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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
TPWA
4226
Twin Peaks Wealth Advisors
Burlingame,
California
| US$4.42億 | +US$4445萬 | +11% | 17.9% | – | 2,368 | 90.63% | 1.4 |
|
| 4227 |
EC
4227
EdgeRock Capital
Denver,
Colorado
| US$4.41億 | +US$7181萬 | +19% | 15.9% | 71.3% | 142 | 16.9% | 1.4 |
|
| 4228 |
AA
4228
Alta Advisers
London,
United Kingdom
| US$4.41億 | +US$1.65億 | +60% | 27.9% | 114% | 224 | 10.27% | 2.7 |
|
| 4229 |
PTB
4229
Pioneer Trust Bank
Salem,
Oregon
| US$4.41億 | +US$2902萬 | +7% | 11.1% | 61.4% | 90 | 11.11% | 7.6 |
|
| 4230 |
MBFW
4230
Morton Brown Family Wealth
Allentown,
Pennsylvania
| US$4.41億 | +US$6266萬 | +17% | 11% | 50% | 424 | 32.78% | 1.8 |
|
| 4231 |
CSWG
4231
Cardinal Strategic Wealth Guidance
Louisville,
Kentucky
| US$4.41億 | +US$6183萬 | +16% | 15.7% | 67.3% | 74 | 24.32% | 3.8 |
|
| 4232 |
LWM
4232
Long Walk Management
Greenwich,
Connecticut
| US$4.41億 | +US$9730萬 | +28% | 24.6% | 302% | 16 | 43.75% | 1.1 |
|
| 4233 |
DSA
4233
Droms Strauss Advisors
St. Louis,
Missouri
| US$4.41億 | +US$5794萬 | +15% | 16.3% | 68.7% | 87 | 18.39% | 3.6 |
|
| 4234 |
RWA
4234
Roberts Wealth Advisors
Palo Alto,
California
| US$4.4億 | +US$4635萬 | +12% | 14% | 81.1% | 116 | 9.48% | 2.6 |
|
| 4235 |
EC
4235
Euclidean Capital
New York
| US$4.4億 | +US$4753萬 | +12% | 9.15% | 79.7% | 11 | 9.09% | 3.6 |
|
| 4236 |
TAA
4236
Turiya Advisors Asia
Hong Kong
| US$4.4億 | -US$5668萬 | -11% | 62.6% | 247% | 5 | 40% | 0.5 |
|
| 4237 |
NCM
4237
New Capital Management
Houston,
Texas
| US$4.39億 | +US$3339萬 | +8% | 8.19% | 49.4% | 61 | 4.92% | 3.7 |
|
| 4238 |
OGM
4238
OnyxPoint Global Management
New York
| US$4.39億 | +US$1450萬 | +3% | 6.63% | 162% | 40 | 47.5% | 0.6 |
|
| 4239 |
HS
4239
HighVista Strategies
Boston,
Massachusetts
| US$4.39億 | +US$7644萬 | +21% | 35.3% | 622% | 185 | 36.22% | 1.1 |
|
| 4240 |
BCC
4240
Bridge City Capital
Lake Oswego,
Oregon
| US$4.38億 | +US$7733萬 | +21% | 33.7% | 120% | 120 | 15% | 4.1 |
|
| 4241 |
ASW
4241
Astoria Strategic Wealth
Conroe,
Texas
| US$4.38億 | +US$4389萬 | +11% | 10.1% | 42.1% | 38 | 7.89% | 4.5 |
|
| 4242 |
CNC
4242
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$4.38億 | +US$3670萬 | +9% | 14.8% | 73.3% | 128 | 15.63% | 5.8 |
|
| 4243 |
PMA
4243
Prudent Man Advisors
Naperville,
Illinois
| US$4.38億 | +US$1.04億 | +31% | 22.1% | 82.8% | 149 | 15.44% | 3.7 |
|
| 4244 |
FW
4244
Fairway Wealth
Independence,
Ohio
| US$4.37億 | +US$5844萬 | +15% | 12.8% | – | 258 | 33.72% | 1.2 |
|
| 4245 |
SIS
4245
Strategic Investment Solutions
Orland Park,
Illinois
| US$4.37億 | +US$2326萬 | +6% | 15.3% | – | 759 | 16.21% | 1.9 |
|
| 4246 |
WCM
4246
Westend Capital Management
Sausalito,
California
| US$4.37億 | +US$1.04億 | +31% | 21.9% | – | 309 | 40.13% | 1.6 |
|
| 4247 |
IACCIA
4247
IDG-Accel China Capital II Associates
Palo Alto,
California
| US$4.37億 | -US$2.31億 | -35% | 34.4% | – | 1 | 0% | 0.5 |
|
| 4248 |
CSB
4248
City State Bank
Norwalk,
Iowa
| US$4.36億 | +US$5112萬 | +13% | 19.8% | 72.5% | 821 | 5.97% | 3.3 |
|
| 4249 |
BCM
4249
Boltwood Capital Management
Walnut Creek,
California
| US$4.36億 | +US$4434萬 | +11% | 13.4% | 63% | 195 | 7.18% | 6.5 |
|
| 4250 |
AWA
4250
Aquire Wealth Advisors
South Jordan,
Utah
| US$4.36億 | +US$5578萬 | +15% | 11.9% | 54.1% | 55 | 12.73% | 2.9 |
|