 9.36% | 59% | 9 | 44.44% | 1.8 |
|
| 6322 |
6322
Ballew Advisors
Jackson,
Mississippi
| US$1.68億 | +US$1934萬 | +13% | 8.13% | 68% | 118 | 13.56% | 3.7 |
|
| 6323 |
6323
Menard Financial Group
Houston,
Texas
| US$1.68億 | +US$1607萬 | +11% | 19.3% | 141% | 107 | 22.43% | 2.1 |
|
| 6324 |
6324
Wildcat Capital Management
New York
| US$1.68億 | -US$1908萬 | -10% | 5.28% | 77.7% | 8 | 25% | 3.4 |
|
| 6325 |
6325
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.68億 | +US$1378萬 | +9% | 8.27% | 67.4% | 70 | 7.14% | 6.2 |
|