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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
CVentures
Denver,
Colorado
| US$1.72億 | – | – | 4.55% | – | 1 | – | 1 |
|
| 3077 |
3077
White Pine Investment Company
Livonia,
Michigan
| US$1.72億 | +US$623萬 | +4% | 1.1% | 73.3% | 56 | 16.07% | 1.3 |
|
| 3078 |
3078
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$1.72億 | +US$503萬 | +3% | 2.21% | 62.5% | 454 | 7.71% | 0.9 |
|
| 3079 |
3079
Arrow Capital Management
New York
| US$1.72億 | +US$33.8萬 | +0.2% | 9.26% | – | 23 | 26.09% | 0.8 |
|
| 3080 |
3080
Cheviot Value Management
Beverly Hills,
California
| US$1.72億 | -US$62.1萬 | -0.4% | 1.53% | 77.8% | 34 | 2.94% | 1.4 |
|
| 3081 |
3081
Beck Capital Management
Austin,
Texas
| US$1.72億 | +US$2943萬 | +21% | 10.2% | 291% | 176 | 32.95% | 0.7 |
|
| 3082 |
3082
Gladius Capital Management
Chicago,
Illinois
| US$1.71億 | +US$737萬 | +4% | 4.49% | 78% | 2 | 0% | 1 |
|
| 3083 |
3083
Nepsis Inc
Minneapolis,
Minnesota
| US$1.71億 | -US$346萬 | -2% | 6.24% | 131% | 33 | 18.18% | 0.8 |
|
| 3084 |
3084
Weatherstone Capital Management
Denver,
Colorado
| US$1.71億 | -US$2029萬 | -11% | 3.38% | 32% | 85 | 40% | 0.7 |
|
| 3085 |
3085
Vantage Wealth
Pasadena,
California
| US$1.71億 | +US$1492萬 | +10% | 4.37% | 56.1% | 29 | 17.24% | 1.3 |
|
| 3086 |
FPFS
3086
First Personal Financial Services
Charlotte,
North Carolina
| US$1.71億 | – | – | 3.95% | 31.5% | 561 | – | 0 |
|
| 3087 |
3087
Motley Fool Wealth Management
Alexandria,
Virginia
| US$1.71億 | – | – | 7.38% | 70.7% | 78 | – | 0 |
|
| 3088 |
3088
Sapphire Ventures (GPE) I
Palo Alto,
California
| US$1.7億 | – | – | 15.4% | – | 8 | – | 0 |
|
| 3089 |
3089
Firsthand Capital Management
San Jose,
California
| US$1.7億 | -US$2079萬 | -11% | 2.7% | 265% | 60 | 15% | 1.2 |
|
| 3090 |
3090
Ascent Wealth Partners
New Hartford,
New York
| US$1.7億 | +US$1287萬 | +8% | 5.5% | 105% | 116 | 17.24% | 0.8 |
|
| 3091 |
3091
Wealth Architects
Mountain View,
California
| US$1.7億 | – | – | 3.36% | 80.1% | 101 | – | 0 |
|
| 3092 |
PIM
3092
PCO Investment Management
Mill Valley,
California
| US$1.7億 | – | – | 9.03% | – | 43 | – | 0 |
|
| 3093 |
SCP
3093
Syntal Capital Partners
Midland,
Texas
| US$1.7億 | -US$3229萬 | -16% | 5.05% | 102% | 227 | 42.29% | 0.5 |
|
| 3094 |
PLFAM
3094
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| US$1.69億 | -US$492萬 | -3% | 4.61% | 81.6% | 96 | 8.33% | 1.2 |
|
| 3095 |
3095
Proffitt & Goodson
Knoxville,
Tennessee
| US$1.69億 | +US$638萬 | +4% | 3.63% | 48.5% | 40 | 2.5% | 1.4 |
|
| 3096 |
CP
3096
Cinque Partners
Los Angeles,
California
| US$1.69億 | -US$1980萬 | -10% | 5.49% | – | 39 | 5.13% | 1.4 |
|
| 3097 |
RCM
3097
Regiment Capital Management
Boston,
Massachusetts
| US$1.69億 | -US$4.27億 | -72% | 14.2% | – | 21 | 38.1% | 1.1 |
|
| 3098 |
3098
Algert Global
San Francisco,
California
| US$1.69億 | +US$3396萬 | +25% | 15.9% | 194% | 369 | 45.53% | 0.6 |
|
| 3099 |
3099
First Washington Corp
Seattle,
Washington
| US$1.69億 | -US$616萬 | -4% | 7.03% | 142% | 107 | 17.76% | 1.1 |
|
| 3100 |
CCA
3100
Covey Capital Advisors
Atlanta,
Georgia
| US$1.69億 | +US$899萬 | +6% | 6.29% | 118% | 49 | 22.45% | 0.4 |
|