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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
Strive Asset Management
Dublin,
Ohio
| US$1.66億 | +US$2229萬 | +15% | 16.4% | – | 118 | 30.51% | 0.5 |
|
| 6352 |
SPI
6352
Sutton Place Investors
Katonah,
New York
| US$1.66億 | +US$1747萬 | +12% | 9.57% | 84% | 122 | 16.39% | 1.7 |
|
| 6353 |
6353
Granite Group Advisors
Stamford,
Connecticut
| US$1.66億 | +US$2201萬 | +15% | 16.8% | 74% | 83 | 14.46% | 1.3 |
|
| 6354 |
6354
Evergreen Wealth Solutions
Williamsport,
Pennsylvania
| US$1.66億 | +US$1782萬 | +12% | 10.6% | 70.9% | 123 | 17.07% | 1.9 |
|
| 6355 |
PCA
6355
Prospect Capital Advisors
Sausalito,
California
| US$1.66億 | +US$1992萬 | +14% | 38.9% | 202% | 32 | 31.25% | 3.7 |
|
| 6356 |
PIM
6356
Pullen Investment Management
Bradenton,
Florida
| US$1.66億 | +US$766萬 | +5% | 6.77% | – | 106 | 7.55% | 1 |
|
| 6357 |
SIM
6357
Synergy Investment Management
Altamonte Springs,
Florida
| US$1.66億 | -US$7361萬 | -31% | 9.01% | – | 599 | 86.81% | 0.5 |
|
| 6358 |
6358
Aspen Wealth Strategies
Arvada,
Colorado
| US$1.66億 | +US$1330萬 | +9% | 9.45% | 65.8% | 90 | 16.67% | 1.7 |
|
| 6359 |
VFG
6359
V2 Financial group
Naperville,
Illinois
| US$1.66億 | +US$1058萬 | +7% | 8.44% | 63.3% | 89 | 10.11% | 2.8 |
|
| 6360 |
6360
Darden Wealth Group
Ann Arbor,
Michigan
| US$1.66億 | +US$3684萬 | +29% | 24.2% | – | 136 | 30.88% | 1 |
|
| 6361 |
6361
Destiny Capital
Golden,
Colorado
| US$1.66億 | +US$1918萬 | +13% | 9.44% | – | 48 | 6.25% | 2.2 |
|
| 6362 |
6362
NRI Wealth Management
Santa Clara,
California
| US$1.66億 | +US$3062萬 | +23% | 18.1% | – | 31 | 22.58% | 1.2 |
|
| 6363 |
6363
TRV GP V
Boston,
Massachusetts
| US$1.66億 | +US$4056萬 | +32% | 40.1% | – | 4 | 0% | 0.4 |
|
| 6364 |
6364
NavPoint Financial
Prior Lake,
Minnesota
| US$1.66億 | +US$2332萬 | +16% | 5.33% | 58.5% | 61 | 11.48% | 1.1 |
|
| 6365 |
6365
SFG Wealth Management
Towson,
Maryland
| US$1.65億 | -US$3925萬 | -19% | 8.49% | 86.3% | 127 | 44.09% | 2 |
|
| 6366 |
6366
Masterton Capital Management
New York
| US$1.65億 | +US$1892萬 | +13% | 2.6% | 1.94% | 21 | 4.76% | 1.2 |
|
| 6367 |
6367
Soviero Asset Management
New York
| US$1.65億 | +US$5373萬 | +48% | 35.9% | 676% | 71 | 60.56% | 0.4 |
|
| 6368 |
6368
Paul R. Ried Financial Group
Bellevue,
Washington
| US$1.65億 | +US$2174萬 | +15% | 14.2% | – | 33 | 12.12% | 0.4 |
|
| 6369 |
6369
Aurora Investment Managers
Naples,
Florida
| US$1.65億 | +US$687萬 | +4% | 6.39% | 74.4% | 51 | 21.57% | 2.8 |
|
| 6370 |
6370
Valley Financial Group
Ambler,
Pennsylvania
| US$1.65億 | +US$1437萬 | +10% | 6.46% | – | 63 | 12.7% | 1.3 |
|
| 6371 |
CH
6371
Cromwell Holdings
Jackson,
Wyoming
| US$1.65億 | +US$945萬 | +6% | 14.4% | – | 1,029 | 22.64% | 0.6 |
|
| 6372 |
6372
Bridge Generations Wealth Management
South Miami,
Florida
| US$1.65億 | +US$562萬 | +4% | 6.28% | – | 153 | 18.3% | 0.4 |
|
| 6373 |
6373
Farrow Financial
Randolph,
Vermont
| US$1.65億 | +US$1614萬 | +11% | 10.9% | 79.9% | 52 | 5.77% | 1.3 |
|
| 6374 |
6374
Trust Investment Advisors
Indianapolis,
Indiana
| US$1.65億 | +US$943萬 | +6% | 14.2% | 178% | 148 | 37.16% | 3.3 |
|
| 6375 |
FAG
6375
Financial Architects (Georgia)
Woodstock,
Georgia
| US$1.65億 | +US$793萬 | +5% | 5.5% | 35.9% | 28 | 28.57% | 1.1 |
|