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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7301 |
FCM
7301
Flagship Capital Management
Media,
Pennsylvania
| US$1.58億 | +US$2233萬 | +16% | 17% | – | 50 | 4% | 0.5 |
|
| 7302 |
SCM
7302
Superstring Capital Management
New York
| US$1.58億 | +US$1841萬 | +13% | 40.7% | – | 43 | 44.19% | 0.6 |
|
| 7303 |
SWM
7303
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$1.58億 | +US$2143萬 | +16% | 11.4% | – | 73 | 26.03% | 1.1 |
|
| 7304 |
MA
7304
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$1.58億 | +US$337萬 | +2% | 17.7% | 166% | 48 | 4.17% | 8.5 |
|
| 7305 |
BA
7305
Brightwater Advisory
Tampa,
Florida
| US$1.58億 | +US$707萬 | +5% | 11% | – | 61 | 4.92% | 2.2 |
|
| 7306 |
KAM
7306
Kopion Asset Management
Mckinney,
Texas
| US$1.58億 | +US$2970萬 | +23% | 27.1% | 80.5% | 21 | 4.76% | 4.1 |
|
| 7307 |
KCA
7307
Kastel Capital Advisors
Wellesley,
Massachusetts
| US$1.58億 | -US$479萬 | -3% | 7.22% | – | 60 | 13.33% | 0.5 |
|
| 7308 |
SWM
7308
Seed Wealth Management
Evanston,
Illinois
| US$1.58億 | +US$1261萬 | +9% | 11.1% | 58.4% | 109 | 18.35% | 2.5 |
|
| 7309 |
RWP
7309
Ridgeline Wealth Planning
Centerville,
Ohio
| US$1.58億 | +US$2086萬 | +15% | 16.7% | – | 55 | 10.91% | 1.1 |
|
| 7310 |
CAG
7310
Centerpoint Advisory Group
Overland Park,
Kansas
| US$1.58億 | +US$2489萬 | +19% | 18.3% | – | 120 | 12.5% | 1.2 |
|
| 7311 |
TC
7311
Town Capital
Bel Air,
Maryland
| US$1.58億 | +US$3401萬 | +28% | 14.4% | – | 88 | 36.36% | 0.4 |
|
| 7312 |
APW
7312
Aurora Private Wealth
Rockaway,
New Jersey
| US$1.58億 | +US$1708萬 | +12% | 18.9% | – | 195 | 23.59% | 2.8 |
|
| 7313 |
LDNAM
7313
Lepercq De Neuflize Asset Management
New York
| US$1.58億 | +US$1955萬 | +14% | 14.5% | – | 37 | 29.73% | 0.4 |
|
| 7314 |
BCI
7314
Blue Capital Inc
Omaha,
Nebraska
| US$1.58億 | +US$441萬 | +3% | 14.4% | – | 153 | 50.33% | 0.5 |
|
| 7315 |
AWMG
7315
ADG Wealth Management Group
Metairie,
Louisiana
| US$1.58億 | +US$1279萬 | +9% | 10.6% | – | 54 | 31.48% | 1 |
|
| 7316 |
SFSG
7316
Sound Financial Strategies Group
Madison,
Mississippi
| US$1.57億 | +US$1097萬 | +7% | 9.56% | 26.4% | 127 | 17.32% | 1.5 |
|
| 7317 |
CM
7317
CM Management
Gulf Breeze,
Florida
| US$1.57億 | +US$3783萬 | +32% | 22.9% | 110% | 84 | 30.95% | 1.9 |
|
| 7318 |
PTFIS
7318
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| US$1.57億 | +US$2313萬 | +17% | 20.2% | – | 93 | 22.58% | 0.4 |
|
| 7319 |
DFS
7319
Demming Financial Services
Aurora,
Ohio
| US$1.57億 | +US$1956萬 | +14% | 12.2% | – | 42 | 14.29% | 0.4 |
|
| 7320 |
GA
7320
Gagnon Advisors
New York
| US$1.57億 | +US$2133萬 | +16% | 31.5% | 129% | 26 | 26.92% | 4.8 |
|
| 7321 |
AIG
7321
Abbington Investment Group
Westport,
Connecticut
| US$1.57億 | -US$1480萬 | -9% | 8.02% | – | 55 | 12.73% | 0.6 |
|
| 7322 |
BGAI
7322
Bruce G. Allen Investments
Denver,
Colorado
| US$1.57億 | +US$407萬 | +3% | 9.28% | – | 1,124 | 11.3% | 2.1 |
|
| 7323 |
QGA
7323
Q Global Advisors
Fort Worth,
Texas
| US$1.57億 | +US$4346萬 | +38% | 17.8% | 79% | 52 | 13.46% | 1.9 |
|
| 7324 |
PM
7324
Penbrook Management
New York
| US$1.57億 | +US$2472萬 | +19% | 24.8% | 107% | 104 | 13.46% | 5.6 |
|
| 7325 |
AFW
7325
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| US$1.57億 | +US$2237萬 | +17% | 20.9% | – | 190 | 30% | 0.9 |
|