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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6351 |
6351
Serent Capital Management Company
San Francisco,
California
| US$7640萬 | -US$641萬 | -8% | 7.73% | – | 1 | 0% | 0.5 |
|
| 6352 |
6352
Provence Wealth Management Group
Irvine,
California
| US$7620萬 | -US$1123萬 | -13% | 14.9% | – | 67 | 23.88% | 0.4 |
|
| 6353 |
6353
Catawba River Capital
Lake Wylie,
South Carolina
| US$7608萬 | -US$7494萬 | -50% | 11.3% | 89.5% | 25 | 40% | 1.7 |
|
| 6354 |
6354
Madryn Asset Management
New York
| US$7607萬 | -US$3910萬 | -34% | 30.9% | – | 4 | 0% | 0.5 |
|
| 6355 |
6355
Highlander Partners
Dallas,
Texas
| US$7600萬 | -US$374萬 | -5% | 8.24% | 241% | 25 | 12% | 0.5 |
|
| 6356 |
6356
Mayfair Advisory Group
Birmingham,
Alabama
| US$7593萬 | -US$208萬 | -3% | 12.4% | 71.5% | 130 | 30.77% | 1.2 |
|
| 6357 |
6357
Rip Road Capital Partners
Boston,
Massachusetts
| US$7586萬 | -US$1.2億 | -61% | 29.4% | 121% | 20 | 45% | 1 |
|
| 6358 |
6358
Coury Firm Asset Management
Pittsburgh,
Pennsylvania
| US$7544萬 | -US$3999萬 | -35% | 10.2% | – | 66 | 31.82% | 0.5 |
|
| 6359 |
KA
6359
Kearns & Associates
Palos Verdes Estates,
California
| US$7538萬 | -US$2100萬 | -22% | 16.2% | 78.7% | 16 | 18.75% | 0.5 |
|
| 6360 |
IP
6360
Invenire Partners
Ridgefield,
Connecticut
| US$7531萬 | -US$441萬 | -6% | 14.9% | – | 32 | 18.75% | 0.4 |
|
| 6361 |
6361
Tower Wealth Partners
Lewisburg,
Pennsylvania
| US$7527萬 | -US$1680萬 | -18% | 13.2% | 53.7% | 53 | 30.19% | 1.2 |
|
| 6362 |
6362
Spartan Planning & Wealth Management
Greensboro,
North Carolina
| US$7492萬 | -US$502萬 | -6% | 1.53% | – | 165 | 44.24% | 0.2 |
|
| 6363 |
6363
NuWave Investment Management
Parsippany,
New Jersey
| US$7484萬 | +US$29.4萬 | +0.4% | 21.9% | 26.4% | 368 | 59.78% | 0.3 |
|
| 6364 |
6364
Lane Generational
Dover,
Massachusetts
| US$7482萬 | -US$3372萬 | -31% | 28.2% | 148% | 36 | 13.89% | 0.5 |
|
| 6365 |
6365
Echo Wealth Management
Plymouth,
Minnesota
| US$7475萬 | -US$1033萬 | -12% | 15.1% | 42.9% | 53 | 16.98% | 1.3 |
|
| 6366 |
6366
Addition Three General Partner
New York
| US$7475萬 | -US$2617萬 | -26% | 29.2% | – | 1 | 0% | 0.5 |
|
| 6367 |
6367
Mitsubishi UFJ Morgan Stanley Securities
Tokyo,
Japan
| US$7459萬 | -US$4046萬 | -35% | 34.9% | – | 174 | 2.3% | 0.6 |
|
| 6368 |
6368
Kalos Management
Alpharetta,
Georgia
| US$7444萬 | -US$7174萬 | -49% | 13.2% | 48.5% | 182 | 26.92% | 1.9 |
|
| 6369 |
6369
Caxton Corporation
Princeton,
New Jersey
| US$7444萬 | -US$599萬 | -7% | 13.7% | 512% | 39 | 64.1% | 1.6 |
|
| 6370 |
6370
1888 Investments
Denver,
Colorado
| US$7440萬 | -US$392萬 | -5% | 24.3% | 38.6% | 8 | 62.5% | 0.2 |
|
| 6371 |
6371
Hellman Jordan Management Company
Quincy,
Massachusetts
| US$7438萬 | -US$1784萬 | -19% | 20.1% | 205% | 73 | 38.36% | 0.8 |
|
| 6372 |
6372
Johnson Midwest Financial
Glidden,
Iowa
| US$7436萬 | +US$389萬 | +6% | 11.7% | 58.6% | 335 | 18.81% | 1.1 |
|
| 6373 |
LDFO
6373
Louis-Dreyfus Family Office
Wilton,
Connecticut
| US$7435萬 | -US$927萬 | -11% | 16.8% | – | 6 | 16.67% | 0.4 |
|
| 6374 |
6374
Infini Capital Management
Central,
Hong Kong
| US$7435萬 | +US$2414萬 | +48% | 20.7% | – | 40 | 85% | 0.2 |
|
| 6375 |
6375
AWH Capital
Dallas,
Texas
| US$7425萬 | -US$2274萬 | -23% | 18.5% | 183% | 28 | 14.29% | 1.9 |
|