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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7551 |
RIP
7551
Reliant Investment Partners
Pinehurst,
North Carolina
| US$1.47億 | +US$2627萬 | +22% | 27% | – | 131 | 17.56% | 1.1 |
|
| 7552 |
7552
Mueller Wealth
Mishicot,
Wisconsin
| US$1.47億 | +US$2151萬 | +17% | 8.9% | – | 18 | 5.56% | 0.4 |
|
| 7553 |
MVF
7553
Markin Volterra Fund
Rye,
New York
| US$1.47億 | +US$8188萬 | +126% | 99% | – | 71 | 54.93% | 0.2 |
|
| 7554 |
7554
Nitorum Capital
New York
| US$1.47億 | +US$3292萬 | +29% | 27.2% | 87.1% | 23 | 13.04% | 3.9 |
|
| 7555 |
7555
Wiregrass Investment Management
Thomasville,
Georgia
| US$1.47億 | +US$2611萬 | +22% | 18.4% | – | 117 | 21.37% | 0.4 |
|
| 7556 |
LP
7556
LB Partners
Charlottesville,
Virginia
| US$1.47億 | +US$3510萬 | +31% | 38.6% | – | 40 | 22.5% | 1.3 |
|
| 7557 |
7557
Fjell Capital
Fargo,
North Dakota
| US$1.47億 | +US$1657萬 | +13% | 19.3% | – | 70 | 8.57% | 1.2 |
|
| 7558 |
7558
Sun Group Wealth Partners
Irvine,
California
| US$1.47億 | +US$1937萬 | +15% | 21.9% | – | 87 | 22.99% | 0.4 |
|
| 7559 |
PCM
7559
Potomac Capital Management
New York
| US$1.47億 | +US$3155萬 | +27% | 45.7% | – | 81 | 33.33% | 1.6 |
|
| 7560 |
7560
Guild Investment Management
Los Angeles,
California
| US$1.46億 | +US$649萬 | +5% | 7.29% | 119% | 64 | 34.38% | 1.9 |
|
| 7561 |
7561
Midwest Financial Network
Tinley Park,
Illinois
| US$1.46億 | +US$2057萬 | +16% | 9.18% | – | 106 | 23.58% | 0.8 |
|
| 7562 |
7562
Intrinsic Value Partners
Phoenix,
Arizona
| US$1.46億 | +US$1656萬 | +13% | 15.7% | 126% | 73 | 5.48% | 3.1 |
|
| 7563 |
7563
Susquehanna Capital Management
Bala Cynwyd,
Pennsylvania
| US$1.46億 | +US$4705萬 | +47% | 47.4% | 40.8% | 1 | 0% | 4.5 |
|
| 7564 |
7564
Luminus Management
Houston,
Texas
| US$1.46億 | -US$1922萬 | -12% | 0.86% | 8.7% | 37 | 54.05% | 0.8 |
|
| 7565 |
7565
Fairway Financial
Casselberry,
Florida
| US$1.46億 | +US$1472萬 | +11% | 10.8% | – | 23 | 0% | 1.4 |
|
| 7566 |
7566
Collier Financial
Denver,
Colorado
| US$1.46億 | +US$1505萬 | +11% | 9.48% | – | 144 | 7.64% | 1.2 |
|
| 7567 |
7567
Seneschal Advisors
Tacoma,
Washington
| US$1.46億 | +US$1135萬 | +8% | 9.44% | – | 625 | 9.44% | 0.7 |
|
| 7568 |
7568
Clear Retirement Advice
San Mateo,
California
| US$1.46億 | +US$1866萬 | +15% | 8.46% | – | 54 | 0% | 0.5 |
|
| 7569 |
7569
Bridgelight Financial Advisors
Shelton,
Connecticut
| US$1.46億 | +US$2803萬 | +24% | 12.3% | – | 51 | 25.49% | 0.4 |
|
| 7570 |
7570
Elm3 Financial Group
Alpharetta,
Georgia
| US$1.46億 | +US$2758萬 | +23% | 21% | – | 142 | 22.54% | 1 |
|
| 7571 |
7571
DMC Group
Birmingham,
Alabama
| US$1.46億 | -US$206萬 | -1% | 24.9% | 116% | 154 | 25.32% | 2.6 |
|
| 7572 |
7572
Antonelli Financial Advisors
Grosse Pointe,
Michigan
| US$1.46億 | +US$113萬 | +0.8% | 17.1% | – | 57 | 15.79% | 1.1 |
|
| 7573 |
7573
Split Rock Private Trading & Wealth Management
Cloquet,
Minnesota
| US$1.46億 | +US$1667萬 | +13% | 8.63% | – | 53 | 20.75% | 0.4 |
|
| 7574 |
7574
JM2 Capital
Edmond,
Oklahoma
| US$1.46億 | +US$2514萬 | +21% | 32.4% | – | 127 | 14.96% | 0.4 |
|
| 7575 |
7575
AWH Capital
Dallas,
Texas
| US$1.46億 | +US$3560萬 | +32% | 33.6% | 183% | 24 | 25% | 2.8 |
|