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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8401 |
IWMO
8401
Integrated Wealth Management (Ohio)
Uniontown,
Ohio
| US$9468萬 | +US$748萬 | +9% | 11.8% | – | 115 | 38.26% | 0.4 |
|
| 8402 |
8402
Prism Planning Partners
Libertyville,
Illinois
| US$9448萬 | +US$993萬 | +12% | 10% | – | 45 | 28.89% | 0.5 |
|
| 8403 |
8403
Geremia Financial Services
Edison,
New Jersey
| US$9431萬 | -US$2846萬 | -23% | 35.3% | – | 10 | 10% | 0.5 |
|
| 8404 |
8404
SkyKnight Capital
San Francisco,
California
| US$9413萬 | -US$1301萬 | -12% | 12.1% | 11% | 3 | 0% | 4.5 |
|
| 8405 |
8405
Divco West Real Estate Services
San Francisco,
California
| US$9404萬 | +US$2216萬 | +31% | 32.9% | 22.3% | 4 | 0% | 3.5 |
|
| 8406 |
8406
Eurizon Asset Management Hungary
Budapest,
| US$9392萬 | +US$78.5萬 | +0.8% | 9.88% | – | 22 | 13.64% | 0.3 |
|
| 8407 |
8407
University of Cambridge Investment Management
Cambridge,
| US$9389萬 | -US$1451萬 | -13% | 15.4% | – | 1 | 0% | 0.5 |
|
| 8408 |
8408
T3 Companies
New York
| US$9365萬 | +US$1686萬 | +22% | 43.2% | – | 271 | 74.91% | 0.2 |
|
| 8409 |
WTCUG
8409
WD Thunder CV Ultimate GP
Houston,
Texas
| US$9353萬 | +US$324萬 | +4% | 3.59% | – | 1 | 0% | 0.5 |
|
| 8410 |
8410
Pensionfund Sabic
Sittard,
Netherlands
| US$9352萬 | +US$1049萬 | +13% | 12.6% | 63.6% | 77 | 1.3% | 7.5 |
|
| 8411 |
8411
Pictet Bank & Trust
Nassau,
Bahamas
| US$9327萬 | +US$1721萬 | +23% | 16.2% | 82.7% | 40 | 22.5% | 4 |
|
| 8412 |
8412
Sonoma Private Wealth
Sonoma,
California
| US$9310萬 | +US$1188萬 | +15% | 17.9% | 85.7% | 74 | 12.16% | 2.2 |
|
| 8413 |
8413
Meadowbrook Wealth Management
Garden City,
New York
| US$9286萬 | +US$1739萬 | +23% | 28.7% | – | 88 | 34.09% | 0.5 |
|
| 8414 |
8414
SummitPoint Capital Management
Littleton,
Colorado
| US$9275萬 | +US$1399萬 | +18% | 10.5% | – | 39 | 10.26% | 0.2 |
|
| 8415 |
8415
Aflac Inc
Columbus,
Georgia
| US$9263萬 | -US$213萬 | -2% | 1.62% | 28.8% | 4 | 0% | 2.9 |
|
| 8416 |
GSC
8416
Ground Swell Capital
Folly Beach,
South Carolina
| US$9258萬 | +US$4190萬 | +83% | 22.2% | 71.1% | 256 | 95.7% | 0 |
|
| 8417 |
JBL
8417
Jackson Brooke LLC
Lansing,
Michigan
| US$9240萬 | +US$9.12萬 | +0.1% | 0.1% | – | 1 | 0% | 0.3 |
|
| 8418 |
8418
Deuterium Capital Management
Clearwater,
Florida
| US$9239萬 | +US$642萬 | +7% | 6.6% | 225% | 28 | 21.43% | 1.8 |
|
| 8419 |
8419
Sunstone Asset Management
New York
| US$9236萬 | +US$719萬 | +8% | 38.1% | – | 80 | 60% | 0.3 |
|
| 8420 |
8420
Significant Wealth Partners
Cary,
Illinois
| US$9236萬 | +US$1118萬 | +14% | 13.9% | – | 121 | 12.4% | 1 |
|
| 8421 |
8421
DB&C Advisors
Holland,
Michigan
| US$9235萬 | +US$1540萬 | +20% | 13.3% | – | 77 | 14.29% | 0.4 |
|
| 8422 |
HI
8422
Hyundai Investments
Yeongdeungopo-Gu, Seoul,
South Korea
| US$9231萬 | +US$357萬 | +4% | 2.15% | 74.8% | 73 | 2.74% | 0.5 |
|
| 8423 |
GBA
8423
Garrison Bradford & Associates
New York
| US$9217萬 | +US$381萬 | +4% | 9.82% | 62.2% | 39 | 12.82% | 6.7 |
|
| 8424 |
8424
Forefront Analytics
West Conshohocken,
Pennsylvania
| US$9202萬 | -US$1793萬 | -16% | 14.4% | 50.9% | 39 | 5.13% | 4 |
|
| 8425 |
8425
Ventas Inc
Chicago,
Illinois
| US$9193萬 | +US$1196萬 | +15% | 15% | – | 1 | 0% | 1.5 |
|