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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
WAS
3526
Winch Advisory Services
Appleton,
Wisconsin
| US$1.54億 | -US$518萬 | -3% | 5.58% | 80.8% | 355 | 21.13% | 1.5 |
|
| 3527 |
OW
3527
Orbis World
Road Town, Tortola,
British Virgin Islands
| US$1.54億 | -US$1.3億 | -46% | 7.67% | – | 3 | 33.33% | 1.8 |
|
| 3528 |
VST
3528
Van Strum & Towne
San Francisco,
California
| US$1.54億 | +US$36.4萬 | +0.2% | 3.44% | 62.2% | 78 | 3.85% | 3 |
|
| 3529 |
RHI
3529
Richmond Hill Investments
New York
| US$1.54億 | -US$237萬 | -2% | 0.48% | 55.2% | 9 | 11.11% | 2.5 |
|
| 3530 |
LBC
3530
Lawrence B. Cohen
| US$1.54億 | -US$291萬 | -2% | 4.71% | 41.8% | 75 | 8% | 3.1 |
|
| 3531 |
3531
Willow Creek Wealth Management
Sebastopol,
California
| US$1.53億 | +US$467萬 | +3% | 0.22% | 36.5% | 20 | 5% | 2.2 |
|
| 3532 |
ACI
3532
AB CarVal Investors
Minneapolis,
Minnesota
| US$1.53億 | -US$1.68億 | -52% | 0.76% | 24% | 10 | 50% | 0.3 |
|
| 3533 |
FFC
3533
First Financial Corp
Terre Haute,
Indiana
| US$1.53億 | -US$446萬 | -3% | 3.11% | 95.3% | 395 | 7.85% | 3.2 |
|
| 3534 |
3534
Xponance
Philadelphia,
Pennsylvania
| US$1.53億 | -US$2.47億 | -62% | 5.57% | 144% | 82 | 53.66% | 0.7 |
|
| 3535 |
BWA
3535
Burt Wealth Advisors
North Bethesda,
Maryland
| US$1.53億 | +US$811萬 | +6% | 3.9% | 57.3% | 455 | 22.86% | 2.1 |
|
| 3536 |
HCIA
3536
Hochman Cole Investment Advisors
Deerfield,
Illinois
| US$1.53億 | +US$814萬 | +6% | 4.34% | 42.7% | 99 | 11.11% | 1.3 |
|
| 3537 |
ACM
3537
Altalis Capital Management
New York
| US$1.52億 | +US$2096萬 | +16% | 1.77% | 3.82% | 16 | 12.5% | 2 |
|
| 3538 |
TWM
3538
Torch Wealth Management
Cincinnati,
Ohio
| US$1.52億 | +US$744萬 | +5% | 3.68% | 48.8% | 98 | 8.16% | 2.5 |
|
| 3539 |
RWMH
3539
Riverpoint Wealth Management Holdings
Chicago,
Illinois
| US$1.52億 | +US$1015萬 | +7% | 4.1% | 53.6% | 50 | 6% | 0.6 |
|
| 3540 |
MCM
3540
McMillion Capital Management
Greensboro,
North Carolina
| US$1.52億 | +US$273萬 | +2% | 5.06% | 59.3% | 67 | 7.46% | 2.8 |
|
| 3541 |
ACM
3541
Axel Capital Management
New York
| US$1.52億 | -US$5199萬 | -25% | 14.1% | 194% | 21 | 9.52% | 2.4 |
|
| 3542 |
KCM
3542
Kempner Capital Management
Galveston,
Texas
| US$1.52億 | -US$5.5萬 | -0% | 4.35% | 60.9% | 67 | 10.45% | 2.8 |
|
| 3543 |
WA
3543
WESPAC Advisors
Orinda,
California
| US$1.52億 | +US$537萬 | +4% | 4.93% | 112% | 154 | 24.68% | 0.8 |
|
| 3544 |
HP
3544
Harbourvest Partners
Boston,
Massachusetts
| US$1.52億 | -US$8079萬 | -35% | 0.61% | 8.96% | 32 | 62.5% | 0.7 |
|
| 3545 |
DCCA
3545
D.C. Capital Advisors
New York
| US$1.51億 | +US$682萬 | +5% | 14.7% | 59.9% | 29 | 37.93% | 1.6 |
|
| 3546 |
HWP
3546
Hefty Wealth Partners
Auburn,
Indiana
| US$1.51億 | +US$486萬 | +3% | 2.98% | – | 275 | 20.73% | 1.3 |
|
| 3547 |
3547
StepStone Group
La Jolla,
California
| US$1.51億 | -US$1346萬 | -8% | 11.2% | 103% | 11 | 45.45% | 1.8 |
|
| 3548 |
SC
3548
Searle & Co
Greenwich,
Connecticut
| US$1.51億 | +US$551萬 | +4% | 3.54% | 93.8% | 135 | 11.85% | 1.1 |
|
| 3549 |
TCM
3549
Texan Capital Management
Houston,
Texas
| US$1.51億 | +US$210萬 | +1% | 2.77% | 19.3% | 105 | 2.86% | 3.1 |
|
| 3550 |
KC
3550
Kingfisher Capital
Charlotte,
North Carolina
| US$1.51億 | +US$327萬 | +2% | 3.54% | 58.5% | 120 | 10% | 2.1 |
|