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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Core Wealth Partners
Santa Rosa,
California
| US$8885萬 | – | – | 8.37% | 75.7% | 110 | – | 0 |
|
| 6427 |
6427
H&F Corporate Investors IX
San Francisco,
California
| US$8874萬 | – | – | 11.4% | 62.7% | 1 | – | 0 |
|
| 6428 |
6428
OpenView Management
Boston,
Massachusetts
| US$8870萬 | -US$9667萬 | -52% | 40.7% | – | 3 | 33.33% | 1 |
|
| 6429 |
HH
6429
HP Holding
New York
| US$8870萬 | – | – | 7.77% | – | 1 | – | 0 |
|
| 6430 |
6430
Sustainable Insight Capital Management
New York
| US$8869萬 | +US$310萬 | +4% | 10.2% | 150% | 120 | 37.5% | 1.5 |
|
| 6431 |
6431
Adirondack Retirement Specialists
Queensbury,
New York
| US$8865萬 | -US$1496萬 | -14% | 3.39% | 13.1% | 159 | 18.87% | 0.4 |
|
| 6432 |
6432
DMC Group
Birmingham,
Alabama
| US$8863萬 | +US$586萬 | +7% | 8.37% | 116% | 115 | 9.57% | 0.9 |
|
| 6433 |
6433
Maytus Capital Management
New York
| US$8862萬 | -US$2366萬 | -21% | 9.01% | 442% | 54 | 66.67% | 0.4 |
|
| 6434 |
6434
Covalent Partners
Concord,
Massachusetts
| US$8847萬 | +US$1823萬 | +26% | 12% | 36.6% | 52 | 44.23% | 1.1 |
|
| 6435 |
6435
Northern Financial Advisors
Bloomfield Hills,
Michigan
| US$8841萬 | – | – | 15.2% | 120% | 97 | – | 0 |
|
| 6436 |
6436
BlackDiamond Wealth Management
New York
| US$8819萬 | +US$511萬 | +6% | 6.82% | 70.8% | 121 | 20.66% | 0.7 |
|
| 6437 |
6437
Millrace Asset Group
Berwyn,
Pennsylvania
| US$8814萬 | +US$894萬 | +11% | 14.6% | 113% | 66 | 48.48% | 1.3 |
|
| 6438 |
6438
Redwood Financial Network
Solon,
Ohio
| US$8807萬 | +US$41.5萬 | +0.5% | 5.42% | 74.1% | 149 | 19.46% | 0.6 |
|
| 6439 |
6439
OmniStar Financial Group
Wilmington,
North Carolina
| US$8800萬 | +US$408萬 | +5% | 10.2% | 75.6% | 112 | 15.18% | 1.4 |
|
| 6440 |
6440
University of Maryland Foundation
Adelphi,
Maryland
| US$8793萬 | -US$1315萬 | -13% | 9.88% | 51.2% | 6 | 0% | 2.5 |
|
| 6441 |
6441
Future Financial Wealth Management
Cincinnati,
Ohio
| US$8783萬 | +US$103萬 | +1% | 9.12% | 65.2% | 135 | 23.7% | 1.5 |
|
| 6442 |
6442
River Oaks Capital
Wayzata,
Minnesota
| US$8783萬 | -US$370萬 | -4% | 5.98% | – | 51 | 7.84% | 3.6 |
|
| 6443 |
6443
Kolinsky Wealth Management
Ramsey,
New Jersey
| US$8763萬 | +US$783萬 | +10% | 9.07% | 44.6% | 137 | 21.9% | 0.8 |
|
| 6444 |
APW
6444
Aurora Private Wealth
Rockaway,
New Jersey
| US$8745萬 | -US$1.29億 | -60% | 7.62% | – | 186 | 29.03% | 1.9 |
|
| 6445 |
KCS
6445
Koonce Calvin Scott
| US$8743萬 | +US$2141萬 | +32% | 32.4% | 67.9% | 1 | 0% | 8 |
|
| 6446 |
6446
Rainwater Charitable Foundation
Fort Worth,
Texas
| US$8742萬 | -US$1365萬 | -14% | 6.29% | 44% | 3 | 33.33% | 2.9 |
|
| 6447 |
CLCM
6447
Crawford Lake Capital Management
Lakewood,
New Jersey
| US$8737萬 | -US$8422萬 | -49% | 12% | 571% | 41 | 85.37% | 0.1 |
|
| 6448 |
6448
Seed Wealth Management
Evanston,
Illinois
| US$8733萬 | – | – | 7.31% | 62% | 131 | – | 0 |
|
| 6449 |
6449
DB Fitzpatrick & Co
Boise,
Idaho
| US$8729萬 | +US$508萬 | +6% | 7.42% | 42.7% | 73 | 8.22% | 0.9 |
|
| 6450 |
6450
Islay Capital Management
Lubbock,
Texas
| US$8723萬 | +US$303萬 | +4% | 8.78% | 72% | 275 | 17.82% | 2 |
|