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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Orbis Investment Management (US)
San Francisco,
California
| US$1.38億 | +US$618萬 | +5% | 6.58% | 48.8% | 25 | 12% | 1.4 |
|
| 4002 |
4002
Sloane Robinson
London,
United Kingdom
| US$1.38億 | -US$3503萬 | -20% | 2.64% | 175% | 26 | 38.46% | 1.1 |
|
| 4003 |
4003
Graybill Wealth Management
Elmhurst,
Illinois
| US$1.38億 | +US$761萬 | +6% | 6.69% | – | 50 | 2% | 3.2 |
|
| 4004 |
4004
Donor Advised Charitable Giving
San Francisco,
California
| US$1.38億 | +US$1444萬 | +12% | 17.7% | 418% | 20 | 35% | 0.5 |
|
| 4005 |
4005
Shoker Investment Counsel
Oxford,
Ohio
| US$1.38億 | +US$358萬 | +3% | 4.28% | 83.8% | 107 | 6.54% | 3.5 |
|
| 4006 |
4006
Hutner Capital Management
Manchester,
Vermont
| US$1.38億 | +US$979萬 | +8% | 6.82% | 52.2% | 46 | 6.52% | 1.8 |
|
| 4007 |
4007
Westbourne Investment Advisors
Annapolis,
Maryland
| US$1.38億 | +US$2174萬 | +19% | 7.05% | 107% | 167 | 48.5% | 1.4 |
|
| 4008 |
4008
Whalerock Point Partners
Providence,
Rhode Island
| US$1.38億 | +US$1258萬 | +10% | 8.91% | 103% | 121 | 4.96% | 3.4 |
|
| 4009 |
4009
Sterling Investment Management
Tucson,
Arizona
| US$1.38億 | +US$879萬 | +7% | 6.49% | 45.3% | 62 | 8.06% | 2.6 |
|
| 4010 |
JRWL
4010
Joseph R. Weiss LLC
New York
| US$1.38億 | +US$3768萬 | +38% | 6.01% | – | 12 | 33.33% | 0.5 |
|
| 4011 |
4011
Marshall & Sullivan
Seattle,
Washington
| US$1.38億 | +US$2946萬 | +27% | 5.66% | 82% | 87 | 49.43% | 3.7 |
|
| 4012 |
MCM
4012
Mobius Capital Management
Pleasanton,
California
| US$1.38億 | +US$2099萬 | +18% | 3.21% | – | 45 | 75.56% | 0.3 |
|
| 4013 |
RCA
4013
Restructuring Capital Associates
Stamford,
Connecticut
| US$1.37億 | -US$226萬 | -2% | 2.12% | 71.2% | 15 | 33.33% | 1.7 |
|
| 4014 |
GECH
4014
Garnet Equity Capital Holdings
New York
| US$1.37億 | +US$2162萬 | +19% | 11.3% | 302% | 33 | 27.27% | 1.2 |
|
| 4015 |
PFC
4015
Personal Financial Consultants
Lafayette,
California
| US$1.37億 | – | – | 2.28% | – | 40 | – | 0 |
|
| 4016 |
4016
AMG Funds
Stamford,
Connecticut
| US$1.37億 | -US$2025萬 | -13% | 3.98% | 6.28% | 113 | 6.19% | 1.7 |
|
| 4017 |
4017
Peterson Wealth Advisors
Orem,
Utah
| US$1.37億 | +US$1366萬 | +11% | 4.41% | 50.9% | 46 | 13.04% | 0.7 |
|
| 4018 |
4018
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$1.37億 | +US$465萬 | +4% | 2.44% | 60.4% | 70 | 12.86% | 0.6 |
|
| 4019 |
4019
Ford Financial Group
Fresno,
California
| US$1.37億 | -US$32.1萬 | -0.2% | 3.75% | 47.7% | 47 | 21.28% | 0.6 |
|
| 4020 |
4020
Harbour Investment Management
Edmonds,
Washington
| US$1.37億 | +US$907萬 | +7% | 9.48% | 58.8% | 64 | 4.69% | 4.5 |
|
| 4021 |
OA
4021
Opes Advisors
Cupertino,
California
| US$1.37億 | +US$32.6萬 | +0.2% | 3.55% | – | 51 | 31.37% | 1.2 |
|
| 4022 |
4022
Ferox Capital Management
London,
United Kingdom
| US$1.36億 | +US$808萬 | +6% | 0.15% | 2.07% | 35 | 5.71% | 1.5 |
|
| 4023 |
4023
Financial Life Advisors
San Antonio,
Texas
| US$1.36億 | +US$1460萬 | +12% | 2.3% | 47% | 47 | 8.51% | 0.7 |
|
| 4024 |
4024
Brand Asset Management Group
Chesterfield,
Missouri
| US$1.36億 | +US$532萬 | +4% | 3.03% | 70.2% | 293 | 26.96% | 0.2 |
|
| 4025 |
MHIM
4025
MacNealy Hoover Investment Management
Canton,
Ohio
| US$1.36億 | +US$754萬 | +6% | 6.44% | 42.5% | 72 | 2.78% | 4.2 |
|