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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4626 |
NIEF
4626
Nalanda India Equity Fund
Mauritius
| US$3.77億 | -US$1.34億 | -26% | 26.2% | 30.2% | 1 | 0% | 7.5 |
|
| 4627 |
HBW
4627
Hazlett, Burt & Watson
Wheeling,
West Virginia
| US$3.77億 | +US$5691萬 | +18% | 24.5% | 97.1% | 969 | 10.94% | 2.7 |
|
| 4628 |
VWA
4628
VSM Wealth Advisory
Hunt Valley,
Maryland
| US$3.76億 | +US$4162萬 | +12% | 13.3% | – | 536 | 11.19% | 1.2 |
|
| 4629 |
BW
4629
Balance Wealth
Delaware,
Ohio
| US$3.76億 | +US$5392萬 | +17% | 14% | – | 179 | 24.58% | 0.8 |
|
| 4630 |
KPP
4630
Kings Path Partners
Sugar Land,
Texas
| US$3.76億 | +US$8501萬 | +29% | 9.57% | – | 367 | 24.25% | 1.3 |
|
| 4631 |
HIC
4631
Harbor Island Capital
Topsfield,
Massachusetts
| US$3.76億 | +US$1.06億 | +40% | 62.4% | 231% | 16 | 0% | 7 |
|
| 4632 |
SBF
4632
Sara-Bay Financial
Sarasota,
Florida
| US$3.75億 | +US$4290萬 | +13% | 24.8% | 231% | 93 | 19.35% | 2.8 |
|
| 4633 |
GP
4633
Geneva Partners
Lake Geneva,
Wisconsin
| US$3.75億 | +US$1.67億 | +80% | 63.7% | 401% | 81 | 29.63% | 2.1 |
|
| 4634 |
PCM
4634
Payne Capital Management
New York
| US$3.75億 | +US$4453萬 | +13% | 11.4% | – | 97 | 27.84% | 1.1 |
|
| 4635 |
FLI
4635
Family Legacy Inc
Greenville,
South Carolina
| US$3.75億 | +US$4208萬 | +13% | 18.4% | 89% | 128 | 6.25% | 6.1 |
|
| 4636 |
CCM
4636
Consolidated Capital Management
Burbank,
California
| US$3.75億 | +US$6515萬 | +21% | 38.5% | 166% | 75 | 5.33% | 2.5 |
|
| 4637 |
SPFSPD
4637
Sava Pension Fund (Sava Penzisko Drushtvo)
Skopje,
| US$3.75億 | +US$4717萬 | +14% | 14.3% | – | 27 | 3.7% | 0.7 |
|
| 4638 |
WIC
4638
WealthBridge Investment Counsel
Calgary,
Alberta, Canada
| US$3.75億 | +US$4697萬 | +14% | 22.4% | 106% | 44 | 4.55% | 4.8 |
|
| 4639 |
BAM
4639
Bell Asset Management
Melbourne,
Australia
| US$3.75億 | +US$3474萬 | +10% | 7.4% | 45.3% | 70 | 22.86% | 2.9 |
|
| 4640 |
LI
4640
LifeWealth Investments
Winter Garden,
Florida
| US$3.74億 | +US$3909萬 | +12% | 10.3% | – | 158 | 24.68% | 1 |
|
| 4641 |
CIA
4641
Cape Investment Advisory
Mcdonough,
Georgia
| US$3.74億 | +US$7340萬 | +24% | 14.3% | 72.5% | 1,449 | 84.33% | 0.4 |
|
| 4642 |
LA
4642
LFL Advisers
Evanston,
Illinois
| US$3.74億 | +US$4162萬 | +13% | 12.9% | 83% | 9 | 0% | 7.4 |
|
| 4643 |
PWM
4643
Penobscot Wealth Management
Portland,
Maine
| US$3.74億 | +US$3547萬 | +10% | 10.9% | 50.5% | 119 | 11.76% | 2.4 |
|
| 4644 |
HAC
4644
Harbor Advisory Corp
Portsmouth,
New Hampshire
| US$3.74億 | +US$4095萬 | +12% | 15.5% | 63.2% | 86 | 12.79% | 4.6 |
|
| 4645 |
PHWM
4645
Pine Harbor Wealth Management
Silver Spring,
Maryland
| US$3.73億 | +US$3915萬 | +12% | 9.72% | – | 112 | 8.93% | 1.8 |
|
| 4646 |
FF
4646
Friday Financial
Dubuque,
Iowa
| US$3.73億 | +US$8324萬 | +29% | 12.3% | – | 110 | 17.27% | 1.1 |
|
| 4647 |
HKIMG
4647
Hutchens & Kramer Investment Management Group
Carmel,
Indiana
| US$3.73億 | +US$5675萬 | +18% | 14.6% | 83% | 172 | 20.35% | 2.1 |
|
| 4648 |
3CP
4648
3G Capital Partners
New York
| US$3.73億 | +US$9153萬 | +32% | 78.8% | 351% | 20 | 60% | 0.6 |
|
| 4649 |
REST
4649
Retail Employees Superannuation Trust
Sydney,
| US$3.73億 | -US$2.99億 | -45% | 6.34% | – | 31 | 22.58% | 0.4 |
|
| 4650 |
OFW
4650
Omnia Family Wealth
Aventura,
Florida
| US$3.73億 | +US$5580萬 | +18% | 11.8% | 80.6% | 108 | 21.3% | 3.9 |
|