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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026 |
2026
Petredis Investment Advisors
Warrendale,
Pennsylvania
| US$11.4億 | +US$1.85億 | +19% | 15.7% | 158% | 108 | 12.04% | 2.1 |
|
| 2027 |
2027
Magnus Financial Group
New York
| US$11.4億 | +US$1.07億 | +10% | 8.98% | 78.2% | 398 | 11.31% | 3 |
|
| 2028 |
2028
Anchor Investment Management
Columbia,
South Carolina
| US$11.4億 | +US$6756萬 | +6% | 7.19% | 75.1% | 1,076 | 6.23% | 5.3 |
|
| 2029 |
2029
Morningstar Investment Management
Chicago,
Illinois
| US$11.4億 | -US$3515萬 | -3% | 8.75% | 48.2% | 211 | 69.19% | 0.9 |
|
| 2030 |
2030
AltraVue Capital
Bellevue,
Washington
| US$11.4億 | +US$1.41億 | +14% | 19.5% | 221% | 27 | 3.7% | 4.1 |
|
| 2031 |
2031
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$11.4億 | +US$1.06億 | +10% | 7.95% | 68.6% | 214 | 7.94% | 7 |
|
| 2032 |
2032
RKL Wealth Management
Lancaster,
Pennsylvania
| US$11.4億 | +US$7640萬 | +7% | 9.04% | 76.8% | 180 | 8.33% | 5.1 |
|
| 2033 |
2033
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$11.4億 | +US$1.55億 | +16% | 7.72% | 52.6% | 109 | 13.76% | 2 |
|
| 2034 |
2034
Smartleaf Asset Management
Boston,
Massachusetts
| US$11.3億 | +US$9866萬 | +10% | 10.4% | – | 3,013 | 14.97% | 1.1 |
|
| 2035 |
2035
Central Securities
New York
| US$11.3億 | +US$8260萬 | +8% | 9.54% | 90.2% | 27 | 0% | 7.9 |
|
| 2036 |
LLL
2036
Lynrock Lake LP
Rye Brook,
New York
| US$11.3億 | +US$9319萬 | +9% | 5.92% | 21.2% | 30 | 10% | 2.1 |
|
| 2037 |
2037
Sunbelt Securities
Houston,
Texas
| US$11.3億 | +US$1293萬 | +1% | 8.72% | 83.5% | 1,921 | 12.75% | 2.5 |
|
| 2038 |
2038
Benchstone Capital Management
New York
| US$11.3億 | +US$1.92億 | +20% | 17.1% | – | 50 | 60% | 0.3 |
|
| 2039 |
2039
Stack Financial Management
Whitefish,
Montana
| US$11.3億 | -US$6847萬 | -6% | 6.73% | 58.4% | 55 | 14.55% | 5.2 |
|
| 2040 |
2040
Counterpoint Mutual Funds
San Diego,
California
| US$11.3億 | +US$4.32億 | +62% | 6% | 74.3% | 458 | 73.8% | 0.2 |
|
| 2041 |
2041
Connors Investor Services
Wyomissing,
Pennsylvania
| US$11.3億 | +US$1.22億 | +12% | 17.8% | 125% | 172 | 17.44% | 4.7 |
|
| 2042 |
2042
Atom Investors
Austin,
Texas
| US$11.3億 | +US$3.16億 | +39% | 6.11% | 83.4% | 808 | 66.96% | 0.4 |
|
| 2043 |
2043
Tributary Capital Management
Omaha,
Nebraska
| US$11.3億 | -US$1596萬 | -1% | 5.58% | 82.6% | 168 | 4.76% | 5.2 |
|
| 2044 |
2044
Intrust Bank
Wichita,
Kansas
| US$11.3億 | +US$1.17億 | +12% | 11.8% | 102% | 416 | 12.74% | 6.1 |
|
| 2045 |
OHIF
2045
Oriental Harbor Investment Fund
Hong Kong
| US$11.3億 | +US$2.59億 | +30% | 39.4% | – | 14 | 35.71% | 0.5 |
|
| 2046 |
2046
Gemmer Asset Management
Walnut Creek,
California
| US$11.3億 | +US$1.25億 | +12% | 10.7% | 96.8% | 170 | 11.18% | 5 |
|
| 2047 |
2047
IQ EQ Fund Management
Dublin 2,
Ireland
| US$11.2億 | +US$2.75億 | +32% | 19.7% | 109% | 326 | 11.96% | 3.3 |
|
| 2048 |
2048
First Heartland Consultants
Lake St. Louis,
Missouri
| US$11.2億 | +US$1.55億 | +16% | 8.55% | 59.2% | 525 | 20.57% | 3.2 |
|
| 2049 |
2049
Harbor Investment Advisory
Lutherville,
Maryland
| US$11.2億 | +US$9483萬 | +9% | 10.1% | 97.5% | 1,222 | 7.69% | 3.9 |
|
| 2050 |
2050
Verus Capital Partners
Scottsdale,
Arizona
| US$11.2億 | +US$1.2億 | +12% | 13.8% | 139% | 420 | 20.95% | 2.8 |
|