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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8201 |
TWS
8201
Thomas W. Smith
| US$1.13億 | +US$1144萬 | +11% | 41.9% | – | 5 | 0% | 9.9 |
|
| 8202 |
8202
OFC Financial Planning
Short Hills,
New Jersey
| US$1.13億 | +US$1081萬 | +11% | 12.8% | – | 60 | 13.33% | 1.4 |
|
| 8203 |
8203
Arbor Wealth Management (Arizona)
Tempe,
Arizona
| US$1.13億 | +US$1106萬 | +11% | 10.6% | – | 26 | 15.38% | 0.4 |
|
| 8204 |
8204
Broyhill Asset Management
Charlotte,
North Carolina
| US$1.12億 | +US$424萬 | +4% | 8.5% | – | 80 | 11.25% | 1.1 |
|
| 8205 |
8205
Measured Risk Portfolios
San Diego,
California
| US$1.12億 | +US$2099萬 | +23% | 7.5% | – | 69 | 13.04% | 1.3 |
|
| 8206 |
ASCM
8206
Adkins Seale Capital Management
Shreveport,
Louisiana
| US$1.12億 | +US$1110萬 | +11% | 13.9% | – | 238 | 5.46% | 0.5 |
|
| 8207 |
8207
Vericrest Private Wealth
Newtown,
Pennsylvania
| US$1.12億 | +US$90.5萬 | +0.8% | 11.9% | – | 46 | 19.57% | 2.3 |
|
| 8208 |
8208
Teucrium Investment Advisors
Burlington,
Vermont
| US$1.12億 | -US$1658萬 | -13% | 18.3% | – | 68 | 69.12% | 0.2 |
|
| 8209 |
8209
Chicago Capital Management
Chicago,
Illinois
| US$1.12億 | -US$841萬 | -7% | 18.9% | 270% | 37 | 56.76% | 0.4 |
|
| 8210 |
8210
Emergence GP Partners
San Francisco,
California
| US$1.12億 | +US$80萬 | +0.7% | 0.9% | – | 4 | 0% | 3.4 |
|
| 8211 |
8211
DWM Financial Group
Palatine,
Illinois
| US$1.12億 | – | – | 4.32% | – | 40 | – | 1.1 |
|
| 8212 |
HIIL
8212
HS Investments IV Ltd
St Peter Port,
| US$1.12億 | +US$3154萬 | +39% | 39.6% | – | 2 | 0% | 0.4 |
|
| 8213 |
LCS
8213
Luma Capital SA
Luxembourg,
| US$1.12億 | +US$822萬 | +8% | 9.26% | – | 12 | 0% | 0.5 |
|
| 8214 |
8214
Traub Capital Management
Needham,
Massachusetts
| US$1.12億 | +US$1126萬 | +11% | 15.9% | – | 145 | 19.31% | 0.8 |
|
| 8215 |
8215
Town Lane Management
New York
| US$1.12億 | +US$602萬 | +6% | 14.6% | – | 4 | 25% | 0.5 |
|
| 8216 |
8216
Whitford Management
New York
| US$1.12億 | +US$1413萬 | +14% | 16.9% | 76.2% | 29 | 37.93% | 0.9 |
|
| 8217 |
B
8217
BennBridge
Edinburgh,
United Kingdom
| US$1.12億 | -US$814萬 | -7% | 1.22% | – | 7 | 0% | 1.1 |
|
| 8218 |
8218
Banta Asset Management
Newport Beach,
California
| US$1.12億 | +US$1252萬 | +13% | 13.6% | – | 20 | 0% | 4.2 |
|
| 8219 |
8219
Crescent Sterling
Metairie,
Louisiana
| US$1.12億 | +US$845萬 | +8% | 10.4% | 68.6% | 89 | 14.61% | 2.4 |
|
| 8220 |
8220
Watershed Asset Management
San Francisco,
California
| US$1.12億 | +US$1530萬 | +16% | 18.7% | – | 145 | 38.62% | 0.6 |
|
| 8221 |
8221
Scopia Capital Management
New York
| US$1.12億 | -US$3407萬 | -23% | 27.3% | 58.7% | 23 | 21.74% | 2.2 |
|
| 8222 |
8222
Stonebridge Wealth Management
Oak Brook,
Illinois
| US$1.12億 | +US$736萬 | +7% | 6.9% | – | 38 | 7.89% | 0.9 |
|
| 8223 |
8223
truNorth Financial Services
Chambersburg,
Pennsylvania
| US$1.12億 | +US$1498萬 | +15% | 7.63% | – | 60 | 20% | 0.4 |
|
| 8224 |
8224
Brown University
Providence,
Rhode Island
| US$1.12億 | +US$979萬 | +10% | 34.7% | 37.9% | 13 | 30.77% | 2 |
|
| 8225 |
8225
Three Bearings Fiduciary Advisors
Hampton,
New Hampshire
| US$1.12億 | +US$825萬 | +8% | 10.5% | – | 329 | 5.47% | 0.5 |
|