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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5026 |
5026
Teramo Advisors
Naples,
Florida
| US$1.49億 | -US$4971萬 | -25% | 19.5% | 72.1% | 35 | 68.57% | 0.2 |
|
| 5027 |
5027
Sturgeon Ventures
London,
United Kingdom
| US$1.49億 | -US$3643萬 | -20% | 24.1% | 85.9% | 36 | 22.22% | 1.9 |
|
| 5028 |
5028
Wisconsin Capital Management
Madison,
Wisconsin
| US$1.49億 | -US$5834萬 | -28% | 18.7% | 153% | 54 | 18.52% | 3.6 |
|
| 5029 |
5029
Eclectic Associates
Fullerton,
California
| US$1.49億 | -US$807萬 | -5% | 11.2% | 53.8% | 76 | 15.79% | 1.3 |
|
| 5030 |
5030
FirstPurpose Wealth
Orem,
Utah
| US$1.49億 | +US$2054萬 | +16% | 13.3% | – | 161 | 26.71% | 0.4 |
|
| 5031 |
5031
Rovin Capital
Mesa,
Arizona
| US$1.49億 | -US$3961萬 | -21% | 14.8% | 63.8% | 133 | 27.07% | 0.8 |
|
| 5032 |
5032
Seneca Financial Advisors
Rochester,
New York
| US$1.49億 | -US$1599萬 | -10% | 13.3% | 50.9% | 48 | 16.67% | 1.2 |
|
| 5033 |
5033
Successful Portfolios
Clearwater,
Florida
| US$1.49億 | -US$2704萬 | -15% | 11.6% | 110% | 213 | 15.02% | 3.2 |
|
| 5034 |
5034
Baugh & Associates
Atlanta,
Georgia
| US$1.49億 | -US$2152萬 | -13% | 10.7% | 98.8% | 40 | 5% | 3.8 |
|
| 5035 |
OCP
5035
OCO Capital Partners
New York
| US$1.49億 | -US$2210萬 | -13% | 25.4% | 679% | 4 | 0% | 1.1 |
|
| 5036 |
5036
HST Ventures
Park City,
Utah
| US$1.48億 | +US$2533萬 | +21% | 18.8% | 8.24% | 29 | 51.72% | 0.3 |
|
| 5037 |
5037
Ativo Capital Management
Chicago,
Illinois
| US$1.48億 | -US$4694萬 | -24% | 11.5% | 63.2% | 129 | 17.83% | 2.8 |
|
| 5038 |
5038
One Charles Private Wealth Services
Hingham,
Massachusetts
| US$1.48億 | -US$1229萬 | -8% | 16% | 99.7% | 130 | 22.31% | 0.9 |
|
| 5039 |
5039
First Dallas Securities
Dallas,
Texas
| US$1.48億 | -US$2865萬 | -16% | 12.5% | 163% | 123 | 10.57% | 3.5 |
|
| 5040 |
5040
Kellner Capital
New York
| US$1.48億 | +US$1397萬 | +10% | 2.95% | 390% | 47 | 63.83% | 0.3 |
|
| 5041 |
5041
AAFMAA Wealth Management & Trust
Fayetteville,
North Carolina
| US$1.48億 | -US$6858萬 | -32% | 17.3% | 62.3% | 77 | 48.05% | 1 |
|
| 5042 |
5042
NWK Group
San Francisco,
California
| US$1.48億 | -US$3704萬 | -20% | 19.2% | 268% | 81 | 11.11% | 1.8 |
|
| 5043 |
5043
SummerHaven Investment Management
Stamford,
Connecticut
| US$1.48億 | -US$2884萬 | -16% | 11.8% | 150% | 192 | 1.04% | 1 |
|
| 5044 |
5044
Banyan Capital Management
Atlanta,
Georgia
| US$1.48億 | -US$2327萬 | -14% | 13.2% | 42.5% | 19 | 5.26% | 3.1 |
|
| 5045 |
5045
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| US$1.48億 | -US$7492萬 | -34% | 19.1% | 30.7% | 48 | 14.58% | 1.7 |
|
| 5046 |
5046
Weitzel Financial Services
Dubuque,
Iowa
| US$1.48億 | -US$833萬 | -5% | 10.1% | 46.3% | 37 | 18.92% | 1.2 |
|
| 5047 |
5047
Pavion Blue Capital
Newport Beach,
California
| US$1.48億 | -US$2262萬 | -13% | 12% | 77.6% | 99 | 14.14% | 2 |
|
| 5048 |
5048
Mach-1 Financial Group
Rogers,
Arkansas
| US$1.48億 | -US$206萬 | -1% | 13.1% | 83.4% | 456 | 56.14% | 0.3 |
|
| 5049 |
5049
Corundum Group
Colorado Springs,
Colorado
| US$1.48億 | +US$4043萬 | +38% | 14.9% | 89.5% | 104 | 11.54% | 3.1 |
|
| 5050 |
HM
5050
HCEP Management
Hong Kong
| US$1.48億 | -US$494萬 | -3% | 40.9% | 182% | 7 | 42.86% | 0.6 |
|