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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7476 |
BWA
7476
Blodgett Wealth Advisors
Concord,
California
| US$1.49億 | +US$2306萬 | +18% | 20.1% | 124% | 74 | 16.22% | 2.9 |
|
| 7477 |
HRC
7477
Hoertkorn Richard Charles
| US$1.49億 | +US$2733萬 | +22% | 53% | 172% | 78 | 12.82% | 8.5 |
|
| 7478 |
VCM
7478
Vennlight Capital Management
Weston,
Connecticut
| US$1.49億 | +US$5023萬 | +51% | 14.4% | – | 38 | 68.42% | 0.1 |
|
| 7479 |
CC
7479
Cannell Capital
Alta,
Wyoming
| US$1.49億 | -US$1373萬 | -8% | 11.4% | 127% | 48 | 39.58% | 2 |
|
| 7480 |
GAA
7480
Green Alpha Advisors
Niwot,
Colorado
| US$1.49億 | +US$4750萬 | +47% | 65.5% | 316% | 113 | 5.31% | 3.5 |
|
| 7481 |
CCA
7481
Cravens & Co Advisors
Cookeville,
Tennessee
| US$1.49億 | -US$495萬 | -3% | 9.33% | 70.4% | 73 | 20.55% | 2.2 |
|
| 7482 |
SMA
7482
Seven Mile Advisory
Ewing,
New Jersey
| US$1.49億 | +US$1038萬 | +7% | 26.6% | 131% | 207 | 35.75% | 1.8 |
|
| 7483 |
VFP
7483
Vested Financial Planning
San Carlos,
California
| US$1.49億 | +US$1762萬 | +13% | 10.4% | – | 30 | 13.33% | 1.3 |
|
| 7484 |
OIM
7484
Oder Investment Management
Woodland Hills,
California
| US$1.49億 | +US$1867萬 | +14% | 12.1% | 97.5% | 117 | 16.24% | 3.1 |
|
| 7485 |
PHIC
7485
Pine Haven Investment Counsel
Fairhaven,
Massachusetts
| US$1.49億 | +US$1279萬 | +9% | 13.8% | 72.1% | 117 | 3.42% | 3.4 |
|
| 7486 |
JCM
7486
J2 Capital Management
Troy,
Michigan
| US$1.49億 | +US$289萬 | +2% | 5.92% | – | 141 | 30.5% | 1.9 |
|
| 7487 |
CTA
7487
Camelot Technology Advisors
San Francisco,
California
| US$1.49億 | +US$1080萬 | +8% | 10.9% | 71% | 62 | 6.45% | 2 |
|
| 7488 |
SIA
7488
Sage Investment Advisers
Wappingers Falls,
New York
| US$1.49億 | +US$1363萬 | +10% | 7.89% | – | 100 | 13% | 2.5 |
|
| 7489 |
FTEA
7489
Forty-three Eighteen Advisors
Bentonville,
Arkansas
| US$1.49億 | +US$1583萬 | +12% | 24.5% | – | 95 | 43.16% | 0.3 |
|
| 7490 |
FAI
7490
Fiduciary Advisors Inc
St. Louis,
Missouri
| US$1.49億 | +US$1554萬 | +12% | 10.2% | – | 157 | 24.2% | 0.9 |
|
| 7491 |
SCFS
7491
Stewardship Concepts Financial Services
Spokane,
Washington
| US$1.49億 | +US$2097萬 | +16% | 9.68% | – | 72 | 16.67% | 0.4 |
|
| 7492 |
HLA
7492
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$1.49億 | +US$864萬 | +6% | 9.11% | 187% | 23 | 52.17% | 1.7 |
|
| 7493 |
WA
7493
Whipplewood Advisors
Littleton,
Colorado
| US$1.49億 | -US$4412萬 | -23% | 7.96% | – | 1,070 | 41.03% | 0.7 |
|
| 7494 |
SA
7494
swisspartners Advisors
Zurich,
Switzerland
| US$1.48億 | -US$1074萬 | -7% | 1.2% | 73.2% | 24 | 4.17% | 3.6 |
|
| 7495 |
NFC
7495
Northstar Financial Companies
Conshohocken,
Pennsylvania
| US$1.48億 | +US$2266萬 | +18% | 16.7% | – | 125 | 16.8% | 1.1 |
|
| 7496 |
MCCM
7496
Morgan Creek Capital Management
Chapel Hill,
North Carolina
| US$1.48億 | -US$297萬 | -2% | 8.35% | – | 16 | 50% | 0.3 |
|
| 7497 |
TCM
7497
Tuttle Capital Management
Riverside,
Connecticut
| US$1.48億 | +US$8758萬 | +144% | 54.2% | 115% | 200 | 80% | 0.4 |
|
| 7498 |
MFS
7498
Monetta Financial Services
Wheaton,
Illinois
| US$1.48億 | +US$1942萬 | +15% | 44.2% | 275% | 80 | 53.75% | 2.1 |
|
| 7499 |
IUC
7499
Ivory Union Consulting
Road Town,
| US$1.48億 | +US$2076萬 | +16% | 17.7% | – | 3 | 0% | 0.5 |
|
| 7500 |
PAYA
7500
Phil A. Younker & Associates
Fairbanks,
Alaska
| US$1.48億 | -US$157萬 | -1% | 6.13% | – | 37 | 24.32% | 1.2 |
|