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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
CapWealth Advisors
Franklin,
Tennessee
| US$10.2億 | +US$9217萬 | +10% | 12.5% | 152% | 106 | 8.49% | 5.7 |
|
| 2202 |
2202
DigitalBridge Group
Boca Raton,
Florida
| US$10.2億 | -US$2.29億 | -18% | 17.4% | 161% | 70 | 24.29% | 1.5 |
|
| 2203 |
2203
Tanglewood Wealth Management
Houston,
Texas
| US$10.1億 | +US$1.25億 | +14% | 7.73% | 64.6% | 41 | 14.63% | 3.1 |
|
| 2204 |
2204
Whitney & Co
Rochester,
New York
| US$10.1億 | +US$7285萬 | +8% | 11% | 93.2% | 143 | 12.59% | 5.3 |
|
| 2205 |
2205
FourThought Financial Partners
Venice,
Florida
| US$10.1億 | +US$5723萬 | +6% | 11.7% | 95.9% | 341 | 18.18% | 1.3 |
|
| 2206 |
2206
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$10.1億 | +US$6054萬 | +6% | 8.26% | 58.6% | 123 | 11.38% | 1.8 |
|
| 2207 |
2207
Asset Advisors Investment Management
Augusta,
Georgia
| US$10.1億 | +US$6049萬 | +6% | 8.29% | 67.5% | 115 | 5.22% | 4.4 |
|
| 2208 |
2208
Salomon & Ludwin
Richmond,
Virginia
| US$10.1億 | +US$7405萬 | +8% | 7.89% | 52.6% | 1,137 | 38.35% | 1.4 |
|
| 2209 |
2209
Richard C. Young & Co
Newport,
Rhode Island
| US$10.1億 | +US$8127萬 | +9% | 9.99% | 137% | 88 | 3.41% | 4.6 |
|
| 2210 |
2210
Connable Office Inc
Kalamazoo,
Michigan
| US$10.1億 | +US$7098萬 | +8% | 9.21% | 68.3% | 244 | 19.26% | 4.2 |
|
| 2211 |
2211
L & S Advisors
Los Angeles,
California
| US$10.1億 | +US$2億 | +25% | 17.9% | 231% | 372 | 16.4% | 2 |
|
| 2212 |
2212
Rational Advisors
Huntington,
New York
| US$10.1億 | +US$1826萬 | +2% | 5.2% | 37.7% | 201 | 47.76% | 1.2 |
|
| 2213 |
2213
Simcoe Capital Management
New York
| US$10.1億 | +US$4.52億 | +81% | 19.1% | 48.7% | 24 | 50% | 1 |
|
| 2214 |
2214
Townsend & Associates
Westminster,
Colorado
| US$10.1億 | +US$4971萬 | +5% | 3.89% | 58% | 118 | 21.19% | 2.4 |
|
| 2215 |
2215
Titleist Asset Management
San Antonio,
Texas
| US$10.1億 | +US$1.44億 | +17% | 13% | 101% | 337 | 17.8% | 1.4 |
|
| 2216 |
2216
Jacobs & Co
San Francisco,
California
| US$10.1億 | +US$6973萬 | +7% | 10.1% | 105% | 131 | 12.98% | 7.9 |
|
| 2217 |
2217
Royal Fund Management
Lady Lake,
Florida
| US$10.1億 | +US$1.09億 | +12% | 13.5% | 103% | 374 | 21.93% | 2.9 |
|
| 2218 |
2218
Clough Capital Partners
Boston,
Massachusetts
| US$10.1億 | +US$2.06億 | +26% | 18.8% | 175% | 137 | 36.5% | 1.2 |
|
| 2219 |
2219
Palisade Asset Management
Minneapolis,
Minnesota
| US$10.1億 | +US$3150萬 | +3% | 6.16% | 61.8% | 197 | 4.57% | 7.8 |
|
| 2220 |
2220
MMBG Investment Advisors
Miami,
Florida
| US$10億 | +US$1.2億 | +14% | 13.7% | 118% | 183 | 10.93% | 2.5 |
|
| 2221 |
2221
Shenkman Capital Management
New York
| US$10億 | +US$2118萬 | +2% | 0.15% | 3.15% | 125 | 0.8% | 1 |
|
| 2222 |
2222
Optimus Prime Fund Management
Grand Cayman,
Cayman Islands
| US$10億 | +US$1.26億 | +14% | 19.9% | 94.5% | 24 | 12.5% | 2.8 |
|
| 2223 |
2223
RDST Capital
Seattle,
Washington
| US$10億 | +US$2.97億 | +42% | 16.5% | 43% | 19 | 21.05% | 1.3 |
|
| 2224 |
2224
Caldwell Trust
Venice,
Florida
| US$10億 | +US$6793萬 | +7% | 9.13% | 87% | 763 | 3.93% | 4.1 |
|
| 2225 |
2225
Atika Capital Management
New York
| US$10億 | +US$2.89億 | +41% | 35.9% | 811% | 82 | 47.56% | 1.4 |
|