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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7026 |
PC
7026
Panoramic Capital
Larkspur,
California
| US$1.32億 | +US$4567萬 | +53% | 37.8% | – | 49 | 61.22% | 0.2 |
|
| 7027 |
BCM
7027
BML Capital Management
Zionsville,
Indiana
| US$1.32億 | +US$862萬 | +7% | 14.9% | 349% | 29 | 24.14% | 1.2 |
|
| 7028 |
7028
IFS Advisors
Overland Park,
Kansas
| US$1.32億 | +US$901萬 | +7% | 7.69% | 54.2% | 205 | 20% | 2.5 |
|
| 7029 |
7029
Alethea Capital Management
Mercer Island,
Washington
| US$1.32億 | -US$189萬 | -1% | 5.51% | 275% | 33 | 72.73% | 1.3 |
|
| 7030 |
7030
General Equity Holdings
Brooklyn,
New York
| US$1.32億 | +US$2177萬 | +20% | 48.1% | 775% | 10 | 40% | 1.1 |
|
| 7031 |
7031
Columbia Advisory Partners
Spokane,
Washington
| US$1.32億 | +US$1677萬 | +15% | 7.25% | 69.7% | 84 | 19.05% | 1.5 |
|
| 7032 |
7032
Riverbend Wealth Management
Myrtle Beach,
South Carolina
| US$1.32億 | +US$2032萬 | +18% | 10% | – | 144 | 23.61% | 0.4 |
|
| 7033 |
7033
Affinity Investment Advisors
Newport Beach,
California
| US$1.32億 | +US$932萬 | +8% | 14.6% | 189% | 163 | 32.52% | 3.3 |
|
| 7034 |
7034
Turning Point Benefit Group
Frederick,
Maryland
| US$1.32億 | +US$2510萬 | +23% | 6.85% | – | 80 | 20% | 0.4 |
|
| 7035 |
SCM
7035
Sunbeam Capital Management
Atlanta,
Georgia
| US$1.32億 | +US$2696萬 | +26% | 11.4% | – | 92 | 14.13% | 0.4 |
|
| 7036 |
7036
Commons Capital
Needham,
Massachusetts
| US$1.32億 | +US$2299萬 | +21% | 18.5% | 137% | 123 | 30.89% | 1.3 |
|
| 7037 |
7037
North Dallas Bank & Trust
Dallas,
Texas
| US$1.32億 | – | – | 9.18% | – | 99 | – | 0 |
|
| 7038 |
7038
Bruce G. Allen Investments
Denver,
Colorado
| US$1.32億 | +US$562萬 | +4% | 5.09% | – | 1,147 | 11.07% | 1.3 |
|
| 7039 |
7039
Pine Brook Road Advisors
Bedford,
New York
| US$1.32億 | +US$421萬 | +3% | 3.39% | – | 2 | 0% | 1.5 |
|
| 7040 |
7040
Laraway Financial Advisors
Saint Cloud,
Minnesota
| US$1.32億 | +US$597萬 | +5% | 8.41% | 92.3% | 125 | 3.2% | 2.9 |
|
| 7041 |
7041
Comprehensive Money Management Services
Coral Gables,
Florida
| US$1.32億 | +US$796萬 | +6% | 4.9% | – | 189 | 7.94% | 0.5 |
|
| 7042 |
7042
Obsido Oy
Tampere,
| US$1.32億 | +US$1508萬 | +13% | 10.2% | – | 20 | 0% | 0.5 |
|
| 7043 |
7043
Tradewinds LLC
Raleigh,
North Carolina
| US$1.32億 | -US$2.23億 | -63% | 7.3% | – | 273 | 92.67% | 0.3 |
|
| 7044 |
7044
Merkkuri Wealth Advisors
Hicksville,
New York
| US$1.32億 | +US$1497萬 | +13% | 7.3% | – | 86 | 9.3% | 0.9 |
|
| 7045 |
7045
Catalys Pacific
Tokyo,
Japan
| US$1.32億 | -US$1705萬 | -11% | 9.04% | – | 2 | 0% | 1.5 |
|
| 7046 |
7046
Catherine Avery Investment Management
Longboat Key,
Florida
| US$1.32億 | +US$2002萬 | +18% | 9.75% | – | 176 | 14.2% | 0.4 |
|
| 7047 |
7047
Opinicus Capital
Tampa,
Florida
| US$1.32億 | +US$1853萬 | +16% | 13.1% | 129% | 108 | 11.11% | 1.2 |
|
| 7048 |
7048
Keystone Financial Services (Nebraska)
Omaha,
Nebraska
| US$1.32億 | +US$1349萬 | +11% | 8.01% | – | 51 | 7.84% | 0.4 |
|
| 7049 |
7049
FWG Investments
Lexington,
Kentucky
| US$1.32億 | +US$4632萬 | +54% | 8.97% | – | 111 | 59.46% | 0.5 |
|
| 7050 |
7050
Blantyre Capital
London,
United Kingdom
| US$1.32億 | -US$2701萬 | -17% | 17% | – | 1 | 0% | 1.5 |
|