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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Private Ocean
San Rafael,
California
| US$1.79億 | +US$1518萬 | +9% | 1.04% | 2.82% | 453 | 62.25% | 1.2 |
|
| 3502 |
3502
Lincoln Capital
Lincoln,
Nebraska
| US$1.79億 | +US$1719萬 | +11% | 8.19% | 67.1% | 72 | 8.33% | 2.3 |
|
| 3503 |
3503
Beryl Capital Management
Redondo Beach,
California
| US$1.79億 | – | – | 14.3% | 3,932% | 21 | – | 0 |
|
| 3504 |
CWM
3504
Catamount Wealth Management
Westport,
Connecticut
| US$1.79億 | +US$722萬 | +4% | 5.65% | 70.7% | 219 | 28.31% | 1.5 |
|
| 3505 |
3505
Banco BTG Pactual
Rio De Janeiro,
Brazil
| US$1.79億 | -US$6475萬 | -27% | 1.61% | 135% | 96 | 65.63% | 0.3 |
|
| 3506 |
3506
Malaga Cove Capital
Pv Estates,
California
| US$1.79億 | +US$470萬 | +3% | 6.31% | 97.3% | 187 | 42.78% | 1.1 |
|
| 3507 |
3507
First Command Bank
Fort Worth,
Texas
| US$1.79億 | +US$1850萬 | +12% | 2.64% | 34.1% | 427 | 8.43% | 0.8 |
|
| 3508 |
3508
First Command Financial Services
Fort Worth,
Texas
| US$1.79億 | +US$1850萬 | +12% | 2.64% | 34.4% | 427 | 8.43% | 0.8 |
|
| 3509 |
3509
SimplyRich
Carlsbad,
California
| US$1.79億 | – | – | 5.79% | 98.3% | 162 | – | 0 |
|
| 3510 |
3510
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$1.78億 | +US$1463萬 | +9% | 5.81% | 46.7% | 170 | 32.94% | 1 |
|
| 3511 |
ACM
3511
Ailanthus Capital Management
New York
| US$1.78億 | – | – | 8.8% | – | 13 | – | 0 |
|
| 3512 |
3512
Wilsey Asset Management
San Diego,
California
| US$1.78億 | +US$2321萬 | +15% | 12.4% | 66.9% | 20 | 10% | 2.6 |
|
| 3513 |
SC
3513
Schulhoff & Co
Cincinnati,
Ohio
| US$1.78億 | +US$973萬 | +6% | 4.82% | 51.8% | 110 | 4.55% | 3.7 |
|
| 3514 |
3514
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$1.78億 | -US$18.5萬 | -0.1% | 2.9% | 76.5% | 88 | 9.09% | 1.8 |
|
| 3515 |
DVM
3515
Dreman Value Management
West Palm Beach,
Florida
| US$1.77億 | -US$510萬 | -3% | 6.99% | 36.6% | 461 | 9.76% | 1.2 |
|
| 3516 |
3516
Sio Capital Management
New York
| US$1.77億 | -US$1541萬 | -8% | 15.9% | 564% | 76 | 69.74% | 0.5 |
|
| 3517 |
PC
3517
Premise Capital
Naperville,
Illinois
| US$1.77億 | -US$608萬 | -3% | 3.47% | 43% | 19 | 26.32% | 1.7 |
|
| 3518 |
3518
Arcus Capital Partners
Atlanta,
Georgia
| US$1.77億 | -US$1423萬 | -7% | 4.02% | 69.2% | 123 | 20.33% | 1.1 |
|
| 3519 |
3519
Punch Card Management
Winter Park,
Florida
| US$1.77億 | +US$1212萬 | +7% | 8.23% | 41% | 3 | 0% | 2.8 |
|
| 3520 |
YP
3520
Yellowstone Partners
Idaho Falls,
Idaho
| US$1.77億 | -US$1424萬 | -7% | 5.83% | – | 215 | 20.47% | 2.3 |
|
| 3521 |
3521
Solaris Asset Management
New York
| US$1.76億 | +US$544萬 | +3% | 6.42% | 74% | 298 | 25.17% | 2 |
|
| 3522 |
3522
Augustine Asset Management
Jacksonville,
Florida
| US$1.76億 | +US$1980萬 | +13% | 4.66% | 316% | 76 | 21.05% | 1.9 |
|
| 3523 |
3523
First Western Capital Management
Los Angeles,
California
| US$1.76億 | +US$1154萬 | +7% | 6.29% | 43% | 73 | 1.37% | 3 |
|
| 3524 |
3524
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| US$1.76億 | +US$895萬 | +5% | 6.95% | 21.9% | 92 | 3.26% | 3.3 |
|
| 3525 |
RAG
3525
Roof Advisory Group
Harrisburg,
Pennsylvania
| US$1.76億 | – | – | 5.78% | – | 33 | – | 0 |
|