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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5201 |
5201
Tenon Financial
Metuchen,
New Jersey
| US$3.11億 | +US$5630萬 | +22% | 12.7% | – | 64 | 20.31% | 1.4 |
|
| 5202 |
5202
Centennial Bank
Conway,
Arkansas
| US$3.11億 | +US$3207萬 | +12% | 14% | 69.9% | 347 | 8.65% | 2.7 |
|
| 5203 |
LFP
5203
Lakeshore Financial Planning
St. Clair Shores,
Michigan
| US$3.11億 | +US$3480萬 | +13% | 12% | 65.4% | 99 | 21.21% | 1.8 |
|
| 5204 |
5204
IES Holdings
Houston,
Texas
| US$3.11億 | +US$9660萬 | +45% | 25.7% | – | 18 | 33.33% | 0.3 |
|
| 5205 |
5205
Claar Advisors
New York
| US$3.1億 | +US$1531萬 | +5% | 11.3% | 65.5% | 17 | 11.76% | 5 |
|
| 5206 |
5206
Applied Capital
Little Rock,
Arkansas
| US$3.1億 | +US$4253萬 | +16% | 11.5% | 52.6% | 54 | 9.26% | 2.9 |
|
| 5207 |
5207
Stash Investments
New York
| US$3.1億 | +US$5236萬 | +20% | 8.25% | 40.7% | 17 | 70.59% | 0.7 |
|
| 5208 |
5208
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$3.1億 | +US$1071萬 | +4% | 10.8% | 63.9% | 149 | 8.05% | 6.4 |
|
| 5209 |
5209
Firethorn Wealth Partners
Augusta,
Georgia
| US$3.1億 | +US$3751萬 | +14% | 13.3% | 75.1% | 212 | 16.04% | 2.6 |
|
| 5210 |
BE
5210
Bonness Enterprises
Washington,
District of Columbia
| US$3.1億 | +US$3691萬 | +14% | 26.2% | 98.6% | 39 | 5.13% | 12.2 |
|
| 5211 |
5211
GKV Capital Management
Walnut Creek,
California
| US$3.1億 | +US$4329萬 | +16% | 24.7% | – | 91 | 12.09% | 1.3 |
|
| 5212 |
5212
Sonata Capital Group
Seattle,
Washington
| US$3.1億 | +US$3882萬 | +14% | 12.6% | 66.5% | 133 | 11.28% | 5.8 |
|
| 5213 |
5213
Tanglewood Legacy Advisors
Houston,
Texas
| US$3.1億 | +US$3340萬 | +12% | 12.3% | 61.1% | 284 | 6.69% | 2.8 |
|
| 5214 |
RCM
5214
Ratan Capital Management
Miami Beach,
Florida
| US$3.1億 | +US$4046萬 | +15% | 117% | 616% | 55 | 50.91% | 1.8 |
|
| 5215 |
5215
Outlook Capital Management
Arlington Heights,
Illinois
| US$3.1億 | – | – | 161% | – | 42 | – | 0 |
|
| 5216 |
5216
One River Asset Management
Stamford,
Connecticut
| US$3.1億 | +US$3652萬 | +13% | 4.75% | 27% | 297 | 31.31% | 0.6 |
|
| 5217 |
5217
Blue Water Asset Management
Grand Rapids,
Michigan
| US$3.1億 | +US$2041萬 | +7% | 6.38% | – | 110 | 8.18% | 0.5 |
|
| 5218 |
OFCM
5218
One Fin Capital Management
San Francisco,
California
| US$3.1億 | +US$2950萬 | +11% | 14.5% | 92% | 29 | 55.17% | 0.4 |
|
| 5219 |
DI
5219
Disciplined Investments
Tulsa,
Oklahoma
| US$3.1億 | +US$3109萬 | +11% | 9.79% | 51.4% | 147 | 6.12% | 3.9 |
|
| 5220 |
BFM
5220
Blacksheep Fund Management
Co. Dublin,
Ireland
| US$3.1億 | +US$6237萬 | +25% | 7.19% | 71.5% | 8 | 12.5% | 1.7 |
|
| 5221 |
5221
Axis Capital Holdings
Pembroke,
| US$3.09億 | +US$3888萬 | +14% | 14.4% | 76% | 3 | 0% | 5.4 |
|
| 5222 |
5222
SmartHarvest Portfolios
Poulsbo,
Washington
| US$3.09億 | +US$6959萬 | +29% | 25% | – | 489 | 26.58% | 0.4 |
|
| 5223 |
BNMT
5223
Bawa N Mallick Trust
Forest Hills,
New York
| US$3.09億 | +US$6492萬 | +27% | 22.8% | – | 78 | 11.54% | 1.3 |
|
| 5224 |
VC
5224
Vision Capital
Toronto,
Ontario, Canada
| US$3.09億 | -US$8839萬 | -22% | 6.59% | 19.8% | 21 | 61.9% | 0.8 |
|
| 5225 |
EFM
5225
Eley Financial Management
South Burlington,
Vermont
| US$3.09億 | +US$3173萬 | +11% | 12% | 74.9% | 72 | 4.17% | 2.8 |
|