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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
VEA
5701
Virtus ETF Advisers
New York
| US$2.61億 | +US$4560萬 | +21% | 32.1% | 177% | 585 | 28.38% | 0.8 |
|
| 5702 |
RAM
5702
Revere Asset Management
Dallas,
Texas
| US$2.61億 | +US$6536萬 | +33% | 50.1% | 592% | 49 | 69.39% | 0.6 |
|
| 5703 |
TAM
5703
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.61億 | +US$4073萬 | +19% | 32.5% | 128% | 128 | 13.28% | 3.8 |
|
| 5704 |
RF
5704
Robbins Farley
Bedford,
New Hampshire
| US$2.6億 | +US$3452萬 | +15% | 17.7% | 98.2% | 157 | 8.92% | 3 |
|
| 5705 |
MM
5705
Marnell Management
Farmington Hills,
Michigan
| US$2.6億 | -US$2716萬 | -9% | 12.4% | – | 79 | 21.52% | 0.4 |
|
| 5706 |
4A
5706
4D Advisors
Redondo Beach,
California
| US$2.6億 | +US$1.03億 | +65% | 34.1% | – | 52 | 63.46% | 0.4 |
|
| 5707 |
WCM
5707
Weik Capital Management
Wyomissing,
Pennsylvania
| US$2.6億 | +US$901萬 | +4% | 6.73% | 66.9% | 96 | 9.38% | 8.8 |
|
| 5708 |
QHA
5708
Quarry Hill Advisors
St Paul,
Minnesota
| US$2.6億 | +US$1717萬 | +7% | 11.2% | 62.5% | 53 | 3.77% | 2.8 |
|
| 5709 |
PP
5709
Patron Partners
Houston,
Texas
| US$2.6億 | +US$3377萬 | +15% | 18% | 90.2% | 200 | 11% | 3.4 |
|
| 5710 |
PCG
5710
PFC Capital Group
Los Angeles,
California
| US$2.6億 | +US$3328萬 | +15% | 20.9% | – | 94 | 9.57% | 1.9 |
|
| 5711 |
FC
5711
Family CFO
Los Altos,
California
| US$2.6億 | +US$3660萬 | +16% | 19.4% | 84% | 47 | 12.77% | 2.7 |
|
| 5712 |
I
5712
InvesTrust
Oklahoma City,
Oklahoma
| US$2.6億 | +US$2185萬 | +9% | 14% | – | 95 | 4.21% | 1.4 |
|
| 5713 |
AWM
5713
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$2.6億 | +US$3481萬 | +15% | 14.6% | 73% | 28 | 7.14% | 4.6 |
|
| 5714 |
HWMT
5714
Heritage Wealth Management (Texas)
Houston,
Texas
| US$2.6億 | +US$2575萬 | +11% | 11.9% | 52.3% | 45 | 11.11% | 2.1 |
|
| 5715 |
PWIA
5715
Porter White Investment Advisors
Birmingham,
Alabama
| US$2.6億 | +US$1002萬 | +4% | 10.8% | 58% | 40 | 0% | 2.6 |
|
| 5716 |
PKC
5716
Palmer Knight Company
Jacksonville,
Florida
| US$2.6億 | +US$5481萬 | +27% | 23.8% | 78.9% | 37 | 16.22% | 3.4 |
|
| 5717 |
MAMHA
5717
MY.Alpha Management HK Advisors
Hong Kong
| US$2.6億 | +US$1382萬 | +6% | 37.8% | 423% | 14 | 57.14% | 1.2 |
|
| 5718 |
CWA
5718
Clarus Wealth Advisors
Peoria,
Arizona
| US$2.6億 | +US$2496萬 | +11% | 16.5% | 89.7% | 96 | 18.75% | 3 |
|
| 5719 |
WI
5719
WJ Interests
Sugar Land,
Texas
| US$2.59億 | -US$104萬 | -0.4% | 10.4% | 55.2% | 23 | 17.39% | 2.2 |
|
| 5720 |
DG
5720
Diesslin Group
Fort Worth,
Texas
| US$2.59億 | +US$3718萬 | +17% | 12.4% | – | 63 | 22.22% | 0.4 |
|
| 5721 |
ORG
5721
Optimist Retirement Group
Bellevue,
Washington
| US$2.59億 | +US$3242萬 | +14% | 20.4% | – | 125 | 15.2% | 1.6 |
|
| 5722 |
CI
5722
Cherokee Insurance
Sterling Heights,
Michigan
| US$2.59億 | -US$433萬 | -2% | 12.1% | – | 129 | 10.08% | 1.3 |
|
| 5723 |
ECA
5723
Elevation Capital Advisory
Bend,
Oregon
| US$2.59億 | +US$2410萬 | +10% | 15.6% | – | 87 | 52.87% | 0.7 |
|
| 5724 |
PWG
5724
Private Wealth Group
Tampa,
Florida
| US$2.59億 | +US$4449萬 | +21% | 11.6% | 48.2% | 79 | 13.92% | 3.3 |
|
| 5725 |
HFO
5725
Heritage Family Offices
Scottsdale,
Arizona
| US$2.59億 | +US$3344萬 | +15% | 15.7% | – | 258 | 33.72% | 1 |
|