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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2426 |
2426
Berkshire Money Management
Dalton,
Massachusetts
| US$10.9億 | +US$1.18億 | +12% | 14.2% | 56.5% | 59 | 16.95% | 3.6 |
|
| 2427 |
2427
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$10.9億 | +US$1.88億 | +21% | 20.4% | 79.2% | 11 | 9.09% | 4.6 |
|
| 2428 |
2428
Koch Inc
Wichita,
Kansas
| US$10.9億 | +US$1.72億 | +19% | 62.9% | – | 10 | 20% | 1 |
|
| 2429 |
2429
Goldstone Financial Group
Oakbrook Terrace,
Illinois
| US$10.9億 | +US$1.72億 | +19% | 13.8% | 54.9% | 252 | 13.1% | 2 |
|
| 2430 |
2430
Stansberry Asset Management
Westlake,
Texas
| US$10.9億 | +US$1.19億 | +12% | 10.5% | 79.6% | 162 | 20.99% | 2.5 |
|
| 2431 |
2431
Alta Park Capital
San Francisco,
California
| US$10.9億 | +US$4.5億 | +70% | 102% | 1,071% | 37 | 59.46% | 1.3 |
|
| 2432 |
2432
Intrua Financial
Houston,
Texas
| US$10.9億 | +US$1.22億 | +13% | 13.3% | 71% | 525 | 18.29% | 2.6 |
|
| 2433 |
2433
Asset Advisors Investment Management
Augusta,
Georgia
| US$10.9億 | +US$4144萬 | +4% | 7.73% | 58.7% | 108 | 7.41% | 5.4 |
|
| 2434 |
2434
Rational Advisors
Huntington,
New York
| US$10.9億 | +US$1.1億 | +11% | 6.85% | 37.7% | 208 | 20.19% | 1.6 |
|
| 2435 |
2435
Armis Advisers
Atlanta,
Georgia
| US$10.9億 | +US$5320萬 | +5% | 13% | – | 504 | 13.1% | 0.8 |
|
| 2436 |
TCM
2436
Trybe Capital Management
Greenwich,
Connecticut
| US$10.9億 | +US$5.08億 | +87% | 122% | 681% | 8 | 12.5% | 2 |
|
| 2437 |
2437
Legacy Edge Advisors
Syosset,
New York
| US$10.9億 | +US$1.37億 | +14% | 13% | – | 248 | 13.71% | 1.7 |
|
| 2438 |
2438
Common Fund For Nonprofit Organizations
Wilton,
Connecticut
| US$10.9億 | +US$5318萬 | +5% | 9.7% | 70.8% | 29 | 10.34% | 2 |
|
| 2439 |
2439
Granite Bay Wealth Management
Portsmouth,
New Hampshire
| US$10.9億 | +US$6.16億 | +131% | 14% | – | 175 | 49.14% | 0.9 |
|
| 2440 |
2440
Palisade Asset Management
Minneapolis,
Minnesota
| US$10.8億 | +US$8741萬 | +9% | 13.9% | 61.8% | 205 | 5.37% | 8 |
|
| 2441 |
2441
Graham Holdings Company
Arlington,
Virginia
| US$10.8億 | +US$1.16億 | +12% | 12% | 95.1% | 6 | 0% | 3.8 |
|
| 2442 |
2442
Dock Street Asset Management
Palm Beach,
Florida
| US$10.8億 | +US$1.31億 | +14% | 21.3% | 175% | 68 | 20.59% | 3.9 |
|
| 2443 |
2443
Boulay Financial Advisors
Eden Prairie,
Minnesota
| US$10.8億 | +US$2.09億 | +24% | 13.6% | – | 6 | 16.67% | 0.7 |
|
| 2444 |
2444
Great Waters Wealth Management
Shoreview,
Minnesota
| US$10.8億 | +US$1.35億 | +14% | 10.9% | 49% | 128 | 6.25% | 2.5 |
|
| 2445 |
2445
Hook Mill Capital Partners
New York
| US$10.8億 | -US$5607萬 | -5% | 12.8% | 149% | 48 | 41.67% | 1.2 |
|
| 2446 |
2446
KMG Fiduciary Partners
Toledo,
Ohio
| US$10.8億 | -US$2.76億 | -20% | 19.3% | 114% | 272 | 27.94% | 4.3 |
|
| 2447 |
2447
Water Island Capital
New York
| US$10.8億 | +US$1.79億 | +20% | 16.1% | 438% | 138 | 68.84% | 0.2 |
|
| 2448 |
2448
TriCert Investment Counsel
Waterloo,
| US$10.7億 | – | – | 10.9% | – | 88 | – | 0 |
|
| 2449 |
GA
2449
GuoLine Advisory
Singapore
| US$10.7億 | +US$1.18億 | +12% | 24.1% | 112% | 25 | 12% | 2.2 |
|
| 2450 |
2450
Ironvine Capital Partners
Omaha,
Nebraska
| US$10.7億 | +US$1.63億 | +18% | 14.1% | 58.8% | 62 | 17.74% | 5.3 |
|