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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
PL
2926
Polianta Ltd
St Helier,
Jersey
| US$8.09億 | +US$5530萬 | +7% | 6.4% | 31.6% | 114 | 47.37% | 0.5 |
|
| 2927 |
2927
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| US$8.09億 | +US$3.03億 | +60% | 17.6% | 80.8% | 81 | 40.74% | 2.7 |
|
| 2928 |
2928
Capital Investment Counsel (Colorado)
Denver,
Colorado
| US$8.08億 | +US$7860萬 | +11% | 11.8% | 68.7% | 168 | 19.64% | 1.5 |
|
| 2929 |
2929
Eagle Rock Investment Company
Atlanta,
Georgia
| US$8.08億 | +US$1.2億 | +17% | 26.3% | 115% | 165 | 9.7% | 3 |
|
| 2930 |
2930
Newbridge Financial Services Group
Boca Raton,
Florida
| US$8.08億 | +US$2億 | +33% | 39% | 189% | 1,294 | 13.99% | 2.1 |
|
| 2931 |
2931
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$8.08億 | +US$8599萬 | +12% | 12.4% | 76.8% | 218 | 11.93% | 6.7 |
|
| 2932 |
2932
ARQ Wealth Advisors
Scottsdale,
Arizona
| US$8.07億 | +US$2.52億 | +45% | 9.63% | 53.3% | 231 | 26.84% | 1.5 |
|
| 2933 |
2933
Klaas Financial Asset Advisors
Loves Park,
Illinois
| US$8.03億 | +US$7844萬 | +11% | 8.17% | 36.2% | 59 | 0% | 3 |
|
| 2934 |
2934
White Lighthouse Investment Management
Bedford,
Massachusetts
| US$8.02億 | +US$8155萬 | +11% | 11.1% | 55.3% | 154 | 7.79% | 5.2 |
|
| 2935 |
2935
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$8.02億 | +US$1.07億 | +15% | 13.1% | 62.5% | 759 | 10.28% | 3.6 |
|
| 2936 |
NM
2936
Newtyn Management
New York
| US$8.01億 | -US$1.35億 | -14% | 9.17% | 52% | 39 | 28.21% | 1.7 |
|
| 2937 |
2937
Liberty Wealth Management
Oakland,
California
| US$8億 | US$0 | 0% | 12.2% | 64.2% | 268 | 0% | 2.6 |
|
| 2938 |
2938
Corsair Capital Management
New York
| US$8億 | +US$1.27億 | +19% | 28.6% | 435% | 186 | 30.11% | 1.9 |
|
| 2939 |
2939
HORAN Wealth
Cincinnati,
Ohio
| US$8億 | -US$2.52億 | -24% | 13.5% | – | 228 | 19.3% | 0.7 |
|
| 2940 |
2940
Live Oak Private Wealth
Wilmington,
North Carolina
| US$8億 | +US$8246萬 | +11% | 11.8% | 65% | 218 | 8.26% | 4.1 |
|
| 2941 |
2941
Johnson & Johnson
New Brunswick,
New Jersey
| US$7.99億 | +US$1.46億 | +22% | 24.4% | 281% | 17 | 17.65% | 3.6 |
|
| 2942 |
2942
Suncoast Equity Management
Tampa,
Florida
| US$7.98億 | -US$3489萬 | -4% | 15.8% | 82.9% | 102 | 46.08% | 3.3 |
|
| 2943 |
2943
TrueMark Investments
Chicago,
Illinois
| US$7.98億 | +US$2.85億 | +55% | 11.6% | – | 218 | 37.61% | 0.7 |
|
| 2944 |
2944
Garden Investment Management
Greenwich,
Connecticut
| US$7.98億 | +US$2.12億 | +36% | 32.8% | – | 2 | 0% | 0.9 |
|
| 2945 |
2945
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| US$7.98億 | +US$1611萬 | +2% | 2.42% | 22.7% | 37 | 13.51% | 5.5 |
|
| 2946 |
2946
XY Planning Network
Bozeman,
Montana
| US$7.97億 | +US$1.71億 | +27% | 10.7% | – | 356 | 27.81% | 0.7 |
|
| 2947 |
2947
Allied Investment Advisors
Billings,
Montana
| US$7.97億 | +US$9910萬 | +14% | 6.24% | 68.4% | 112 | 12.5% | 3.9 |
|
| 2948 |
2948
Emerald Advisors
Bellevue,
Washington
| US$7.96億 | -US$1178萬 | -1% | 1.17% | 71.8% | 144 | 22.92% | 3.1 |
|
| 2949 |
2949
Technology Crossover Management X
Menlo Park,
California
| US$7.95億 | +US$1389萬 | +2% | 5.27% | 73.1% | 6 | 0% | 4.4 |
|
| 2950 |
HA
2950
Harbor Advisors
West Palm Beach,
Florida
| US$7.95億 | +US$1.03億 | +15% | 29.2% | 125% | 207 | 11.11% | 5.1 |
|