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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
Cavalier Investments
Alpharetta,
Georgia
| US$3.25億 | +US$5096萬 | +19% | 8.08% | 171% | 86 | 13.95% | 1.5 |
|
| 4002 |
4002
Ballast Inc
Lexington,
Kentucky
| US$3.25億 | +US$840萬 | +3% | 0.37% | 71.3% | 124 | 6.45% | 4.1 |
|
| 4003 |
4003
Davidson Capital Management
Corpus Christi,
Texas
| US$3.24億 | +US$1377萬 | +4% | 1.43% | 79.4% | 102 | 27.45% | 2.3 |
|
| 4004 |
CIM
4004
CIM Investment Management
Pittsburgh,
Pennsylvania
| US$3.24億 | -US$1127萬 | -3% | 3.63% | 123% | 293 | 15.7% | 3.8 |
|
| 4005 |
4005
Legion Partners Asset Management
Los Angeles,
California
| US$3.24億 | -US$1.08億 | -25% | 12% | 206% | 16 | 31.25% | 2.4 |
|
| 4006 |
4006
Polus Capital Management
London,
United Kingdom
| US$3.24億 | +US$1.67億 | +106% | 11.7% | – | 5 | 60% | 0.5 |
|
| 4007 |
4007
Anchorage Capital Group
New York
| US$3.24億 | -US$6028萬 | -16% | 5.37% | 24.9% | 9 | 11.11% | 2.6 |
|
| 4008 |
4008
Portfolio Design Labs
Encino,
California
| US$3.24億 | +US$2629萬 | +9% | 5.3% | – | 112 | 10.71% | 0.4 |
|
| 4009 |
4009
ECP ControlCo
Summit,
New Jersey
| US$3.24億 | -US$3892萬 | -11% | 8.87% | 42.5% | 7 | 0% | 2.9 |
|
| 4010 |
DI
4010
DDFG Inc
Thousand Oaks,
California
| US$3.24億 | +US$894萬 | +3% | 1.79% | 56.3% | 80 | 10% | 1.3 |
|
| 4011 |
4011
Rockline Wealth Management
Plainview,
New York
| US$3.24億 | +US$3754萬 | +13% | 9.04% | 176% | 105 | 19.05% | 0.4 |
|
| 4012 |
4012
Summit Rock Advisors
New York
| US$3.23億 | +US$1169萬 | +4% | 6.55% | – | 10 | 40% | 0.4 |
|
| 4013 |
4013
Canvas Wealth Advisors
Shawnee,
Kansas
| US$3.23億 | +US$2588萬 | +9% | 3.39% | 115% | 166 | 21.69% | 1.6 |
|
| 4014 |
4014
Astoria Strategic Wealth
Conroe,
Texas
| US$3.23億 | +US$755萬 | +2% | 0.87% | 42.1% | 32 | 6.25% | 3.6 |
|
| 4015 |
4015
Windsor Capital Management
Phoenix,
Arizona
| US$3.23億 | +US$68.5萬 | +0.2% | 0.54% | 49.1% | 118 | 11.02% | 6.2 |
|
| 4016 |
4016
Wiser Wealth Management
Marietta,
Georgia
| US$3.23億 | +US$1819萬 | +6% | 1.53% | 53% | 37 | 21.62% | 1.9 |
|
| 4017 |
4017
AMJ Financial Wealth Management
Leesburg,
Virginia
| US$3.23億 | +US$2322萬 | +8% | 5.25% | 167% | 86 | 24.42% | 1.2 |
|
| 4018 |
4018
Fernwood Investment Management
Quincy,
Massachusetts
| US$3.22億 | -US$2104萬 | -6% | 3.11% | 83.4% | 717 | 72.25% | 5.2 |
|
| 4019 |
4019
Glenorchy Capital
Boorolite,
Australia
| US$3.22億 | +US$3873萬 | +14% | 4.16% | – | 73 | 13.7% | 0.5 |
|
| 4020 |
4020
VeraBank
Henderson,
Texas
| US$3.22億 | +US$110萬 | +0.3% | 1.53% | 60.6% | 147 | 4.08% | 3.9 |
|
| 4021 |
4021
Safeguard Investment Advisory Group
Corona,
California
| US$3.22億 | +US$2720萬 | +9% | 3.29% | 84.3% | 118 | 18.64% | 2.3 |
|
| 4022 |
4022
Lantz Financial
Naperville,
Illinois
| US$3.22億 | +US$1116萬 | +4% | 1.6% | 74.3% | 217 | 7.37% | 3 |
|
| 4023 |
4023
ValueWorks
New York
| US$3.22億 | +US$1400萬 | +5% | 3.64% | 190% | 34 | 5.88% | 5.3 |
|
| 4024 |
UAG
4024
United Advisor Group
Cincinnati,
Ohio
| US$3.22億 | +US$5570萬 | +21% | 3.28% | – | 285 | 35.09% | 0.2 |
|
| 4025 |
4025
VELA Investment Management
New Albany,
Ohio
| US$3.22億 | +US$2679萬 | +9% | 0.7% | 56.8% | 182 | 21.98% | 1.4 |
|