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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4426 |
4426
Sequoia Wealth Management
Hoffman Estates,
Illinois
| US$9424萬 | -US$930萬 | -9% | 2.27% | – | 60 | 16.67% | 0.5 |
|
| 4427 |
4427
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| US$9408萬 | +US$892萬 | +10% | 0.17% | 15.7% | 48 | 14.58% | 2.4 |
|
| 4428 |
RWG
4428
Regal Wealth Group
Seal Beach,
California
| US$9392萬 | -US$3574萬 | -28% | 1.99% | 17% | 182 | 9.34% | 2 |
|
| 4429 |
4429
Orca Investment Management
Roseburg,
Oregon
| US$9371萬 | +US$618萬 | +7% | 3.51% | 122% | 75 | 13.33% | 2.6 |
|
| 4430 |
4430
Titus Wealth Management
Larskpur,
California
| US$9358萬 | -US$1034萬 | -10% | 0.78% | 26.6% | 105 | 32.38% | 0.3 |
|
| 4431 |
4431
AB CarVal Investors
Minneapolis,
Minnesota
| US$9358萬 | +US$4008萬 | +75% | 3.72% | 24% | 16 | 37.5% | 0.4 |
|
| 4432 |
4432
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| US$9351萬 | -US$4164萬 | -31% | 2.03% | 97.3% | 984 | 45.22% | 1.2 |
|
| 4433 |
4433
AWH Capital
Dallas,
Texas
| US$9345萬 | +US$591萬 | +7% | 10.2% | 183% | 17 | 11.76% | 0.4 |
|
| 4434 |
4434
Covalent Partners
Concord,
Massachusetts
| US$9335萬 | -US$1154萬 | -11% | 1.25% | 36.6% | 30 | 26.67% | 1.1 |
|
| 4435 |
4435
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$9319萬 | -US$1518萬 | -14% | 2.45% | 108% | 38 | 5.26% | 3.3 |
|
| 4436 |
CHA
4436
Carmichael Hill & Associates
Gaithersburg,
Maryland
| US$9302萬 | +US$150萬 | +2% | 2.03% | 39.7% | 119 | 4.2% | 0.5 |
|
| 4437 |
MI
4437
M3F Inc
Salt Lake City,
Utah
| US$9250萬 | +US$633萬 | +7% | 2.3% | 139% | 28 | 21.43% | 1.3 |
|
| 4438 |
4438
Athyrium Capital Management
New York
| US$9248萬 | -US$7082萬 | -43% | 0.22% | 25.1% | 3 | 0% | 0.5 |
|
| 4439 |
SC
4439
Salzman & Co
Pittsford,
New York
| US$9244萬 | +US$203萬 | +2% | 1.2% | 15.7% | 10 | 30% | 0.5 |
|
| 4440 |
4440
Performa Ltd (US)
Charleston,
South Carolina
| US$9239萬 | -US$807萬 | -8% | 3.31% | 55.8% | 2 | 0% | 0.3 |
|
| 4441 |
4441
Cypress Wealth Advisors
San Francisco,
California
| US$9237萬 | +US$10.5萬 | +0.1% | 6.39% | 29.3% | 84 | 13.1% | 1.9 |
|
| 4442 |
4442
Sapphire Ventures
Austin,
Texas
| US$9228萬 | +US$4110萬 | +80% | 27.5% | 27.9% | 7 | 28.57% | 1.1 |
|
| 4443 |
4443
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| US$9220萬 | +US$222萬 | +2% | 2.56% | 42% | 202 | 35.15% | 1.5 |
|
| 4444 |
4444
Blue Chip Wealth Management
Miami Beach,
Florida
| US$9198萬 | -US$569萬 | -6% | 5.05% | – | 107 | 8.41% | 0.2 |
|
| 4445 |
4445
Q3 Asset Management
Birmingham,
Michigan
| US$9112萬 | +US$266萬 | +3% | 5.27% | 96.2% | 38 | 65.79% | 0.2 |
|
| 4446 |
DE
4446
DFT Energy
Locust Valley,
New York
| US$9098萬 | +US$1658萬 | +22% | 26.4% | – | 16 | 18.75% | 1.4 |
|
| 4447 |
4447
Trust Investment Advisors
Indianapolis,
Indiana
| US$9097萬 | +US$390萬 | +4% | 6.05% | 178% | 88 | 10.23% | 2.4 |
|
| 4448 |
SCM
4448
Samson Capital Management
Leawood,
Kansas
| US$9083萬 | +US$995萬 | +12% | 11.8% | 13.4% | 19 | 47.37% | 2.2 |
|
| 4449 |
4449
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$9073萬 | +US$309萬 | +4% | 2.85% | 85.6% | 93 | 7.53% | 3.1 |
|
| 4450 |
4450
New Vernon Capital Holdings II
Morristown,
New Jersey
| US$9070萬 | +US$1887萬 | +26% | 1.96% | 114% | 54 | 44.44% | 0.5 |
|