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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7976 |
7976
Milestones Private Investment Advisors
Fairport,
New York
| US$1.26億 | +US$1208萬 | +11% | 14% | – | 82 | 10.98% | 0.9 |
|
| 7977 |
7977
Katamaran Capital
London,
United Kingdom
| US$1.26億 | +US$124萬 | +1% | 42.3% | – | 44 | 50% | 0.5 |
|
| 7978 |
7978
Signet Private Wealth
Chicago,
Illinois
| US$1.25億 | +US$2068萬 | +20% | 25.4% | – | 148 | 34.46% | 0.4 |
|
| 7979 |
7979
Graetz Wealth
Jenison,
Michigan
| US$1.25億 | +US$1335萬 | +12% | 10.7% | – | 89 | 15.73% | 0.4 |
|
| 7980 |
JMNC
7980
J. Mark Nickell & Co
Brentwood,
Tennessee
| US$1.25億 | +US$1464萬 | +13% | 10.1% | – | 38 | 36.84% | 0.4 |
|
| 7981 |
7981
Bretton Capital Management
San Francisco,
California
| US$1.25億 | +US$1598萬 | +15% | 12.4% | – | 20 | 10% | 1.6 |
|
| 7982 |
7982
Summerhill Capital Management
Toronto,
Ontario, Canada
| US$1.25億 | +US$1066萬 | +9% | 38.7% | – | 36 | 52.78% | 1.7 |
|
| 7983 |
AV
7983
Alamea Verwaltungs
Edison,
New Jersey
| US$1.25億 | -US$976萬 | -7% | 4.53% | – | 107 | 55.14% | 0.5 |
|
| 7984 |
7984
EMG Holdings
Old Greenwich,
Connecticut
| US$1.25億 | -US$2.71億 | -68% | 16% | 4.17% | 37 | 70.27% | 1 |
|
| 7985 |
7985
E6 Portfolios
Midvale,
Utah
| US$1.25億 | +US$2925萬 | +30% | 10.5% | – | 97 | 40.21% | 0.3 |
|
| 7986 |
7986
O'Domhnaill Enterprises
Cody,
Wyoming
| US$1.25億 | +US$101萬 | +0.8% | 0.08% | – | 65 | 21.54% | 0.4 |
|
| 7987 |
7987
Index Technologies Group
New York
| US$1.25億 | +US$3329萬 | +36% | 23.2% | – | 283 | 55.12% | 0.2 |
|
| 7988 |
7988
Shuttleworth & Co
Powell,
Ohio
| US$1.25億 | +US$1455萬 | +13% | 14.7% | – | 53 | 5.66% | 0.7 |
|
| 7989 |
7989
Barnes Dennig Private Wealth Management
Cincinnati,
Ohio
| US$1.25億 | +US$2407萬 | +24% | 36% | – | 397 | 30.73% | 0.8 |
|
| 7990 |
7990
Dougherty & Associates
Spring Hill,
Florida
| US$1.25億 | +US$1614萬 | +15% | 17.7% | – | 53 | 3.77% | 0.5 |
|
| 7991 |
YC
7991
Yunqi Capital
Hong Kong
| US$1.25億 | +US$3253萬 | +35% | 33.1% | 71.4% | 5 | 40% | 1.8 |
|
| 7992 |
7992
Broussard Financial Group
Kaplan,
Louisiana
| US$1.25億 | -US$13.6萬 | -0.1% | 1.09% | – | 36 | 22.22% | 0.4 |
|
| 7993 |
7993
Stonehaven Wealth & Tax Solutions
Appleton,
Wisconsin
| US$1.25億 | +US$1181萬 | +10% | 10.4% | – | 102 | 28.43% | 0.9 |
|
| 7994 |
7994
DAG Ventures
Palo Alto,
California
| US$1.25億 | -US$401萬 | -3% | 3.04% | – | 3 | 0% | 1.8 |
|
| 7995 |
7995
Cornerstone Financial Management
Burlington,
Massachusetts
| US$1.25億 | +US$1567萬 | +14% | 12.6% | – | 1,565 | 22.36% | 0.4 |
|
| 7996 |
7996
Kassira Wealth Management
Knoxville,
Tennessee
| US$1.25億 | +US$1581萬 | +15% | 10.6% | – | 68 | 19.12% | 0.6 |
|
| 7997 |
7997
Cauble & Harre Wealth Management
Saint Louis,
Missouri
| US$1.25億 | -US$87萬 | -0.7% | 4.5% | – | 77 | 10.39% | 0.5 |
|
| 7998 |
7998
Box Hill Private Wealth
Scottsdale,
Arizona
| US$1.25億 | +US$2349萬 | +23% | 23% | – | 73 | 17.81% | 0.4 |
|
| 7999 |
7999
Kennebec Savings Bank
Augusta,
Maine
| US$1.25億 | +US$1322萬 | +12% | 11.1% | – | 289 | 15.57% | 1.4 |
|
| 8000 |
8000
Essential Investment Partners
Englewood,
Colorado
| US$1.25億 | +US$1656萬 | +15% | 22.1% | – | 322 | 9.63% | 0.4 |
|