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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
SWK
4501
Stephen W. Kidder
| US$3.96億 | +US$5543萬 | +16% | 28.5% | 94.7% | 79 | 8.86% | 7.1 |
|
| 4502 |
HP
4502
Holowesko Partners
Nassau,
Bahamas
| US$3.95億 | +US$3830萬 | +11% | 1.2% | 51.1% | 39 | 33.33% | 2.2 |
|
| 4503 |
SC
4503
Steph & Co
Marinette,
Wisconsin
| US$3.95億 | +US$4443萬 | +13% | 12.1% | 61.6% | 317 | 15.77% | 3.7 |
|
| 4504 |
KC
4504
Knuff & Co
Foster City,
California
| US$3.95億 | +US$6304萬 | +19% | 15.9% | 85.8% | 158 | 25.32% | 3.7 |
|
| 4505 |
PCM
4505
Pennsylvania Capital Management
Huntingdon Valley,
Pennsylvania
| US$3.95億 | +US$4530萬 | +13% | 14.2% | 70.6% | 126 | 13.49% | 3.1 |
|
| 4506 |
RGC
4506
Redwood Grove Capital
Palo Alto,
California
| US$3.95億 | +US$8490萬 | +27% | 24.8% | 79.8% | 27 | 25.93% | 2 |
|
| 4507 |
MCMU
4507
MIC Capital Management (UK)
London,
United Kingdom
| US$3.94億 | +US$4186萬 | +12% | 34.6% | 67.2% | 17 | 23.53% | 2.4 |
|
| 4508 |
ACM
4508
Aurdan Capital Management
Wayne,
Pennsylvania
| US$3.94億 | +US$6104萬 | +18% | 12% | – | 103 | 18.45% | 1.1 |
|
| 4509 |
XSC
4509
X-Square Capital
Guaynabo,
Puerto Rico
| US$3.94億 | +US$9734萬 | +33% | 29.8% | 158% | 184 | 15.22% | 3.4 |
|
| 4510 |
SSW
4510
Stone Summit Wealth
Miami,
Florida
| US$3.94億 | +US$3469萬 | +10% | 11.9% | 67% | 150 | 9.33% | 3.5 |
|
| 4511 |
FMTCOCP
4511
Farmers & Merchants Trust Co of Chambersburg PA
Chambersburg,
Pennsylvania
| US$3.94億 | +US$2652萬 | +7% | 8.53% | 65.5% | 373 | 14.21% | 5.5 |
|
| 4512 |
ICM
4512
III Capital Management
Boca Raton,
Florida
| US$3.94億 | +US$4961萬 | +14% | 14.8% | 28.7% | 78 | 58.97% | 0.5 |
|
| 4513 |
3F
4513
360 Financial
Wayzata,
Minnesota
| US$3.94億 | +US$6188萬 | +19% | 24.1% | 82.5% | 93 | 22.58% | 2.9 |
|
| 4514 |
WMIG
4514
White Mountains Insurance Group
Hanover,
New Hampshire
| US$3.94億 | +US$8023萬 | +26% | 26.4% | 105% | 2 | 0% | 3 |
|
| 4515 |
RWI
4515
Red Wave Investments
Dillsburg,
Pennsylvania
| US$3.94億 | +US$5877萬 | +18% | 13.2% | 58% | 126 | 14.29% | 3.5 |
|
| 4516 |
IWN
4516
Independent Wealth Network
Urbandale,
Iowa
| US$3.93億 | +US$5660萬 | +17% | 15.1% | 75.1% | 362 | 22.93% | 2.2 |
|
| 4517 |
NI
4517
NFC Investments
Memphis,
Tennessee
| US$3.93億 | +US$3403萬 | +9% | 11.4% | – | 43 | 4.65% | 4.7 |
|
| 4518 |
CWG
4518
Crown Wealth Group
Charlotte,
North Carolina
| US$3.93億 | +US$5252萬 | +15% | 16.9% | 86.2% | 160 | 15.63% | 1.9 |
|
| 4519 |
BFS
4519
BridgePort Financial Solutions
Fairfield,
Iowa
| US$3.93億 | +US$4007萬 | +11% | 12.5% | – | 259 | 18.15% | 1.1 |
|
| 4520 |
SFG
4520
Snider Financial Group
Bellevue,
Washington
| US$3.93億 | +US$6142萬 | +19% | 16.3% | 87% | 117 | 24.79% | 2 |
|
| 4521 |
SA
4521
SRH Advisors
Salina,
Kansas
| US$3.92億 | +US$4303萬 | +12% | 12.1% | 51% | 286 | 6.29% | 7.2 |
|
| 4522 |
SFG
4522
Southern Financial Group
Birmingham,
Alabama
| US$3.92億 | +US$3388萬 | +9% | 9.8% | – | 97 | 8.25% | 0.5 |
|
| 4523 |
OE
4523
OFS Enterprise
Kearney,
Nebraska
| US$3.92億 | +US$5152萬 | +15% | 14.3% | – | 107 | 13.08% | 0.2 |
|
| 4524 |
KFG
4524
Kingdom Financial Group
Peoria,
Arizona
| US$3.91億 | +US$4210萬 | +12% | 14.1% | 46.2% | 989 | 26.9% | 0.5 |
|
| 4525 |
PFPGI
4525
Patriot Financial Partners GP II
Radnor,
Pennsylvania
| US$3.91億 | +US$293萬 | +0.8% | 16.5% | – | 12 | 0% | 0.7 |
|