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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8276 |
8276
SPWM Advisors
Traverse City,
Michigan
| US$1.08億 | -US$694萬 | -6% | 10.2% | – | 98 | 13.27% | 0.4 |
|
| 8277 |
8277
Michelson Medical Research Foundation
Los Angeles,
California
| US$1.08億 | +US$972萬 | +10% | 12.8% | 52.2% | 23 | 17.39% | 2.1 |
|
| 8278 |
BC
8278
Bayforest Capital
London,
United Kingdom
| US$1.08億 | +US$1888萬 | +21% | 20.5% | – | 1,251 | 56.43% | 0.4 |
|
| 8279 |
8279
Schuylkill Financial
Wyomissing,
Pennsylvania
| US$1.08億 | – | – | 11.6% | – | 66 | – | 0 |
|
| 8280 |
8280
Yorktown Energy Partners XI
New York
| US$1.08億 | -US$3344萬 | -24% | 12.3% | 105% | 4 | 0% | 4.5 |
|
| 8281 |
YF
8281
Yu Fan
| US$1.08億 | +US$1090萬 | +11% | 21.6% | 42.7% | 8 | 0% | 0.9 |
|
| 8282 |
8282
Walsky Investment Management
Wyomissing,
Pennsylvania
| US$1.08億 | +US$972萬 | +10% | 13.2% | – | 54 | 11.11% | 0.5 |
|
| 8283 |
8283
Aspirean Wealth
Mill Valley,
California
| US$1.08億 | +US$1552萬 | +17% | 10.2% | – | 20 | 10% | 0.5 |
|
| 8284 |
8284
Retireful LLC
Haslett,
Michigan
| US$1.07億 | +US$3649萬 | +51% | 76.8% | 437% | 121 | 63.64% | 0.4 |
|
| 8285 |
MPEM
8285
Marathon Partners Equity Management
New York
| US$1.07億 | +US$1888萬 | +21% | 31.7% | – | 21 | 38.1% | 2 |
|
| 8286 |
8286
Gainline Financial Partners
Louisville,
Colorado
| US$1.07億 | – | – | 11.8% | – | 56 | – | 0 |
|
| 8287 |
8287
Burkett Asset Management
Victoria,
| US$1.07億 | +US$553萬 | +5% | 14.1% | – | 66 | 18.18% | 0.4 |
|
| 8288 |
8288
Fullerton Advisors
Danville,
California
| US$1.07億 | +US$1037萬 | +11% | 12.2% | – | 56 | 8.93% | 0.5 |
|
| 8289 |
8289
Intentional Wealth Strategies
Colorado Springs,
Colorado
| US$1.07億 | -US$72.7萬 | -0.7% | 17.3% | – | 945 | 93.12% | 0.2 |
|
| 8290 |
8290
Oregon Pacific Wealth Management
Medford,
Oregon
| US$1.07億 | +US$1074萬 | +11% | 11.5% | – | 122 | 19.67% | 0.9 |
|
| 8291 |
8291
American Wealth Advisors
Johns Creek,
Georgia
| US$1.07億 | +US$1061萬 | +11% | 12.3% | – | 42 | 2.38% | 0.7 |
|
| 8292 |
8292
Ebert Capital Management
Eureka,
California
| US$1.07億 | +US$865萬 | +9% | 12.8% | – | 29 | 13.79% | 0.4 |
|
| 8293 |
8293
CFG Wealth Management Services
Indianapolis,
Indiana
| US$1.07億 | -US$363萬 | -3% | 6.04% | – | 152 | 47.37% | 0.5 |
|
| 8294 |
8294
October Effect
Virginia Beach,
Virginia
| US$1.06億 | +US$1951萬 | +22% | 64.6% | – | 76 | 31.58% | 0.7 |
|
| 8295 |
8295
Plus Group Wealth Advisors
Belgium,
Wisconsin
| US$1.06億 | +US$1543萬 | +17% | 12% | – | 48 | 14.58% | 0.4 |
|
| 8296 |
8296
Wallace Advisory Group
Lafayette,
California
| US$1.06億 | +US$1270萬 | +14% | 9.69% | 50.9% | 146 | 23.97% | 2.1 |
|
| 8297 |
CF
8297
Calder Financial
Downingtown,
Pennsylvania
| US$1.06億 | +US$541萬 | +5% | 12.2% | – | 45 | 15.56% | 0.4 |
|
| 8298 |
8298
Expressive Wealth
Chicago,
Illinois
| US$1.06億 | +US$98.4萬 | +0.9% | 17.1% | – | 147 | 21.09% | 0.4 |
|
| 8299 |
8299
Regatta Research & Money Management
Metairie,
Louisiana
| US$1.06億 | – | – | 14.7% | – | 495 | – | 0 |
|
| 8300 |
8300
Elevated Private Wealth
Brookfield,
Wisconsin
| US$1.06億 | – | – | 28.8% | – | 76 | – | 0.5 |
|