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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 |
SCC
4101
Steel Canyon Capital
Phoenix,
Arizona
| US$1.26億 | -US$338萬 | -3% | 12.4% | 62.8% | 20 | 30% | 0.7 |
|
| 4102 |
SLA
4102
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$1.26億 | -US$912萬 | -7% | 2.91% | 76.7% | 91 | 21.98% | 3.3 |
|
| 4103 |
4103
O'Keefe Stevens Advisory
Rochester,
New York
| US$1.25億 | +US$1228萬 | +11% | 4.93% | 208% | 49 | 26.53% | 0.6 |
|
| 4104 |
LA
4104
LFL Advisers
Evanston,
Illinois
| US$1.25億 | +US$479萬 | +4% | 6.26% | 83% | 10 | 10% | 1.4 |
|
| 4105 |
4105
One Wealth Advisors
San Francisco,
California
| US$1.25億 | +US$1186萬 | +10% | 3.89% | 66% | 601 | 19.8% | 0.4 |
|
| 4106 |
4106
Whalerock Point Partners
Providence,
Rhode Island
| US$1.25億 | -US$1.87億 | -60% | 3.38% | 103% | 200 | 42% | 3.1 |
|
| 4107 |
4107
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| US$1.25億 | -US$1398萬 | -10% | 1.26% | 1.64% | 29 | 17.24% | 1.8 |
|
| 4108 |
4108
Landaas & Company
Milwaukee,
Wisconsin
| US$1.25億 | +US$2593萬 | +26% | 2.38% | 68.3% | 354 | 85.31% | 0.1 |
|
| 4109 |
WPA
4109
Winning Points Advisors
Boca Raton,
Florida
| US$1.25億 | +US$260萬 | +2% | 1.76% | – | 77 | 11.69% | 1.3 |
|
| 4110 |
4110
Daniel Devine & Co
Parkland,
Florida
| US$1.25億 | +US$199萬 | +2% | 3.43% | 34.2% | 52 | 9.62% | 2.7 |
|
| 4111 |
4111
Weatherstone Capital Management
Denver,
Colorado
| US$1.25億 | -US$741萬 | -6% | 1.24% | 32% | 98 | 26.53% | 1.5 |
|
| 4112 |
4112
Kelso & Company
New York
| US$1.25億 | -US$1450萬 | -10% | 10.4% | – | 1 | 0% | 4.5 |
|
| 4113 |
4113
Tiemann Investment Advisors
Menlo Park,
California
| US$1.25億 | +US$63.3萬 | +0.5% | 1.63% | 77% | 175 | 3.43% | 3.2 |
|
| 4114 |
4114
Loudon Investment Management
West Lebanon,
New Hampshire
| US$1.25億 | -US$107萬 | -0.9% | 1.64% | 61.6% | 88 | 5.68% | 3.3 |
|
| 4115 |
SCA
4115
Sander Capital Advisors
Seattle,
Washington
| US$1.25億 | +US$477萬 | +4% | 12.8% | 113% | 16 | 37.5% | 0.4 |
|
| 4116 |
4116
Hellman Jordan Management Company
Quincy,
Massachusetts
| US$1.25億 | +US$6414萬 | +106% | 1.41% | 205% | 59 | 44.07% | 0.6 |
|
| 4117 |
4117
Investment Counsel
Petoskey,
Michigan
| US$1.25億 | +US$298萬 | +2% | 2.33% | 50.1% | 54 | 1.85% | 2.3 |
|
| 4118 |
4118
Madrona Financial Services
Everett,
Washington
| US$1.24億 | -US$126萬 | -1% | 1.88% | 85.1% | 43 | 6.98% | 2.2 |
|
| 4119 |
LFWA
4119
LBJ Family Wealth Advisors
Austin,
Texas
| US$1.24億 | +US$360萬 | +3% | 3.74% | 64.9% | 17 | 0% | 3.5 |
|
| 4120 |
4120
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$1.24億 | +US$631萬 | +5% | 1.4% | 47.6% | 22 | 31.82% | 1.5 |
|
| 4121 |
4121
Donald L. Hagan LLC
Sarasota,
Florida
| US$1.24億 | +US$401萬 | +3% | 2.93% | 47.9% | 90 | 20% | 1.7 |
|
| 4122 |
PIM
4122
Partner Investment Management
San Francisco,
California
| US$1.24億 | +US$3127萬 | +34% | 10.1% | 168% | 124 | 38.71% | 0.7 |
|
| 4123 |
4123
Wheatland Advisors
Lancaster,
Pennsylvania
| US$1.24億 | +US$258萬 | +2% | 3.13% | 30.5% | 98 | 4.08% | 3.6 |
|
| 4124 |
4124
Donor Advised Charitable Giving
San Francisco,
California
| US$1.23億 | -US$573萬 | -4% | 2.33% | 418% | 18 | 27.78% | 0.4 |
|
| 4125 |
4125
Peterson Wealth Advisors
Orem,
Utah
| US$1.23億 | +US$237萬 | +2% | 2.27% | 50.9% | 49 | 16.33% | 0.5 |
|