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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 |
7301
Argyle Capital Partners
Los Angeles,
California
| US$1.59億 | +US$1988萬 | +14% | 9.59% | – | 185 | 17.84% | 1.1 |
|
| 7302 |
7302
Cooksen Wealth
The Woodlands,
Texas
| US$1.59億 | +US$2100萬 | +15% | 14.7% | 70.7% | 45 | 0% | 2.4 |
|
| 7303 |
AC
7303
Agman Capital
Omaha,
Nebraska
| US$1.59億 | +US$3303萬 | +26% | 28.9% | – | 19 | 5.26% | 0.5 |
|
| 7304 |
7304
Overlook Investments
Grand Cayman,
Cayman Islands
| US$1.59億 | -US$6085萬 | -28% | 10% | – | 2 | 50% | 0.5 |
|
| 7305 |
7305
Oppenheimer & Close
New York
| US$1.59億 | -US$10.7萬 | -0.1% | 5.43% | 149% | 61 | 14.75% | 4.3 |
|
| 7306 |
7306
AGH Wealth Advisors
Wichita,
Kansas
| US$1.58億 | +US$2261萬 | +17% | 19.7% | – | 137 | 16.06% | 1.1 |
|
| 7307 |
BTC
7307
Bank & Trust Company
Litchfield,
Illinois
| US$1.58億 | +US$1004萬 | +7% | 12.2% | – | 310 | 4.19% | 1.8 |
|
| 7308 |
7308
Virtus Fixed Income Advisers
Hartford,
Connecticut
| US$1.58億 | +US$3589萬 | +29% | 0.44% | – | 85 | 4.71% | 0.2 |
|
| 7309 |
7309
Collaborative Capital Advisors
New York
| US$1.58億 | – | – | 11.7% | – | 83 | – | 0 |
|
| 7310 |
7310
Seek First
Campbell,
California
| US$1.58億 | +US$1651萬 | +12% | 18.6% | – | 67 | 13.43% | 1 |
|
| 7311 |
7311
Flagship Capital Management
Media,
Pennsylvania
| US$1.58億 | +US$2233萬 | +16% | 17% | – | 50 | 4% | 0.5 |
|
| 7312 |
7312
Superstring Capital Management
New York
| US$1.58億 | +US$1841萬 | +13% | 40.7% | – | 43 | 44.19% | 0.6 |
|
| 7313 |
7313
Schwallier Wealth Management
Grand Rapids,
Michigan
| US$1.58億 | +US$2143萬 | +16% | 11.4% | – | 73 | 26.03% | 1.1 |
|
| 7314 |
MA
7314
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$1.58億 | +US$337萬 | +2% | 17.7% | 166% | 48 | 4.17% | 8.5 |
|
| 7315 |
7315
Brightwater Advisory
Tampa,
Florida
| US$1.58億 | +US$707萬 | +5% | 11% | – | 61 | 4.92% | 2.2 |
|
| 7316 |
7316
Kopion Asset Management
Mckinney,
Texas
| US$1.58億 | +US$2970萬 | +23% | 27.1% | 80.5% | 21 | 4.76% | 4.1 |
|
| 7317 |
7317
Kastel Capital Advisors
Wellesley,
Massachusetts
| US$1.58億 | -US$479萬 | -3% | 7.22% | – | 60 | 13.33% | 0.5 |
|
| 7318 |
7318
Seed Wealth Management
Evanston,
Illinois
| US$1.58億 | +US$1261萬 | +9% | 11.1% | 62% | 109 | 18.35% | 2.5 |
|
| 7319 |
7319
Ridgeline Wealth Planning
Centerville,
Ohio
| US$1.58億 | +US$2086萬 | +15% | 16.7% | – | 55 | 10.91% | 1.1 |
|
| 7320 |
7320
Centerpoint Advisory Group
Overland Park,
Kansas
| US$1.58億 | +US$2489萬 | +19% | 18.3% | – | 120 | 12.5% | 1.2 |
|
| 7321 |
7321
Town Capital
Bel Air,
Maryland
| US$1.58億 | +US$3401萬 | +28% | 14.4% | – | 88 | 36.36% | 0.4 |
|
| 7322 |
APW
7322
Aurora Private Wealth
Rockaway,
New Jersey
| US$1.58億 | +US$1708萬 | +12% | 18.9% | – | 195 | 23.59% | 2.8 |
|
| 7323 |
7323
Lepercq De Neuflize Asset Management
New York
| US$1.58億 | +US$1955萬 | +14% | 14.5% | – | 37 | 29.73% | 0.4 |
|
| 7324 |
7324
Blue Capital Inc
Omaha,
Nebraska
| US$1.58億 | +US$441萬 | +3% | 14.4% | – | 153 | 50.33% | 0.5 |
|
| 7325 |
7325
ADG Wealth Management Group
Metairie,
Louisiana
| US$1.58億 | +US$1279萬 | +9% | 10.6% | – | 54 | 31.48% | 1 |
|