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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6526 |
6526
Jacob Asset Management of New York
Hermosa Beach,
California
| US$8873萬 | +US$297萬 | +3% | 11.6% | 22.7% | 67 | 5.97% | 2.1 |
|
| 6527 |
6527
Mendota Financial Group
Madison,
Wisconsin
| US$8857萬 | -US$1160萬 | -12% | 8.68% | 50.1% | 399 | 47.62% | 0.3 |
|
| 6528 |
6528
Caerus Investment Advisors
West Lake Hills,
Texas
| US$8838萬 | +US$156萬 | +2% | 8.83% | 85% | 54 | 48.15% | 1.1 |
|
| 6529 |
6529
Coastwise Capital Group
La Jolla,
California
| US$8837萬 | +US$87.6萬 | +1% | 7.21% | 88.8% | 114 | 6.14% | 1 |
|
| 6530 |
6530
Thompson Davis & Co
Richmond,
Virginia
| US$8831萬 | +US$1168萬 | +15% | 19.2% | 188% | 140 | 40% | 2.3 |
|
| 6531 |
6531
Invenio Wealth Partners
Coral Gables,
Florida
| US$8826萬 | – | – | 4.97% | 55.5% | 76 | – | 0 |
|
| 6532 |
6532
Platt Investment Counsel
Lake Mary,
Florida
| US$8815萬 | +US$1333萬 | +18% | 7.79% | 62.9% | 10 | 20% | 2 |
|
| 6533 |
6533
AM Squared
Hong Kong
| US$8797萬 | -US$4092萬 | -32% | 0.37% | – | 172 | 55.23% | 0.3 |
|
| 6534 |
APW
6534
Aurora Private Wealth
Rockaway,
New Jersey
| US$8794萬 | -US$587萬 | -6% | 8.02% | – | 159 | 23.27% | 2.2 |
|
| 6535 |
6535
Crew Capital Management
Cincinnati,
Ohio
| US$8793萬 | +US$1828萬 | +26% | 9.45% | 104% | 96 | 20.83% | 1.7 |
|
| 6536 |
6536
Capital Today Evergreen Fund
Grand Cayman,
Cayman Islands
| US$8788萬 | +US$4203萬 | +92% | 20.5% | 23.7% | 2 | 50% | 0.6 |
|
| 6537 |
6537
Moon Capital Management
New York
| US$8781萬 | -US$1186萬 | -12% | 2.64% | 76.3% | 17 | 41.18% | 3.9 |
|
| 6538 |
ALS
6538
Andrew L. Share
| US$8773萬 | +US$1996萬 | +29% | 28.4% | 14.8% | 6 | 66.67% | 1.4 |
|
| 6539 |
6539
Montchanin Asset Management
Montchanin,
Delaware
| US$8772萬 | +US$880萬 | +11% | 8.94% | – | 53 | 15.09% | 0.8 |
|
| 6540 |
6540
AMH Equity
Great Neck,
New York
| US$8749萬 | +US$22.2萬 | +0.3% | 7.22% | 267% | 39 | 66.67% | 0.5 |
|
| 6541 |
6541
Threadgill Financial
Spring,
Texas
| US$8748萬 | +US$575萬 | +7% | 3.41% | 49.3% | 42 | 30.95% | 0.9 |
|
| 6542 |
6542
Fingerlakes Wealth Management
Ithaca,
New York
| US$8736萬 | +US$711萬 | +9% | 9.28% | 80.2% | 88 | 3.41% | 1.4 |
|
| 6543 |
KLC
6543
Knowledge Leaders Capital
Denver,
Colorado
| US$8706萬 | +US$1142萬 | +15% | 4.34% | 51.6% | 105 | 66.67% | 1.1 |
|
| 6544 |
6544
Kellner Capital
New York
| US$8702萬 | +US$1528萬 | +21% | 14.6% | 390% | 43 | 72.09% | 0.2 |
|
| 6545 |
6545
Michael & Susan Dell Foundation
New York
| US$8702萬 | -US$698萬 | -7% | 2.24% | 238% | 2 | 0% | 2.9 |
|
| 6546 |
DIM
6546
DC Investments Management
Mclean,
Virginia
| US$8689萬 | +US$294萬 | +3% | 4.41% | 56.3% | 85 | 8.24% | 0.6 |
|
| 6547 |
6547
University of Pittsburgh
Pittsburgh,
Pennsylvania
| US$8674萬 | +US$5305萬 | +157% | 1.03% | 69.2% | 3 | 33.33% | 0.5 |
|
| 6548 |
6548
Harper Investing
Santa Clara,
California
| US$8666萬 | +US$616萬 | +8% | 1.74% | 58.7% | 25 | 52% | 0.9 |
|
| 6549 |
6549
LL Funds
Philadelphia,
Pennsylvania
| US$8663萬 | +US$3380萬 | +64% | 63.9% | 96.9% | 1 | 0% | 1.5 |
|
| 6550 |
6550
Optimas Capital
Central,
Hong Kong
| US$8653萬 | -US$3273萬 | -27% | 14.9% | 355% | 46 | 73.91% | 0.2 |
|