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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3651 |
MCAI
3651
Meritech Capital Associates III
Palo Alto,
California
| US$1.13億 | -US$659萬 | -6% | 23.6% | 135% | 4 | 25% | 2.5 |
|
| 3652 |
BWM
3652
Biltmore Wealth Management
Tempe,
Arizona
| US$1.13億 | -US$621萬 | -5% | 0.13% | 59.8% | 28 | 14.29% | 1.1 |
|
| 3653 |
SBA
3653
Seven Bridges Advisors
New York
| US$1.13億 | -US$387萬 | -3% | 6.14% | – | 156 | 21.15% | 0.6 |
|
| 3654 |
V
3654
ValueWorks
New York
| US$1.12億 | -US$498萬 | -4% | 10.2% | 190% | 33 | 15.15% | 2.6 |
|
| 3655 |
3655
Towercrest Capital Management
Newtown,
Pennsylvania
| US$1.12億 | +US$843萬 | +8% | 3.17% | 39.1% | 23 | 0% | 1.7 |
|
| 3656 |
RCI
3656
Redwood Capital Investments
Hanover,
Maryland
| US$1.12億 | -US$3548萬 | -24% | 4.51% | – | 2 | 0% | 0.8 |
|
| 3657 |
3657
Financial Consulate
Hunt Valley,
Maryland
| US$1.12億 | -US$1835萬 | -14% | 3.59% | 53.3% | 74 | 13.51% | 1.2 |
|
| 3658 |
CJA
3658
C-J Advisory
San Jose,
California
| US$1.12億 | – | – | 5.56% | 39.2% | 125 | – | 0 |
|
| 3659 |
RCG
3659
Ruggie Capital Group
Tavares,
Florida
| US$1.12億 | +US$321萬 | +3% | 3.74% | 22% | 243 | 26.75% | 0.4 |
|
| 3660 |
3660
MUFG Securities EMEA
London,
United Kingdom
| US$1.12億 | -US$2.12億 | -65% | 9.85% | 114% | 37 | 37.84% | 0.7 |
|
| 3661 |
AIA
3661
AIMZ Investment Advisors
Los Altos,
California
| US$1.12億 | +US$278萬 | +3% | 4.14% | 81.3% | 96 | 7.29% | 1.5 |
|
| 3662 |
3662
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| US$1.12億 | +US$409萬 | +4% | 2.38% | – | 55 | 3.64% | 2.6 |
|
| 3663 |
HCM
3663
Highlander Capital Management
Short Hills,
New Jersey
| US$1.12億 | +US$224萬 | +2% | 4.12% | 34.4% | 830 | 9.4% | 2.5 |
|
| 3664 |
EFIC
3664
Eliot Finkel Investment Counsel
Beverly Hills,
California
| US$1.11億 | -US$97.5萬 | -0.9% | 2.08% | 88.9% | 34 | 17.65% | 0.7 |
|
| 3665 |
RAM
3665
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$1.11億 | -US$70.1萬 | -0.6% | 5.07% | 47.6% | 15 | 0% | 1.8 |
|
| 3666 |
WA1
3666
Wimmer Associates 1
Pasadena,
California
| US$1.11億 | -US$97.2萬 | -0.9% | 2.18% | 78.9% | 113 | 6.19% | 0.7 |
|
| 3667 |
3667
Toews Corporation
Northfield,
New Jersey
| US$1.11億 | -US$1.27億 | -53% | 3.05% | 22% | 110 | 94.55% | 0.5 |
|
| 3668 |
LAM
3668
Lingohr Asset Management
Duesseldorf,
Germany
| US$1.11億 | +US$1147萬 | +12% | 8.67% | 141% | 104 | 42.31% | 1.2 |
|
| 3669 |
CAM
3669
Chesapeake Asset Management
New York
| US$1.1億 | -US$1247萬 | -10% | 2.74% | 153% | 92 | 32.61% | 2.2 |
|
| 3670 |
BHBT
3670
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$1.1億 | +US$33.5萬 | +0.3% | 1.47% | 67.8% | 138 | 13.04% | 2.3 |
|
| 3671 |
OFG
3671
OTA Financial Group
Purchase,
New York
| US$1.1億 | -US$2056萬 | -16% | 10.8% | 320% | 100 | 83% | 0.2 |
|
| 3672 |
RWG
3672
Regal Wealth Group
Seal Beach,
California
| US$1.1億 | +US$404萬 | +4% | 2.7% | 17% | 228 | 10.96% | 0.7 |
|
| 3673 |
BA
3673
Bennicas & Associates
Portola Valley,
California
| US$1.1億 | -US$142萬 | -1% | 1.39% | 40.3% | 86 | 3.49% | 2.8 |
|
| 3674 |
DRS
3674
Deane Retirement Strategies
New Orleans,
Louisiana
| US$1.1億 | +US$67.4萬 | +0.6% | 1.99% | 73.4% | 59 | 47.46% | 1 |
|
| 3675 |
3675
Teewinot Capital Advisers
New York
| US$1.1億 | -US$1251萬 | -10% | 11.2% | 149% | 58 | 32.76% | 1.9 |
|