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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8301 |
8301
OneAscent Investment Solutions
Birmingham,
Alabama
| US$1.06億 | +US$565萬 | +6% | 17.5% | – | 178 | 47.19% | 0.7 |
|
| 8302 |
8302
Hyposwiss Advisors
Geneva,
| US$1.06億 | +US$439萬 | +4% | 14.4% | – | 114 | 10.53% | 0.5 |
|
| 8303 |
8303
Board of the Pension Protection Fund
Croydon,
United Kingdom
| US$1.05億 | -US$331萬 | -3% | 8.1% | – | 201 | 67.66% | 0.5 |
|
| 8304 |
8304
Villanova Investment Management
Wayne,
Pennsylvania
| US$1.05億 | +US$779萬 | +8% | 9.8% | – | 59 | 10.17% | 1.5 |
|
| 8305 |
8305
Generations Wealth LLC
Mason,
Ohio
| US$1.05億 | +US$233萬 | +2% | 12.1% | – | 37 | 24.32% | 0.4 |
|
| 8306 |
8306
Succession Financial
Mckinney,
Texas
| US$1.05億 | – | – | 29% | – | 50 | – | 0 |
|
| 8307 |
8307
Cogent Strategic Wealth
Chicago,
Illinois
| US$1.05億 | +US$759萬 | +8% | 13.8% | – | 61 | 13.11% | 0.4 |
|
| 8308 |
8308
22NW LP
Seattle,
Washington
| US$1.05億 | -US$4123萬 | -28% | 27.5% | 138% | 17 | 23.53% | 1.7 |
|
| 8309 |
8309
IDG China Venture Capital Fund V Associates
Hong Kong
| US$1.05億 | -US$2105萬 | -17% | 13.6% | 7.34% | 1 | 0% | 4.5 |
|
| 8310 |
8310
Indie Asset Partners
Carmel,
Indiana
| US$1.04億 | +US$1666萬 | +19% | 12.8% | 119% | 90 | 12.22% | 2.6 |
|
| 8311 |
8311
Verdad Advisers
Boston,
Massachusetts
| US$1.04億 | +US$1558萬 | +18% | 21.1% | – | 276 | 59.06% | 0.3 |
|
| 8312 |
JRSI
8312
Jeter Robert S II
| US$1.04億 | +US$396萬 | +4% | 12.5% | – | 48 | 12.5% | 0.2 |
|
| 8313 |
8313
Strategic Financial Group
Grand Haven,
Michigan
| US$1.04億 | +US$723萬 | +7% | 8% | – | 19 | 5.26% | 0.2 |
|
| 8314 |
TPW
8314
TOP Private Wealth
Glastonbury,
Connecticut
| US$1.04億 | – | – | 13.6% | – | 139 | – | 0 |
|
| 8315 |
8315
AIHC Capital Management
Central,
| US$1.04億 | -US$1542萬 | -13% | 43.6% | – | 5 | 20% | 0.4 |
|
| 8316 |
8316
Trustees of The University of Pennsylvania
Philaldelphia,
Pennsylvania
| US$1.04億 | -US$1.93億 | -65% | 26.9% | – | 6 | 50% | 0.7 |
|
| 8317 |
8317
Xena Financial Planning
Portland,
Oregon
| US$1.04億 | +US$1562萬 | +18% | 11.1% | – | 38 | 13.16% | 0.4 |
|
| 8318 |
8318
Kachkovsky & Fisher Inc
San Diego,
California
| US$1.04億 | – | – | 20.1% | – | 64 | – | 0 |
|
| 8319 |
8319
Gritstone Asset Management
Bethesda,
Maryland
| US$1.04億 | +US$1030萬 | +11% | 3.35% | – | 208 | 42.31% | 0.5 |
|
| 8320 |
8320
Mozayyx Management
Austin,
Texas
| US$1.04億 | +US$529萬 | +5% | 32.6% | – | 29 | 79.31% | 0.1 |
|
| 8321 |
8321
Sapphire Ventures
Austin,
Texas
| US$1.04億 | +US$436萬 | +4% | 13.1% | 27.9% | 4 | 0% | 3.5 |
|
| 8322 |
8322
Parrish Capital
Kennesaw,
Georgia
| US$1.04億 | -US$847萬 | -8% | 21.1% | – | 94 | 15.96% | 0.5 |
|
| 8323 |
XC
8323
XY Capital
Central,
Hong Kong
| US$1.04億 | +US$280萬 | +3% | 6.94% | 52.8% | 142 | 82.39% | 0.2 |
|
| 8324 |
8324
SaddleRock Capital Management
New York
| US$1.04億 | +US$883萬 | +9% | 25.4% | – | 22 | 45.45% | 0.4 |
|
| 8325 |
8325
Reality Financial Planning Services
Sarasota,
Florida
| US$1.04億 | -US$1.42萬 | -0% | 9.55% | – | 20 | 10% | 0.5 |
|