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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 |
4501
Vance Wealth
Santa Clarita,
California
| US$2.2億 | +US$3350萬 | +18% | 5.96% | 66.4% | 84 | 16.67% | 1 |
|
| 4502 |
4502
University of Chicago
Chicago,
Illinois
| US$2.19億 | -US$28.5萬 | -0.1% | 1.11% | 62.3% | 6 | 0% | 2.8 |
|
| 4503 |
4503
Atomi Financial Group
New York
| US$2.19億 | +US$4025萬 | +22% | 6.38% | 139% | 290 | 27.93% | 0.2 |
|
| 4504 |
4504
EJF Capital
Arlington,
Virginia
| US$2.19億 | -US$5137萬 | -19% | 2.28% | 127% | 107 | 19.63% | 1.8 |
|
| 4505 |
FC
4505
Fore Capital
New York
| US$2.19億 | +US$3809萬 | +21% | 0.06% | 25.4% | 30 | 36.67% | 0.8 |
|
| 4506 |
4506
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$2.19億 | +US$5900萬 | +37% | 12.4% | 92.2% | 111 | 20.72% | 2.5 |
|
| 4507 |
4507
Thomas Story & Son
Culver,
Indiana
| US$2.19億 | +US$1267萬 | +6% | 5.41% | 101% | 53 | 1.89% | 6.4 |
|
| 4508 |
4508
Red Lighthouse Investment Management
New York
| US$2.19億 | +US$1221萬 | +6% | 5.35% | 63.4% | 97 | 4.12% | 0.5 |
|
| 4509 |
4509
Parisi Gray Wealth Management
Mendham,
New Jersey
| US$2.19億 | +US$5803萬 | +36% | 8.72% | 137% | 102 | 18.63% | 3.5 |
|
| 4510 |
4510
Cumberland Advisors
Sarasota,
Florida
| US$2.19億 | -US$2492萬 | -10% | 5.9% | 73.5% | 61 | 9.84% | 3.6 |
|
| 4511 |
SC
4511
Sawyer & Company
Boston,
Massachusetts
| US$2.19億 | +US$3303萬 | +18% | 7.01% | 111% | 180 | 7.22% | 3.9 |
|
| 4512 |
RI
4512
Rinkey Investments
San Diego,
California
| US$2.19億 | +US$2783萬 | +15% | 2.08% | 38.4% | 65 | 21.54% | 0.8 |
|
| 4513 |
4513
TriaGen Wealth Management
Calabasas,
California
| US$2.19億 | +US$1957萬 | +10% | 7.36% | 132% | 185 | 24.86% | 1.4 |
|
| 4514 |
4514
HighVista Strategies
Boston,
Massachusetts
| US$2.19億 | +US$9579萬 | +78% | 15.9% | 622% | 163 | 51.53% | 0.6 |
|
| 4515 |
4515
Omega Financial Group
Santa Barbara,
California
| US$2.18億 | +US$177萬 | +0.8% | 2.99% | 45.2% | 83 | 3.61% | 3 |
|
| 4516 |
4516
Ceeto Capital Group
Coral Gables,
Florida
| US$2.18億 | +US$1763萬 | +9% | 9.84% | 94.4% | 165 | 10.3% | 3.7 |
|
| 4517 |
4517
Forest Avenue Capital Management
Miami,
Florida
| US$2.18億 | +US$7970萬 | +58% | 11% | 415% | 36 | 61.11% | 0.2 |
|
| 4518 |
BOC
4518
Barbara Oil Co
Chicago,
Illinois
| US$2.18億 | +US$950萬 | +5% | 5.14% | 76.9% | 84 | 2.38% | 7.1 |
|
| 4519 |
4519
Glass Jacobson Investment Advisors
Owings Mills,
Maryland
| US$2.18億 | – | – | 4.13% | 63.1% | 796 | – | 0.5 |
|
| 4520 |
4520
Argent Advisors
Monroe,
Louisiana
| US$2.18億 | +US$863萬 | +4% | 2.62% | 63.1% | 139 | 10.79% | 2.5 |
|
| 4521 |
4521
Roman Butler Fullerton & Co
St Louis,
Missouri
| US$2.18億 | +US$1688萬 | +8% | 10.8% | 134% | 203 | 14.78% | 2.9 |
|
| 4522 |
4522
Continental Grain Company
New York
| US$2.18億 | +US$1209萬 | +6% | 5.11% | 5.73% | 5 | 20% | 2.1 |
|
| 4523 |
4523
Pantechnicon Advisors
London,
United Kingdom
| US$2.18億 | -US$2890萬 | -12% | 5.62% | – | 22 | 36.36% | 0.3 |
|
| 4524 |
4524
Pelion Inc
Salt Lake City,
Utah
| US$2.18億 | +US$8057萬 | +59% | 66.1% | 16.9% | 4 | 0% | 1.5 |
|
| 4525 |
4525
LGT Fund Management
Vaduz,
Liechtenstein
| US$2.18億 | -US$1719萬 | -7% | 10.7% | 121% | 151 | 31.13% | 1 |
|