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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Provence Wealth Management Group
Irvine,
California
| US$8743萬 | -US$102萬 | -1% | 3.42% | – | 80 | 28.75% | 0.2 |
|
| 6502 |
FTB
6502
First Trust Bank
Nassau,
Bahamas
| US$8740萬 | +US$757萬 | +9% | 14.3% | 64.2% | 19 | 57.89% | 1.1 |
|
| 6503 |
HIH
6503
HRS Investment Holdings
New York
| US$8707萬 | -US$2.12億 | -71% | 4.63% | 21.5% | 142 | 99.3% | 1.6 |
|
| 6504 |
6504
Beam Wealth Advisors
Covington,
Louisiana
| US$8706萬 | -US$26.2萬 | -0.3% | 3.88% | 59.7% | 91 | 8.79% | 1.7 |
|
| 6505 |
6505
Ampfield Management
New York
| US$8680萬 | -US$1582萬 | -15% | 24.9% | 56.9% | 7 | 14.29% | 0.9 |
|
| 6506 |
YC
6506
Yunqi Capital
Hong Kong
| US$8680萬 | -US$4623萬 | -35% | 28.9% | 71.4% | 7 | 57.14% | 0.2 |
|
| 6507 |
A
6507
Atomvest
Hong Kong
| US$8668萬 | -US$572萬 | -6% | 24.8% | 90% | 4 | 50% | 0.8 |
|
| 6508 |
6508
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$8664萬 | +US$3591萬 | +71% | 52.9% | 23.7% | 3 | 33.33% | 0.2 |
|
| 6509 |
TPL
6509
Tao Pro LLC
San Francisco,
California
| US$8662萬 | -US$1509萬 | -15% | 14.8% | – | 1 | 0% | 0.3 |
|
| 6510 |
6510
Lionsbridge Wealth Management
Jacksonville Beach,
Florida
| US$8638萬 | -US$671萬 | -7% | 1.07% | 66% | 56 | 17.86% | 1.4 |
|
| 6511 |
6511
Future Fund LLC
Chicago,
Illinois
| US$8637萬 | -US$2963萬 | -26% | 0.58% | 93.1% | 40 | 32.5% | 0.2 |
|
| 6512 |
6512
Memorial Sloan Kettering Cancer Center
New York
| US$8636萬 | -US$7279萬 | -46% | 0.77% | 14.8% | 6 | 0% | 1 |
|
| 6513 |
6513
Beecher Investors
Darien,
Connecticut
| US$8635萬 | +US$387萬 | +5% | 5.92% | – | 21 | 0% | 0.3 |
|
| 6514 |
6514
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| US$8623萬 | -US$709萬 | -8% | 3.3% | 32% | 81 | 65.43% | 0.9 |
|
| 6515 |
6515
Holland Advisory Services
Ormond Beach,
Florida
| US$8606萬 | -US$48.3萬 | -0.6% | 4.91% | 57.1% | 36 | 5.56% | 0.3 |
|
| 6516 |
6516
Khrom Capital Management
Miami Beach,
Florida
| US$8604萬 | -US$1300萬 | -13% | 9.5% | 35.6% | 19 | 47.37% | 0.5 |
|
| 6517 |
KCS
6517
Koonce Calvin Scott
| US$8596萬 | -US$2769萬 | -24% | 24.4% | 67.9% | 1 | 0% | 7.3 |
|
| 6518 |
6518
Pitti Group Wealth Management
Victor,
New York
| US$8577萬 | -US$386萬 | -4% | 4.82% | 65.3% | 73 | 16.44% | 0.2 |
|
| 6519 |
PWM
6519
Pinnacle Wealth Management
Roseville,
California
| US$8559萬 | -US$3129萬 | -27% | 1.26% | 194% | 63 | 66.67% | 0.1 |
|
| 6520 |
6520
Fingerlakes Wealth Management
Ithaca,
New York
| US$8553萬 | -US$328萬 | -4% | 5.69% | 80.2% | 94 | 3.19% | 0.2 |
|
| 6521 |
BCP
6521
Berylson Capital Partners
Boston,
Massachusetts
| US$8528萬 | -US$550萬 | -6% | 28% | 57.7% | 41 | 65.85% | 0.3 |
|
| 6522 |
MSCM
6522
Marlin Sams Capital Management
New York
| US$8521萬 | -US$2096萬 | -20% | 16.5% | 53.1% | 8 | 100% | 0 |
|
| 6523 |
6523
Avondale Wealth Management
West Lake Hills,
Texas
| US$8514萬 | -US$1366萬 | -14% | 4.13% | 83.8% | 129 | 27.13% | 1.9 |
|
| 6524 |
6524
Echo Wealth Management
Plymouth,
Minnesota
| US$8508萬 | -US$251萬 | -3% | 5.48% | 42.9% | 51 | 5.88% | 1.1 |
|
| 6525 |
CFS
6525
Capital Financial Services
Clifton Park,
New York
| US$8503萬 | -US$660萬 | -7% | 3.83% | – | 78 | 8.97% | 1.1 |
|