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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2676 |
2676
Huntington Steele
Oaks,
Pennsylvania
| US$2.36億 | +US$257萬 | +1% | 2.32% | 69.8% | 52 | 3.85% | 1.9 |
|
| 2677 |
SFG
2677
Sather Financial Group
Victoria,
Texas
| US$2.36億 | +US$668萬 | +3% | 1.05% | 70% | 53 | 15.09% | 1.5 |
|
| 2678 |
2678
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| US$2.36億 | +US$139萬 | +0.6% | 0.14% | 30.8% | 79 | 3.8% | 0.5 |
|
| 2679 |
2679
First Bankers Trust
Louisville,
Kentucky
| US$2.36億 | +US$254萬 | +1% | 0.34% | 78.9% | 152 | 5.92% | 1.8 |
|
| 2680 |
2680
Forte Capital
Rochester,
New York
| US$2.35億 | +US$223萬 | +1% | 0.41% | 98.3% | 161 | 7.45% | 0.7 |
|
| 2681 |
2681
LVW Advisors
Pittsford,
New York
| US$2.35億 | +US$2494萬 | +12% | 0.23% | 79.1% | 158 | 13.29% | 0.5 |
|
| 2682 |
2682
Brian C. Broderick
| US$2.35億 | -US$624萬 | -3% | 0.64% | 98.6% | 105 | 3.81% | 1.7 |
|
| 2683 |
2683
Bouchey Financial Group
Troy,
New York
| US$2.34億 | +US$1241萬 | +6% | 0.46% | 66.7% | 69 | 2.9% | 1.1 |
|
| 2684 |
SCM
2684
Summit Capital Management
Seattle,
Washington
| US$2.34億 | -US$1389萬 | -6% | 1.03% | 12.4% | 82 | 39.02% | 0.9 |
|
| 2685 |
2685
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$2.34億 | -US$247萬 | -1% | 1.44% | 86.3% | 478 | 10.25% | 1.7 |
|
| 2686 |
2686
Matterhorn Capital Management
San Antonio,
Texas
| US$2.34億 | +US$1037萬 | +5% | 3.52% | 38.8% | 59 | 20.34% | 1.3 |
|
| 2687 |
2687
Greatmark Investment Partners
Columbus,
Georgia
| US$2.34億 | +US$94.2萬 | +0.4% | 0.87% | 62% | 92 | 8.7% | 1.7 |
|
| 2688 |
2688
Lenox Wealth Advisors
New York
| US$2.34億 | -US$1444萬 | -6% | 1.98% | 35.7% | 359 | 25.07% | 1.1 |
|
| 2689 |
2689
White Pine Capital
Bloomington,
Minnesota
| US$2.33億 | -US$1318萬 | -5% | 0.48% | 143% | 225 | 11.56% | 1.6 |
|
| 2690 |
CGC
2690
Cloud Gate Capital
Chicago,
Illinois
| US$2.33億 | +US$4009萬 | +21% | 4.1% | – | 41 | 51.22% | 0.3 |
|
| 2691 |
2691
Shelter Insurance Profit Sharing
Columbia,
Missouri
| US$2.33億 | -US$712萬 | -3% | 2.21% | – | 42 | 7.14% | 1.8 |
|
| 2692 |
2692
Muzinich & Co
New York
| US$2.33億 | +US$887萬 | +4% | 4.06% | 13.5% | 37 | 2.7% | 0.5 |
|
| 2693 |
2693
Stairway Partners
Chicago,
Illinois
| US$2.32億 | -US$90.3萬 | -0.4% | 0.42% | 48.1% | 8 | 0% | 2 |
|
| 2694 |
WFG
2694
Windsor Financial Group
Minneapolis,
Minnesota
| US$2.32億 | +US$912萬 | +4% | 2.16% | 15.3% | 95 | 26.32% | 1.3 |
|
| 2695 |
2695
Noesis Capital Mangement
Boca Raton,
Florida
| US$2.32億 | -US$961萬 | -4% | 0.65% | 128% | 115 | 11.3% | 1.6 |
|
| 2696 |
2696
Rothschild Capital Partners
New York
| US$2.32億 | +US$804萬 | +4% | 3.29% | 90.8% | 52 | 32.69% | 1.1 |
|
| 2697 |
2697
Goldstein Munger & Associates
San Ramon,
California
| US$2.31億 | -US$350萬 | -1% | 1.07% | 11.9% | 31 | 6.45% | 1.7 |
|
| 2698 |
FGA
2698
Flood Gamble Associates
New York
| US$2.3億 | -US$414萬 | -2% | 0.67% | – | 58 | 5.17% | 1.7 |
|
| 2699 |
2699
Insight Holdings Group
New York
| US$2.3億 | -US$2.44億 | -51% | 3.11% | 111% | 8 | 50% | 1.1 |
|
| 2700 |
IMIM
2700
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| US$2.3億 | -US$99.1萬 | -0.4% | 2.22% | 39.9% | 53 | 7.55% | 1.7 |
|