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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7651 |
7651
Hallstatt Advisors
New York
| US$1.42億 | +US$1552萬 | +12% | 15.4% | – | 17 | 35.29% | 0.4 |
|
| 7652 |
7652
Connective Capital Management
Palo Alto,
California
| US$1.42億 | +US$2080萬 | +17% | 37.1% | 188% | 96 | 58.33% | 0.8 |
|
| 7653 |
7653
Kropog Financial Group
Mandeville,
Louisiana
| US$1.42億 | +US$1882萬 | +15% | 15.1% | – | 41 | 24.39% | 0.9 |
|
| 7654 |
7654
Sentinel Wealth Management
Reston,
Virginia
| US$1.42億 | +US$1686萬 | +13% | 12.7% | – | 39 | 0% | 1 |
|
| 7655 |
7655
K2 Financial
Glendora,
California
| US$1.42億 | +US$418萬 | +3% | 7.76% | – | 60 | 1.67% | 1.4 |
|
| 7656 |
7656
Travelers Companies
Saint Paul,
Minnesota
| US$1.42億 | +US$1489萬 | +12% | 27.4% | – | 2 | 50% | 1.3 |
|
| 7657 |
7657
iSAM Funds (UK)
London,
United Kingdom
| US$1.42億 | -US$6091萬 | -30% | 7.85% | 53.7% | 445 | 80.45% | 0.1 |
|
| 7658 |
7658
L1 Global Manager
Melbourne,
| US$1.42億 | -US$787萬 | -5% | 1.04% | – | 164 | 52.44% | 0.2 |
|
| 7659 |
KL
7659
Keenan LLC
Boston,
Massachusetts
| US$1.42億 | +US$2302萬 | +19% | 16.1% | – | 47 | 14.89% | 0.4 |
|
| 7660 |
7660
PartnerRe Asset Management
Greenwich,
Connecticut
| US$1.42億 | +US$349萬 | +3% | 2.69% | – | 2 | 0% | 0.5 |
|
| 7661 |
7661
Merited Wealth
North Bay Village,
Florida
| US$1.41億 | +US$2081萬 | +17% | 12.5% | – | 79 | 7.59% | 0.5 |
|
| 7662 |
7662
Nestegg Advisors
Hauppauge,
New York
| US$1.41億 | +US$2755萬 | +24% | 12.8% | – | 56 | 14.29% | 1.2 |
|
| 7663 |
7663
Spectrum Advisors
Plano,
Texas
| US$1.41億 | +US$1477萬 | +12% | 8.93% | – | 56 | 12.5% | 0.2 |
|
| 7664 |
7664
Veratis Advisors
Cary,
North Carolina
| US$1.41億 | – | – | 9.84% | – | 84 | – | 0.4 |
|
| 7665 |
7665
Alessandra Capital Management
Torrance,
California
| US$1.41億 | +US$2398萬 | +20% | 25.9% | – | 134 | 21.64% | 0.4 |
|
| 7666 |
7666
Strategic Advisory Partners
Greensboro,
North Carolina
| US$1.41億 | +US$1410萬 | +11% | 8.65% | – | 101 | 62.38% | 0.4 |
|
| 7667 |
7667
SIMA Wealth Partners
North Chesterfield,
Virginia
| US$1.41億 | +US$983萬 | +7% | 10.3% | – | 131 | 0.76% | 1.9 |
|
| 7668 |
7668
Campbell Deegan Wealth Management
Richmond,
Virginia
| US$1.41億 | +US$1608萬 | +13% | 10.7% | – | 58 | 12.07% | 1.1 |
|
| 7669 |
7669
Ball & Co Wealth Management
Franklin,
Tennessee
| US$1.41億 | +US$2151萬 | +18% | 5.94% | – | 90 | 31.11% | 1.2 |
|
| 7670 |
7670
Avise Financial Cooperative
Los Angeles,
California
| US$1.41億 | +US$2015萬 | +17% | 10.5% | – | 121 | 21.49% | 0.4 |
|
| 7671 |
7671
Sound Portfolio Advisors
Mystic,
Connecticut
| US$1.41億 | +US$1781萬 | +14% | 10.4% | – | 50 | 16% | 0.4 |
|
| 7672 |
7672
Marrick Wealth
Irvine,
California
| US$1.41億 | +US$2193萬 | +18% | 11.9% | – | 65 | 24.62% | 0.4 |
|
| 7673 |
7673
Nalls Sherbakoff Group
Knoxville,
Tennessee
| US$1.41億 | +US$474萬 | +3% | 10.8% | – | 422 | 12.32% | 5 |
|
| 7674 |
7674
Pin Oak Investment Advisors
Houston,
Texas
| US$1.41億 | -US$83萬 | -0.6% | 9.71% | 62.7% | 602 | 22.92% | 3.8 |
|
| 7675 |
7675
Pine Brook Road Advisors
Bedford,
New York
| US$1.4億 | +US$272萬 | +2% | 27.4% | – | 1 | 0% | 2.5 |
|