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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7151 |
7151
Ategra Capital Management
Vienna,
Virginia
| US$1.26億 | -US$228萬 | -2% | 6.29% | 114% | 27 | 40.74% | 2.1 |
|
| 7152 |
7152
Blue Water Life Science Advisors
Larkspur,
California
| US$1.26億 | +US$2542萬 | +25% | 31.4% | 503% | 8 | 12.5% | 2.1 |
|
| 7153 |
7153
Tide Cove Capital Partners
San Diego,
California
| US$1.26億 | +US$1136萬 | +10% | 6.71% | – | 11 | 0% | 0.5 |
|
| 7154 |
7154
HFG Advisors
Cincinatti,
Ohio
| US$1.26億 | +US$920萬 | +8% | 8.14% | 69.7% | 107 | 21.5% | 2.3 |
|
| 7155 |
7155
Kerntke Otto McGlone Wealth Management Group
Appleton,
Wisconsin
| US$1.26億 | +US$1166萬 | +10% | 7.53% | 64.9% | 88 | 12.5% | 2.6 |
|
| 7156 |
7156
Legacy Advisory Services
Exton,
Pennsylvania
| US$1.26億 | +US$770萬 | +7% | 5.21% | 59.4% | 54 | 24.07% | 1.1 |
|
| 7157 |
7157
Emmett Investment Management
New York
| US$1.26億 | +US$1659萬 | +15% | 12.1% | – | 30 | 43.33% | 0.3 |
|
| 7158 |
7158
CVFG LLC
Shelbyville,
Indiana
| US$1.26億 | +US$1610萬 | +15% | 9.34% | – | 98 | 8.16% | 0.4 |
|
| 7159 |
DRP
7159
Decade Renewable Partners
Houston,
Texas
| US$1.26億 | -US$492萬 | -4% | 12.3% | – | 36 | 52.78% | 0.5 |
|
| 7160 |
7160
Koa Wealth Management
Encinitas,
California
| US$1.26億 | +US$209萬 | +2% | 1.97% | 74.8% | 55 | 12.73% | 1.2 |
|
| 7161 |
7161
Instrumental Wealth
Tampa,
Florida
| US$1.26億 | +US$1539萬 | +14% | 9.48% | 38.2% | 62 | 14.52% | 1.4 |
|
| 7162 |
7162
Illumine Investment Management
Poulsbo,
Washington
| US$1.26億 | +US$360萬 | +3% | 11.6% | – | 95 | 13.68% | 0.5 |
|
| 7163 |
7163
Wallace Hart
Lexington,
Kentucky
| US$1.26億 | +US$8589萬 | +216% | 18.2% | – | 61 | 75.41% | 0.4 |
|
| 7164 |
7164
Acuitas Investments
Seattle,
Washington
| US$1.26億 | +US$829萬 | +7% | 20.3% | 145% | 78 | 47.44% | 1.5 |
|
| 7165 |
7165
EJF Capital
Arlington,
Virginia
| US$1.26億 | -US$3202萬 | -20% | 7.19% | 127% | 81 | 17.28% | 2.1 |
|
| 7166 |
7166
Life Planning Partners
Jacksonville,
Florida
| US$1.26億 | +US$1519萬 | +14% | 8.08% | 50.3% | 67 | 11.94% | 2.8 |
|
| 7167 |
7167
Muirfield Wealth Advisors
Charlotte,
North Carolina
| US$1.26億 | +US$788萬 | +7% | 7.52% | – | 76 | 18.42% | 1.2 |
|
| 7168 |
7168
Coastwise Capital Group
La Jolla,
California
| US$1.26億 | +US$676萬 | +6% | 7.68% | 88.8% | 129 | 9.3% | 2.4 |
|
| 7169 |
7169
J2 Capital Management
Troy,
Michigan
| US$1.25億 | +US$1669萬 | +15% | 5.02% | – | 131 | 32.06% | 1.5 |
|
| 7170 |
7170
Elevate Capital Advisors
Eagle,
Colorado
| US$1.25億 | +US$1733萬 | +16% | 8.38% | – | 74 | 31.08% | 0.4 |
|
| 7171 |
CAM
7171
Crown Advisors Management
Larkspur,
California
| US$1.25億 | +US$1188萬 | +10% | 17.7% | 284% | 45 | 31.11% | 2.5 |
|
| 7172 |
7172
denkapparat Operations
Berlin,
Germany
| US$1.25億 | +US$3079萬 | +33% | 9.56% | – | 272 | 32.35% | 0.3 |
|
| 7173 |
7173
Sequent Asset Management
Houston,
Texas
| US$1.25億 | -US$5433萬 | -30% | 10.6% | 51.3% | 84 | 23.81% | 3.9 |
|
| 7174 |
MCM
7174
Magnolia Capital Management
Cold Spring,
New York
| US$1.25億 | +US$856萬 | +7% | 9.55% | 85.9% | 76 | 6.58% | 3.8 |
|
| 7175 |
7175
Centricity Wealth Management
Westerville,
Ohio
| US$1.25億 | +US$1496萬 | +14% | 7.97% | – | 457 | 7.66% | 0.5 |
|