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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
Sage Advisory Services
Austin,
Texas
| US$3.43億 | -US$965萬 | -3% | 1.87% | 37.8% | 54 | 31.48% | 2.3 |
|
| 3502 |
3502
Mattern Wealth Management
Lawrence,
Kansas
| US$3.43億 | +US$4068萬 | +13% | 4.54% | 62.2% | 171 | 7.02% | 2.4 |
|
| 3503 |
3503
Thrive Capital Management (New York)
New York
| US$3.43億 | +US$6199萬 | +22% | 41.4% | 205% | 4 | 0% | 1.7 |
|
| 3504 |
3504
State of Wyoming
Cheyenne,
Wyoming
| US$3.42億 | +US$3045萬 | +10% | 8.19% | 135% | 1,856 | 32.49% | 1.1 |
|
| 3505 |
3505
Patton Fund Management
Dallas,
Texas
| US$3.42億 | -US$824萬 | -2% | 5.62% | 211% | 110 | 51.82% | 1 |
|
| 3506 |
3506
Princeton Global Asset Management
Princeton,
New Jersey
| US$3.42億 | -US$526萬 | -2% | 7.1% | 110% | 604 | 4.64% | 2.8 |
|
| 3507 |
3507
Crescent Park Management
East Palo Alto,
California
| US$3.42億 | +US$3591萬 | +12% | 12.5% | 87% | 27 | 11.11% | 2.1 |
|
| 3508 |
3508
Legion Partners Asset Management
Los Angeles,
California
| US$3.42億 | +US$198萬 | +0.6% | 18.7% | 206% | 16 | 25% | 2 |
|
| 3509 |
FCA
3509
FLC Capital Advisors
Palm Desert,
California
| US$3.42億 | +US$1482萬 | +5% | 4.4% | 59.3% | 158 | 10.13% | 2.8 |
|
| 3510 |
3510
Blume Capital Management
Berkeley,
California
| US$3.42億 | +US$2602萬 | +8% | 6.67% | 102% | 340 | 12.65% | 4.4 |
|
| 3511 |
3511
Moerus Capital Management
New York
| US$3.42億 | +US$1120萬 | +3% | 11.1% | 220% | 16 | 6.25% | 3.4 |
|
| 3512 |
3512
Prosight Management
Dallas,
Texas
| US$3.42億 | +US$1.31億 | +62% | 2.67% | 39.5% | 50 | 44% | 0.7 |
|
| 3513 |
3513
Bedell Frazier Investment Counselling
Walnut Creek,
California
| US$3.42億 | -US$7.14萬 | -0% | 3.57% | 72.5% | 94 | 11.7% | 2.8 |
|
| 3514 |
3514
Lavaca Capital
Houston,
Texas
| US$3.42億 | -US$1.37億 | -29% | 6.59% | 46.5% | 189 | 26.98% | 1.8 |
|
| 3515 |
3515
Brave Asset Management
Summit,
New Jersey
| US$3.41億 | +US$2574萬 | +8% | 4.4% | 76.3% | 165 | 17.58% | 4.1 |
|
| 3516 |
3516
ALM First Financial Advisors
Dallas,
Texas
| US$3.41億 | +US$2003萬 | +6% | 2.83% | 50.5% | 22 | 27.27% | 0.4 |
|
| 3517 |
3517
EAM Global Investors
Solana Beach,
California
| US$3.4億 | -US$1559萬 | -4% | 31.9% | 2,399% | 132 | 77.27% | 0.2 |
|
| 3518 |
3518
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| US$3.4億 | +US$3671萬 | +12% | 5% | 54.9% | 177 | 20.9% | 0.2 |
|
| 3519 |
3519
Quantum Financial Advisors
El Segundo,
California
| US$3.4億 | +US$2232萬 | +7% | 4.52% | 68% | 102 | 10.78% | 0.8 |
|
| 3520 |
3520
CoreCommodity Management
Stamford,
Connecticut
| US$3.4億 | -US$999萬 | -3% | 1.2% | 65.8% | 201 | 26.37% | 2.8 |
|
| 3521 |
3521
Bellwether Advisors
Lincoln,
Nebraska
| US$3.4億 | -US$2527萬 | -7% | 7.52% | 115% | 477 | 82.81% | 2 |
|
| 3522 |
3522
Bank Pictet & Cie (Asia)
Singapore
| US$3.4億 | +US$4354萬 | +15% | 6.74% | 30.4% | 86 | 4.65% | 4.3 |
|
| 3523 |
3523
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$3.4億 | +US$2246萬 | +7% | 5.42% | 56.7% | 59 | 8.47% | 2.8 |
|
| 3524 |
3524
NorthStar Asset Management (Massachusetts)
Boston,
Massachusetts
| US$3.4億 | +US$1458萬 | +4% | 7.13% | 66.3% | 59 | 8.47% | 2.1 |
|
| 3525 |
3525
World Equity Group
Schaumburg,
Illinois
| US$3.39億 | -US$3.3億 | -49% | 7.63% | 117% | 600 | 62.33% | 0.7 |
|