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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2776 |
2776
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| US$2.22億 | -US$167萬 | -0.7% | 5.38% | 12.8% | 157 | 28.03% | 1.8 |
|
| 2777 |
2777
Zeke Capital Advisors
Berwyn,
Pennsylvania
| US$2.22億 | +US$4192萬 | +23% | 3.04% | 41% | 83 | 80.72% | 0.1 |
|
| 2778 |
2778
FRG Family Wealth Advisors
Bellevue,
Washington
| US$2.22億 | +US$77萬 | +0.3% | 2.82% | 76.4% | 128 | 7.03% | 0.7 |
|
| 2779 |
2779
Cypress Wealth Advisors
San Francisco,
California
| US$2.22億 | +US$1933萬 | +10% | 4.06% | 29.3% | 216 | 16.2% | 0.9 |
|
| 2780 |
2780
Roanoke Asset Management
Jersey City,
New Jersey
| US$2.21億 | +US$568萬 | +3% | 7.42% | 50.3% | 106 | 4.72% | 2.5 |
|
| 2781 |
2781
Cadence Bank NA
Houston,
Texas
| US$2.21億 | +US$1816萬 | +9% | 0.97% | 33.3% | 139 | 12.95% | 2.3 |
|
| 2782 |
2782
Fort Point Capital Partners
San Francisco,
California
| US$2.21億 | +US$1455萬 | +7% | 5.47% | 62.2% | 158 | 29.75% | 1 |
|
| 2783 |
2783
Univest Financial
Souderton,
Pennsylvania
| US$2.21億 | +US$152萬 | +0.7% | 3.63% | 82.6% | 95 | 7.37% | 2.5 |
|
| 2784 |
PCM
2784
Proxima Capital Management
New York
| US$2.21億 | -US$3460萬 | -14% | 18.4% | 20.7% | 39 | 20.51% | 1.5 |
|
| 2785 |
2785
Credential Securities
Vancouver,
| US$2.21億 | +US$2806萬 | +15% | 4.19% | 32.5% | 265 | 8.3% | 1.8 |
|
| 2786 |
2786
Chubb Ltd
Zurich,
Switzerland
| US$2.21億 | -US$1083萬 | -5% | 5.12% | 64.2% | 26 | 7.69% | 0.5 |
|
| 2787 |
2787
Point72 Asia (Singapore)
Singapore
| US$2.2億 | +US$1555萬 | +8% | 21.4% | – | 28 | 82.14% | 0.1 |
|
| 2788 |
IMIM
2788
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| US$2.2億 | +US$1520萬 | +7% | 10.4% | 39.9% | 53 | 7.55% | 2.5 |
|
| 2789 |
2789
Cowen Prime Advisors
New York
| US$2.2億 | +US$1438萬 | +7% | 10.9% | 116% | 281 | 19.93% | 2.1 |
|
| 2790 |
2790
McRae Capital Management
Morristown,
New Jersey
| US$2.2億 | +US$382萬 | +2% | 5.05% | 78.2% | 102 | 5.88% | 2.1 |
|
| 2791 |
2791
Corsair Capital
New York
| US$2.2億 | +US$2310萬 | +12% | 7.54% | 17.1% | 3 | 33.33% | 1.4 |
|
| 2792 |
CIA
2792
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$2.2億 | -US$681萬 | -3% | 1.24% | 100% | 88 | 5.68% | 2.6 |
|
| 2793 |
2793
M Holdings Securities
Portland,
Oregon
| US$2.19億 | +US$2415萬 | +12% | 3.05% | 83.9% | 269 | 14.5% | 1.5 |
|
| 2794 |
2794
Harvest Capital Management
Concord,
New Hampshire
| US$2.19億 | +US$575萬 | +3% | 2.16% | 19.5% | 91 | 10.99% | 2.2 |
|
| 2795 |
2795
Vista Equity Partners Management
San Francisco,
California
| US$2.19億 | -US$984萬 | -4% | 24.3% | 3.45% | 28 | 25% | 0.9 |
|
| 2796 |
2796
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$2.19億 | +US$9.1萬 | +0% | 2.12% | 60.5% | 42 | 4.76% | 2.8 |
|
| 2797 |
2797
Goldstein Munger & Associates
San Ramon,
California
| US$2.19億 | +US$255萬 | +1% | 3.29% | 11.9% | 32 | 3.13% | 2.7 |
|
| 2798 |
2798
Ashburton (Jersey)
St Helier,
Jersey
| US$2.19億 | -US$2139萬 | -9% | 5.24% | – | 84 | 33.33% | 0.5 |
|
| 2799 |
2799
Yorktown Energy Partners VII
New York
| US$2.19億 | +US$1331萬 | +6% | 10.7% | 22.4% | 3 | 0% | 0.8 |
|
| 2800 |
2800
Ion Asset Management
Herzliya,
Israel
| US$2.19億 | +US$667萬 | +3% | 10.7% | 125% | 19 | 36.84% | 1.3 |
|