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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7601 |
WSA
7601
Warm Springs Advisors
Larkspur,
California
| US$1.45億 | +US$2678萬 | +23% | 30.5% | – | 54 | 27.78% | 1.1 |
|
| 7602 |
7602
NorthLanding Financial Partners
Rochester,
New York
| US$1.45億 | +US$2052萬 | +17% | 10.9% | 54.7% | 45 | 8.89% | 2.9 |
|
| 7603 |
7603
Sierra Ocean
Ripon,
California
| US$1.44億 | +US$2266萬 | +19% | 16.9% | – | 73 | 19.18% | 1.1 |
|
| 7604 |
RBDF
7604
Robert B. Daugherty Foundation
Omaha,
Nebraska
| US$1.44億 | +US$4442萬 | +44% | 44.6% | – | 1 | 0% | 0.5 |
|
| 7605 |
7605
Blueline Advisors
Exeter,
New Hampshire
| US$1.44億 | +US$1545萬 | +12% | 8.07% | – | 262 | 20.61% | 0.4 |
|
| 7606 |
7606
Beacon Hill Wealth Management
Victoria,
| US$1.44億 | – | – | 8.26% | – | 27 | – | 0 |
|
| 7607 |
7607
Boyce & Associates Wealth Consulting
Cedar Park,
Texas
| US$1.44億 | +US$1221萬 | +9% | 9.3% | 58.2% | 84 | 7.14% | 2.5 |
|
| 7608 |
7608
Marble Bar Asset Management LLP
London,
| US$1.44億 | +US$4233萬 | +42% | 6.22% | – | 49 | 53.06% | 0.2 |
|
| 7609 |
OIA
7609
Oakmont Investment Advisors
Pittsburgh,
Pennsylvania
| US$1.44億 | +US$3482萬 | +32% | 36.5% | – | 131 | 37.4% | 0.3 |
|
| 7610 |
7610
Aquamarine Zurich
Zurich,
Switzerland
| US$1.44億 | +US$879萬 | +6% | 6.65% | 74.8% | 7 | 0% | 3.8 |
|
| 7611 |
7611
Sharp Capital Gestora de Recursos
Rio De Janeiro,
Brazil
| US$1.44億 | -US$4789萬 | -25% | 7.75% | 61.4% | 7 | 14.29% | 1.6 |
|
| 7612 |
7612
Carbahal Olsen Financial Services Group
Davis,
California
| US$1.44億 | +US$1894萬 | +15% | 15.9% | – | 42 | 16.67% | 1.2 |
|
| 7613 |
7613
PlanWiser Financial
Colorado Springs,
Colorado
| US$1.44億 | +US$577萬 | +4% | 10.1% | – | 51 | 9.8% | 1 |
|
| 7614 |
YAVAPFMC
7614
Yahav Achim Ve Achayot - Provident Funds Management Company
Tel-Aviv,
Israel
| US$1.44億 | +US$8998萬 | +167% | 39% | 201% | 44 | 50% | 0.7 |
|
| 7615 |
7615
Blue Jean Financial
Albany,
New York
| US$1.44億 | +US$2235萬 | +18% | 19.3% | – | 106 | 69.81% | 0.2 |
|
| 7616 |
FF
7616
Fox Financial
Wyomissing,
Pennsylvania
| US$1.44億 | +US$2106萬 | +17% | 19.4% | 78.9% | 12 | 8.33% | 2.3 |
|
| 7617 |
7617
Woodside Wealth Management
Framingham,
Massachusetts
| US$1.44億 | +US$1551萬 | +12% | 11.8% | – | 46 | 6.52% | 1.1 |
|
| 7618 |
7618
Acuta Capital Partners
Redwood City,
California
| US$1.43億 | +US$174萬 | +1% | 22.5% | 7,269% | 32 | 43.75% | 1 |
|
| 7619 |
FPC
7619
Flax Pond Capital
Falmouth,
Massachusetts
| US$1.43億 | +US$1919萬 | +15% | 12.7% | – | 68 | 26.47% | 0.4 |
|
| 7620 |
7620
Atlas Venture Advisors
Boston,
Massachusetts
| US$1.43億 | +US$2184萬 | +18% | 18.3% | 34.6% | 3 | 0% | 6.7 |
|
| 7621 |
7621
Bank of Marin
Novato,
California
| US$1.43億 | +US$638萬 | +5% | 17.3% | 80.3% | 143 | 12.59% | 3 |
|
| 7622 |
PWM
7622
Pathway Wealth Management
Dallas,
Texas
| US$1.43億 | +US$3758萬 | +36% | 66.1% | – | 33 | 15.15% | 0.4 |
|
| 7623 |
7623
Jordan Park Trust
Portsmouth,
New Hampshire
| US$1.43億 | +US$1233萬 | +9% | 2.66% | – | 15 | 6.67% | 1.2 |
|
| 7624 |
ICMP
7624
Integrated Capital Management (Pennsylvania)
Jessup,
Pennsylvania
| US$1.43億 | -US$708萬 | -5% | 7.22% | 39.7% | 60 | 11.67% | 3.1 |
|
| 7625 |
7625
Sectoral Asset Management
Montreal,
Quebec, Canada
| US$1.43億 | +US$2258萬 | +19% | 21.2% | 168% | 91 | 25.27% | 2.8 |
|