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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
CCM
4126
Carmel Capital Management
Carmel,
California
| US$4.56億 | +US$1.07億 | +31% | 41.1% | 265% | 29 | 17.24% | 3.4 |
|
| 4127 |
CIC
4127
Canal Insurance Company
Greenville,
South Carolina
| US$4.56億 | -US$910萬 | -2% | 11.9% | 103% | 79 | 7.59% | 6.1 |
|
| 4128 |
WPW
4128
Warther Private Wealth
Akron,
Ohio
| US$4.56億 | +US$2941萬 | +7% | 12.8% | 94.1% | 51 | 23.53% | 2 |
|
| 4129 |
CCM
4129
Carderock Capital Management
Chevy Chase,
Maryland
| US$4.56億 | +US$5096萬 | +13% | 22.8% | 88.6% | 76 | 15.79% | 5.6 |
|
| 4130 |
LWAM
4130
Legacy Wealth Asset Management
Woodbury,
Minnesota
| US$4.56億 | +US$4465萬 | +11% | 22.4% | 116% | 405 | 13.83% | 3 |
|
| 4131 |
CL
4131
CLG LLC
Long Beach,
California
| US$4.55億 | +US$5271萬 | +13% | 12.3% | – | 159 | 17.61% | 1.1 |
|
| 4132 |
CWM
4132
Cordatus Wealth Management
Newtown,
Pennsylvania
| US$4.55億 | +US$3511萬 | +8% | 11.3% | 96.3% | 182 | 17.58% | 1.5 |
|
| 4133 |
NI
4133
Natural Investments
Windsor,
California
| US$4.55億 | +US$4981萬 | +12% | 18.8% | – | 320 | 15.94% | 1 |
|
| 4134 |
CFO
4134
Colony Family Offices
Charlotte,
North Carolina
| US$4.55億 | +US$4955萬 | +12% | 11.2% | 49.6% | 62 | 1.61% | 3.5 |
|
| 4135 |
MC
4135
Miramar Capital
Northbrook,
Illinois
| US$4.55億 | +US$576萬 | +1% | 2.19% | 47.3% | 60 | 11.67% | 4.1 |
|
| 4136 |
BI
4136
Bulldog Investors
Saddle Brook,
New Jersey
| US$4.55億 | +US$975萬 | +2% | 3.67% | 22.5% | 282 | 43.62% | 0.9 |
|
| 4137 |
LCG
4137
Lisanti Capital Growth
New York
| US$4.55億 | +US$5775萬 | +15% | 66.2% | 1,490% | 153 | 61.44% | 0.5 |
|
| 4138 |
HFA
4138
Highland Financial Advisors
Wayne,
New Jersey
| US$4.55億 | +US$7588萬 | +20% | 13.9% | 63.3% | 75 | 13.33% | 2.3 |
|
| 4139 |
PIM
4139
Progressive Investment Management
Lake Oswego,
Oregon
| US$4.54億 | +US$7562萬 | +20% | 34.3% | 126% | 59 | 6.78% | 4.9 |
|
| 4140 |
GA
4140
GSG Advisors
Mount Laurel,
New Jersey
| US$4.54億 | +US$6933萬 | +18% | 17.3% | 88% | 153 | 13.07% | 1.8 |
|
| 4141 |
MI
4141
Markowski Investments
Tampa,
Florida
| US$4.54億 | – | – | 13.9% | – | 619 | – | 0 |
|
| 4142 |
IIA
4142
Integral Investment Advisors
Turlock,
California
| US$4.54億 | +US$5207萬 | +13% | 14.1% | 60% | 184 | 7.07% | 2.5 |
|
| 4143 |
WCM
4143
Weaver Capital Management
Suwanee,
Georgia
| US$4.54億 | -US$707萬 | -2% | 10.3% | 79.4% | 174 | 1.15% | 2 |
|
| 4144 |
GF
4144
Gray Foundation
Cohoes,
New York
| US$4.54億 | +US$5699萬 | +14% | 21.1% | – | 11 | 18.18% | 2.1 |
|
| 4145 |
BWA
4145
Beam Wealth Advisors
Covington,
Louisiana
| US$4.53億 | +US$5168萬 | +13% | 9.62% | 59.7% | 120 | 12.5% | 2.4 |
|
| 4146 |
IP
4146
Indigo Partners
Phoenix,
Arizona
| US$4.53億 | +US$1.86億 | +70% | 82.5% | 2.56% | 2 | 0% | 5 |
|
| 4147 |
ACM
4147
Aspen Capital Management
Boise,
Idaho
| US$4.53億 | +US$4901萬 | +12% | 10.5% | – | 86 | 13.95% | 1 |
|
| 4148 |
BRM
4148
Boston Research & Management
Manchester,
Massachusetts
| US$4.53億 | +US$2434萬 | +6% | 7.47% | 53.2% | 121 | 4.96% | 8.7 |
|
| 4149 |
BFT
4149
Bitwise Funds Trust
San Francisco,
California
| US$4.52億 | – | – | 35.1% | – | 46 | – | 0 |
|
| 4150 |
BAMG
4150
Brand Asset Management Group
Chesterfield,
Missouri
| US$4.52億 | +US$6782萬 | +18% | 15.1% | 70.2% | 242 | 28.1% | 2.5 |
|