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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4326 |
4326
New Harbor Financial Group
Worcester,
Massachusetts
| US$2.03億 | -US$7969萬 | -28% | 9.54% | 94.6% | 35 | 34.29% | 2.2 |
|
| 4327 |
4327
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$2.03億 | +US$2238萬 | +12% | 12.4% | 121% | 1 | 0% | 2.5 |
|
| 4328 |
4328
Independent Family Office
Albany,
New York
| US$2.03億 | -US$1.03億 | -34% | 11.2% | 68.4% | 74 | 20.27% | 1.6 |
|
| 4329 |
4329
BetterWealth
San Jose,
California
| US$2.03億 | +US$1.28億 | +171% | 13.4% | 63.3% | 49 | 51.02% | 0.3 |
|
| 4330 |
4330
Legacy Financial Strategies
Overland Park,
Kansas
| US$2.03億 | -US$3204萬 | -14% | 13.9% | 76.7% | 70 | 15.71% | 2.9 |
|
| 4331 |
4331
WT Wealth Management
Scottsdale,
Arizona
| US$2.03億 | -US$5786萬 | -22% | 12% | 72% | 128 | 27.34% | 1.8 |
|
| 4332 |
4332
SimpliFi Inc
San Diego,
California
| US$2.03億 | -US$1747萬 | -8% | 7.73% | 27.9% | 34 | 8.82% | 2.1 |
|
| 4333 |
4333
Spectrum Asset Management (California)
Newport Beach,
California
| US$2.03億 | -US$5235萬 | -21% | 9.34% | 68.3% | 116 | 25.86% | 2.8 |
|
| 4334 |
4334
Weybosset Research & Management
Province,
Rhode Island
| US$2.02億 | – | – | 13.4% | 74.8% | 48 | – | 4 |
|
| 4335 |
MG
4335
Meditor Group
Hamilton,
Bermuda
| US$2.02億 | -US$3750萬 | -16% | 2.22% | 41.1% | 4 | 0% | 6.5 |
|
| 4336 |
FP
4336
Fiduciary Planning
Englewood,
Florida
| US$2.02億 | +US$1996萬 | +11% | 10.5% | 71.4% | 40 | 7.5% | 1.4 |
|
| 4337 |
4337
Auxano Advisors
Bellevue,
Washington
| US$2.02億 | -US$3278萬 | -14% | 15.3% | 85.4% | 88 | 18.18% | 1.4 |
|
| 4338 |
4338
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$2.02億 | -US$7152萬 | -26% | 13.9% | 164% | 85 | 36.47% | 2 |
|
| 4339 |
4339
Keeler Thomas Management
Orem,
Utah
| US$2.02億 | -US$634萬 | -3% | 12.4% | 52.1% | 79 | 32.91% | 2 |
|
| 4340 |
4340
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$2.02億 | -US$3590萬 | -15% | 12% | 54.3% | 368 | 8.7% | 2.8 |
|
| 4341 |
4341
Ramius Advisors
New York
| US$2.02億 | -US$1705萬 | -8% | 4.69% | 187% | 355 | 95.49% | 0 |
|
| 4342 |
4342
Palouse Capital Management
Spokane,
Washington
| US$2.02億 | -US$2546萬 | -11% | 12.5% | 67.8% | 105 | 27.62% | 2.8 |
|
| 4343 |
SCM
4343
Springhouse Capital Management
Westport,
Connecticut
| US$2.02億 | +US$4441萬 | +28% | 5.2% | 52% | 64 | 40.63% | 0.8 |
|
| 4344 |
4344
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.02億 | -US$3427萬 | -15% | 10.3% | 128% | 135 | 6.67% | 2.5 |
|
| 4345 |
4345
Nikulski Financial
Bettendorf,
Iowa
| US$2.02億 | -US$3490萬 | -15% | 14.1% | 95.8% | 134 | 14.18% | 2.8 |
|
| 4346 |
4346
Oarsman Capital
Milwaukee,
Wisconsin
| US$2.01億 | -US$5467萬 | -21% | 12.6% | 70.6% | 194 | 16.49% | 4.5 |
|
| 4347 |
4347
Sanchez Wealth Management Group
Jacksonville,
Florida
| US$2.01億 | -US$3661萬 | -15% | 15.6% | 56.9% | 34 | 2.94% | 2.6 |
|
| 4348 |
4348
Pettee Investors
Rowayton,
Connecticut
| US$2.01億 | -US$2643萬 | -12% | 9.68% | 96.1% | 122 | 4.92% | 5.2 |
|
| 4349 |
4349
AH Equity Partners LSV III
Menlo Park,
California
| US$2.01億 | -US$1.72億 | -46% | 44.9% | – | 3 | 0% | 0.3 |
|
| 4350 |
4350
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$2.01億 | -US$3087萬 | -13% | 14.5% | 47.6% | 25 | 16% | 4.4 |
|