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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3601 |
CWA
3601
Clarity Wealth Advisors
San Jose,
California
| US$5.67億 | +US$8036萬 | +17% | 15.7% | 85.1% | 119 | 10.92% | 3.4 |
|
| 3602 |
CIM
3602
Contravisory Investment Management
Norwell,
Massachusetts
| US$5.66億 | +US$7801萬 | +16% | 24.1% | 135% | 445 | 29.89% | 1.6 |
|
| 3603 |
DA
3603
DCF Advisers
Greenwich,
Connecticut
| US$5.66億 | +US$1.91億 | +51% | 96.6% | 372% | 98 | 17.35% | 2.4 |
|
| 3604 |
LT
3604
Legacy Trust
Grand Rapids,
Michigan
| US$5.66億 | +US$4370萬 | +8% | 21.1% | 95% | 217 | 9.68% | 2.2 |
|
| 3605 |
B
3605
BetterWealth
San Jose,
California
| US$5.65億 | +US$5550萬 | +11% | 10.8% | 63.3% | 89 | 7.87% | 2.1 |
|
| 3606 |
PCM
3606
Primavera Capital Management
George Town,
Cayman Islands
| US$5.65億 | -US$8284萬 | -13% | 17.4% | 1.21% | 5 | 40% | 3 |
|
| 3607 |
LIM
3607
Lathrop Investment Management
Little Rock,
Arkansas
| US$5.65億 | +US$3069萬 | +6% | 9.98% | 72.2% | 90 | 8.89% | 6.8 |
|
| 3608 |
AP
3608
Affinity Partners
Sunny Isles Beach,
Florida
| US$5.65億 | -US$6974萬 | -11% | 11% | – | 1 | 0% | 1.5 |
|
| 3609 |
ICCFIA
3609
IDG China Capital Fund III Associates
Central Hong Kong,
China
| US$5.64億 | -US$3.04億 | -35% | 34.3% | – | 2 | 0% | 1.3 |
|
| 3610 |
MF
3610
Manchester Financial
Westlake Village,
California
| US$5.63億 | +US$4155萬 | +8% | 13% | 73% | 156 | 14.1% | 2.9 |
|
| 3611 |
TCM
3611
Tradewinds Capital Management
Bellingham,
Washington
| US$5.63億 | +US$5901萬 | +12% | 10.9% | 85.2% | 784 | 17.09% | 4.4 |
|
| 3612 |
SC
3612
Schoolcraft Capital
Boulder,
Colorado
| US$5.63億 | +US$4627萬 | +9% | 10.9% | 58.7% | 68 | 5.88% | 5.3 |
|
| 3613 |
RSVP
3613
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$5.62億 | +US$5582萬 | +11% | 14.6% | 64.3% | 86 | 10.47% | 7.5 |
|
| 3614 |
LC
3614
Lincoln Capital
Lincoln,
Nebraska
| US$5.62億 | +US$3422萬 | +6% | 9.11% | 67.1% | 141 | 7.09% | 5.9 |
|
| 3615 |
LEFP
3615
Leading Edge Financial Planning
Knoxville,
Tennessee
| US$5.62億 | +US$8632萬 | +18% | 9.4% | 44.4% | 85 | 23.53% | 2 |
|
| 3616 |
MIP
3616
Ma Investment Partnership
Hillsborough,
California
| US$5.61億 | +US$3.53億 | +170% | 155% | – | 13 | 23.08% | 0.3 |
|
| 3617 |
ACM
3617
Arosa Capital Management
Miami Beach,
Florida
| US$5.61億 | -US$9932萬 | -15% | 83.5% | 536% | 95 | 73.68% | 0.3 |
|
| 3618 |
DWM
3618
Drive Wealth Management
Lehi,
Utah
| US$5.61億 | +US$8716萬 | +18% | 20% | 94.4% | 484 | 27.48% | 1.6 |
|
| 3619 |
WAS
3619
WESPAC Advisors SoCal
Pasadena,
California
| US$5.6億 | +US$9011萬 | +19% | 23.1% | 135% | 132 | 17.42% | 2.5 |
|
| 3620 |
NG
3620
NatWest Group
Edinburgh, Scotland,
United Kingdom
| US$5.6億 | +US$9807萬 | +21% | 24.2% | 207% | 49 | 12.24% | 2.4 |
|
| 3621 |
RAM
3621
Riggs Asset Management
Dallas,
Pennsylvania
| US$5.6億 | +US$7446萬 | +15% | 26.2% | 207% | 151 | 28.48% | 3.4 |
|
| 3622 |
OIS
3622
Okabena Investment Services
Minneapolis,
Minnesota
| US$5.6億 | +US$4109萬 | +8% | 14.2% | 72.4% | 158 | 17.09% | 2.4 |
|
| 3623 |
UOIF
3623
University of Illinois Foundation
Champaign,
Illinois
| US$5.6億 | +US$7235萬 | +15% | 17.5% | – | 43 | 60.47% | 0.4 |
|
| 3624 |
OC
3624
Opal Capital
Boca Raton,
Florida
| US$5.6億 | -US$501萬 | -0.9% | 13.4% | – | 171 | 38.01% | 0.3 |
|
| 3625 |
EPM
3625
Equitec Proprietary Markets
Chicago,
Illinois
| US$5.59億 | +US$3.72億 | +199% | 46.2% | 526% | 125 | 57.6% | 0.8 |
|