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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5701 |
WAM
5701
Werlinich Asset Management
Stamford,
Connecticut
| US$2.62億 | +US$5551萬 | +27% | 49.1% | 232% | 62 | 16.13% | 3.5 |
|
| 5702 |
5702
Twin Lakes Capital Management
Redwood Shores,
California
| US$2.62億 | +US$4164萬 | +19% | 33.7% | 131% | 223 | 8.52% | 3.9 |
|
| 5703 |
5703
Exeter Financial
Scottsdale,
Arizona
| US$2.61億 | +US$1655萬 | +7% | 8.85% | 59.1% | 103 | 6.8% | 5.9 |
|
| 5704 |
SBCM
5704
Silverberg Bernstein Capital Management
Armonk,
New York
| US$2.61億 | +US$7954萬 | +44% | 56% | 133% | 71 | 5.63% | 2 |
|
| 5705 |
5705
Fairtree Asset Management
Bellville, Cape Town,
South Africa
| US$2.61億 | +US$4313萬 | +20% | 11% | – | 104 | 15.38% | 0.9 |
|
| 5706 |
5706
NYL Investors
New York
| US$2.61億 | -US$383萬 | -1% | 3.95% | 10.8% | 31 | 6.45% | 5.7 |
|
| 5707 |
5707
Northbridge Financial Group
Tampa,
Florida
| US$2.61億 | +US$2844萬 | +12% | 18.6% | – | 188 | 12.23% | 0.4 |
|
| 5708 |
5708
Horizon Financial Services
Winston Salem,
North Carolina
| US$2.61億 | +US$3453萬 | +15% | 10.9% | 39.5% | 610 | 38.52% | 1 |
|
| 5709 |
5709
Bravera Wealth
Bismarck,
North Dakota
| US$2.61億 | +US$3875萬 | +17% | 13.5% | – | 418 | 17.7% | 0.5 |
|
| 5710 |
5710
Virtus ETF Advisers
New York
| US$2.61億 | +US$4560萬 | +21% | 32.1% | 177% | 585 | 28.38% | 0.8 |
|
| 5711 |
5711
Revere Asset Management
Dallas,
Texas
| US$2.61億 | +US$6536萬 | +33% | 50.1% | 592% | 49 | 69.39% | 0.6 |
|
| 5712 |
5712
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.61億 | +US$4073萬 | +19% | 32.5% | 128% | 128 | 13.28% | 3.8 |
|
| 5713 |
5713
Robbins Farley
Bedford,
New Hampshire
| US$2.6億 | +US$3452萬 | +15% | 17.7% | 106% | 157 | 8.92% | 3 |
|
| 5714 |
5714
Marnell Management
Farmington Hills,
Michigan
| US$2.6億 | -US$2716萬 | -9% | 12.4% | – | 79 | 21.52% | 0.4 |
|
| 5715 |
5715
4D Advisors
Redondo Beach,
California
| US$2.6億 | +US$1.03億 | +65% | 34.1% | – | 52 | 63.46% | 0.4 |
|
| 5716 |
5716
Weik Capital Management
Wyomissing,
Pennsylvania
| US$2.6億 | +US$901萬 | +4% | 6.73% | 66.9% | 96 | 9.38% | 8.8 |
|
| 5717 |
5717
Quarry Hill Advisors
St Paul,
Minnesota
| US$2.6億 | +US$1717萬 | +7% | 11.2% | 62.5% | 53 | 3.77% | 2.8 |
|
| 5718 |
5718
Patron Partners
Houston,
Texas
| US$2.6億 | +US$3377萬 | +15% | 18% | 90.2% | 200 | 11% | 3.4 |
|
| 5719 |
PCG
5719
PFC Capital Group
Los Angeles,
California
| US$2.6億 | +US$3328萬 | +15% | 20.9% | – | 94 | 9.57% | 1.9 |
|
| 5720 |
5720
Family CFO
Los Altos,
California
| US$2.6億 | +US$3660萬 | +16% | 19.4% | 89.6% | 47 | 12.77% | 2.7 |
|
| 5721 |
5721
InvesTrust
Oklahoma City,
Oklahoma
| US$2.6億 | +US$2185萬 | +9% | 14% | – | 95 | 4.21% | 1.4 |
|
| 5722 |
5722
Altus Wealth Management
Ft Mitchell,
Kentucky
| US$2.6億 | +US$3481萬 | +15% | 14.6% | 73% | 28 | 7.14% | 4.6 |
|
| 5723 |
5723
Heritage Wealth Management (Texas)
Houston,
Texas
| US$2.6億 | +US$2575萬 | +11% | 11.9% | 52.3% | 45 | 11.11% | 2.1 |
|
| 5724 |
5724
Porter White Investment Advisors
Birmingham,
Alabama
| US$2.6億 | +US$1002萬 | +4% | 10.8% | 58% | 40 | 0% | 2.6 |
|
| 5725 |
5725
Palmer Knight Company
Jacksonville,
Florida
| US$2.6億 | +US$5481萬 | +27% | 23.8% | 78.9% | 37 | 16.22% | 3.4 |
|