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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Hillman Company
Pittsburgh,
Pennsylvania
| US$3.6億 | +US$3162萬 | +10% | 16.1% | 134% | 15 | 20% | 1.6 |
|
| 2527 |
2527
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$3.6億 | +US$1.66億 | +86% | 2.67% | 112% | 209 | 58.85% | 0.9 |
|
| 2528 |
2528
Ativo Capital Management
Chicago,
Illinois
| US$3.59億 | +US$711萬 | +2% | 7.03% | 63.2% | 268 | 35.82% | 1.4 |
|
| 2529 |
2529
Technology Crossover Management IX
Menlo Park,
California
| US$3.59億 | +US$9713萬 | +37% | 27.5% | 13% | 3 | 0% | 0.5 |
|
| 2530 |
2530
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$3.59億 | +US$2277萬 | +7% | 3.3% | 58% | 192 | 14.06% | 2.2 |
|
| 2531 |
2531
Arcadia Investment Management
Kalamazoo,
Michigan
| US$3.59億 | +US$414萬 | +1% | 3.47% | 83.5% | 347 | 6.63% | 2.5 |
|
| 2532 |
2532
Herald Investment Management
London,
United Kingdom
| US$3.59億 | +US$2402萬 | +7% | 12.7% | 493% | 100 | 12% | 2.8 |
|
| 2533 |
2533
JHL Capital Group
Chicago,
Illinois
| US$3.58億 | -US$6879萬 | -16% | 3.47% | – | 21 | 66.67% | 0.6 |
|
| 2534 |
2534
WealthSource Partners
San Luis Obispo,
California
| US$3.58億 | +US$2913萬 | +9% | 1.08% | 16.8% | 333 | 26.43% | 1.2 |
|
| 2535 |
2535
Kovack Advisors
Ft. Lauderdale,
Florida
| US$3.58億 | -US$4055萬 | -10% | 5.28% | 118% | 571 | 39.05% | 1.4 |
|
| 2536 |
2536
Belpointe Asset Management
Reno,
Nevada
| US$3.58億 | +US$1487萬 | +4% | 3.13% | 80.1% | 409 | 33.25% | 0.6 |
|
| 2537 |
2537
Needham Investment Management
New York
| US$3.56億 | +US$630萬 | +2% | 8.38% | 424% | 100 | 17% | 3.2 |
|
| 2538 |
2538
Marathon Asset Management (New York)
New York
| US$3.56億 | -US$7.1億 | -67% | 7.24% | 490% | 18 | 66.67% | 0.4 |
|
| 2539 |
2539
Fusion Family Wealth
Woodbury,
New York
| US$3.56億 | +US$5852萬 | +20% | 0.05% | 58.2% | 308 | 13.96% | 0.9 |
|
| 2540 |
2540
Pensionfund Sabic
Sittard,
Netherlands
| US$3.56億 | +US$500萬 | +1% | 4.11% | 63.6% | 232 | 21.55% | 1.7 |
|
| 2541 |
2541
Gateway Advisory
Westfield,
New Jersey
| US$3.55億 | +US$1392萬 | +4% | 2.19% | 26% | 82 | 36.59% | 1.6 |
|
| 2542 |
2542
NTV Asset Management
Charleston,
West Virginia
| US$3.55億 | +US$285萬 | +0.8% | 2.56% | 110% | 185 | 4.86% | 3.7 |
|
| 2543 |
2543
Naples Global Advisors
Naples,
Florida
| US$3.55億 | +US$1792萬 | +5% | 1.76% | 103% | 300 | 8.67% | 2.8 |
|
| 2544 |
2544
New England Private Wealth Advisors
Wellesley,
Massachusetts
| US$3.55億 | +US$71.8萬 | +0.2% | 1.94% | 55.8% | 155 | 7.1% | 3.1 |
|
| 2545 |
MP
2545
Meghalaya Partners
Greenwich,
Connecticut
| US$3.55億 | +US$1.49億 | +72% | 2.14% | – | 30 | 46.67% | 0.3 |
|
| 2546 |
2546
Nadler Financial Group
Deerfield,
Illinois
| US$3.53億 | +US$2855萬 | +9% | 3.17% | 81.8% | 88 | 13.64% | 3.5 |
|
| 2547 |
TCM
2547
Tradition Capital Management
Summit,
New Jersey
| US$3.52億 | +US$263萬 | +0.8% | 1.21% | 43.5% | 180 | 6.67% | 3 |
|
| 2548 |
2548
Twin Securities
New York
| US$3.52億 | -US$2.31億 | -40% | 0.15% | 506% | 26 | 69.23% | 0.6 |
|
| 2549 |
AC
2549
Apertura Capital
Dallas,
Texas
| US$3.51億 | +US$9956萬 | +40% | 3.57% | 41.5% | 49 | 71.43% | 0.2 |
|
| 2550 |
2550
Lutz Financial Services
Omaha,
Nebraska
| US$3.51億 | +US$1215萬 | +4% | 1.56% | 35.3% | 44 | 6.82% | 0.5 |
|