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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Certified Advisory Corp
Altamonte Springs,
Florida
| US$9.6億 | +US$7881萬 | +9% | 7.18% | 58.2% | 311 | 7.72% | 3.8 |
|
| 2277 |
2277
Beacon Financial Group
Dallas,
Texas
| US$9.6億 | +US$4462萬 | +5% | 7.05% | 66.6% | 353 | 9.63% | 4.3 |
|
| 2278 |
2278
Denali Advisors
San Diego,
California
| US$9.6億 | +US$8152萬 | +9% | 13.3% | 106% | 314 | 21.02% | 1.4 |
|
| 2279 |
2279
Silicon Valley Capital Partners
San Jose,
California
| US$9.6億 | +US$1.93億 | +25% | 16.5% | 103% | 332 | 34.04% | 1.9 |
|
| 2280 |
2280
Heartwood Wealth Advisors
Richmond,
Virginia
| US$9.6億 | +US$8150萬 | +9% | 8.65% | 59.4% | 188 | 10.64% | 2.7 |
|
| 2281 |
2281
Bramshill Investments
Naples,
Florida
| US$9.6億 | -US$2340萬 | -2% | 0.32% | 3.6% | 161 | 22.36% | 1.5 |
|
| 2282 |
CC
2282
Cornerstone Capital
Palo Alto,
California
| US$9.6億 | +US$2690萬 | +3% | 10.5% | 91.2% | 103 | 8.74% | 6.2 |
|
| 2283 |
2283
Sovran Advisors
San Diego,
California
| US$9.5億 | +US$1.84億 | +24% | 9.79% | – | 529 | 22.12% | 0.4 |
|
| 2284 |
2284
Stokes Family Office
New Orleans,
Louisiana
| US$9.5億 | +US$6357萬 | +7% | 7.49% | 68.1% | 248 | 11.69% | 3.3 |
|
| 2285 |
BPIM
2285
Brant Point Investment Management
New York
| US$9.5億 | +US$1.15億 | +14% | 14.2% | 169% | 148 | 37.16% | 3.1 |
|
| 2286 |
2286
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$9.5億 | +US$4847萬 | +5% | 7.47% | 60.2% | 99 | 5.05% | 6.6 |
|
| 2287 |
2287
MASTERINVEST Kapitalanlage
Vienna,
| US$9.5億 | – | – | 15.4% | – | 265 | – | 0 |
|
| 2288 |
2288
North of South Capital
London,
United Kingdom
| US$9.5億 | +US$5595萬 | +6% | 2.53% | – | 22 | 13.64% | 0.7 |
|
| 2289 |
2289
AWM Capital
Phoenix,
Arizona
| US$9.5億 | +US$9367萬 | +11% | 7.56% | 51.1% | 109 | 11.01% | 2.3 |
|
| 2290 |
2290
Berkshire Money Management
Dalton,
Massachusetts
| US$9.5億 | +US$5914萬 | +7% | 7.83% | 61.8% | 158 | 37.34% | 1.3 |
|
| 2291 |
2291
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$9.5億 | +US$8951萬 | +10% | 9.71% | 97.9% | 33 | 9.09% | 5.6 |
|
| 2292 |
2292
Arrow Financial
Glens Falls,
New York
| US$9.5億 | +US$5520萬 | +6% | 8.01% | 71.1% | 163 | 6.75% | 8.4 |
|
| 2293 |
TC
2293
Torno Capital
Cohasset,
Massachusetts
| US$9.5億 | +US$5.63億 | +145% | 2.84% | – | 111 | 75.68% | 0.3 |
|
| 2294 |
2294
One Madison Group
New York
| US$9.48億 | +US$1.83億 | +24% | 25.4% | – | 31 | 25.81% | 0.5 |
|
| 2295 |
2295
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$9.48億 | +US$5200萬 | +6% | 6.6% | 59.5% | 124 | 4.84% | 6.1 |
|
| 2296 |
2296
Shepherd Financial Partners
Winchester,
Massachusetts
| US$9.46億 | +US$9335萬 | +11% | 10.6% | 78% | 248 | 10.48% | 3.7 |
|
| 2297 |
2297
Wealthcare Capital Management
Richmond,
Virginia
| US$9.46億 | -US$4010萬 | -4% | 5.75% | 46.2% | 93 | 20.43% | 5.2 |
|
| 2298 |
1WCM
2298
12 West Capital Management
New York
| US$9.46億 | +US$2.68億 | +40% | 40.9% | 169% | 19 | 21.05% | 2.7 |
|
| 2299 |
2299
Redwood Investment Management
Scottsdale,
Arizona
| US$9.43億 | +US$2091萬 | +2% | 7.96% | 62.5% | 348 | 35.63% | 1.4 |
|
| 2300 |
2300
Park Presidio Capital
San Francisco,
California
| US$9.43億 | +US$5.44億 | +136% | 11.9% | 94.1% | 12 | 0% | 5 |
|