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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6426 |
6426
Yarra Square Partners
New York
| US$9671萬 | +US$1533萬 | +19% | 7.82% | 55.9% | 20 | 10% | 1.2 |
|
| 6427 |
6427
Blodgett Wealth Advisors
Concord,
California
| US$9661萬 | +US$1010萬 | +12% | 13.6% | 150% | 68 | 13.24% | 1.2 |
|
| 6428 |
6428
Motive Wealth Advisors
Birmingham,
Michigan
| US$9660萬 | +US$516萬 | +6% | 6.2% | 66% | 56 | 10.71% | 1.4 |
|
| 6429 |
6429
AH Equity Partners LSV II
Menlo Park,
California
| US$9643萬 | +US$321萬 | +3% | 4.03% | – | 4 | 0% | 1.5 |
|
| 6430 |
6430
Tinicum
New York
| US$9636萬 | +US$275萬 | +3% | 2.94% | 21.1% | 1 | 0% | 8.3 |
|
| 6431 |
6431
Oppenheimer & Close
New York
| US$9627萬 | -US$475萬 | -5% | 3.87% | 149% | 62 | 17.74% | 4.4 |
|
| 6432 |
6432
Delphi Management
Brookline,
Massachusetts
| US$9620萬 | – | – | 6.44% | 111% | 82 | – | 2.3 |
|
| 6433 |
6433
National Wealth Management Group
Cincinnati,
Ohio
| US$9620萬 | +US$871萬 | +10% | 8.6% | 123% | 180 | 56.11% | 0.7 |
|
| 6434 |
6434
Agincourt Capital Management
Richmond,
Virginia
| US$9593萬 | -US$2675萬 | -22% | 2.96% | 0.36% | 4 | 0% | 1.5 |
|
| 6435 |
SM
6435
Salzhauer Michael
| US$9588萬 | -US$1742萬 | -15% | 3.66% | 107% | 108 | 27.78% | 3.8 |
|
| 6436 |
6436
Waycross Investment Management
Bellingham,
Washington
| US$9587萬 | -US$406萬 | -4% | 4.04% | 49.6% | 52 | 7.69% | 0.5 |
|
| 6437 |
6437
American Asset Management
Boca Raton,
Florida
| US$9575萬 | +US$227萬 | +2% | 2.22% | 42.5% | 15 | 6.67% | 2.6 |
|
| 6438 |
6438
In-Depth Partners
Miami,
Florida
| US$9557萬 | +US$1338萬 | +16% | 12.1% | 157% | 13 | 0% | 1.5 |
|
| 6439 |
6439
Barrier Capital Management
San Francisco,
California
| US$9556萬 | +US$1076萬 | +13% | 12.5% | 216% | 19 | 36.84% | 0.5 |
|
| 6440 |
6440
Millrace Asset Group
Berwyn,
Pennsylvania
| US$9546萬 | +US$977萬 | +11% | 17.1% | 113% | 69 | 44.93% | 1.1 |
|
| 6441 |
6441
CVI Holdings
Wilmington,
Delaware
| US$9517萬 | -US$1.7億 | -64% | 16.8% | 25.8% | 436 | 41.28% | 1.2 |
|
| 6442 |
6442
Qiming U.S. Ventures Management
Bellevue,
Washington
| US$9517萬 | +US$1253萬 | +15% | 27.5% | 1,484% | 7 | 0% | 1.4 |
|
| 6443 |
6443
Owen LaRue
Elizabethtown,
Kentucky
| US$9511萬 | +US$262萬 | +3% | 10.6% | 126% | 94 | 45.74% | 0.3 |
|
| 6444 |
6444
Future Financial Wealth Management
Cincinnati,
Ohio
| US$9497萬 | +US$424萬 | +5% | 5.46% | 65.2% | 123 | 21.95% | 1.7 |
|
| 6445 |
6445
DB Fitzpatrick & Co
Boise,
Idaho
| US$9480萬 | +US$249萬 | +3% | 2.05% | 42.7% | 69 | 8.7% | 1.3 |
|
| 6446 |
6446
Ativo Capital Management
Chicago,
Illinois
| US$9475萬 | +US$1302萬 | +16% | 2.98% | 63.8% | 61 | 21.31% | 1.9 |
|
| 6447 |
6447
HFG Advisors
Cincinatti,
Ohio
| US$9470萬 | +US$693萬 | +8% | 6.09% | 69.7% | 97 | 13.4% | 1.1 |
|
| 6448 |
6448
LWM Advisory Services
Plantation,
Florida
| US$9466萬 | +US$102萬 | +1% | 6.76% | 64.9% | 85 | 17.65% | 1.1 |
|
| 6449 |
GC
6449
Gratia Capital
Los Angeles,
California
| US$9465萬 | +US$3406萬 | +56% | 12.6% | 42.4% | 35 | 57.14% | 0.6 |
|
| 6450 |
UAML
6450
US Asset Management LLC
Pittsburgh,
Pennsylvania
| US$9463萬 | -US$326萬 | -3% | 9.9% | – | 242 | 49.59% | 1.7 |
|