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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6901 |
PCR
6901
Potrero Capital Research
San Francisco,
California
| US$1.8億 | +US$1703萬 | +10% | 48.5% | 226% | 53 | 54.72% | 0.4 |
|
| 6902 |
6902
Investment Partners Asset Management
Metuchen,
New Jersey
| US$1.8億 | +US$1791萬 | +11% | 14.6% | 86.1% | 177 | 10.17% | 1.9 |
|
| 6903 |
6903
Haveli Investment Management
Austin,
Texas
| US$1.8億 | +US$1.61億 | +875% | 19.1% | – | 4 | 75% | 0.1 |
|
| 6904 |
6904
Stillwater Wealth Management Group
Juno Beach,
Florida
| US$1.8億 | US$0 | 0% | 10.3% | – | 73 | 0% | 1.2 |
|
| 6905 |
6905
URS Advisory
Jupiter,
Florida
| US$1.8億 | +US$4293萬 | +31% | 16.9% | – | 61 | 16.39% | 0.4 |
|
| 6906 |
6906
Cox Capital Management
Andover,
Massachusetts
| US$1.8億 | +US$2913萬 | +19% | 22.4% | 106% | 83 | 14.46% | 2.8 |
|
| 6907 |
6907
Watchtower Advisors
Old Greenwich,
Connecticut
| US$1.8億 | +US$3861萬 | +27% | 46.6% | 384% | 14 | 35.71% | 0.6 |
|
| 6908 |
6908
IMG Wealth Management
Jacksonville,
Florida
| US$1.8億 | +US$2263萬 | +14% | 11.6% | – | 632 | 23.1% | 0.9 |
|
| 6909 |
BRWM
6909
Blue Rock Wealth Management
Winston-Salem,
North Carolina
| US$1.79億 | +US$2234萬 | +14% | 16.5% | – | 119 | 19.33% | 1.1 |
|
| 6910 |
6910
Gould Capital
Tacoma,
Washington
| US$1.79億 | +US$1416萬 | +9% | 9.58% | 60.1% | 221 | 9.5% | 3 |
|
| 6911 |
6911
Guerra Pan Advisors
Montclair,
New Jersey
| US$1.79億 | +US$1753萬 | +11% | 26.2% | 149% | 128 | 13.28% | 3.1 |
|
| 6912 |
6912
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| US$1.79億 | +US$1947萬 | +12% | 12.1% | 64.5% | 142 | 16.2% | 2.1 |
|
| 6913 |
6913
Sanchez Gaunt Capital Management
Reno,
Nevada
| US$1.79億 | +US$1891萬 | +12% | 15.3% | – | 201 | 14.43% | 0.2 |
|
| 6914 |
6914
Vista Finance
Clayton,
Missouri
| US$1.79億 | +US$5298萬 | +42% | 7.18% | 50.7% | 80 | 45% | 1 |
|
| 6915 |
6915
Langdon Equity Partners
Toronto,
| US$1.79億 | +US$4533萬 | +34% | 10.7% | – | 13 | 46.15% | 0.4 |
|
| 6916 |
6916
Thryve Wealth Management
Irving,
Texas
| US$1.79億 | +US$2920萬 | +20% | 19.7% | – | 47 | 27.66% | 0.4 |
|
| 6917 |
6917
Rareview Capital
Las Vegas,
Nevada
| US$1.79億 | +US$827萬 | +5% | 9.09% | – | 55 | 12.73% | 1.2 |
|
| 6918 |
6918
Immersion
Aventura,
Florida
| US$1.79億 | +US$3403萬 | +24% | 36.3% | – | 10 | 40% | 1 |
|
| 6919 |
6919
DecisionMap Wealth Management
Great Falls,
Virginia
| US$1.79億 | +US$2414萬 | +16% | 13% | – | 150 | 17.33% | 1.1 |
|
| 6920 |
KSCM
6920
Kamunting Street Capital Management
Miami Beach,
Florida
| US$1.79億 | -US$441萬 | -2% | 5.4% | 7.47% | 32 | 34.38% | 1.2 |
|
| 6921 |
PWP
6921
Pursue Wealth Partners
Clayton,
California
| US$1.79億 | +US$1122萬 | +7% | 22.8% | 108% | 114 | 31.58% | 2.4 |
|
| 6922 |
6922
Rolek Wealth Management
Berwyn,
Pennsylvania
| US$1.79億 | +US$3917萬 | +28% | 20.6% | – | 23 | 4.35% | 1 |
|
| 6923 |
6923
Reyes Financial Architecture
San Diego,
California
| US$1.79億 | +US$5615萬 | +46% | 11.8% | – | 380 | 25% | 1 |
|
| 6924 |
6924
Salvus Wealth Management
Red Bank,
New Jersey
| US$1.78億 | +US$652萬 | +4% | 20.1% | 108% | 134 | 12.69% | 3.2 |
|
| 6925 |
CIG
6925
Cascade Investment Group
Colorado Springs,
Colorado
| US$1.78億 | +US$2640萬 | +17% | 17.6% | 93.2% | 164 | 15.24% | 2.3 |
|