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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Aviance Capital Partners
Naples,
Florida
| US$2.96億 | -US$1483萬 | -5% | 3.69% | 98.2% | 214 | 8.41% | 2.7 |
|
| 2627 |
2627
Rampart Investment Management
Hartford,
Connecticut
| US$2.96億 | +US$1779萬 | +6% | 4.57% | 74% | 530 | 4.91% | 0.6 |
|
| 2628 |
2628
Cornerstone Advisory
Hunt Valley,
Maryland
| US$2.96億 | -US$330萬 | -1% | 3.48% | 53.5% | 145 | 6.9% | 1.1 |
|
| 2629 |
2629
Fusion Family Wealth
Woodbury,
New York
| US$2.95億 | +US$336萬 | +1% | 3.73% | 58.2% | 325 | 43.08% | 0.5 |
|
| 2630 |
2630
Radnor Capital Management
Wayne,
Pennsylvania
| US$2.95億 | US$0 | 0% | 2.28% | 96.9% | 173 | 0% | 0.7 |
|
| 2631 |
2631
Jacobi Capital Management
Pittston,
Pennsylvania
| US$2.95億 | +US$3656萬 | +14% | 3.92% | 76.6% | 964 | 14.21% | 0.8 |
|
| 2632 |
FAG
2632
Financial Advisory Group
Houston,
Texas
| US$2.95億 | -US$192萬 | -0.6% | 2.8% | 20.6% | 64 | 9.38% | 2.8 |
|
| 2633 |
2633
Sand Grove Capital Management
London,
United Kingdom
| US$2.95億 | -US$2.7億 | -48% | 1.26% | 410% | 16 | 68.75% | 0.4 |
|
| 2634 |
2634
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$2.95億 | +US$1982萬 | +7% | 5.08% | 52.1% | 160 | 10.63% | 3.2 |
|
| 2635 |
SGH
2635
Sivik Global Healthcare
Greenwich,
Connecticut
| US$2.94億 | +US$2071萬 | +8% | 6.38% | 83.8% | 92 | 46.74% | 1 |
|
| 2636 |
2636
Periscope Capital
Toronto,
Ontario, Canada
| US$2.94億 | +US$2491萬 | +9% | 0.64% | 28.8% | 120 | 43.33% | 0.3 |
|
| 2637 |
2637
JCIC Asset Management
Toronto,
Ontario, Canada
| US$2.94億 | +US$316萬 | +1% | 7.84% | – | 70 | 28.57% | 2 |
|
| 2638 |
PAM
2638
Pagoda Asset Management
New York
| US$2.93億 | -US$97.9萬 | -0.3% | 8.29% | – | 21 | 38.1% | 0.5 |
|
| 2639 |
2639
FRG Family Wealth Advisors
Bellevue,
Washington
| US$2.93億 | +US$1875萬 | +7% | 6.23% | 76.4% | 140 | 4.29% | 1.5 |
|
| 2640 |
2640
Private Capital Advisors
Darien,
Connecticut
| US$2.93億 | -US$1633萬 | -5% | 5.37% | 132% | 137 | 26.28% | 2.6 |
|
| 2641 |
2641
Valley National Advisers
Bethlehem,
Pennsylvania
| US$2.93億 | +US$1444萬 | +5% | 1.94% | 87.2% | 736 | 11.14% | 1.9 |
|
| 2642 |
2642
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$2.93億 | +US$628萬 | +2% | 4.11% | 17.8% | 1 | 0% | 4.3 |
|
| 2643 |
2643
NFC Investments
Memphis,
Tennessee
| US$2.91億 | +US$922萬 | +3% | 6.44% | – | 45 | 6.67% | 2.7 |
|
| 2644 |
2644
Lenox Wealth Management
Cincinnati,
Ohio
| US$2.91億 | +US$4444萬 | +18% | 4.08% | 24.7% | 534 | 13.11% | 1.2 |
|
| 2645 |
PA
2645
Paracle Advisors
Mercer Island,
Washington
| US$2.91億 | +US$2718萬 | +10% | 3.52% | 30.9% | 49 | 14.29% | 1.7 |
|
| 2646 |
2646
Amarillo National Bank
Amarillo,
Texas
| US$2.91億 | +US$522萬 | +2% | 2.64% | 63.5% | 85 | 10.59% | 2.9 |
|
| 2647 |
2647
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$2.91億 | +US$3566萬 | +14% | 4.61% | 140% | 195 | 31.79% | 1.5 |
|
| 2648 |
IIA
2648
IPG Investment Advisors
San Diego,
California
| US$2.9億 | +US$4155萬 | +17% | 6.72% | 106% | 168 | 34.52% | 1.5 |
|
| 2649 |
TIM
2649
Total Investment Management
Scottsdale,
Arizona
| US$2.9億 | -US$1226萬 | -4% | 3.88% | 44.4% | 41 | 17.07% | 0.6 |
|
| 2650 |
2650
Empirical Finance
Havertown,
Pennsylvania
| US$2.9億 | +US$2973萬 | +11% | 6.18% | 124% | 168 | 39.88% | 0.4 |
|