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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8501 |
KC
8501
Kepos Capital
New York
| US$7340萬 | +US$1211萬 | +20% | 1.36% | 21.1% | 215 | 45.12% | 0.5 |
|
| 8502 |
MSWM
8502
Mowery & Schoenfeld Wealth Management
Lincolnshire,
Illinois
| US$7338萬 | +US$793萬 | +12% | 17.6% | – | 387 | 15.5% | 1.6 |
|
| 8503 |
SWCM
8503
Sullivan Wood Capital Management
Washington,
District of Columbia
| US$7303萬 | +US$1591萬 | +28% | 34.2% | – | 23 | 8.7% | 0.8 |
|
| 8504 |
EHMS
8504
Empower Harvest Management Services
Grand Cayman,
Cayman Islands
| US$7284萬 | -US$161萬 | -2% | 2.17% | – | 1 | 0% | 1.5 |
|
| 8505 |
IG
8505
IFS Group
York,
Pennsylvania
| US$7284萬 | -US$3946萬 | -35% | 15.2% | – | 148 | 43.92% | 0.7 |
|
| 8506 |
FCI
8506
Financial Counselors Inc
Overland Park,
Kansas
| US$7266萬 | +US$180萬 | +3% | 15.1% | 77.1% | 15 | 33.33% | 8.9 |
|
| 8507 |
JAWA
8507
John A. Wolfe & Associates
Portage,
Michigan
| US$7260萬 | +US$748萬 | +11% | 7.66% | – | 42 | 0% | 0.4 |
|
| 8508 |
NWM
8508
Navigation Wealth Management
Fort Collins,
Colorado
| US$7259萬 | +US$4485萬 | +162% | 11.6% | 9.65% | 33 | 3.03% | 1 |
|
| 8509 |
NIP
8509
Norwood Investment Partners
Mill Valley,
California
| US$7241萬 | +US$745萬 | +11% | 14.2% | 25.2% | 17 | 29.41% | 1.6 |
|
| 8510 |
MAMU
8510
Myriad Asset Management US
West Palm Beach,
Florida
| US$7240萬 | +US$572萬 | +9% | 24.9% | – | 67 | 53.73% | 0.4 |
|
| 8511 |
KA
8511
KDT Advisors
New York
| US$7226萬 | +US$949萬 | +15% | 13.1% | – | 75 | 10.67% | 1.2 |
|
| 8512 |
HCVG
8512
H Capital V GP
Grand Cayman,
Cayman Islands
| US$7190萬 | -US$218萬 | -3% | 2.94% | – | 1 | 0% | 4.5 |
|
| 8513 |
NI
8513
NCP Inc
La Quinta,
California
| US$7187萬 | +US$1176萬 | +20% | 29.3% | – | 89 | 29.21% | 1.1 |
|
| 8514 |
APW
8514
Axim Planning & Wealth
Springboro,
Ohio
| US$7155萬 | -US$1089萬 | -13% | 0.22% | 3.66% | 100 | 24% | 1 |
|
| 8515 |
1M
8515
13D Management
New York
| US$7134萬 | +US$684萬 | +11% | 43.6% | 157% | 14 | 28.57% | 2.4 |
|
| 8516 |
UOP
8516
University of Pittsburgh
Pittsburgh,
Pennsylvania
| US$7132萬 | -US$6357萬 | -47% | 19.4% | 69.2% | 2 | 50% | 1.8 |
|
| 8517 |
HSPW
8517
Harrison Street Private Wealth
Denver,
Colorado
| US$7098萬 | -US$455萬 | -6% | 2.25% | – | 22 | 9.09% | 0.2 |
|
| 8518 |
BWM
8518
Blossom Wealth Management
San Ramon, Ca,
California
| US$7097萬 | +US$356萬 | +5% | 8.6% | 89.7% | 75 | 5.33% | 3.1 |
|
| 8519 |
1C
8519
1060 Capital
Denver,
Colorado
| US$7085萬 | -US$1141萬 | -14% | 8.37% | 301% | 20 | 90% | 0.1 |
|
| 8520 |
QWM
8520
QP Wealth Management
Eatontown,
New Jersey
| US$7011萬 | +US$1175萬 | +20% | 36.1% | – | 86 | 41.86% | 2.2 |
|
| 8521 |
FAM
8521
Flaharty Asset Management
Clearwater,
Florida
| US$6987萬 | -US$7.36億 | -91% | 7.49% | 33.4% | 138 | 65.94% | 3.7 |
|
| 8522 |
BSP
8522
Benefit Street Partners
New York
| US$6964萬 | -US$1675萬 | -19% | 0.66% | – | 22 | 18.18% | 0.3 |
|
| 8523 |
SAMC
8523
Spectrum Asset Management (Connecticut)
Stamford,
Connecticut
| US$6963萬 | +US$1958萬 | +39% | 0.03% | 0.74% | 4 | 0% | 4.6 |
|
| 8524 |
AIS
8524
Altium Investment Strategies
Wesley Chapel,
Florida
| US$6944萬 | +US$3543萬 | +104% | 1.28% | – | 20 | 35% | 0.2 |
|
| 8525 |
CAS
8525
CTC Alternative Strategies
Chicago,
Illinois
| US$6933萬 | +US$2530萬 | +57% | 21.5% | 111% | 172 | 95.93% | 0 |
|