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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
UCI
4101
Uncommon Cents Investing
Janesville,
Wisconsin
| US$4.61億 | +US$3046萬 | +7% | 8.91% | 83.8% | 218 | 5.96% | 5.2 |
|
| 4102 |
HIP
4102
Harrell Investment Partners
Austin,
Texas
| US$4.61億 | +US$4215萬 | +10% | 15.9% | 121% | 153 | 11.76% | 2.8 |
|
| 4103 |
PC
4103
Prevatt Capital
Nassau,
Bahamas
| US$4.61億 | +US$9015萬 | +24% | 18.2% | – | 12 | 8.33% | 1.4 |
|
| 4104 |
PAA
4104
Peregrine Asset Advisers
Portland,
Oregon
| US$4.61億 | +US$8979萬 | +24% | 19.9% | 182% | 230 | 23.04% | 2.4 |
|
| 4105 |
IAG
4105
Investment Advisory Group
Hanover,
Massachusetts
| US$4.61億 | +US$6761萬 | +17% | 13.4% | 61.6% | 221 | 12.67% | 2.7 |
|
| 4106 |
SGA
4106
Sector Gamma AS
Oslo,
Norway
| US$4.61億 | +US$3748萬 | +9% | 9.59% | 35.3% | 48 | 29.17% | 2.8 |
|
| 4107 |
JC
4107
Joho Capital
New York
| US$4.6億 | +US$8735萬 | +23% | 20.1% | 80.2% | 11 | 18.18% | 1.9 |
|
| 4108 |
GIM
4108
Generali Investments Management
Ljubljana,
Slovenia
| US$4.6億 | +US$3043萬 | +7% | 16.5% | – | 168 | 5.95% | 1.2 |
|
| 4109 |
AWCI
4109
Alpine Woods Capital Investors
Purchase,
New York
| US$4.6億 | +US$4350萬 | +10% | 15.3% | 105% | 253 | 34.39% | 3.5 |
|
| 4110 |
DC
4110
DeDora Capital
Napa,
California
| US$4.6億 | +US$5225萬 | +13% | 15% | 81.7% | 136 | 14.71% | 3.5 |
|
| 4111 |
RAG
4111
RIA Advisory Group
Des Moines,
Iowa
| US$4.6億 | +US$3886萬 | +9% | 9.17% | – | 168 | 22.02% | 1.4 |
|
| 4112 |
AM
4112
Atwater Malick
Lancaster,
Pennsylvania
| US$4.59億 | +US$8888萬 | +24% | 16.3% | 83.4% | 131 | 24.43% | 2.6 |
|
| 4113 |
AIP
4113
Arrowpoint Investment Partners
Singapore
| US$4.59億 | +US$3.47億 | +308% | 33.3% | – | 167 | 74.25% | 0.1 |
|
| 4114 |
VIM
4114
VELA Investment Management
New Albany,
Ohio
| US$4.59億 | +US$3025萬 | +7% | 7.41% | 56.8% | 193 | 26.42% | 1.9 |
|
| 4115 |
SSC
4115
Syverson Strege & Co
West Des Moines,
Iowa
| US$4.59億 | +US$4327萬 | +10% | 15.3% | 66.8% | 191 | 14.14% | 2 |
|
| 4116 |
RFN
4116
RDA Financial Network
Akron,
Iowa
| US$4.59億 | +US$5913萬 | +15% | 16.5% | 93.4% | 303 | 15.51% | 3.6 |
|
| 4117 |
PWS
4117
Peterson Wealth Services
South Ogden,
Utah
| US$4.59億 | +US$5399萬 | +13% | 19.4% | 153% | 246 | 13.01% | 2 |
|
| 4118 |
GCM
4118
G2 Capital Management
Columbus,
Ohio
| US$4.59億 | +US$4723萬 | +11% | 11.7% | 48.6% | 77 | 14.29% | 2.9 |
|
| 4119 |
CIM
4119
Coleford Investment Management
Toronto, Ontario,
Canada
| US$4.59億 | +US$5075萬 | +12% | 10.6% | – | 25 | 12% | 1.2 |
|
| 4120 |
GAA
4120
Global Assets Advisory
Orlando,
Florida
| US$4.58億 | +US$1.09億 | +31% | 17% | 85.9% | 594 | 65.49% | 0.8 |
|
| 4121 |
SSWG
4121
Seven Springs Wealth Group
Brentwood,
Tennessee
| US$4.58億 | +US$2561萬 | +6% | 7.24% | 59.2% | 87 | 9.2% | 3.7 |
|
| 4122 |
AFA
4122
AllGen Financial Advisors
Orlando,
Florida
| US$4.58億 | +US$3650萬 | +9% | 8.15% | 39.7% | 43 | 23.26% | 2 |
|
| 4123 |
SA
4123
Strategic Advisors
New York
| US$4.57億 | -US$1.45億 | -24% | 14.2% | 105% | 196 | 22.96% | 5.5 |
|
| 4124 |
WP
4124
Westmount Partners
Los Angeles,
California
| US$4.57億 | +US$5083萬 | +13% | 18.6% | 101% | 303 | 22.11% | 2.2 |
|
| 4125 |
APWA
4125
Atlas Private Wealth Advisors
Matawan,
New Jersey
| US$4.57億 | +US$3206萬 | +8% | 13.4% | 51.6% | 144 | 11.81% | 3 |
|