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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4226 |
MI
4226
Moneywise Inc
Forest,
Virginia
| US$1.18億 | +US$131萬 | +1% | 3.1% | 60.8% | 39 | 0% | 1.6 |
|
| 4227 |
4227
Cascade Investment Advisors
Oregon City,
Oregon
| US$1.18億 | +US$613萬 | +5% | 3.66% | 79.1% | 205 | 10.24% | 1.5 |
|
| 4228 |
4228
Crewe Advisors
Salt Lake City,
Utah
| US$1.18億 | +US$1045萬 | +10% | 3.99% | 96.1% | 281 | 23.49% | 0.7 |
|
| 4229 |
AMAL
4229
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.18億 | US$0 | 0% | 2.47% | 125% | 26 | 0% | 3.1 |
|
| 4230 |
SWM
4230
Strategic Wealth Management
Kirkland,
Washington
| US$1.18億 | +US$580萬 | +5% | 2.35% | 52.8% | 24 | 16.67% | 1.4 |
|
| 4231 |
4231
RiverGlades Family Offices
Naples,
Florida
| US$1.18億 | +US$288萬 | +3% | 2.38% | – | 74 | 16.22% | 0.6 |
|
| 4232 |
4232
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$1.18億 | +US$652萬 | +6% | 7.92% | 81.5% | 135 | 2.96% | 3.9 |
|
| 4233 |
4233
Kathryn A. Hall
| US$1.18億 | -US$1109萬 | -9% | 8.24% | 95.2% | 6 | 0% | 2.6 |
|
| 4234 |
4234
Kendall Capital Management
Rockville,
Maryland
| US$1.17億 | +US$426萬 | +4% | 3.56% | 130% | 119 | 17.65% | 0.6 |
|
| 4235 |
KLC
4235
Knowledge Leaders Capital
Denver,
Colorado
| US$1.17億 | -US$1609萬 | -12% | 2.42% | 51.6% | 42 | 61.9% | 1 |
|
| 4236 |
4236
Banco BTG Pactual
Rio De Janeiro,
Brazil
| US$1.17億 | -US$5016萬 | -30% | 13.1% | 135% | 64 | 50% | 0.4 |
|
| 4237 |
CAM
4237
Crown Advisors Management
Larkspur,
California
| US$1.17億 | -US$86.1萬 | -0.7% | 7.2% | 284% | 51 | 31.37% | 0.6 |
|
| 4238 |
4238
Brandywine Trust
Hockessin,
Delaware
| US$1.17億 | +US$222萬 | +2% | 2.68% | 32.7% | 37 | 2.7% | 3.2 |
|
| 4239 |
4239
Excalibur Management
Waltham,
Massachusetts
| US$1.17億 | -US$854萬 | -7% | 9.67% | 93% | 77 | 12.99% | 3.7 |
|
| 4240 |
4240
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$1.17億 | +US$457萬 | +4% | 9.34% | 109% | 207 | 7.25% | 1.4 |
|
| 4241 |
4241
PDS Planning
Dublin,
Ohio
| US$1.17億 | +US$1544萬 | +15% | 4.76% | 69.1% | 85 | 22.35% | 0.6 |
|
| 4242 |
4242
River Oaks Capital
Wayzata,
Minnesota
| US$1.17億 | -US$946萬 | -7% | 4.38% | – | 55 | 3.64% | 1.5 |
|
| 4243 |
SCM
4243
Stormborn Capital Management
Greenwich,
Connecticut
| US$1.17億 | -US$4114萬 | -26% | 9.05% | 256% | 54 | 79.63% | 0.2 |
|
| 4244 |
4244
Vishria Bird Financial Group
Memphis,
Tennessee
| US$1.17億 | +US$879萬 | +8% | 6.65% | 74.3% | 51 | 7.84% | 0.2 |
|
| 4245 |
4245
Technology Crossover Management IX
Menlo Park,
California
| US$1.16億 | -US$2.43億 | -68% | 8.33% | 6.24% | 3 | 66.67% | 0.8 |
|
| 4246 |
4246
Sequoia Wealth Management
Hoffman Estates,
Illinois
| US$1.16億 | +US$2225萬 | +24% | 4.56% | – | 60 | 11.67% | 0.6 |
|
| 4247 |
FP
4247
Factorial Partners
Mt. Kisco,
New York
| US$1.16億 | +US$454萬 | +4% | 3.76% | 88.7% | 109 | 18.35% | 0.6 |
|
| 4248 |
ASA
4248
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$1.16億 | +US$606萬 | +5% | 7.28% | 51.2% | 43 | 2.33% | 3.3 |
|
| 4249 |
OH
4249
Oikos Holdings
New York
| US$1.16億 | -US$4809萬 | -29% | 18.8% | 5.54% | 10 | 20% | 0.7 |
|
| 4250 |
VCA
4250
VIEX Capital Advisors
Sunny Isles Beach,
Florida
| US$1.16億 | -US$356萬 | -3% | 16.3% | 30.6% | 30 | 56.67% | 0.4 |
|