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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
TA
3751
Teramo Advisors
Naples,
Florida
| US$5.29億 | +US$5489萬 | +12% | 14.6% | 72.1% | 4 | 0% | 4.4 |
|
| 3752 |
FFIC
3752
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$5.29億 | +US$3210萬 | +6% | 5.9% | 48.1% | 77 | 16.88% | 4.6 |
|
| 3753 |
KMWM
3753
Keudell/Morrison Wealth Management
Salem,
Oregon
| US$5.29億 | +US$4021萬 | +8% | 12.5% | – | 271 | 13.65% | 3.6 |
|
| 3754 |
GPP
3754
Great Point Partners
Greenwich,
Connecticut
| US$5.29億 | +US$9400萬 | +22% | 27.3% | 710% | 54 | 44.44% | 0.4 |
|
| 3755 |
CCG
3755
Clearlake Capital Group
Santa Monica,
California
| US$5.29億 | -US$1.52億 | -22% | 22% | 47.3% | 6 | 0% | 4.3 |
|
| 3756 |
VAMG
3756
Voisard Asset Management Group
Grand Rapids,
Michigan
| US$5.29億 | +US$5979萬 | +13% | 13.2% | 50.5% | 116 | 14.66% | 1.6 |
|
| 3757 |
CWM
3757
Compass Wealth Management
Guilford,
Connecticut
| US$5.28億 | +US$1.24億 | +31% | 16.4% | 102% | 168 | 55.95% | 1.3 |
|
| 3758 |
PCMC
3758
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$5.28億 | +US$5199萬 | +11% | 18.7% | 109% | 260 | 37.69% | 2.8 |
|
| 3759 |
SWM
3759
Silverlake Wealth Management
Williston,
Vermont
| US$5.28億 | +US$4868萬 | +10% | 11.7% | 64.5% | 414 | 13.77% | 2.3 |
|
| 3760 |
WCCM
3760
Webs Creek Capital Management
Dallas,
Texas
| US$5.28億 | -US$4956萬 | -9% | 5.53% | 133% | 15 | 20% | 1 |
|
| 3761 |
AA
3761
Auxano Advisors
Bellevue,
Washington
| US$5.28億 | +US$2652萬 | +5% | 11.2% | 85.4% | 220 | 15.45% | 2.7 |
|
| 3762 |
GWSA
3762
Global Wealth Strategies & Associates
Denver,
Colorado
| US$5.28億 | +US$1.21億 | +30% | 15.4% | 68.7% | 539 | 82.75% | 2.4 |
|
| 3763 |
YLHM
3763
Yelin Lapidot Holdings Management
Tel Aviv,
Israel
| US$5.27億 | +US$4726萬 | +10% | 18.8% | 122% | 89 | 11.24% | 2.3 |
|
| 3764 |
NYLIC
3764
New York Life Insurance Company
New York
| US$5.27億 | +US$3667萬 | +7% | 15.2% | 61.5% | 6 | 50% | 6.3 |
|
| 3765 |
PIA
3765
Pinion Investment Advisors
Wichita,
Kansas
| US$5.27億 | +US$9855萬 | +23% | 14.5% | 75.4% | 218 | 22.94% | 2.8 |
|
| 3766 |
ACM
3766
Altrius Capital Management
New Bern,
North Carolina
| US$5.26億 | +US$2399萬 | +5% | 3.06% | 43.8% | 92 | 8.7% | 2.8 |
|
| 3767 |
MC
3767
Merck & Co
Rahway,
New Jersey
| US$5.26億 | +US$1.77億 | +51% | 62.4% | – | 14 | 7.14% | 1.3 |
|
| 3768 |
H2CM
3768
H/2 Credit Manager
Stamford,
Connecticut
| US$5.26億 | +US$2668萬 | +5% | 40.5% | 97.4% | 19 | 15.79% | 3.3 |
|
| 3769 |
UC
3769
Unio Capital
Princeton,
New Jersey
| US$5.26億 | +US$5978萬 | +13% | 18.8% | 97.8% | 22 | 18.18% | 4.3 |
|
| 3770 |
3770
Shah Capital Management
Raleigh,
North Carolina
| US$5.26億 | +US$499萬 | +1% | 11.5% | 287% | 11 | 18.18% | 5.5 |
|
| 3771 |
WMA
3771
West Michigan Advisors
Holland,
Michigan
| US$5.26億 | +US$7094萬 | +16% | 22.8% | 86.6% | 353 | 32.58% | 1.8 |
|
| 3772 |
SCP
3772
Stevens Capital Partners
Omaha,
Nebraska
| US$5.26億 | +US$1.1億 | +26% | 14.8% | 68.8% | 168 | 31.55% | 1.4 |
|
| 3773 |
BHPW
3773
Beverly Hills Private Wealth
Beverly Hills,
California
| US$5.25億 | -US$7537萬 | -13% | 10.6% | 80% | 369 | 36.86% | 2.4 |
|
| 3774 |
DAM
3774
Decagon Asset Management
London,
United Kingdom
| US$5.25億 | +US$1.39億 | +36% | 10.8% | – | 125 | 55.2% | 0.3 |
|
| 3775 |
A
3775
Alongside
Austin,
Texas
| US$5.25億 | – | – | 9.6% | – | 190 | – | 0.2 |
|