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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 |
3526
San Luis Wealth Advisors
San Luis Obispo,
California
| US$4.65億 | +US$2322萬 | +5% | 6.72% | 61.9% | 160 | 28.75% | 1.3 |
|
| 3527 |
3527
Silchester International Investors
London,
United Kingdom
| US$4.65億 | -US$9185萬 | -16% | 17.4% | 53.9% | 4 | 25% | 1.4 |
|
| 3528 |
3528
Vickerman Investment Advisors
Spokane,
Washington
| US$4.65億 | +US$2385萬 | +5% | 6.07% | 47.3% | 85 | 8.24% | 2.7 |
|
| 3529 |
3529
Edenbrook Capital
Mt. Kisco,
New York
| US$4.65億 | +US$1.23億 | +36% | 61.2% | 267% | 27 | 51.85% | 1.5 |
|
| 3530 |
3530
Holderness Investments Company
Greensboro,
North Carolina
| US$4.65億 | +US$3601萬 | +8% | 14.1% | 144% | 266 | 13.53% | 5.5 |
|
| 3531 |
3531
BCS Wealth Management
Johnson City,
Tennessee
| US$4.65億 | +US$7570萬 | +19% | 6.18% | 46.7% | 280 | 19.29% | 1.5 |
|
| 3532 |
3532
AA Financial Advisors
Columbus,
Ohio
| US$4.64億 | +US$5417萬 | +13% | 9.15% | 68.8% | 195 | 15.9% | 1 |
|
| 3533 |
3533
Groupe Bruxelles Lambert
Brussels,
Belgium
| US$4.64億 | -US$2443萬 | -5% | 5% | – | 1 | 0% | 1.5 |
|
| 3534 |
3534
Eleva Capital
Paris,
France
| US$4.64億 | – | – | 14.9% | – | 33 | – | 0 |
|
| 3535 |
3535
NBW Capital
Boston,
Massachusetts
| US$4.64億 | +US$1255萬 | +3% | 6.33% | 86% | 119 | 22.69% | 3.7 |
|
| 3536 |
3536
Privium Fund Management
Amsterdam,
Netherlands
| US$4.64億 | +US$7986萬 | +21% | 31.8% | 451% | 63 | 23.81% | 1.8 |
|
| 3537 |
UAM
3537
UAS Asset Management
New York
| US$4.63億 | +US$4777萬 | +11% | 9.38% | 98% | 16 | 37.5% | 3.8 |
|
| 3538 |
3538
Intellectus Partners
San Francisco,
California
| US$4.63億 | +US$5771萬 | +14% | 19.2% | 157% | 294 | 13.95% | 3.7 |
|
| 3539 |
3539
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| US$4.63億 | +US$3852萬 | +9% | 10.1% | 72.9% | 236 | 10.17% | 4.1 |
|
| 3540 |
3540
Elwood & Goetz Wealth Advisory Group
Athens,
Georgia
| US$4.63億 | +US$5336萬 | +13% | 9.35% | 58.2% | 117 | 18.8% | 2.6 |
|
| 3541 |
3541
TrueMark Investments
Chicago,
Illinois
| US$4.63億 | +US$8101萬 | +21% | 4.97% | – | 251 | 64.94% | 0.5 |
|
| 3542 |
3542
Whalerock Point Partners
Providence,
Rhode Island
| US$4.63億 | +US$4132萬 | +10% | 11.7% | 103% | 192 | 6.77% | 5.4 |
|
| 3543 |
3543
ALM First Financial Advisors
Dallas,
Texas
| US$4.62億 | +US$2483萬 | +6% | 5.87% | 50.5% | 23 | 0% | 2.2 |
|
| 3544 |
3544
Ovata Capital Management
Hong Kong
| US$4.62億 | +US$1.99億 | +75% | 16% | 69.1% | 57 | 52.63% | 0.6 |
|
| 3545 |
3545
Requisite Capital Management
Dallas,
Texas
| US$4.62億 | +US$1868萬 | +4% | 5.76% | 41% | 96 | 18.75% | 1.8 |
|
| 3546 |
3546
Kapitalo Investimentos
Sao Paulo,
Brazil
| US$4.61億 | -US$3170萬 | -6% | 16.3% | 66.5% | 171 | 81.29% | 0.2 |
|
| 3547 |
3547
SR One Capital Management
Wayne,
Pennsylvania
| US$4.61億 | +US$7209萬 | +19% | 18.4% | 656% | 13 | 7.69% | 1.6 |
|
| 3548 |
3548
Renaissance Investment Group
Lenox,
Massachusetts
| US$4.61億 | +US$4901萬 | +12% | 16.1% | 99.6% | 80 | 11.25% | 7.2 |
|
| 3549 |
3549
Liberty Mutual Group Asset Management
Boston,
Massachusetts
| US$4.61億 | +US$1.6億 | +53% | 14% | 47.9% | 24 | 50% | 0.9 |
|
| 3550 |
3550
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$4.61億 | +US$4265萬 | +10% | 7.45% | 56.9% | 126 | 15.87% | 3.4 |
|