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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4026 |
4026
Horan Capital Advisors
Cincinnati,
Ohio
| US$1.49億 | -US$934萬 | -6% | 3.35% | 26.6% | 266 | 74.06% | 3.1 |
|
| 4027 |
4027
Truvestments Capital
Sarasota,
Florida
| US$1.49億 | +US$1836萬 | +14% | 2.79% | 131% | 807 | 20.57% | 0.7 |
|
| 4028 |
4028
Ogorek Anthony Joseph
Williamsville,
New York
| US$1.48億 | -US$238萬 | -2% | 3.25% | 61.1% | 169 | 8.88% | 1.7 |
|
| 4029 |
4029
Squar Milner Financial Services
Irvine,
California
| US$1.48億 | +US$1278萬 | +9% | 3.25% | – | 923 | 20.69% | 0.9 |
|
| 4030 |
4030
Rice Partnership
Honolulu,
Hawaii
| US$1.48億 | +US$1027萬 | +7% | 4.31% | 123% | 106 | 34.91% | 0.8 |
|
| 4031 |
REMS
4031
Real Estate Management Services
| US$1.48億 | -US$1096萬 | -7% | 2.96% | 67.2% | 30 | 13.33% | 2.6 |
|
| 4032 |
4032
Investors Asset Management of Georgia
Atlanta,
Georgia
| US$1.48億 | +US$504萬 | +4% | 4.01% | 118% | 150 | 7.33% | 3.7 |
|
| 4033 |
JC
4033
JCSD Capital
Walnut Creek,
California
| US$1.48億 | +US$1277萬 | +9% | 3.61% | – | 59 | 11.86% | 1.5 |
|
| 4034 |
4034
Mokosak Advisory Group
Urbandale,
Iowa
| US$1.48億 | +US$452萬 | +3% | 2.41% | 59.2% | 22 | 4.55% | 0.9 |
|
| 4035 |
4035
Ayalon Insurance Company
Ramat Gan,
Israel
| US$1.48億 | +US$908萬 | +7% | 4.26% | 99.6% | 114 | 13.16% | 1.4 |
|
| 4036 |
4036
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| US$1.48億 | -US$1.6億 | -52% | 3.73% | – | 436 | 22.48% | 0.7 |
|
| 4037 |
4037
Cougar Global Investments
Toronto,
Ontario, Canada
| US$1.48億 | -US$50.2萬 | -0.3% | 1.31% | 17.4% | 20 | 20% | 1.2 |
|
| 4038 |
4038
Lantz Financial
Naperville,
Illinois
| US$1.48億 | +US$984萬 | +7% | 3.65% | 74.3% | 130 | 13.85% | 0.2 |
|
| 4039 |
4039
North Run Capital
Boston,
Massachusetts
| US$1.47億 | -US$928萬 | -6% | 1.73% | 19.4% | 28 | 28.57% | 1 |
|
| 4040 |
4040
Ford Financial Group
Fresno,
California
| US$1.47億 | +US$803萬 | +6% | 2.64% | 47.7% | 93 | 26.88% | 0.7 |
|
| 4041 |
4041
Seven Post Investment Office
San Francisco,
California
| US$1.47億 | +US$599萬 | +4% | 2.54% | 44.4% | 22 | 0% | 1.8 |
|
| 4042 |
NERM
4042
New England Research & Management
Chicago,
Illinois
| US$1.47億 | -US$65.6萬 | -0.4% | 2.45% | 65% | 189 | 26.98% | 2.2 |
|
| 4043 |
AIA
4043
Arcadia Investment Advisors
Eagle,
Idaho
| US$1.47億 | +US$1452萬 | +11% | 2.74% | 56.4% | 70 | 4.29% | 1.2 |
|
| 4044 |
HIS
4044
Horizon Investment Services
Hammond,
Indiana
| US$1.47億 | +US$43.7萬 | +0.3% | 4.4% | 250% | 99 | 22.22% | 2.2 |
|
| 4045 |
4045
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$1.47億 | -US$958萬 | -6% | 4.14% | 137% | 527 | 80.83% | 1.4 |
|
| 4046 |
PCC
4046
Park Circle Company
Baltimore,
Maryland
| US$1.47億 | +US$550萬 | +4% | 9.57% | 70.5% | 88 | 15.91% | 2.4 |
|
| 4047 |
4047
Private Wealth Advisors (California)
Fresno,
California
| US$1.47億 | US$0 | 0% | 3.12% | 63.6% | 59 | 0% | 0.5 |
|
| 4048 |
4048
Peak Capital Management
Greenwood Village,
Colorado
| US$1.47億 | +US$73.8萬 | +0.5% | 3.04% | 9.52% | 30 | 26.67% | 1.6 |
|
| 4049 |
GPC
4049
Glen Point Capital
London,
United Kingdom
| US$1.47億 | +US$3042萬 | +26% | 4.18% | 118% | 8 | 75% | 0.1 |
|
| 4050 |
4050
Covalis Capital
London,
United Kingdom
| US$1.47億 | +US$3891萬 | +36% | 0.36% | 37.9% | 18 | 66.67% | 0.2 |
|