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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6376 |
6376
Forefront Wealth Management
Malvern,
Pennsylvania
| US$7423萬 | -US$2686萬 | -27% | 13.1% | – | 56 | 30.36% | 0.4 |
|
| 6377 |
6377
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| US$7419萬 | -US$1204萬 | -14% | 8.85% | 32% | 65 | 33.85% | 1 |
|
| 6378 |
SCA
6378
SMH Capital Advisors
Fort Worth,
Texas
| US$7416萬 | +US$1258萬 | +20% | 2.73% | 10.7% | 65 | 16.92% | 1.9 |
|
| 6379 |
6379
HFG Advisors
Cincinatti,
Ohio
| US$7410萬 | -US$1348萬 | -15% | 14% | 69.7% | 94 | 19.15% | 0.4 |
|
| 6380 |
6380
MU Investments Company
Tokyo,
Japan
| US$7398萬 | -US$1760萬 | -19% | 12.5% | 40.4% | 24 | 0% | 5 |
|
| 6381 |
KSCM
6381
Kamunting Street Capital Management
Miami Beach,
Florida
| US$7395萬 | -US$639萬 | -8% | 21.5% | 7.47% | 51 | 58.82% | 0.7 |
|
| 6382 |
6382
Gordian Capital (Singapore)
Singapore
| US$7390萬 | -US$4852萬 | -40% | 19% | 321% | 152 | 26.32% | 0.4 |
|
| 6383 |
6383
Portland Hill Asset Management
London,
United Kingdom
| US$7386萬 | -US$3639萬 | -33% | 17.7% | 30.2% | 46 | 6.52% | 2.7 |
|
| 6384 |
6384
Platt Investment Counsel
Lake Mary,
Florida
| US$7359萬 | -US$3395萬 | -32% | 16.9% | 62.9% | 14 | 14.29% | 1.4 |
|
| 6385 |
6385
David J. Yvars Group
University Park,
Florida
| US$7353萬 | -US$7020萬 | -49% | 15.8% | 143% | 81 | 24.69% | 1.3 |
|
| 6386 |
6386
Compass Financial Advisors
Fort Wayne,
Indiana
| US$7335萬 | -US$1711萬 | -19% | 14.5% | – | 140 | 12.86% | 0.5 |
|
| 6387 |
6387
Daventry Group
New York
| US$7334萬 | -US$2280萬 | -24% | 26.7% | 26.2% | 8 | 25% | 0.4 |
|
| 6388 |
6388
Pitti Group Wealth Management
Victor,
New York
| US$7329萬 | -US$1249萬 | -15% | 13% | 65.3% | 71 | 23.94% | 0.4 |
|
| 6389 |
6389
Clearfield Capital Management
New York
| US$7316萬 | -US$8398萬 | -53% | 19.2% | 421% | 6 | 50% | 0.8 |
|
| 6390 |
6390
Fingerlakes Wealth Management
Ithaca,
New York
| US$7309萬 | -US$1244萬 | -15% | 16.4% | 80.2% | 98 | 12.24% | 0.5 |
|
| 6391 |
6391
West Rim Capital Associates II
Lehi,
Utah
| US$7304萬 | -US$836萬 | -10% | 9.66% | – | 2 | 0% | 0.5 |
|
| 6392 |
6392
Rizvi Traverse Management
West Palm Beach,
Florida
| US$7302萬 | -US$7230萬 | -50% | 48.8% | – | 2 | 0% | 0.8 |
|
| 6393 |
6393
QP Wealth Management
Eatontown,
New Jersey
| US$7299萬 | -US$1651萬 | -18% | 15% | – | 78 | 17.95% | 1.6 |
|
| 6394 |
6394
Roberts Capital Advisors
Denver,
Colorado
| US$7291萬 | -US$2402萬 | -25% | 18.9% | – | 96 | 8.33% | 0.5 |
|
| 6395 |
6395
Kingsbury Capital Investment Advisors
Wilmette,
Illinois
| US$7266萬 | -US$1817萬 | -20% | 19.9% | – | 107 | 22.43% | 0.2 |
|
| 6396 |
6396
OUP Management Company
Bala Cynwyd,
Pennsylvania
| US$7266萬 | -US$5868萬 | -45% | 31.4% | – | 16 | 6.25% | 0.5 |
|
| 6397 |
BAM
6397
Bosun Asset Management
Chicago,
Illinois
| US$7263萬 | -US$2255萬 | -24% | 13.9% | 278% | 77 | 19.48% | 0.5 |
|
| 6398 |
6398
1620 Investment Advisors
Plymouth,
Massachusetts
| US$7252萬 | -US$1936萬 | -21% | 9.44% | 68.9% | 147 | 29.93% | 0.4 |
|
| 6399 |
6399
White Knight Strategic Wealth Advisors
Princeton,
New Jersey
| US$7238萬 | -US$2010萬 | -22% | 19.2% | 111% | 72 | 15.28% | 0.5 |
|
| 6400 |
6400
Caspian Capital
New York
| US$7232萬 | -US$1.08億 | -60% | 25.6% | – | 45 | 86.67% | 0.4 |
|