我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6751 |
ASM
6751
AI-Squared Management
Hong Kong
| US$1.87億 | +US$5007萬 | +36% | 47.9% | – | 27 | 59.26% | 0.4 |
|
| 6752 |
6752
Innealta Capital
Austin,
Texas
| US$1.87億 | +US$2643萬 | +16% | 12.2% | 63.7% | 102 | 37.25% | 2.1 |
|
| 6753 |
6753
Farrow Financial
Randolph,
Vermont
| US$1.87億 | +US$1124萬 | +6% | 10.3% | 79.9% | 56 | 7.14% | 2 |
|
| 6754 |
6754
C.V. Starr & Co
New York
| US$1.87億 | -US$447萬 | -2% | 1.12% | – | 5 | 0% | 1.8 |
|
| 6755 |
6755
Paragon Financial Partners
Woodland Hills,
California
| US$1.87億 | +US$1068萬 | +6% | 13.9% | 90.6% | 80 | 3.75% | 3.6 |
|
| 6756 |
6756
Meadowbrook Advisors Group
Bedminster,
New Jersey
| US$1.87億 | +US$1887萬 | +11% | 16.4% | – | 180 | 30.56% | 0.4 |
|
| 6757 |
6757
JCP Investment Management
Houston,
Texas
| US$1.87億 | +US$3679萬 | +24% | 23.1% | 94.7% | 32 | 43.75% | 0.9 |
|
| 6758 |
6758
McAlister Sweet & Associates
Houston,
Texas
| US$1.87億 | +US$2654萬 | +17% | 15.2% | 83.6% | 44 | 34.09% | 1.5 |
|
| 6759 |
6759
Wall Street Financial Group
Carlinville,
Illinois
| US$1.87億 | +US$1820萬 | +11% | 33.2% | – | 670 | 82.69% | 1 |
|
| 6760 |
6760
Obsido Oy
Tampere,
| US$1.87億 | +US$2168萬 | +13% | 11.2% | – | 20 | 0% | 1.5 |
|
| 6761 |
6761
Warburg Pincus
New York
| US$1.87億 | -US$1.56億 | -46% | 8.26% | 3.59% | 4 | 100% | 0 |
|
| 6762 |
6762
Hudson Canyon Capital Management
New York
| US$1.87億 | +US$2361萬 | +14% | 35.3% | 160% | 55 | 14.55% | 3.3 |
|
| 6763 |
LLI
6763
LTS Liquid Investments
Nassau,
| US$1.87億 | +US$8009萬 | +75% | 7.45% | – | 9 | 33.33% | 0.3 |
|
| 6764 |
6764
Ponta Wealth Partners
Winter Park,
Florida
| US$1.87億 | +US$6247萬 | +50% | 23.1% | – | 204 | 34.8% | 0.3 |
|
| 6765 |
6765
Opinicus Capital
Tampa,
Florida
| US$1.87億 | +US$4500萬 | +32% | 23.8% | 129% | 111 | 17.12% | 1.8 |
|
| 6766 |
6766
Robinson Value Management
San Antonio,
Texas
| US$1.87億 | +US$705萬 | +4% | 9.1% | 79.3% | 77 | 7.79% | 3.5 |
|
| 6767 |
6767
Solas Capital Management
Darien,
Connecticut
| US$1.87億 | +US$1273萬 | +7% | 19.6% | 62.5% | 23 | 13.04% | 1.9 |
|
| 6768 |
6768
Fee-Only Financial Planning
Okatie,
South Carolina
| US$1.87億 | +US$2095萬 | +13% | 14.3% | 72.6% | 48 | 16.67% | 2.8 |
|
| 6769 |
6769
Erickson Financial Group
Allentown,
Pennsylvania
| US$1.87億 | +US$2701萬 | +17% | 16% | 63.3% | 25 | 0% | 3.8 |
|
| 6770 |
6770
SummerHaven Investment Management
Stamford,
Connecticut
| US$1.87億 | +US$2369萬 | +15% | 24.1% | 150% | 195 | 2.56% | 1.7 |
|
| 6771 |
6771
Financial Designs
Claremont,
California
| US$1.87億 | +US$692萬 | +4% | 9.09% | 49% | 42 | 7.14% | 1.1 |
|
| 6772 |
6772
Bay Capital Advisors
Virginia Beach,
Virginia
| US$1.87億 | +US$2431萬 | +15% | 14.7% | – | 110 | 4.55% | 1.3 |
|
| 6773 |
6773
Vantus Wealth
Lancaster,
Pennsylvania
| US$1.87億 | – | – | 18.1% | – | 236 | – | 0.4 |
|
| 6774 |
6774
Widmann Financial Services
Bowie,
Maryland
| US$1.86億 | +US$1831萬 | +11% | 12.6% | 75.2% | 128 | 9.38% | 3 |
|
| 6775 |
6775
Adirondack Capital Advisors
Syracuse,
New York
| US$1.86億 | +US$3078萬 | +20% | 12.1% | – | 45 | 2.22% | 0.5 |
|