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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7951 |
DIG
7951
Dauntless Investment Group
Etna,
New Hampshire
| US$1.27億 | -US$2377萬 | -16% | 2.09% | – | 99 | 56.57% | 0.4 |
|
| 7952 |
RWIA
7952
Roger Wittlin Investment Advisory
San Francisco,
California
| US$1.27億 | +US$500萬 | +4% | 12.1% | 61.3% | 45 | 17.78% | 2.5 |
|
| 7953 |
7953
Alliance Wealth Strategies
Lynchburg,
Virginia
| US$1.27億 | +US$1599萬 | +14% | 13.5% | – | 65 | 3.08% | 0.5 |
|
| 7954 |
7954
Canaan Partners XI
Menlo Park,
California
| US$1.27億 | +US$5120萬 | +67% | 92.9% | 798% | 3 | 0% | 3.2 |
|
| 7955 |
7955
Smith Asset Management
Chiefland,
Florida
| US$1.27億 | +US$1058萬 | +9% | 8.37% | – | 75 | 12% | 1.3 |
|
| 7956 |
7956
NWM Advisors
San Luis Obispo,
California
| US$1.27億 | +US$1719萬 | +16% | 16.7% | – | 24 | 8.33% | 0.5 |
|
| 7957 |
7957
Topor & Co Korea
Seoul,
| US$1.27億 | +US$860萬 | +7% | 10.6% | – | 19 | 5.26% | 0.4 |
|
| 7958 |
7958
North Horizon Holdings
Toronto,
| US$1.27億 | +US$926萬 | +8% | 14.8% | – | 1 | 0% | 0.5 |
|
| 7959 |
7959
Capital CS Group
Irvine,
California
| US$1.27億 | +US$7812萬 | +161% | 12.7% | 22.5% | 95 | 61.05% | 1.1 |
|
| 7960 |
7960
Leo H. Evart Inc
Redwood City,
California
| US$1.27億 | +US$971萬 | +8% | 9.16% | – | 307 | 6.84% | 0.7 |
|
| 7961 |
7961
Pragma Gestao de Patrimonio
Sao Paulo,
Brazil
| US$1.27億 | -US$6272萬 | -33% | 16.4% | 75.2% | 20 | 30% | 1.8 |
|
| 7962 |
7962
Frankly Finances
Winter Park,
Florida
| US$1.27億 | +US$1602萬 | +14% | 8.76% | – | 93 | 34.41% | 0.3 |
|
| 7963 |
7963
Virtus Family Office
El Paso,
Texas
| US$1.26億 | +US$929萬 | +8% | 8.32% | 48.4% | 78 | 26.92% | 1.3 |
|
| 7964 |
7964
Roxbury Financial
Mount Arlington,
New Jersey
| US$1.26億 | +US$1526萬 | +14% | 12.4% | – | 434 | 15.21% | 1.2 |
|
| 7965 |
7965
Lubar & Co
Milwaukee,
Wisconsin
| US$1.26億 | +US$739萬 | +6% | 6.22% | – | 3 | 0% | 8.8 |
|
| 7966 |
7966
York GP
Grand Cayman,
Cayman Islands
| US$1.26億 | -US$134萬 | -1% | 7.55% | – | 3 | 33.33% | 1.4 |
|
| 7967 |
7967
DRH Investments
Thousand Oaks,
California
| US$1.26億 | +US$314萬 | +3% | 19.1% | 81.2% | 23 | 43.48% | 2.2 |
|
| 7968 |
7968
University of Wisconsin Foundation
Madison,
Wisconsin
| US$1.26億 | +US$1365萬 | +12% | 14.8% | 142% | 12 | 41.67% | 0.8 |
|
| 7969 |
7969
MeadowBrook Investment Advisors
Livonia,
Michigan
| US$1.26億 | +US$1315萬 | +12% | 18% | 81.5% | 200 | 9% | 1.9 |
|
| 7970 |
7970
Tenere Capital
New York
| US$1.26億 | -US$1049萬 | -8% | 27.2% | 131% | 30 | 50% | 0.8 |
|
| 7971 |
7971
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$1.26億 | +US$690萬 | +6% | 8.35% | 38.5% | 64 | 7.81% | 3.5 |
|
| 7972 |
7972
Midway Capital Research & Management
Chicago,
Illinois
| US$1.26億 | +US$1975萬 | +19% | 26.5% | – | 118 | 4.24% | 0.4 |
|
| 7973 |
7973
Clio Asset Management
Charlottesville,
Virginia
| US$1.26億 | +US$646萬 | +5% | 5.38% | 60.6% | 18 | 27.78% | 1.6 |
|
| 7974 |
7974
Smith Partners Wealth Management
Greensboro,
North Carolina
| US$1.26億 | +US$1414萬 | +13% | 10.2% | – | 84 | 22.62% | 0.4 |
|
| 7975 |
7975
Heights Point Management
New York
| US$1.26億 | +US$1784萬 | +17% | 38% | – | 29 | 55.17% | 0.3 |
|