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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
Bellecapital
Zurich,
Switzerland
| US$4.72億 | +US$1789萬 | +4% | 5.08% | 152% | 167 | 14.97% | 3.6 |
|
| 3202 |
3202
Stamos Capital Partners
Menlo Park,
California
| US$4.71億 | +US$3080萬 | +7% | 1.29% | 36.7% | 139 | 12.95% | 1.8 |
|
| 3203 |
3203
Kesler Norman & Wride
Ogden,
Utah
| US$4.71億 | +US$7.65萬 | +0% | 1.1% | 76% | 171 | 11.7% | 2.7 |
|
| 3204 |
3204
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$4.71億 | -US$634萬 | -1% | 0.64% | 137% | 201 | 22.89% | 2.7 |
|
| 3205 |
3205
Heron Bay Capital Management
Bloomfield Hills,
Michigan
| US$4.7億 | -US$177萬 | -0.4% | 0.24% | 58.9% | 119 | 32.77% | 1.8 |
|
| 3206 |
3206
Fortis Capital Management
Bellevue,
Washington
| US$4.69億 | +US$8768萬 | +23% | 4.89% | 82% | 133 | 15.79% | 1.9 |
|
| 3207 |
HCP
3207
Holt Capital Partners
Fort Worth,
Texas
| US$4.69億 | -US$1.38億 | -23% | 2.02% | 69.5% | 156 | 8.97% | 6.8 |
|
| 3208 |
3208
American Money Management
Rancho Santa Fe,
California
| US$4.68億 | -US$1101萬 | -2% | 2.66% | 65% | 144 | 11.81% | 4.6 |
|
| 3209 |
3209
Dow Chemical Company
Midland,
Michigan
| US$4.68億 | -US$1.7億 | -27% | 3.78% | 29.4% | 7 | 57.14% | 1.9 |
|
| 3210 |
3210
Cliffwater
Marina Del Rey,
California
| US$4.67億 | +US$9633萬 | +26% | 0.5% | 29.4% | 26 | 3.85% | 4.8 |
|
| 3211 |
3211
One Wealth Advisors
San Francisco,
California
| US$4.67億 | -US$1.08億 | -19% | 4.91% | 66% | 278 | 27.34% | 1.5 |
|
| 3212 |
3212
Drexel Morgan & Co
Radnor,
Pennsylvania
| US$4.67億 | -US$1919萬 | -4% | 4.29% | 50.1% | 54 | 5.56% | 7.2 |
|
| 3213 |
3213
Jackson Wealth Management
Lake Mary,
Florida
| US$4.66億 | -US$3.34億 | -42% | 5.29% | 72.1% | 156 | 28.21% | 1.2 |
|
| 3214 |
3214
Fortress Investment Group
New York
| US$4.66億 | -US$1.17億 | -20% | 13.3% | 97.5% | 15 | 20% | 2.8 |
|
| 3215 |
3215
Hartford Financial Management
Hartford,
Connecticut
| US$4.66億 | -US$736萬 | -2% | 1.45% | 87.9% | 422 | 15.64% | 5.5 |
|
| 3216 |
3216
Howard Hughes Medical Institute
Chevy Chase,
Maryland
| US$4.66億 | +US$1.33億 | +40% | 4.04% | 70.9% | 2 | 50% | 0.5 |
|
| 3217 |
3217
Martel Wealth Advisors
Vancouver,
Washington
| US$4.66億 | +US$503萬 | +1% | 1.43% | 43.4% | 54 | 1.85% | 3.9 |
|
| 3218 |
3218
Schoolcraft Capital
Boulder,
Colorado
| US$4.66億 | +US$3966萬 | +9% | 0.63% | 58.7% | 67 | 4.48% | 3.6 |
|
| 3219 |
3219
TLWM Financial
San Antonio,
Texas
| US$4.65億 | +US$1394萬 | +3% | 1.91% | 53.9% | 74 | 9.46% | 3.1 |
|
| 3220 |
CFSG
3220
Community Financial Services Group
Newport,
Vermont
| US$4.64億 | +US$2536萬 | +6% | 5.46% | – | 143 | 20.28% | 3.8 |
|
| 3221 |
3221
Regatta Capital Group
El Segundo,
California
| US$4.64億 | +US$1981萬 | +4% | 2.56% | 78.1% | 189 | 5.29% | 1.9 |
|
| 3222 |
3222
Laffer Tengler Investments
Nashville,
Tennessee
| US$4.64億 | +US$7662萬 | +20% | 3.34% | 96.5% | 465 | 27.53% | 1.8 |
|
| 3223 |
3223
Nan Fung Trinity
Central, Hong Kong,
Hong Kong
| US$4.64億 | +US$2433萬 | +6% | 3.84% | 82.3% | 33 | 39.39% | 0.8 |
|
| 3224 |
3224
Atlanta Consulting Group Advisors
Atlanta,
Georgia
| US$4.64億 | +US$1.75億 | +60% | 0.21% | – | 141 | 25.53% | 0.2 |
|
| 3225 |
3225
Tobias Financial Advisors
Plantation,
Florida
| US$4.64億 | +US$2241萬 | +5% | 1.44% | 44.5% | 108 | 9.26% | 1.8 |
|