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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6501 |
6501
Paragon Financial Partners
Woodland Hills,
California
| US$1.37億 | +US$819萬 | +6% | 6.6% | 90.6% | 85 | 3.53% | 2.3 |
|
| 6502 |
6502
Amitell Capital
Singapore
| US$1.37億 | +US$1606萬 | +13% | 9.44% | 196% | 50 | 40% | 1 |
|
| 6503 |
6503
Shorepath Capital Management
Park City,
Utah
| US$1.37億 | +US$660萬 | +5% | 4.55% | – | 23 | 4.35% | 0.7 |
|
| 6504 |
6504
Longview Financial Advisors
Huntsville,
Alabama
| US$1.36億 | +US$499萬 | +4% | 4.23% | 47.4% | 48 | 12.5% | 0.7 |
|
| 6505 |
CIG
6505
Cascade Investment Group
Colorado Springs,
Colorado
| US$1.36億 | +US$830萬 | +6% | 6.98% | 93.2% | 135 | 8.89% | 1.4 |
|
| 6506 |
6506
13D Management
New York
| US$1.36億 | -US$66.6萬 | -0.5% | 12.6% | 157% | 24 | 20.83% | 1.6 |
|
| 6507 |
6507
Pacific Financial Group
Bellevue,
Washington
| US$1.36億 | -US$476萬 | -3% | 5.95% | 61.1% | 59 | 10.17% | 6.7 |
|
| 6508 |
6508
Cottonwood Capital Advisors
Salt Lake City,
Utah
| US$1.36億 | +US$826萬 | +6% | 6.28% | 79% | 124 | 12.9% | 1.9 |
|
| 6509 |
BCM
6509
Beaumont Capital Management
Boston,
Massachusetts
| US$1.36億 | +US$829萬 | +6% | 7.27% | 45.4% | 60 | 40% | 1.1 |
|
| 6510 |
6510
Campion Asset Management
Falls Church,
Virginia
| US$1.36億 | +US$899萬 | +7% | 8.94% | 70.2% | 96 | 5.21% | 2.9 |
|
| 6511 |
6511
M3 Advisory Group
Needham Heights,
Massachusetts
| US$1.36億 | +US$1470萬 | +12% | 5.3% | – | 156 | 19.23% | 0.6 |
|
| 6512 |
6512
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| US$1.36億 | +US$1239萬 | +10% | 6.48% | 90.4% | 151 | 7.95% | 0.7 |
|
| 6513 |
6513
Gerber LLC
Columbus,
Ohio
| US$1.36億 | +US$894萬 | +7% | 8.65% | 137% | 97 | 6.19% | 0.7 |
|
| 6514 |
6514
Brightwater Advisory
Tampa,
Florida
| US$1.36億 | +US$642萬 | +5% | 7.01% | – | 62 | 3.23% | 0.6 |
|
| 6515 |
6515
Newport Capital Group
Red Bank,
New Jersey
| US$1.36億 | +US$938萬 | +7% | 5.84% | – | 58 | 18.97% | 0.9 |
|
| 6516 |
6516
Broadwater Capital
Boston,
Massachusetts
| US$1.36億 | +US$597萬 | +5% | 7.15% | – | 239 | 0.84% | 0.7 |
|
| 6517 |
6517
Basepoint Wealth
Cedar Rapids,
Iowa
| US$1.36億 | +US$894萬 | +7% | 9.94% | 113% | 117 | 10.26% | 2 |
|
| 6518 |
6518
Charter Research & Investment Group
Southport,
Connecticut
| US$1.36億 | +US$867萬 | +7% | 7.96% | 82.3% | 85 | 5.88% | 6.6 |
|
| 6519 |
6519
Paragon Capital Management (Utah)
Provo,
Utah
| US$1.36億 | +US$449萬 | +3% | 4.95% | 72.3% | 82 | 36.59% | 1.3 |
|
| 6520 |
6520
Paladin Advisory Group
Clive,
Iowa
| US$1.36億 | +US$729萬 | +6% | 5.74% | 71.9% | 236 | 5.08% | 1.4 |
|
| 6521 |
MIM
6521
Meixler Investment Management
Show Low,
Arizona
| US$1.36億 | +US$492萬 | +4% | 6.37% | 66.2% | 120 | 20.83% | 1.6 |
|
| 6522 |
6522
Thompson Davis & Co
Richmond,
Virginia
| US$1.35億 | +US$2014萬 | +17% | 16.1% | 188% | 138 | 26.09% | 2.3 |
|
| 6523 |
6523
Vienna Asset Management
Saratoga,
California
| US$1.35億 | +US$1463萬 | +12% | 5.59% | – | 56 | 39.29% | 1.1 |
|
| 6524 |
6524
SeaTown Holdings
Singapore
| US$1.35億 | -US$270萬 | -2% | 8.82% | 220% | 16 | 31.25% | 1.6 |
|
| 6525 |
6525
Emergent Wealth Advisors
Williamsville,
New York
| US$1.35億 | +US$1092萬 | +9% | 6.31% | 74.2% | 120 | 19.17% | 0.6 |
|