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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4151 |
4151
Gray Foundation
Cohoes,
New York
| US$4.54億 | +US$5699萬 | +14% | 21.1% | – | 11 | 18.18% | 2.1 |
|
| 4152 |
4152
Beam Wealth Advisors
Covington,
Louisiana
| US$4.53億 | +US$5168萬 | +13% | 9.62% | 69.2% | 120 | 12.5% | 2.4 |
|
| 4153 |
IP
4153
Indigo Partners
Phoenix,
Arizona
| US$4.53億 | +US$1.86億 | +70% | 82.5% | 2.56% | 2 | 0% | 5 |
|
| 4154 |
4154
Aspen Capital Management
Boise,
Idaho
| US$4.53億 | +US$4901萬 | +12% | 10.5% | – | 86 | 13.95% | 1 |
|
| 4155 |
4155
Boston Research & Management
Manchester,
Massachusetts
| US$4.53億 | +US$2434萬 | +6% | 7.47% | 53.2% | 121 | 4.96% | 8.7 |
|
| 4156 |
4156
Bitwise Funds Trust
San Francisco,
California
| US$4.52億 | – | – | 35.1% | – | 46 | – | 0 |
|
| 4157 |
4157
Brand Asset Management Group
Chesterfield,
Missouri
| US$4.52億 | +US$6782萬 | +18% | 15.1% | 70.2% | 242 | 28.1% | 2.5 |
|
| 4158 |
4158
Freedom Day Solutions
Houston,
Texas
| US$4.52億 | +US$7929萬 | +21% | 11.2% | 86.6% | 137 | 32.12% | 2.9 |
|
| 4159 |
4159
Winmill & Co
Walpole,
New Hampshire
| US$4.52億 | +US$1.05億 | +30% | 26.3% | 146% | 61 | 19.67% | 3.4 |
|
| 4160 |
4160
Remedium Capital Partners
Fort Lauderdale,
Florida
| US$4.52億 | +US$1.7億 | +61% | 67.4% | – | 6 | 0% | 0.5 |
|
| 4161 |
4161
Ironwood Wealth Management (Arizona)
Chandler,
Arizona
| US$4.51億 | +US$1.03億 | +29% | 6.84% | 34.2% | 55 | 16.36% | 5.4 |
|
| 4162 |
4162
Endure Capital Management
Austin,
Texas
| US$4.51億 | +US$3.05億 | +210% | 0.46% | – | 54 | 42.59% | 0.2 |
|
| 4163 |
4163
LPWM LLC
Minneapolis,
Minnesota
| US$4.51億 | +US$5438萬 | +14% | 11.9% | 59.4% | 101 | 9.9% | 3.7 |
|
| 4164 |
4164
CWS Financial Advisors
Kalamazoo,
Michigan
| US$4.51億 | +US$6038萬 | +15% | 9.8% | 55.7% | 174 | 11.49% | 3.3 |
|
| 4165 |
4165
Riposte Capital
New York
| US$4.51億 | +US$5818萬 | +15% | 70.1% | 370% | 44 | 86.36% | 0.2 |
|
| 4166 |
4166
Bard Associates
Chicago,
Illinois
| US$4.51億 | +US$5208萬 | +13% | 23.7% | 241% | 345 | 30.43% | 2.9 |
|
| 4167 |
4167
Anchorage Capital Group
New York
| US$4.5億 | +US$1418萬 | +3% | 5.57% | 24.9% | 3 | 0% | 3.2 |
|
| 4168 |
4168
Kelly Financial Group
Wethersfield,
Connecticut
| US$4.5億 | +US$5241萬 | +13% | 9.91% | – | 111 | 13.51% | 1.1 |
|
| 4169 |
4169
RWC Asset Advisors
Miami,
Florida
| US$4.5億 | -US$1482萬 | -3% | 1.61% | 267% | 17 | 23.53% | 2 |
|
| 4170 |
4170
Strengthening Families & Communities LLC
Boston,
Massachusetts
| US$4.5億 | +US$4874萬 | +12% | 21.3% | 116% | 868 | 34.79% | 1 |
|
| 4171 |
DI
4171
Diligent Investors
Redlands,
California
| US$4.49億 | +US$4535萬 | +11% | 16.3% | 82.2% | 370 | 10% | 4.5 |
|
| 4172 |
4172
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$4.49億 | +US$3734萬 | +9% | 13.1% | 137% | 46 | 2.17% | 7.1 |
|
| 4173 |
4173
Bregal Sagemount IV
St. Helier,
| US$4.49億 | -US$2348萬 | -5% | 30.2% | – | 1 | 0% | 0.5 |
|
| 4174 |
4174
Gardner Lewis Asset Management
Chadds Ford,
Pennsylvania
| US$4.49億 | -US$1289萬 | -3% | 14.2% | 240% | 105 | 54.29% | 2.1 |
|
| 4175 |
4175
Continental Grain Company
New York
| US$4.48億 | +US$8251萬 | +23% | 5.85% | 5.73% | 4 | 0% | 3.1 |
|