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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
5001
Spider Management Company
Richmond,
Virginia
| US$2.64億 | +US$3211萬 | +14% | 9.14% | – | 4 | 50% | 1.4 |
|
| 5002 |
5002
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| US$2.64億 | +US$1458萬 | +6% | 13.6% | – | 23 | 13.04% | 2.4 |
|
| 5003 |
5003
Palo Alto Wealth Advisors
Palo Alto,
California
| US$2.64億 | +US$794萬 | +3% | 13.8% | 108% | 57 | 12.28% | 1.6 |
|
| 5004 |
IP
5004
Investment Partners
New Philadelphia,
Ohio
| US$2.64億 | +US$2302萬 | +10% | 9.6% | 83.2% | 160 | 8.75% | 5.5 |
|
| 5005 |
5005
Doma Perpetual Capital Management
Miami,
Florida
| US$2.64億 | +US$959萬 | +4% | 6.98% | – | 10 | 0% | 1.2 |
|
| 5006 |
BIMC
5006
Benson Investment Management Company
Roanoke,
Virginia
| US$2.64億 | +US$3418萬 | +15% | 13.3% | 99.8% | 63 | 41.27% | 1.6 |
|
| 5007 |
5007
Sensible Money
Scottsdale,
Arizona
| US$2.64億 | +US$3041萬 | +13% | 8.96% | 69.1% | 90 | 11.11% | 2 |
|
| 5008 |
5008
Theory Financial
Fort Collins,
Colorado
| US$2.64億 | +US$2652萬 | +11% | 7.2% | 54.5% | 94 | 24.47% | 1.5 |
|
| 5009 |
5009
StrongBox Wealth
Lee's Summit,
Missouri
| US$2.64億 | +US$2363萬 | +10% | 8.47% | 57.8% | 88 | 3.41% | 3.3 |
|
| 5010 |
5010
Retirement Guys Formula
Maumee,
Ohio
| US$2.63億 | +US$6204萬 | +31% | 7.83% | 75.7% | 155 | 18.06% | 1.6 |
|
| 5011 |
5011
Sharper & Granite
El Segundo,
California
| US$2.63億 | +US$2105萬 | +9% | 5.33% | 47.1% | 108 | 8.33% | 2.2 |
|
| 5012 |
5012
Stelac Advisory Services
New York
| US$2.63億 | +US$2051萬 | +8% | 10.4% | 84.9% | 111 | 16.22% | 4.6 |
|
| 5013 |
5013
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$2.63億 | +US$2304萬 | +10% | 8.29% | 60.2% | 62 | 16.13% | 3.5 |
|
| 5014 |
5014
Commonwealth Retirement Investments
Richmond,
Virginia
| US$2.63億 | +US$1702萬 | +7% | 7.08% | 96.7% | 116 | 23.28% | 1.5 |
|
| 5015 |
5015
Hillman Company
Pittsburgh,
Pennsylvania
| US$2.63億 | -US$159萬 | -0.6% | 14.9% | 118% | 15 | 13.33% | 2.3 |
|
| 5016 |
5016
Orion Capital Management
Coronado,
California
| US$2.63億 | +US$2550萬 | +11% | 8.53% | 75.3% | 492 | 8.94% | 1.3 |
|
| 5017 |
5017
Planned Solutions
Folsom,
California
| US$2.63億 | +US$1588萬 | +6% | 8.15% | 68.3% | 132 | 21.21% | 2.4 |
|
| 5018 |
CL
5018
COWA LLC
Tulsa,
Oklahoma
| US$2.63億 | +US$2852萬 | +12% | 4.37% | 65.5% | 145 | 23.45% | 2.6 |
|
| 5019 |
SC
5019
Slotnik Capital
Dallas,
Texas
| US$2.62億 | +US$5528萬 | +27% | 15.5% | – | 33 | 66.67% | 0.3 |
|
| 5020 |
5020
Georgetown University
Washington,
District of Columbia
| US$2.62億 | +US$1257萬 | +5% | 6.77% | 79.9% | 17 | 5.88% | 3.2 |
|
| 5021 |
5021
Boothe Investment Group
Dover,
Delaware
| US$2.62億 | +US$4310萬 | +20% | 8.29% | 75.6% | 44 | 36.36% | 1.6 |
|
| 5022 |
5022
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$2.62億 | +US$4210萬 | +19% | 9.75% | 39.8% | 4 | 0% | 7.6 |
|
| 5023 |
5023
Peachtree Investment Partners
Indian River Shores,,
Florida
| US$2.62億 | +US$898萬 | +4% | 9.33% | 92.2% | 135 | 14.07% | 3.3 |
|
| 5024 |
5024
Sio Capital Management
New York
| US$2.62億 | -US$7396萬 | -22% | 1.1% | 564% | 64 | 34.38% | 0.8 |
|
| 5025 |
5025
Red Lighthouse Investment Management
New York
| US$2.62億 | +US$1637萬 | +7% | 8.3% | 63.4% | 119 | 15.13% | 2.1 |
|