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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7326 |
7326
Lepercq De Neuflize Asset Management
New York
| US$1.58億 | +US$1955萬 | +14% | 14.5% | – | 37 | 29.73% | 0.4 |
|
| 7327 |
7327
Blue Capital Inc
Omaha,
Nebraska
| US$1.58億 | +US$441萬 | +3% | 14.4% | – | 153 | 50.33% | 0.5 |
|
| 7328 |
7328
ADG Wealth Management Group
Metairie,
Louisiana
| US$1.58億 | +US$1279萬 | +9% | 10.6% | – | 54 | 31.48% | 1 |
|
| 7329 |
7329
Sound Financial Strategies Group
Madison,
Mississippi
| US$1.57億 | +US$1097萬 | +7% | 9.56% | 27.1% | 127 | 17.32% | 1.5 |
|
| 7330 |
CM
7330
CM Management
Gulf Breeze,
Florida
| US$1.57億 | +US$3783萬 | +32% | 22.9% | 110% | 84 | 30.95% | 1.9 |
|
| 7331 |
7331
Pekao Towarzystwo Funduszy Inwestycyjnych SA
Warsaw,
| US$1.57億 | +US$2313萬 | +17% | 20.2% | – | 93 | 22.58% | 0.4 |
|
| 7332 |
7332
Demming Financial Services
Aurora,
Ohio
| US$1.57億 | +US$1956萬 | +14% | 12.2% | – | 42 | 14.29% | 0.4 |
|
| 7333 |
GA
7333
Gagnon Advisors
New York
| US$1.57億 | +US$2133萬 | +16% | 31.5% | 129% | 26 | 26.92% | 4.8 |
|
| 7334 |
7334
Abbington Investment Group
Westport,
Connecticut
| US$1.57億 | -US$1480萬 | -9% | 8.02% | – | 55 | 12.73% | 0.6 |
|
| 7335 |
7335
Bruce G. Allen Investments
Denver,
Colorado
| US$1.57億 | +US$407萬 | +3% | 9.28% | – | 1,124 | 11.3% | 2.1 |
|
| 7336 |
QGA
7336
Q Global Advisors
Fort Worth,
Texas
| US$1.57億 | +US$4346萬 | +38% | 17.8% | 79% | 52 | 13.46% | 1.9 |
|
| 7337 |
7337
Penbrook Management
New York
| US$1.57億 | +US$2472萬 | +19% | 24.8% | 107% | 104 | 13.46% | 5.6 |
|
| 7338 |
7338
Avantra Family Wealth
Mechanicsburg,
Pennsylvania
| US$1.57億 | +US$2237萬 | +17% | 20.9% | – | 190 | 30% | 0.9 |
|
| 7339 |
7339
Authentikos Wealth Advisory
Morgan Hill,
California
| US$1.57億 | +US$855萬 | +6% | 16% | 43.5% | 79 | 20.25% | 1.1 |
|
| 7340 |
7340
Mosaic Financial Group
Chicago,
Illinois
| US$1.56億 | +US$1548萬 | +11% | 13.1% | – | 140 | 14.29% | 1.7 |
|
| 7341 |
BCM
7341
Bayesian Capital Management
Brooklyn,
New York
| US$1.56億 | +US$7438萬 | +91% | 7.46% | 107% | 328 | 90.24% | 0 |
|
| 7342 |
7342
Mork Capital Management
Healdsburg,
California
| US$1.56億 | +US$1546萬 | +11% | 17.7% | 61.9% | 106 | 4.72% | 3.5 |
|
| 7343 |
7343
Atlantic Family Wealth
Coral Gables,
Florida
| US$1.56億 | +US$1787萬 | +13% | 11% | – | 67 | 16.42% | 1 |
|
| 7344 |
7344
A.D. Beadell Investment Counsel
Mequon,
Wisconsin
| US$1.56億 | -US$37.8萬 | -0.2% | 3.15% | 83.3% | 106 | 7.55% | 4.8 |
|
| 7345 |
HSM
7345
H Squared Management
New York
| US$1.56億 | +US$4769萬 | +44% | 25.1% | – | 18 | 38.89% | 0.3 |
|
| 7346 |
FWM
7346
FMA Wealth Management
Duxbury,
Massachusetts
| US$1.56億 | +US$583萬 | +4% | 8.04% | 40.8% | 43 | 13.95% | 1.9 |
|
| 7347 |
7347
Polaris Investment Advisors
Framingham,
Massachusetts
| US$1.56億 | +US$1897萬 | +14% | 15.9% | – | 79 | 12.66% | 0.4 |
|
| 7348 |
7348
Cyrus Capital Partners
New York
| US$1.56億 | -US$4010萬 | -20% | 4.91% | 163% | 7 | 57.14% | 0.9 |
|
| 7349 |
7349
WLTH Capital Management
Chandler,
Arizona
| US$1.56億 | +US$2842萬 | +22% | 7.01% | – | 30 | 16.67% | 0.4 |
|
| 7350 |
APW
7350
Allied Private Wealth
Boca Raton,
Florida
| US$1.56億 | – | – | 12.9% | – | 906 | – | 0 |
|