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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Proficio Capital Partners
Newton,
Massachusetts
| US$5.43億 | +US$829萬 | +2% | 4.92% | 97% | 291 | 18.56% | 2.4 |
|
| 2402 |
2402
Aaron Wealth Advisors
Chicago,
Illinois
| US$5.42億 | +US$1.44億 | +36% | 6.27% | 108% | 245 | 31.84% | 1 |
|
| 2403 |
2403
Tectonic Advisors
Frisco,
Texas
| US$5.42億 | -US$547萬 | -1% | 6.39% | 44.9% | 220 | 7.27% | 1.4 |
|
| 2404 |
2404
RR Advisors
Dallas,
Texas
| US$5.41億 | +US$2832萬 | +6% | 7.06% | 115% | 20 | 0% | 3.2 |
|
| 2405 |
2405
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$5.41億 | -US$1565萬 | -3% | 2.88% | 84.5% | 460 | 19.57% | 2.2 |
|
| 2406 |
2406
Unison Advisors
Washington,
District of Columbia
| US$5.4億 | +US$1.52億 | +39% | 6.83% | 54.6% | 195 | 13.85% | 2.3 |
|
| 2407 |
2407
Sirios Capital Management
Boston,
Massachusetts
| US$5.4億 | -US$1396萬 | -3% | 2.83% | 177% | 64 | 25% | 1.6 |
|
| 2408 |
2408
Caledonia Investments plc (UK)
London England,
United Kingdom
| US$5.4億 | -US$5144萬 | -9% | 9.19% | 61.9% | 13 | 0% | 4.8 |
|
| 2409 |
CCMD
2409
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$5.39億 | -US$1.33億 | -20% | 5.59% | 25.6% | 210 | 15.71% | 4 |
|
| 2410 |
2410
Sahana Capital Management
Greenwich,
Connecticut
| US$5.38億 | -US$4773萬 | -8% | 12.6% | 0.48% | 7 | 0% | 1.7 |
|
| 2411 |
2411
Insight Wealth Strategies
San Ramon,
California
| US$5.38億 | US$0 | 0% | 5.07% | 83.5% | 142 | 0% | 2.4 |
|
| 2412 |
2412
Linse Capital
San Juan,
Puerto Rico
| US$5.38億 | -US$7215萬 | -12% | 8.91% | – | 2 | 0% | 0.8 |
|
| 2413 |
PRC
2413
Pearl River Capital
Niles,
Michigan
| US$5.38億 | +US$1.13億 | +26% | 2.93% | 20.3% | 590 | 52.2% | 0.3 |
|
| 2414 |
2414
Estabrook Capital Management
New York
| US$5.38億 | -US$4556萬 | -8% | 5.74% | 87.2% | 446 | 9.42% | 4.9 |
|
| 2415 |
2415
Sierra Capital
Miami,
Florida
| US$5.38億 | -US$1499萬 | -3% | 2.58% | 32.4% | 757 | 13.61% | 1.1 |
|
| 2416 |
SCM
2416
Somerset Capital Management
London,
United Kingdom
| US$5.37億 | +US$5182萬 | +11% | 1.47% | 7.5% | 11 | 9.09% | 2.9 |
|
| 2417 |
2417
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| US$5.37億 | -US$1095萬 | -2% | 3.86% | 58.9% | 379 | 14.25% | 0.5 |
|
| 2418 |
2418
North Point Portfolio Managers
Orange Village,
Ohio
| US$5.36億 | -US$3480萬 | -6% | 2.59% | 72.8% | 77 | 12.99% | 5.3 |
|
| 2419 |
AA
2419
Ancient Art
Austin,
Texas
| US$5.36億 | -US$1.14億 | -18% | 4.34% | 168% | 24 | 25% | 1.8 |
|
| 2420 |
2420
Penobscot Investment Management
Boston,
Massachusetts
| US$5.36億 | -US$4297萬 | -7% | 5.18% | 114% | 229 | 6.99% | 5.9 |
|
| 2421 |
2421
CKW Financial Group
Honolulu,
Hawaii
| US$5.35億 | -US$5390萬 | -9% | 6.83% | 62.4% | 220 | 5.91% | 5 |
|
| 2422 |
2422
Lee Financial
Dallas,
Texas
| US$5.35億 | -US$1036萬 | -2% | 4.85% | 75% | 1,072 | 19.59% | 2.2 |
|
| 2423 |
2423
BIT Capital
Berlin,
Germany
| US$5.34億 | -US$2.02億 | -27% | 0.21% | 1,162% | 180 | 58.89% | 0.5 |
|
| 2424 |
2424
L.J. Altfest & Co
New York
| US$5.33億 | -US$2329萬 | -4% | 6.12% | 95.6% | 286 | 20.63% | 2.9 |
|
| 2425 |
2425
Zuckerman Investment Group
Chicago,
Illinois
| US$5.33億 | -US$1694萬 | -3% | 2.88% | 111% | 128 | 20.31% | 2.7 |
|