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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
Avalon Global Asset Management
San Francisco,
California
| US$2.71億 | +US$6782萬 | +33% | 16.5% | 278% | 35 | 34.29% | 4 |
|
| 4027 |
4027
Astoria Strategic Wealth
Conroe,
Texas
| US$2.71億 | +US$1174萬 | +5% | 3.16% | 42.1% | 33 | 6.06% | 2.4 |
|
| 4028 |
4028
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$2.71億 | +US$1422萬 | +6% | 9.98% | 141% | 24 | 16.67% | 5 |
|
| 4029 |
4029
Holderness Investments Company
Greensboro,
North Carolina
| US$2.71億 | +US$2052萬 | +8% | 9.28% | 144% | 210 | 10.95% | 5.1 |
|
| 4030 |
4030
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$2.71億 | +US$1489萬 | +6% | 8% | 101% | 148 | 12.16% | 5.1 |
|
| 4031 |
4031
Baker Boyer National Bank
Walla Walla,
Washington
| US$2.7億 | +US$1090萬 | +4% | 3.46% | 49.3% | 83 | 3.61% | 4.8 |
|
| 4032 |
SIM
4032
SW Investment Management
Telluride,
Colorado
| US$2.7億 | +US$2225萬 | +9% | 4.35% | 143% | 12 | 16.67% | 1.4 |
|
| 4033 |
4033
Old Mission Investment Co
Traverse City,
Michigan
| US$2.7億 | +US$1403萬 | +5% | 6.7% | 82% | 117 | 6.84% | 2.6 |
|
| 4034 |
4034
Goodman Advisory Group
Needham,
Massachusetts
| US$2.7億 | +US$8612萬 | +47% | 3.76% | 101% | 182 | 25.27% | 0.8 |
|
| 4035 |
4035
Drive Wealth Management
Lehi,
Utah
| US$2.7億 | +US$3085萬 | +13% | 6.54% | 94.4% | 325 | 24% | 0.7 |
|
| 4036 |
4036
FCA Corp
Houston,
Texas
| US$2.7億 | +US$309萬 | +1% | 4.79% | 57.4% | 181 | 10.5% | 4.1 |
|
| 4037 |
4037
Canvas Wealth Advisors
Shawnee,
Kansas
| US$2.69億 | +US$3136萬 | +13% | 10.5% | 133% | 146 | 19.18% | 1.4 |
|
| 4038 |
4038
Alliance Wealth Advisors (Utah)
Centerville,
Utah
| US$2.69億 | +US$2068萬 | +8% | 5.46% | 70.7% | 243 | 18.11% | 0.4 |
|
| 4039 |
4039
Brown University
Providence,
Rhode Island
| US$2.69億 | +US$771萬 | +3% | 5.17% | 40.1% | 8 | 37.5% | 1.5 |
|
| 4040 |
TLP
4040
Tri Locum Partners
New York
| US$2.69億 | -US$5927萬 | -18% | 26% | 357% | 84 | 73.81% | 0.2 |
|
| 4041 |
4041
Hi-Line Capital Management
Watertown,
South Dakota
| US$2.69億 | -US$2393萬 | -8% | 3.21% | 57.5% | 41 | 9.76% | 2 |
|
| 4042 |
4042
Solus Alternative Asset Management
Summit,
New Jersey
| US$2.69億 | +US$755萬 | +3% | 7.87% | 79.3% | 11 | 27.27% | 1.6 |
|
| 4043 |
HPC
4043
Hobart Private Capital
Charlotte,
North Carolina
| US$2.69億 | +US$1531萬 | +6% | 5.5% | 60% | 39 | 2.56% | 1.1 |
|
| 4044 |
4044
Brady Family Wealth
Saint Louis,
Missouri
| US$2.69億 | +US$1538萬 | +6% | 6.17% | 74.7% | 118 | 5.93% | 0.5 |
|
| 4045 |
4045
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$2.69億 | +US$1528萬 | +6% | 2.21% | 34.2% | 45 | 6.67% | 4.6 |
|
| 4046 |
4046
Permit Capital
West Conshohocken,
Pennsylvania
| US$2.69億 | +US$92.8萬 | +0.3% | 3.3% | 121% | 25 | 8% | 5 |
|
| 4047 |
4047
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$2.68億 | -US$115萬 | -0.4% | 7.12% | 81% | 1,096 | 12.59% | 2.8 |
|
| 4048 |
4048
NovaPoint Capital
Atlanta,
Georgia
| US$2.68億 | +US$2401萬 | +10% | 5.44% | 94% | 139 | 10.79% | 2.4 |
|
| 4049 |
4049
Clare Market Investments
Dallas,
Texas
| US$2.68億 | +US$2877萬 | +12% | 13.8% | – | 145 | 25.52% | 2.1 |
|
| 4050 |
4050
Manhattan West Asset Management
Los Angeles,
California
| US$2.68億 | +US$3833萬 | +17% | 3.79% | 65.6% | 135 | 14.81% | 1 |
|