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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Independent Advisor Alliance
Charlotte,
North Carolina
| US$3.14億 | -US$3.17億 | -50% | 2.87% | 135% | 444 | 55.18% | 0.4 |
|
| 2527 |
2527
ArchPoint Investors
Coral Gables,
Florida
| US$3.14億 | +US$4778萬 | +18% | 4.85% | 111% | 166 | 22.29% | 1.4 |
|
| 2528 |
AP
2528
Agilis Partners
Waltham,
Massachusetts
| US$3.14億 | +US$1.67億 | +113% | 2.39% | 8.47% | 20 | 25% | 1.4 |
|
| 2529 |
2529
Yorktown Management & Research Company
Forest,
Virginia
| US$3.14億 | -US$7004萬 | -18% | 0.36% | 223% | 361 | 21.61% | 1.6 |
|
| 2530 |
2530
Hartline Investment Corp
Winnetka,
Illinois
| US$3.14億 | +US$260萬 | +0.8% | 7.08% | 201% | 111 | 9.91% | 3 |
|
| 2531 |
2531
Hillman Company
Pittsburgh,
Pennsylvania
| US$3.13億 | -US$1423萬 | -4% | 6.61% | 134% | 16 | 25% | 1.3 |
|
| 2532 |
HJA
2532
Hugh Johnson Advisors
Albany,
New York
| US$3.13億 | +US$686萬 | +2% | 2.29% | 41.5% | 98 | 10.2% | 2.9 |
|
| 2533 |
2533
FFT Wealth Management
Philadelphia,
Pennsylvania
| US$3.13億 | -US$224萬 | -0.7% | 1.24% | 65.6% | 101 | 21.78% | 0.9 |
|
| 2534 |
2534
West Coast Financial
Santa Barbara,
California
| US$3.13億 | -US$171萬 | -0.5% | 3.72% | 22.2% | 124 | 11.29% | 2.5 |
|
| 2535 |
PCM
2535
Prime Capital Management
Hong Kong
| US$3.13億 | -US$3298萬 | -10% | 9.57% | 579% | 6 | 0% | 1.6 |
|
| 2536 |
2536
American National Bank & Trust
Wichita Falls,
Texas
| US$3.13億 | -US$828萬 | -3% | 2.52% | 102% | 306 | 15.36% | 2 |
|
| 2537 |
2537
Bouchey Financial Group
Troy,
New York
| US$3.12億 | +US$2411萬 | +8% | 2.53% | 66.7% | 70 | 18.57% | 2.1 |
|
| 2538 |
2538
Fairfield, Bush & Co
Darien,
Connecticut
| US$3.12億 | -US$883萬 | -3% | 2.81% | 112% | 154 | 10.39% | 2.9 |
|
| 2539 |
PCMK
2539
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$3.12億 | -US$754萬 | -2% | 1.56% | 87.5% | 63 | 7.94% | 3 |
|
| 2540 |
2540
Marietta Investment Partners
Milwaukee,
Wisconsin
| US$3.11億 | +US$1096萬 | +4% | 6.15% | 160% | 142 | 15.49% | 1.9 |
|
| 2541 |
QCI
2541
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$3.11億 | -US$1210萬 | -4% | 0.89% | 107% | 26 | 19.23% | 2 |
|
| 2542 |
2542
Penobscot Investment Management
Boston,
Massachusetts
| US$3.11億 | +US$1240萬 | +4% | 3.45% | 103% | 184 | 4.35% | 3.1 |
|
| 2543 |
2543
HighPoint Advisor Group
Downers Grove,
Illinois
| US$3.11億 | US$0 | 0% | 3.12% | – | 278 | 0% | 1.2 |
|
| 2544 |
2544
Aviance Capital Partners
Naples,
Florida
| US$3.11億 | +US$3673萬 | +13% | 3.31% | 98.2% | 215 | 12.56% | 2.5 |
|
| 2545 |
2545
Columbia Asset Management
Ann Arbor,
Michigan
| US$3.1億 | +US$1125萬 | +4% | 2.65% | 94.1% | 179 | 10.06% | 2.5 |
|
| 2546 |
2546
Pensionfund Sabic
Sittard,
Netherlands
| US$3.1億 | -US$1407萬 | -4% | 2.44% | 63.6% | 233 | 28.33% | 1.3 |
|
| 2547 |
2547
Tortoise Investment Management
White Plains,
New York
| US$3.1億 | +US$407萬 | +1% | 2.46% | 40.2% | 535 | 14.95% | 2.4 |
|
| 2548 |
LCM
2548
Lucha Capital Management
San Francisco,
California
| US$3.1億 | +US$1.13億 | +58% | 7.77% | 84.3% | 38 | 68.42% | 0.2 |
|
| 2549 |
2549
Private Capital Advisors
Darien,
Connecticut
| US$3.09億 | +US$266萬 | +0.9% | 1.86% | 132% | 145 | 27.59% | 2.2 |
|
| 2550 |
2550
Hills Bank & Trust
North Liberty,
Iowa
| US$3.09億 | +US$1449萬 | +5% | 2.38% | 52.8% | 135 | 9.63% | 2.7 |
|