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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7201 |
GF
7201
Gimbal Financial
Carmel,
Indiana
| US$1.63億 | – | – | 16.2% | – | 55 | – | 1.5 |
|
| 7202 |
VVM
7202
Versant Venture Management
San Francisco,
California
| US$1.63億 | +US$2120萬 | +15% | 30.4% | 409% | 8 | 0% | 2.2 |
|
| 7203 |
TC
7203
Trium Capital
London,
United Kingdom
| US$1.63億 | +US$2057萬 | +14% | 3.48% | 215% | 80 | 55% | 0.7 |
|
| 7204 |
KFS
7204
Krane Financial Solutions
Calabasas,
California
| US$1.62億 | +US$1534萬 | +10% | 11.7% | – | 56 | 16.07% | 0.2 |
|
| 7205 |
VB
7205
Value Base
Tel Aviv,
Israel
| US$1.62億 | +US$3547萬 | +28% | 36.6% | – | 7 | 14.29% | 1.5 |
|
| 7206 |
RWA
7206
Reicon Wealth Advisors
Atlanta,
Georgia
| US$1.62億 | +US$3054萬 | +23% | 11.9% | – | 95 | 26.32% | 0.3 |
|
| 7207 |
CCM
7207
Candelo Capital Management
New York
| US$1.62億 | +US$4117萬 | +34% | 28.5% | – | 44 | 52.27% | 0.4 |
|
| 7208 |
CFG
7208
Cornerstone Financial Group
Omaha,
Nebraska
| US$1.62億 | +US$643萬 | +4% | 9.13% | – | 76 | 5.26% | 1.4 |
|
| 7209 |
CCA
7209
Cruiser Capital Advisors
Stamford,
Connecticut
| US$1.62億 | -US$9514萬 | -37% | 22.7% | 192% | 58 | 22.41% | 2.3 |
|
| 7210 |
EAM
7210
Exome Asset Management
New York
| US$1.62億 | -US$3124萬 | -16% | 28.5% | – | 71 | 47.89% | 0.7 |
|
| 7211 |
STCOSD
7211
Sageworth Trust Company of South Dakota
Sioux Falls,
South Dakota
| US$1.62億 | +US$3583萬 | +28% | 12.5% | 71.3% | 64 | 17.19% | 2.6 |
|
| 7212 |
MIM
7212
Macroview Investment Management
Bethesda,
Maryland
| US$1.62億 | +US$1800萬 | +12% | 11.3% | 67.2% | 114 | 20.18% | 4.5 |
|
| 7213 |
TF
7213
TME Financial
Huntington Beach,
California
| US$1.62億 | +US$1764萬 | +12% | 9.47% | – | 73 | 15.07% | 1.2 |
|
| 7214 |
TA
7214
Tiptree Advisors
New York
| US$1.62億 | -US$1051萬 | -6% | 38.8% | – | 29 | 41.38% | 0.5 |
|
| 7215 |
PWM
7215
PMG Wealth Management
Hawthorn Woods,
Illinois
| US$1.62億 | +US$2305萬 | +17% | 11.3% | – | 62 | 6.45% | 1.2 |
|
| 7216 |
BAWM
7216
Bennett Associates Wealth Management
Butler,
Pennsylvania
| US$1.62億 | +US$1331萬 | +9% | 9.96% | – | 65 | 33.85% | 1.3 |
|
| 7217 |
CFGW
7217
Chancellor Financial Group WB
Wilkes-Barre,
Pennsylvania
| US$1.62億 | +US$2025萬 | +14% | 14.6% | – | 161 | 19.25% | 1.1 |
|
| 7218 |
1IA
7218
1620 Investment Advisors
Plymouth,
Massachusetts
| US$1.61億 | +US$1362萬 | +9% | 13.6% | 68.9% | 703 | 10.24% | 1.9 |
|
| 7219 |
PWM
7219
Pinnacle Wealth Management
Roseville,
California
| US$1.61億 | +US$1299萬 | +9% | 14.5% | 194% | 33 | 30.3% | 1.6 |
|
| 7220 |
BCA
7220
Buckley Capital Advisors
Miami Beach,
Florida
| US$1.61億 | +US$2228萬 | +16% | 53.6% | – | 19 | 47.37% | 0.3 |
|
| 7221 |
WCFP
7221
White & Co Financial Planning
Sunnyside,
Washington
| US$1.61億 | +US$1920萬 | +13% | 10.2% | – | 20 | 0% | 1.4 |
|
| 7222 |
NWM
7222
Navigate Wealth Management
Birmingham,
Alabama
| US$1.61億 | +US$1897萬 | +13% | 10.2% | – | 81 | 13.58% | 0.2 |
|
| 7223 |
MFG
7223
Mendota Financial Group
Madison,
Wisconsin
| US$1.61億 | +US$2639萬 | +20% | 8.52% | 50.1% | 35 | 14.29% | 1.9 |
|
| 7224 |
L
7224
Laurore
Hong Kong,
| US$1.61億 | -US$1.02億 | -39% | 13.4% | – | 1 | 0% | 0.5 |
|
| 7225 |
LAII
7225
LM Asset (IM) Inc
Vancouver,
British Columbia, Canada
| US$1.61億 | -US$3100萬 | -16% | 5.8% | – | 10 | 0% | 1.1 |
|