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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4851 |
4851
Davis Rea
Toronto,
Ontario, Canada
| US$3.51億 | -US$3301萬 | -9% | 5.67% | 66.9% | 62 | 40.32% | 3.3 |
|
| 4852 |
4852
MTM Investment Management
Spartanburg,
South Carolina
| US$3.5億 | +US$3481萬 | +11% | 12.3% | 87.7% | 739 | 8.12% | 2.2 |
|
| 4853 |
SCM
4853
Stonehill Capital Management
New York
| US$3.5億 | +US$1.53億 | +77% | 1.3% | 117% | 21 | 57.14% | 0.5 |
|
| 4854 |
4854
Attestor Capital
Grand Cayman,
Cayman Islands
| US$3.5億 | -US$2942萬 | -8% | 11.6% | – | 9 | 66.67% | 0.4 |
|
| 4855 |
4855
Oxler Private Wealth
Rye Brook,
New York
| US$3.5億 | +US$3057萬 | +10% | 13.7% | 119% | 97 | 9.28% | 4 |
|
| 4856 |
4856
PKO BP Bankowy Universal Pension Society
Warsaw,
Poland
| US$3.5億 | +US$1.36億 | +64% | 133% | – | 13 | 0% | 1.3 |
|
| 4857 |
4857
Kirkwood Financial Services
San Antonio,
Texas
| US$3.5億 | +US$5808萬 | +20% | 16.3% | – | 43 | 11.63% | 0.9 |
|
| 4858 |
4858
Your Advocates Ltd
Houston,
Texas
| US$3.5億 | +US$2195萬 | +7% | 7.96% | 53.6% | 249 | 22.89% | 3.1 |
|
| 4859 |
4859
Yukon Wealth Management
Overland Park,
Kansas
| US$3.49億 | +US$1.82億 | +109% | 13.3% | – | 135 | 43.7% | 0.7 |
|
| 4860 |
4860
Arrowroot Family Office
Marina Del Rey,
California
| US$3.49億 | +US$4684萬 | +15% | 11.1% | – | 182 | 18.68% | 1.9 |
|
| 4861 |
4861
Denver Wealth Management
Denver,
Colorado
| US$3.49億 | +US$5862萬 | +20% | 16.3% | 64.4% | 117 | 21.37% | 2.5 |
|
| 4862 |
4862
Planned Solutions
Folsom,
California
| US$3.49億 | +US$4337萬 | +14% | 14.8% | 68.3% | 164 | 20.73% | 2.7 |
|
| 4863 |
4863
Robinswood Financial
Kirkland,
Washington
| US$3.49億 | +US$3107萬 | +10% | 7.84% | 43.2% | 457 | 12.25% | 2 |
|
| 4864 |
4864
USAdvisors Wealth Management
Eden Prairie,
Minnesota
| US$3.49億 | +US$4776萬 | +16% | 12.7% | 59.6% | 150 | 12.67% | 3.1 |
|
| 4865 |
4865
Riverview Capital Advisers
Boston,
Massachusetts
| US$3.49億 | +US$4910萬 | +16% | 28.2% | 84.8% | 95 | 16.84% | 2.6 |
|
| 4866 |
4866
Auour Investments
Woburn,
Massachusetts
| US$3.49億 | +US$3082萬 | +10% | 7.66% | 39.2% | 98 | 10.2% | 2.2 |
|
| 4867 |
4867
Future Fund LLC
Chicago,
Illinois
| US$3.49億 | +US$6439萬 | +23% | 20.1% | 93.1% | 137 | 21.17% | 1.1 |
|
| 4868 |
TIM
4868
Timelo Investment Management
Aurora,
Ontario, Canada
| US$3.49億 | +US$2.22億 | +175% | 2.9% | 104% | 65 | 46.15% | 0.4 |
|
| 4869 |
4869
Parkshore Wealth Management
Granite Bay,
California
| US$3.48億 | +US$4904萬 | +16% | 10.7% | – | 72 | 4.17% | 1.3 |
|
| 4870 |
4870
PCJ Investment Counsel
Toronto,
Ontario, Canada
| US$3.48億 | -US$417萬 | -1% | 4.56% | 164% | 68 | 22.06% | 3.3 |
|
| 4871 |
4871
Tieton Capital Management
Yakima,
Washington
| US$3.48億 | +US$4922萬 | +16% | 18.5% | 172% | 38 | 10.53% | 5.4 |
|
| 4872 |
4872
Pines Wealth Management
Southern Pines,
North Carolina
| US$3.48億 | +US$3882萬 | +13% | 17.9% | – | 232 | 12.5% | 1.3 |
|
| 4873 |
4873
First United Bank & Trust
Oakland,
Maryland
| US$3.48億 | +US$3970萬 | +13% | 14.1% | 78% | 425 | 8.24% | 3.9 |
|
| 4874 |
4874
Dorval Corp
Maple Grove,
Minnesota
| US$3.47億 | +US$2518萬 | +8% | 5.69% | 29.6% | 49 | 8.16% | 1.7 |
|
| 4875 |
4875
Highview Capital Management
Buffalo Grove,
Illinois
| US$3.47億 | +US$7234萬 | +26% | 24.7% | 123% | 133 | 35.34% | 2.1 |
|