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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
Orcam Financial Group
Encinitas,
California
| US$2.05億 | +US$6383萬 | +45% | 9.76% | 40% | 106 | 42.45% | 1.6 |
|
| 6502 |
6502
11.2 Capital Management
Las Vegas,
Nevada
| US$2.05億 | +US$6172萬 | +43% | 115% | – | 1 | 0% | 0.5 |
|
| 6503 |
6503
Pinney & Scofield
Cambridge,
Massachusetts
| US$2.05億 | +US$1911萬 | +10% | 10.1% | – | 244 | 5.33% | 1.3 |
|
| 6504 |
6504
William Allan Corp
Fort Collins,
Colorado
| US$2.04億 | +US$3550萬 | +21% | 30.7% | 94.2% | 63 | 7.94% | 2.6 |
|
| 6505 |
6505
CAP Partners LLC
Franklin,
Tennessee
| US$2.04億 | +US$2739萬 | +15% | 14.2% | 97% | 164 | 16.46% | 1.7 |
|
| 6506 |
6506
Westview Investment Advisors
Burlington,
Vermont
| US$2.04億 | +US$1217萬 | +6% | 20% | – | 75 | 17.33% | 0.4 |
|
| 6507 |
6507
Beacon Advisors Holdings
Austin,
Texas
| US$2.04億 | +US$1734萬 | +9% | 11% | – | 37 | 0% | 0.5 |
|
| 6508 |
6508
Buckland Partners Management Co
Harrison,
New York
| US$2.04億 | +US$3932萬 | +24% | 36.5% | – | 100 | 12% | 0.4 |
|
| 6509 |
6509
Mithaq Capital SPC
Al Malqa, Riyadh,
Saudi Arabia
| US$2.04億 | +US$3812萬 | +23% | 27.4% | 27.4% | 4 | 25% | 3.2 |
|
| 6510 |
6510
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$2.04億 | +US$331萬 | +2% | 15.4% | 93.3% | 152 | 10.53% | 8.4 |
|
| 6511 |
6511
Clarity Asset Management
Ames,
Iowa
| US$2.04億 | +US$642萬 | +3% | 9.71% | 51.8% | 291 | 77.66% | 1.2 |
|
| 6512 |
6512
Redpoint Management
Woodside,
California
| US$2.04億 | +US$293萬 | +1% | 13% | 20.6% | 3 | 0% | 2.7 |
|
| 6513 |
6513
MB Generational Wealth
Spokane,
Washington
| US$2.04億 | +US$2306萬 | +13% | 10.9% | – | 68 | 5.88% | 1.9 |
|
| 6514 |
6514
4J Wealth Management
Alexandria,
Virginia
| US$2.04億 | +US$2792萬 | +16% | 12.9% | 74.7% | 116 | 17.24% | 2.9 |
|
| 6515 |
6515
Pacific Asset Management
Gig Harbor,
Washington
| US$2.04億 | +US$2469萬 | +14% | 9.99% | – | 78 | 12.82% | 1.1 |
|
| 6516 |
6516
Loudon Investment Management
West Lebanon,
New Hampshire
| US$2.04億 | +US$1789萬 | +10% | 12.1% | 61.6% | 98 | 6.12% | 6 |
|
| 6517 |
AA
6517
AF Advisors
Sacramento,
California
| US$2.04億 | +US$2275萬 | +13% | 12% | 76.5% | 30 | 13.33% | 2.7 |
|
| 6518 |
GWMI
6518
Guardian Wealth Management (Illinois)
Peoria,
Illinois
| US$2.04億 | +US$2030萬 | +11% | 12.4% | 98.1% | 67 | 10.45% | 3.2 |
|
| 6519 |
6519
Bullseye Investment Management
Cincinnati,
Ohio
| US$2.03億 | +US$1768萬 | +10% | 10.9% | 38.2% | 346 | 14.74% | 0.8 |
|
| 6520 |
6520
Little Harbor Advisors
Marblehead,
Massachusetts
| US$2.03億 | +US$3498萬 | +21% | 15.2% | 59% | 6 | 33.33% | 2 |
|
| 6521 |
6521
Fairfield, Bush & Co
Darien,
Connecticut
| US$2.03億 | +US$2328萬 | +13% | 18.6% | 112% | 130 | 11.54% | 6.2 |
|
| 6522 |
6522
Oxford Asset Management
Oxford,
United Kingdom
| US$2.03億 | -US$4445萬 | -18% | 13.2% | – | 694 | 81.41% | 0.2 |
|
| 6523 |
6523
Clay Northam Wealth Management
Huntington Beach,
California
| US$2.03億 | +US$2518萬 | +14% | 24% | 125% | 113 | 14.16% | 2.7 |
|
| 6524 |
6524
Sage Advisory Services
Austin,
Texas
| US$2.03億 | +US$2066萬 | +11% | 9.46% | 37.8% | 49 | 20.41% | 3.4 |
|
| 6525 |
6525
Pettee Investors
Rowayton,
Connecticut
| US$2.03億 | +US$902萬 | +5% | 24.8% | 96.1% | 119 | 6.72% | 6.9 |
|