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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Teewinot Capital Advisers
New York
| US$5.91億 | +US$8536萬 | +17% | 17.6% | 149% | 31 | 16.13% | 3.7 |
|
| 2552 |
2552
Recurrent Investment Advisors
Houston,
Texas
| US$5.91億 | +US$8512萬 | +17% | 1.55% | 99.7% | 53 | 18.87% | 2.5 |
|
| 2553 |
2553
Atlas Venture Advisors
Boston,
Massachusetts
| US$5.9億 | +US$1.26億 | +27% | 28.9% | 34.6% | 6 | 16.67% | 3.5 |
|
| 2554 |
CBT
2554
Central Bank & Trust
Lexington,
Kentucky
| US$5.9億 | +US$2807萬 | +5% | 10% | 118% | 433 | 26.56% | 5.8 |
|
| 2555 |
2555
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$5.89億 | +US$3976萬 | +7% | 7.58% | 80.3% | 212 | 2.83% | 5.1 |
|
| 2556 |
2556
BFSG LLC
Irvine,
California
| US$5.88億 | +US$4657萬 | +9% | 5.48% | 90.7% | 220 | 17.73% | 2.4 |
|
| 2557 |
2557
RBO & Co
Saint Helena,
California
| US$5.88億 | +US$1406萬 | +2% | 2.89% | 27.9% | 56 | 8.93% | 6 |
|
| 2558 |
2558
Baker Ellis Asset Management
Vancouver,
Washington
| US$5.88億 | +US$2962萬 | +5% | 6.39% | 91.9% | 213 | 6.1% | 5.1 |
|
| 2559 |
2559
Talbot Financial
Bellevue,
Washington
| US$5.88億 | +US$4997萬 | +9% | 10.7% | 118% | 60 | 6.67% | 0.5 |
|
| 2560 |
2560
Keystone Financial Group (Kentucky)
Lexington,
Kentucky
| US$5.88億 | – | – | 7.21% | 116% | 302 | – | 3.3 |
|
| 2561 |
2561
RMR Wealth Builders
Montclair,
New Jersey
| US$5.88億 | +US$6195萬 | +12% | 7.64% | 91.7% | 224 | 10.71% | 1.7 |
|
| 2562 |
2562
Hartline Investment Corp
Winnetka,
Illinois
| US$5.87億 | +US$8568萬 | +17% | 15.8% | 222% | 120 | 15% | 2 |
|
| 2563 |
2563
Virtue Capital Management
Brentwood,
Tennessee
| US$5.86億 | -US$2492萬 | -4% | 4.98% | 97.9% | 426 | 15.96% | 1.3 |
|
| 2564 |
2564
Vision Capital Management
Portland,
Oregon
| US$5.86億 | +US$3436萬 | +6% | 6.82% | 78.4% | 107 | 7.48% | 4.9 |
|
| 2565 |
2565
Cipher Capital
New York
| US$5.85億 | +US$4353萬 | +8% | 3.23% | – | 745 | 68.99% | 0.2 |
|
| 2566 |
2566
Passaic Partners
Newark,
New Jersey
| US$5.85億 | +US$9085萬 | +18% | 3.77% | 53.2% | 11 | 45.45% | 0.7 |
|
| 2567 |
LP
2567
LGL Partners
Philadelphia,
Pennsylvania
| US$5.85億 | +US$46.1萬 | +0.1% | 6% | 68.9% | 105 | 11.43% | 3.4 |
|
| 2568 |
2568
Allen Capital Group
Grand Island,
Nebraska
| US$5.85億 | +US$3398萬 | +6% | 4.16% | 62.8% | 185 | 11.35% | 0.6 |
|
| 2569 |
2569
Bell Asset Management
Melbourne,
Australia
| US$5.85億 | +US$3745萬 | +7% | 4.5% | 45.3% | 65 | 12.31% | 3.5 |
|
| 2570 |
2570
Steel Partners Holdings
New York
| US$5.84億 | +US$3333萬 | +6% | 4.21% | – | 6 | 16.67% | 4.4 |
|
| 2571 |
2571
Flaharty Asset Management
Clearwater,
Florida
| US$5.84億 | +US$2364萬 | +4% | 2.63% | 37.8% | 117 | 11.97% | 2.9 |
|
| 2572 |
2572
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| US$5.84億 | +US$1410萬 | +2% | 4.49% | 58.9% | 444 | 13.74% | 1 |
|
| 2573 |
2573
Nordwand Advisors
Radnor,
Pennsylvania
| US$5.83億 | -US$3022萬 | -5% | 4.79% | 103% | 135 | 19.26% | 0.3 |
|
| 2574 |
2574
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$5.83億 | +US$7629萬 | +15% | 3.43% | 52.6% | 77 | 10.39% | 1.1 |
|
| 2575 |
2575
City Holding Co
Charleston,
West Virginia
| US$5.81億 | +US$2503萬 | +5% | 6.38% | 89.2% | 568 | 18.31% | 5.4 |
|