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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
Ashton Thomas Private Wealth
Scottsdale,
Arizona
| US$2.6億 | +US$1676萬 | +7% | 3.03% | 77.5% | 211 | 21.33% | 0.2 |
|
| 3077 |
SVC
3077
Strycker View Capital
New York
| US$2.6億 | +US$2145萬 | +9% | 8.68% | 114% | 21 | 57.14% | 0.3 |
|
| 3078 |
BCA
3078
Bray Capital Advisors
Naples,
Florida
| US$2.6億 | +US$1850萬 | +8% | 2.75% | 36.6% | 380 | 9.74% | 1.6 |
|
| 3079 |
3079
Firsthand Capital Management
San Jose,
California
| US$2.6億 | -US$876萬 | -3% | 2.63% | 265% | 51 | 11.76% | 2.7 |
|
| 3080 |
3080
Lindbrook Capital
Calabasas,
California
| US$2.59億 | +US$814萬 | +3% | 3.59% | 35.8% | 1,585 | 11.04% | 0.5 |
|
| 3081 |
III
3081
Independent Investors Inc
Nesconset,
New York
| US$2.59億 | +US$292萬 | +1% | 3.1% | 61.6% | 78 | 10.26% | 4.7 |
|
| 3082 |
GWA
3082
Guidant Wealth Advisors
Palatine,
Illinois
| US$2.59億 | +US$231萬 | +0.9% | 1.99% | 17.8% | 263 | 4.94% | 1.4 |
|
| 3083 |
3083
Intersect Capital
San Ramon,
California
| US$2.59億 | +US$2135萬 | +9% | 2.89% | 57.2% | 181 | 30.94% | 2.1 |
|
| 3084 |
3084
Contravisory Investment Management
Norwell,
Massachusetts
| US$2.59億 | +US$62.6萬 | +0.2% | 5.78% | 135% | 343 | 32.36% | 1 |
|
| 3085 |
3085
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$2.58億 | -US$7017萬 | -21% | 7.54% | 173% | 72 | 36.11% | 1.2 |
|
| 3086 |
3086
Madison International Realty Holdings
New York
| US$2.58億 | -US$3530萬 | -12% | 5.9% | – | 8 | 25% | 1.7 |
|
| 3087 |
3087
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$2.58億 | -US$4025萬 | -14% | 2.52% | 120% | 52 | 36.54% | 0.9 |
|
| 3088 |
3088
Honeywell International
Charlotte,
North Carolina
| US$2.58億 | +US$136萬 | +0.5% | 0.46% | 39.4% | 79 | 22.78% | 2.4 |
|
| 3089 |
3089
Stordahl Capital Management
Greenwood Village,
Colorado
| US$2.58億 | +US$1158萬 | +5% | 2.67% | 54% | 49 | 2.04% | 1.3 |
|
| 3090 |
3090
Flaharty Asset Management
Clearwater,
Florida
| US$2.57億 | +US$860萬 | +3% | 2.24% | 33.4% | 83 | 20.48% | 1.6 |
|
| 3091 |
3091
Requisite Capital Management
Dallas,
Texas
| US$2.57億 | -US$325萬 | -1% | 1% | 41% | 238 | 68.49% | 0.3 |
|
| 3092 |
3092
Marietta Wealth Management
Marietta,
Georgia
| US$2.57億 | +US$1338萬 | +5% | 4.17% | 93% | 118 | 8.47% | 2.1 |
|
| 3093 |
3093
Cadence Bank NA
Houston,
Texas
| US$2.57億 | +US$134萬 | +0.5% | 2.71% | 33.3% | 175 | 5.71% | 3.1 |
|
| 3094 |
3094
BFSG LLC
Irvine,
California
| US$2.56億 | -US$1068萬 | -4% | 3.24% | 81.9% | 152 | 31.58% | 1.3 |
|
| 3095 |
3095
Orgel Wealth Management
Altoona,
Wisconsin
| US$2.56億 | -US$3982萬 | -13% | 1.71% | 39.6% | 43 | 16.28% | 1.7 |
|
| 3096 |
3096
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$2.56億 | +US$1749萬 | +7% | 4.85% | 80.3% | 163 | 7.98% | 3.3 |
|
| 3097 |
3097
CenturyLink Investment Management
Denver,
Colorado
| US$2.56億 | +US$1079萬 | +4% | 4.74% | – | 164 | 15.24% | 3.1 |
|
| 3098 |
3098
Natixis Investment Managers International
Paris,
France
| US$2.56億 | +US$92.9萬 | +0.4% | 4.09% | 34.7% | 12 | 8.33% | 5.3 |
|
| 3099 |
AO
3099
Allen Operations
New York
| US$2.56億 | +US$1240萬 | +5% | 1.2% | 218% | 33 | 15.15% | 2.9 |
|
| 3100 |
3100
Shikiar Asset Management
New York
| US$2.56億 | +US$1688萬 | +7% | 3.77% | 117% | 98 | 15.31% | 2.4 |
|