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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
3201
Mass General Brigham
Somerville,
Massachusetts
| US$1.75億 | -US$5399萬 | -24% | 3.88% | – | 1 | 0% | 0.3 |
|
| 3202 |
3202
Nepsis Inc
Minneapolis,
Minnesota
| US$1.75億 | -US$902萬 | -5% | 3.64% | 131% | 41 | 14.63% | 1.4 |
|
| 3203 |
3203
Cornerstone Management
Duluth,
Georgia
| US$1.74億 | +US$266萬 | +2% | 0.69% | 43.6% | 45 | 26.67% | 1.7 |
|
| 3204 |
3204
Tarbox Family Office
Newport Beach,
California
| US$1.74億 | +US$1904萬 | +12% | 3.25% | 60.5% | 591 | 4.57% | 2.4 |
|
| 3205 |
3205
WealthTrust-Arizona
Scottsdale,
Arizona
| US$1.74億 | +US$791萬 | +5% | 2.71% | 20.2% | 669 | 12.56% | 2.2 |
|
| 3206 |
3206
Glacier Peak Capital
Bellevue,
Washington
| US$1.74億 | +US$1.15億 | +193% | 2.87% | 11.8% | 101 | 80.2% | 0.3 |
|
| 3207 |
3207
CVentures
Denver,
Colorado
| US$1.74億 | – | – | 9.63% | – | 1 | – | 3 |
|
| 3208 |
3208
Point View Wealth Management
Summit,
New Jersey
| US$1.74億 | +US$511萬 | +3% | 4.35% | 27% | 258 | 12.4% | 2.1 |
|
| 3209 |
CCA
3209
Covey Capital Advisors
Atlanta,
Georgia
| US$1.74億 | -US$1179萬 | -6% | 8.01% | 118% | 44 | 20.45% | 1.7 |
|
| 3210 |
3210
Farmers National Bank
Danville,
Kentucky
| US$1.74億 | -US$1.57億 | -48% | 0.56% | – | 157 | 10.83% | 1.3 |
|
| 3211 |
3211
SC XII Management
Menlo Park,
California
| US$1.74億 | +US$924萬 | +6% | 7.84% | 73.4% | 3 | 0% | 2.3 |
|
| 3212 |
FCT
3212
Family Capital Trust
Peabody,
Massachusetts
| US$1.73億 | -US$311萬 | -2% | 0.64% | 32.3% | 67 | 2.99% | 2.7 |
|
| 3213 |
3213
Pier 88 Investment Partners
San Francisco,
California
| US$1.73億 | – | – | 0.23% | 36.1% | 86 | – | 0 |
|
| 3214 |
3214
Fullerton Fund Management
Singapore
| US$1.73億 | -US$3286萬 | -16% | 13% | 412% | 26 | 23.08% | 0.6 |
|
| 3215 |
3215
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$1.73億 | +US$563萬 | +3% | 9.64% | 80.4% | 37 | 8.11% | 1.6 |
|
| 3216 |
3216
Peoples Bank (Ohio)
Marietta,
Ohio
| US$1.73億 | +US$1146萬 | +7% | 9.58% | 71.7% | 102 | 10.78% | 0.9 |
|
| 3217 |
3217
Benedict Financial Advisors
Atlanta,
Georgia
| US$1.73億 | +US$162萬 | +0.9% | 0.55% | 72.4% | 102 | 4.9% | 1.7 |
|
| 3218 |
3218
Retirement Capital Strategies
San Jose,
California
| US$1.73億 | -US$88.5萬 | -0.5% | 0.16% | 59% | 16 | 0% | 2.1 |
|
| 3219 |
3219
Fagan Associates
Troy,
New York
| US$1.73億 | +US$959萬 | +6% | 4.73% | 127% | 105 | 20% | 1.7 |
|
| 3220 |
SFSIG
3220
San Francisco Sentry Investment Group
San Francisco,
California
| US$1.73億 | +US$388萬 | +2% | 3.47% | 436% | 194 | 18.56% | 2.2 |
|
| 3221 |
MJP
3221
Michael J. Puzo
| US$1.73億 | -US$57.6萬 | -0.3% | 1.89% | 90.3% | 76 | 2.63% | 2.8 |
|
| 3222 |
3222
Garcia Hamilton & Associates
Houston,
Texas
| US$1.73億 | +US$271萬 | +2% | 0.67% | 39.1% | 75 | 10.67% | 2.1 |
|
| 3223 |
UIM
3223
Underhill Investment Management
Greenbrae,
California
| US$1.73億 | -US$816萬 | -5% | 3.98% | 59.8% | 22 | 13.64% | 2 |
|
| 3224 |
3224
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
| US$1.72億 | +US$272萬 | +2% | 0.46% | 41.3% | 46 | 23.91% | 1.5 |
|
| 3225 |
3225
Asset Dedication LLC
San Francisco,
California
| US$1.72億 | +US$1404萬 | +9% | 2.47% | 67.8% | 448 | 22.32% | 0.8 |
|