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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5876 |
5876
White Mountains Insurance Group
Hanover,
New Hampshire
| US$1.96億 | -US$9040萬 | -32% | 18.5% | 105% | 2 | 50% | 4.5 |
|
| 5877 |
5877
PCG Wealth Advisors
Overland Park,
Kansas
| US$1.96億 | -US$9106萬 | -32% | 11.1% | 87% | 138 | 39.13% | 2.2 |
|
| 5878 |
5878
Southern Capital Advisors
Jackson,
Tennessee
| US$1.96億 | +US$1520萬 | +8% | 8.65% | 66.8% | 84 | 10.71% | 2.2 |
|
| 5879 |
5879
Melone Private Wealth
Auburn Hills,
Michigan
| US$1.95億 | +US$432萬 | +2% | 2.74% | 30.4% | 50 | 4% | 3 |
|
| 5880 |
5880
Investidor Profissional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$1.95億 | +US$3908萬 | +25% | 15.6% | 51.8% | 33 | 33.33% | 2.1 |
|
| 5881 |
5881
Carl Stuart Investment Advisor
Austin,
Texas
| US$1.95億 | +US$1826萬 | +10% | 9.67% | 84.4% | 18 | 11.11% | 2.1 |
|
| 5882 |
5882
Peak Financial Advisors
Denver,
Colorado
| US$1.95億 | -US$116萬 | -0.6% | 4.91% | 39.1% | 115 | 61.74% | 1 |
|
| 5883 |
5883
Roehl & Yi Investment Advisors
Eugene,
Oregon
| US$1.95億 | +US$1103萬 | +6% | 5.52% | – | 164 | 11.59% | 0.4 |
|
| 5884 |
5884
GEM Asset Management
Plymouth,
Michigan
| US$1.95億 | +US$1669萬 | +9% | 8.04% | 62.9% | 105 | 13.33% | 1.8 |
|
| 5885 |
5885
Birch Capital Management
Dallas,
Texas
| US$1.95億 | +US$295萬 | +2% | 4.5% | 62% | 83 | 4.82% | 4.2 |
|
| 5886 |
AFC
5886
AFT Forsyth & Company
West Palm Beach,
Florida
| US$1.95億 | +US$957萬 | +5% | 19.7% | 135% | 129 | 14.73% | 7.7 |
|
| 5887 |
5887
BFI Infinity
Zurich,
Switzerland
| US$1.95億 | +US$1.03億 | +111% | 15.1% | – | 67 | 35.82% | 0.3 |
|
| 5888 |
AFA
5888
Alta Fundamental Advisers
New York
| US$1.95億 | +US$3953萬 | +25% | 15.6% | 340% | 25 | 32% | 2.2 |
|
| 5889 |
5889
CNA Financial
Chicago,
Illinois
| US$1.95億 | +US$3828萬 | +24% | 4.77% | 48.6% | 19 | 52.63% | 1.2 |
|
| 5890 |
5890
Solstein Capital
Menlo Park,
California
| US$1.95億 | +US$2297萬 | +13% | 10.1% | 91.4% | 495 | 34.75% | 2.2 |
|
| 5891 |
5891
Solano Wealth Investment Advisors
Fairfield,
California
| US$1.95億 | +US$3319萬 | +21% | 7.56% | – | 37 | 13.51% | 0.4 |
|
| 5892 |
5892
Oxinas Partners Wealth Management
Jeffersonville,
Indiana
| US$1.95億 | +US$2547萬 | +15% | 13.8% | 91.4% | 131 | 12.98% | 2.6 |
|
| 5893 |
DRD
5893
Dennis R. Delaney
| US$1.95億 | +US$1069萬 | +6% | 7.33% | 84.3% | 51 | 11.76% | 5.9 |
|
| 5894 |
5894
Signet Investment Advisory Group
Providence,
Rhode Island
| US$1.95億 | -US$364萬 | -2% | 5.47% | 68.2% | 70 | 5.71% | 4.8 |
|
| 5895 |
5895
Norway Savings Bank
Portland,
Maine
| US$1.95億 | +US$1883萬 | +11% | 13% | 117% | 108 | 8.33% | 5.9 |
|
| 5896 |
PCMK
5896
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$1.95億 | +US$1992萬 | +11% | 7.59% | 87.5% | 59 | 16.95% | 6.2 |
|
| 5897 |
5897
GoalFusion Wealth Management
Austin,
Texas
| US$1.95億 | +US$1185萬 | +6% | 5.61% | 47.6% | 30 | 26.67% | 2 |
|
| 5898 |
5898
Richmond Hill Investments
New York
| US$1.95億 | -US$550萬 | -3% | 2.38% | 55.2% | 3 | 0% | 6.6 |
|
| 5899 |
5899
Fox Hill Wealth Management
Dedham,
Massachusetts
| US$1.95億 | +US$2520萬 | +15% | 23.7% | – | 140 | 22.86% | 1.2 |
|
| 5900 |
5900
First Affirmative Financial Network
Colorado Springs,
Colorado
| US$1.95億 | +US$3131萬 | +19% | 11% | – | 300 | 17.33% | 2 |
|