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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
Allegheny Financial Group
Pittsburgh,
Pennsylvania
| US$4.5億 | +US$6025萬 | +15% | 6.2% | 71.1% | 258 | 14.34% | 2.4 |
|
| 3602 |
3602
Jackson Square Capital
San Francisco,
California
| US$4.5億 | +US$1.43億 | +46% | 24.1% | 423% | 167 | 33.53% | 2.3 |
|
| 3603 |
3603
Mission Creek Capital Partners
San Francisco,
California
| US$4.5億 | +US$3818萬 | +9% | 11.3% | 138% | 206 | 6.8% | 3.7 |
|
| 3604 |
3604
Stordahl Capital Management
Greenwood Village,
Colorado
| US$4.5億 | +US$2846萬 | +7% | 7.48% | 54% | 64 | 10.94% | 4.6 |
|
| 3605 |
3605
TruNorth Capital Management
Kalamazoo,
Michigan
| US$4.5億 | +US$4773萬 | +12% | 7.44% | – | 436 | 19.27% | 1.1 |
|
| 3606 |
AAM
3606
AR Asset Management
West Hollywood,
California
| US$4.5億 | +US$962萬 | +2% | 3.2% | 64.9% | 116 | 6.03% | 8.5 |
|
| 3607 |
3607
Hexagon Capital Partners
Rogers,
Arkansas
| US$4.49億 | -US$7888萬 | -15% | 9.73% | 104% | 1,832 | 95.85% | 4.1 |
|
| 3608 |
3608
Welch Capital Partners
Harrison,
New York
| US$4.49億 | +US$2897萬 | +7% | 13.9% | 79.2% | 25 | 24% | 5.4 |
|
| 3609 |
3609
Corebridge Financial
Houston,
Texas
| US$4.49億 | -US$169億 | -97% | 1% | – | 3,015 | 99.9% | 0.6 |
|
| 3610 |
3610
Northwest Quadrant Wealth Management
Bend,
Oregon
| US$4.49億 | +US$2246萬 | +5% | 5.47% | 45.6% | 71 | 9.86% | 4.9 |
|
| 3611 |
3611
Bender Robert & Associates
Pasadena,
California
| US$4.48億 | +US$5222萬 | +13% | 17.8% | 146% | 46 | 13.04% | 0.6 |
|
| 3612 |
3612
WESPAC Advisors SoCal
Pasadena,
California
| US$4.48億 | +US$6424萬 | +17% | 17.3% | 135% | 113 | 17.7% | 2.6 |
|
| 3613 |
3613
Hamilton Wealth
Encino,
California
| US$4.47億 | +US$3189萬 | +8% | 12.8% | 108% | 127 | 35.43% | 1.7 |
|
| 3614 |
3614
Harvest Investment Services
Oakbrook Terrace,
Illinois
| US$4.47億 | +US$8804萬 | +25% | 15.2% | 282% | 355 | 32.39% | 1.3 |
|
| 3615 |
3615
Canal Insurance Company
Greenville,
South Carolina
| US$4.47億 | +US$2226萬 | +5% | 17.4% | 114% | 93 | 29.03% | 6.2 |
|
| 3616 |
3616
Sunburst Financial Group
Vestavia Hills,
Alabama
| US$4.46億 | +US$3917萬 | +10% | 7.17% | 55.7% | 117 | 5.98% | 3.2 |
|
| 3617 |
3617
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$4.46億 | +US$3076萬 | +7% | 7.93% | 81.5% | 242 | 6.2% | 4.7 |
|
| 3618 |
3618
Waterfront Wealth
Overland Park,
Kansas
| US$4.46億 | +US$3607萬 | +9% | 8.01% | 77.2% | 271 | 8.49% | 3.1 |
|
| 3619 |
3619
Gallatin Point Capital
Greenwich,
Connecticut
| US$4.46億 | -US$2449萬 | -5% | 4.04% | – | 2 | 0% | 0.5 |
|
| 3620 |
3620
Conrad Siegel Investment Advisors
Harrisburg,
Pennsylvania
| US$4.46億 | +US$5604萬 | +14% | 8.95% | 64.9% | 55 | 12.73% | 1.8 |
|
| 3621 |
CEI
3621
Clark Estates Inc
New York
| US$4.46億 | -US$2660萬 | -6% | 1.4% | 34.5% | 108 | 23.15% | 2.2 |
|
| 3622 |
3622
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| US$4.46億 | +US$7017萬 | +19% | 5.65% | 31.3% | 232 | 44.4% | 0.7 |
|
| 3623 |
IR
3623
IAT Reinsurance
New York
| US$4.45億 | -US$3394萬 | -7% | 1.03% | 60.2% | 84 | 10.71% | 4.7 |
|
| 3624 |
3624
Glynn Capital Management
Menlo Park,
California
| US$4.45億 | +US$6466萬 | +17% | 35.7% | 252% | 56 | 30.36% | 5.5 |
|
| 3625 |
3625
Cisco Systems
San Jose,
California
| US$4.44億 | +US$1.61億 | +57% | 139% | 210% | 4 | 25% | 1.4 |
|