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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6451 |
SIA
6451
Schear Investment Advisers
Cincinnati,
Ohio
| US$9461萬 | +US$1103萬 | +13% | 12.3% | 241% | 88 | 12.5% | 0.5 |
|
| 6452 |
6452
Sanctuary Wealth Management
Pocatello,
Idaho
| US$9448萬 | – | – | 8.29% | – | 288 | – | 0.7 |
|
| 6453 |
6453
Founders Circle Capital
Campbell,
California
| US$9445萬 | -US$1380萬 | -13% | 9.73% | 28% | 10 | 10% | 1.6 |
|
| 6454 |
6454
Touchstone Capital
Pittsburgh,
Pennsylvania
| US$9445萬 | +US$384萬 | +4% | 5.84% | – | 20 | 20% | 1.8 |
|
| 6455 |
6455
Seed Wealth Management
Evanston,
Illinois
| US$9429萬 | +US$600萬 | +7% | 4.67% | 62% | 147 | 15.65% | 0.4 |
|
| 6456 |
6456
Templeton & Phillips Capital Management
Lookout Mountain,
Tennessee
| US$9425萬 | -US$127萬 | -1% | 6.98% | 74.3% | 22 | 9.09% | 0.5 |
|
| 6457 |
6457
FMB Wealth Management
Westlake Village,
California
| US$9419萬 | +US$1038萬 | +12% | 5.93% | 71.1% | 54 | 5.56% | 0.5 |
|
| 6458 |
6458
Mount Vernon Associates
Baltimore,
Maryland
| US$9410萬 | +US$950萬 | +11% | 12% | 136% | 52 | 5.77% | 6.9 |
|
| 6459 |
6459
Lancaster Investment Management
London,
United Kingdom
| US$9398萬 | -US$390萬 | -4% | 1.49% | 0.78% | 4 | 25% | 1.8 |
|
| 6460 |
6460
Sinecera Capital
Austin,
Texas
| US$9397萬 | +US$84.6萬 | +0.9% | 1.2% | 13.7% | 29 | 10.34% | 1.3 |
|
| 6461 |
6461
LGT Financial Advisors
Dallas,
Texas
| US$9396萬 | +US$4024萬 | +75% | 3.92% | 63.3% | 215 | 59.07% | 0.2 |
|
| 6462 |
6462
Alpha Financial Partners
Lexington,
Kentucky
| US$9392萬 | +US$500萬 | +6% | 5.59% | 61.8% | 104 | 25.96% | 0.4 |
|
| 6463 |
6463
Cypress Point Wealth Management
Dallas,
Texas
| US$9387萬 | +US$2294萬 | +32% | 26.5% | 275% | 45 | 20% | 1 |
|
| 6464 |
6464
Lesa Sroufe & Co
Seattle,
Washington
| US$9370萬 | -US$524萬 | -5% | 2.15% | – | 71 | 5.63% | 4.5 |
|
| 6465 |
6465
Piper Sandler & Co
Minneapolis,
Minnesota
| US$9365萬 | -US$5241萬 | -36% | 0.04% | 0.05% | 25 | 32% | 0.6 |
|
| 6466 |
6466
Repertoire Partners
New York
| US$9362萬 | -US$2.53億 | -73% | 8.34% | 37.5% | 33 | 63.64% | 1.1 |
|
| 6467 |
6467
Twenty Acre Capital
Newtown,
Pennsylvania
| US$9355萬 | +US$592萬 | +7% | 11.5% | 196% | 20 | 25% | 1 |
|
| 6468 |
6468
Columbia Advisory Partners
Spokane,
Washington
| US$9352萬 | -US$1249萬 | -12% | 3.17% | 69.7% | 65 | 21.54% | 0.8 |
|
| 6469 |
6469
Alethea Capital Management
Mercer Island,
Washington
| US$9351萬 | -US$120萬 | -1% | 6.54% | 275% | 72 | 48.61% | 3.6 |
|
| 6470 |
6470
Alan B. Lancz & Associates
Toledo,
Ohio
| US$9348萬 | -US$299萬 | -3% | 7.08% | – | 184 | 31.52% | 1.3 |
|
| 6471 |
6471
Arbiter Partners Capital Management
New York
| US$9341萬 | -US$1364萬 | -13% | 2.94% | 378% | 51 | 27.45% | 2.7 |
|
| 6472 |
6472
Long Corridor Asset Management
Hong Kong
| US$9319萬 | +US$997萬 | +12% | 0.16% | 73.6% | 18 | 27.78% | 1.1 |
|
| 6473 |
6473
Clifford Group
Wayland,
Massachusetts
| US$9311萬 | +US$1064萬 | +13% | 5.26% | 67.9% | 72 | 9.72% | 0.4 |
|
| 6474 |
6474
Wall Capital Group
Phoenix,
Arizona
| US$9307萬 | +US$1087萬 | +13% | 5.91% | – | 29 | 27.59% | 0.9 |
|
| 6475 |
6475
Yorktown Management & Research Company
Forest,
Virginia
| US$9300萬 | +US$31.1萬 | +0.3% | 9.6% | 211% | 218 | 18.81% | 1.6 |
|