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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 |
3601
EDMP Inc
Lutz,
Florida
| US$9832萬 | -US$622萬 | -6% | 6.78% | 78% | 66 | 18.18% | 1.7 |
|
| 3602 |
3602
Bernicke Wealth Management
Altoona,
Wisconsin
| US$9819萬 | -US$658萬 | -6% | 3.75% | – | 41 | 9.76% | 0.7 |
|
| 3603 |
3603
Peregrine Asset Advisers
Portland,
Oregon
| US$9808萬 | -US$3544萬 | -27% | 3.85% | 182% | 119 | 36.13% | 1.4 |
|
| 3604 |
3604
Wedgewood Investors
Erie,
Pennsylvania
| US$9786萬 | -US$684萬 | -7% | 1.74% | – | 134 | 11.19% | 2 |
|
| 3605 |
3605
Covenant Multifamily Offices
San Antonio,
Texas
| US$9782萬 | -US$486萬 | -5% | 7.45% | 38.3% | 60 | 48.33% | 0.7 |
|
| 3606 |
3606
Columbia Pacific Advisors
Seattle,
Washington
| US$9774萬 | -US$4015萬 | -29% | 12.2% | 5.27% | 62 | 67.74% | 0.4 |
|
| 3607 |
THCM
3607
Tipp Hill Capital Management
New York
| US$9767萬 | -US$2064萬 | -17% | 15.4% | 1.13% | 30 | 46.67% | 0.5 |
|
| 3608 |
3608
Sapphire Ventures (GPE) I
Palo Alto,
California
| US$9765萬 | -US$470萬 | -5% | 17.9% | – | 10 | 30% | 0.6 |
|
| 3609 |
3609
Independence Trust
Franklin,
Tennessee
| US$9749萬 | -US$5100萬 | -34% | 7.42% | 28.9% | 131 | 33.59% | 1.4 |
|
| 3610 |
3610
AllSquare Wealth Management
Albany,
New York
| US$9748萬 | -US$973萬 | -9% | 6.7% | 62.4% | 350 | 14% | 0.7 |
|
| 3611 |
LCP
3611
LeVasseur Capital Partners
Newport Beach,
California
| US$9735萬 | -US$2258萬 | -19% | 10.9% | 38.8% | 8 | 12.5% | 1.1 |
|
| 3612 |
3612
Searle & Co
Greenwich,
Connecticut
| US$9732萬 | -US$2259萬 | -19% | 9.35% | 93.8% | 345 | 71.01% | 0.7 |
|
| 3613 |
3613
Rezny Wealth Management
Fort Myers,
Florida
| US$9728萬 | -US$1274萬 | -12% | 7.8% | 99.6% | 119 | 41.18% | 0.2 |
|
| 3614 |
3614
Pecaut & Co
Sioux City,
Iowa
| US$9722萬 | -US$636萬 | -6% | 6.95% | 67.6% | 50 | 14% | 1.4 |
|
| 3615 |
3615
Greenwood Investments
Boston,
Massachusetts
| US$9717萬 | -US$697萬 | -7% | 4.34% | 1.64% | 14 | 7.14% | 1.9 |
|
| 3616 |
3616
Shah Capital Management
Raleigh,
North Carolina
| US$9702萬 | -US$1072萬 | -10% | 18.6% | 287% | 11 | 18.18% | 1.6 |
|
| 3617 |
3617
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| US$9689萬 | -US$1171萬 | -11% | 6.93% | 90.7% | 160 | 10% | 0.7 |
|
| 3618 |
3618
Catterton Management Company
Greenwich,
Connecticut
| US$9678萬 | -US$301萬 | -3% | 3.01% | 13.2% | 1 | 0% | 2.3 |
|
| 3619 |
NA
3619
NS Advisors
Westport,
Connecticut
| US$9670萬 | -US$875萬 | -8% | 4.95% | 16.3% | 18 | 22.22% | 1.2 |
|
| 3620 |
RDM
3620
Retirement Design & Management
Westport,
Connecticut
| US$9669萬 | -US$1970萬 | -17% | 6.04% | – | 77 | 24.68% | 0.6 |
|
| 3621 |
3621
Ridgemont Partners Management
Charlotte,
North Carolina
| US$9652萬 | -US$2658萬 | -22% | 16.8% | 45.6% | 6 | 0% | 1.8 |
|
| 3622 |
3622
Elm Advisors
Burlingame,
California
| US$9652萬 | -US$984萬 | -9% | 7.72% | 50.5% | 73 | 10.96% | 1.7 |
|
| 3623 |
3623
Lubar & Co
Milwaukee,
Wisconsin
| US$9648萬 | -US$7399萬 | -43% | 22.5% | – | 20 | 25% | 1.4 |
|
| 3624 |
3624
Peachtree Investment Advisors
Atlanta,
Georgia
| US$9636萬 | -US$3770萬 | -28% | 6.48% | 24.2% | 327 | 69.42% | 1.5 |
|
| 3625 |
JPTCCM
3625
J.P. Turner & Co Capital Management
Atlanta,
Georgia
| US$9635萬 | -US$3229萬 | -25% | 7.44% | – | 239 | 29.71% | 0.6 |
|