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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Caldwell & Orkin
Norcross,
Georgia
| US$1.46億 | -US$8526萬 | -37% | 6.73% | 137% | 89 | 57.3% | 0.6 |
|
| 3327 |
3327
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$1.45億 | +US$259萬 | +2% | 1.08% | 24.5% | 88 | 11.36% | 1.3 |
|
| 3328 |
3328
Raffles Associates
New York
| US$1.45億 | +US$4688萬 | +48% | 8.99% | 50% | 73 | 45.21% | 1.3 |
|
| 3329 |
3329
JW Asset Management
Miami Beach,
Florida
| US$1.45億 | +US$1941萬 | +15% | 32.2% | 251% | 47 | 34.04% | 1 |
|
| 3330 |
3330
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$1.45億 | -US$36萬 | -0.2% | 2.06% | 84.4% | 135 | 5.93% | 2.7 |
|
| 3331 |
3331
West Oak Capital
Westlake Village,
California
| US$1.45億 | +US$663萬 | +5% | 3.39% | 110% | 398 | 18.09% | 2.1 |
|
| 3332 |
GPC
3332
Guardian Point Capital
Charlottesville,
Virginia
| US$1.45億 | +US$2194萬 | +18% | 7.06% | 142% | 18 | 38.89% | 0.5 |
|
| 3333 |
3333
Orgel Wealth Management
Altoona,
Wisconsin
| US$1.45億 | -US$8553萬 | -37% | 6.34% | 39.6% | 23 | 30.43% | 0.5 |
|
| 3334 |
KCM
3334
Kempner Capital Management
Galveston,
Texas
| US$1.45億 | -US$1076萬 | -7% | 5.2% | 60.9% | 72 | 6.94% | 2.3 |
|
| 3335 |
3335
Sio Capital Management
New York
| US$1.45億 | -US$5076萬 | -26% | 9.7% | 564% | 54 | 61.11% | 0.5 |
|
| 3336 |
3336
Dock Street Asset Management
Palm Beach,
Florida
| US$1.45億 | +US$3184萬 | +28% | 7.88% | 175% | 40 | 15% | 2 |
|
| 3337 |
KAS
3337
Kemnay Advisory Services
New York
| US$1.45億 | +US$1586萬 | +12% | 12.1% | 167% | 42 | 2.38% | 2.3 |
|
| 3338 |
KSA
3338
Ken Stern & Associates
San Diego,
California
| US$1.45億 | +US$1746萬 | +14% | 2.95% | 39.4% | 98 | 25.51% | 0.8 |
|
| 3339 |
MKC
3339
M. Kraus & Co
Shelburne,
Vermont
| US$1.45億 | +US$472萬 | +3% | 3.52% | 65.9% | 52 | 7.69% | 2.3 |
|
| 3340 |
3340
Courage Miller Partners
Norfolk,
Virginia
| US$1.45億 | +US$471萬 | +3% | 3.18% | 40.3% | 69 | 5.8% | 2.4 |
|
| 3341 |
3341
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$1.45億 | +US$1056萬 | +8% | 3.25% | 83.6% | 129 | 10.85% | 2.2 |
|
| 3342 |
FVCM
3342
F&V Capital Management
Boca Raton,
Florida
| US$1.45億 | +US$1037萬 | +8% | 4.93% | 123% | 59 | 11.86% | 2.2 |
|
| 3343 |
CCM
3343
CWH Capital Management
Spokane,
Washington
| US$1.44億 | +US$628萬 | +5% | 5.57% | 29.9% | 49 | 12.24% | 1.6 |
|
| 3344 |
3344
Twin Focus Capital Partners
Boston,
Massachusetts
| US$1.44億 | +US$1787萬 | +14% | 4.25% | 92.5% | 101 | 27.72% | 1.6 |
|
| 3345 |
3345
Heritage Wealth Advisors
Richmond,
Virginia
| US$1.44億 | -US$370萬 | -3% | 2.55% | 65% | 100 | 22% | 1.9 |
|
| 3346 |
PCC
3346
Park Circle Company
Baltimore,
Maryland
| US$1.44億 | +US$584萬 | +4% | 2.55% | 70.5% | 100 | 17% | 1.4 |
|
| 3347 |
PC
3347
Palo Capital
Newport Beach,
California
| US$1.44億 | -US$1.47億 | -51% | 2.85% | 34.6% | 237 | 54.01% | 0.8 |
|
| 3348 |
3348
Orleans Capital Management
Mandeville,
Louisiana
| US$1.44億 | +US$62.8萬 | +0.4% | 1.14% | 94.6% | 89 | 2.25% | 2.5 |
|
| 3349 |
AW
3349
Alpha Windward
Westwood,
Massachusetts
| US$1.44億 | +US$540萬 | +4% | 5.73% | 33.6% | 457 | 21.01% | 1.8 |
|
| 3350 |
3350
Destrier Capital Management
New York
| US$1.44億 | -US$561萬 | -4% | 5.54% | 5.28% | 26 | 38.46% | 0.6 |
|