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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
C
2301
Chescapmanager
Baltimore,
Maryland
| US$11.7億 | +US$5603萬 | +5% | 12.2% | 202% | 29 | 10.34% | 3.5 |
|
| 2302 |
2302
Waycross Partners
Louisville,
Kentucky
| US$11.7億 | +US$1.27億 | +12% | 15.9% | 87.7% | 79 | 12.66% | 2.7 |
|
| 2303 |
2303
Townsend & Associates
Westminster,
Colorado
| US$11.7億 | +US$1435萬 | +1% | 5.2% | 54.1% | 118 | 5.08% | 3.2 |
|
| 2304 |
2304
American National Bank & Trust
Wichita Falls,
Texas
| US$11.7億 | +US$1.23億 | +12% | 17.1% | 102% | 643 | 6.22% | 3.4 |
|
| 2305 |
2305
KWB Wealth
Redlands,
California
| US$11.7億 | +US$1.58億 | +16% | 12.1% | 54.8% | 185 | 18.92% | 2.4 |
|
| 2306 |
2306
Verus Financial Partners
Richmond,
Virginia
| US$11.7億 | +US$5394萬 | +5% | 8.96% | 41.6% | 130 | 9.23% | 4.2 |
|
| 2307 |
M
2307
MOTCO
San Antonio,
Texas
| US$11.7億 | +US$8762萬 | +8% | 13.9% | 63.5% | 919 | 43.53% | 3.9 |
|
| 2308 |
2308
Jacobs & Co
San Francisco,
California
| US$11.7億 | +US$1.53億 | +15% | 27.4% | 105% | 137 | 11.68% | 7.7 |
|
| 2309 |
2309
PFM Health Sciences
San Francisco,
California
| US$11.7億 | +US$6870萬 | +6% | 32.9% | 241% | 116 | 44.83% | 1.1 |
|
| 2310 |
2310
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$11.6億 | +US$6535萬 | +6% | 9.9% | 82.9% | 152 | 41.45% | 4.3 |
|
| 2311 |
2311
MASTERINVEST Kapitalanlage
Vienna,
| US$11.6億 | +US$2.02億 | +21% | 26.6% | – | 311 | 9.65% | 0.8 |
|
| 2312 |
2312
Hiddenite Capital Partners
New York
| US$11.6億 | +US$7.83億 | +206% | 42.9% | 523% | 53 | 83.02% | 0.2 |
|
| 2313 |
2313
Estate Counselors
Thiensville,
Wisconsin
| US$11.6億 | +US$4039萬 | +4% | 8.81% | 60% | 122 | 45.08% | 1 |
|
| 2314 |
2314
Coliseum Capital Management
Rowayton,
Connecticut
| US$11.6億 | -US$5768萬 | -5% | 22% | 41.1% | 14 | 28.57% | 2.6 |
|
| 2315 |
2315
Forge Financial Services
Edmond,
Oklahoma
| US$11.6億 | +US$1.74億 | +18% | 16.8% | – | 37 | 18.92% | 0.9 |
|
| 2316 |
2316
Compass Ion Advisors
Conshohocken,
Pennsylvania
| US$11.6億 | +US$1.11億 | +11% | 10.7% | 68.9% | 305 | 11.15% | 2.5 |
|
| 2317 |
2317
Stadion Money Management
Watkinsville,
Georgia
| US$11.6億 | +US$1.66億 | +17% | 12.4% | 55.3% | 27 | 3.7% | 2.8 |
|
| 2318 |
2318
Two Sigma Securities
New York
| US$11.6億 | +US$2.99億 | +35% | 22.7% | 109% | 2,583 | 73.52% | 0.2 |
|
| 2319 |
2319
TRUE Private Wealth Advisors
Salem,
Oregon
| US$11.6億 | +US$1.1億 | +10% | 23.3% | 84% | 295 | 13.9% | 4.1 |
|
| 2320 |
2320
Octavia Wealth Advisors
Cincinnati,
Ohio
| US$11.6億 | +US$1.13億 | +11% | 15% | 67.9% | 258 | 18.22% | 3.4 |
|
| 2321 |
2321
Mayflower Financial Advisors
Boston,
Massachusetts
| US$11.6億 | +US$3.34億 | +41% | 11.3% | 68.7% | 509 | 14.54% | 2.9 |
|
| 2322 |
2322
LVW Advisors
Pittsford,
New York
| US$11.6億 | +US$1.08億 | +10% | 16.2% | 71.5% | 500 | 20.2% | 2.6 |
|
| 2323 |
PGCM
2323
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$11.6億 | +US$1.54億 | +15% | 18.3% | 148% | 311 | 21.54% | 2.4 |
|
| 2324 |
2324
Lodestar Private Asset Management
Alamo,
California
| US$11.6億 | +US$1.43億 | +14% | 13.9% | 58.3% | 241 | 7.47% | 2.8 |
|
| 2325 |
2325
Delta Asset Management
Memphis,
Tennessee
| US$11.6億 | +US$5984萬 | +5% | 8.77% | 53.8% | 617 | 6.32% | 4.8 |
|