我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
2701
Brian C. Broderick
| US$2.35億 | -US$307萬 | -1% | 3.56% | 98.6% | 103 | 4.85% | 2.5 |
|
| 2702 |
2702
White Pine Capital
Bloomington,
Minnesota
| US$2.35億 | -US$300萬 | -1% | 5.51% | 143% | 225 | 10.22% | 2.4 |
|
| 2703 |
GJCM
2703
Grand Jean Capital Management
San Francisco,
California
| US$2.34億 | +US$250萬 | +1% | 6.61% | 61.4% | 36 | 8.33% | 2 |
|
| 2704 |
LYV
2704
Live Your Vision
West Conshohocken,
Pennsylvania
| US$2.34億 | +US$1472萬 | +7% | 2.52% | 17.9% | 319 | 81.5% | 0.4 |
|
| 2705 |
2705
Founders Financial Securities
Towson,
Maryland
| US$2.34億 | +US$1578萬 | +7% | 4.37% | 64.3% | 97 | 44.33% | 0.9 |
|
| 2706 |
2706
Baldwin Investment Management
West Conshohocken,
Pennsylvania
| US$2.34億 | +US$107萬 | +0.5% | 1.96% | 74.8% | 123 | 4.88% | 2.8 |
|
| 2707 |
2707
NorthRock Partners
Minneapolis,
Minnesota
| US$2.34億 | +US$1035萬 | +5% | 3.98% | 62.8% | 55 | 21.82% | 1 |
|
| 2708 |
FAG
2708
Financial Advisory Group
Houston,
Texas
| US$2.33億 | +US$2770萬 | +13% | 2.44% | 20.6% | 63 | 6.35% | 2.2 |
|
| 2709 |
2709
Stonebridge Capital Management
Los Angeles,
California
| US$2.33億 | +US$1352萬 | +6% | 3.58% | – | 143 | 15.38% | 2.3 |
|
| 2710 |
2710
Cetera Investment Advisers
Schaumburg,
Illinois
| US$2.33億 | -US$2248萬 | -9% | 2.55% | 73.4% | 334 | 27.54% | 0.6 |
|
| 2711 |
2711
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| US$2.33億 | +US$197萬 | +0.9% | 2.3% | 76.1% | 166 | 14.46% | 2.4 |
|
| 2712 |
2712
Transform Wealth
Greenwood Village,
Colorado
| US$2.33億 | -US$511萬 | -2% | 3.28% | 48.4% | 220 | 12.27% | 0.2 |
|
| 2713 |
2713
Haverford Financial Services
Radnor,
Pennsylvania
| US$2.33億 | -US$428萬 | -2% | 1.27% | 57.9% | 61 | 4.92% | 2 |
|
| 2714 |
CRB
2714
Chad R. Baker
| US$2.33億 | +US$840萬 | +4% | 3.02% | 108% | 61 | 8.2% | 0.7 |
|
| 2715 |
2715
Noesis Capital Mangement
Boca Raton,
Florida
| US$2.32億 | +US$759萬 | +3% | 4.04% | 128% | 88 | 9.09% | 2.5 |
|
| 2716 |
2716
First Light Asset Management
Edina,
Minnesota
| US$2.32億 | +US$1640萬 | +8% | 17.6% | 364% | 71 | 12.68% | 1.9 |
|
| 2717 |
FIM
2717
Friedberg Investment Management
Houston,
Texas
| US$2.32億 | +US$2031萬 | +10% | 1.78% | 44.8% | 104 | 21.15% | 1.7 |
|
| 2718 |
2718
FDO Partners
Cambridge,
Massachusetts
| US$2.32億 | +US$4738萬 | +26% | 0.03% | – | 284 | 73.24% | 0.2 |
|
| 2719 |
2719
Probity Advisors
Dallas,
Texas
| US$2.32億 | +US$857萬 | +4% | 3.47% | 55.8% | 142 | 11.97% | 0.2 |
|
| 2720 |
2720
Capital Impact Advisors
Boston,
Massachusetts
| US$2.32億 | +US$1790萬 | +8% | 8.74% | – | 224 | 4.02% | 1.5 |
|
| 2721 |
2721
Think Investments
San Francisco,
California
| US$2.32億 | -US$8490萬 | -27% | 21.3% | 285% | 10 | 30% | 0.9 |
|
| 2722 |
AAM
2722
AR Asset Management
West Hollywood,
California
| US$2.31億 | -US$684萬 | -3% | 0.63% | 64.9% | 119 | 3.36% | 2.6 |
|
| 2723 |
2723
City Holding Co
Charleston,
West Virginia
| US$2.31億 | +US$685萬 | +3% | 2.67% | 89.2% | 595 | 8.4% | 1.9 |
|
| 2724 |
MP
2724
Mediatel Partners
Fort Worth,
Texas
| US$2.31億 | +US$91.7萬 | +0.4% | 0.47% | 11.6% | 2 | 0% | 3.3 |
|
| 2725 |
2725
Peak Financial Management
Wellesley,
Massachusetts
| US$2.31億 | +US$688萬 | +3% | 3.19% | 58.2% | 35 | 17.14% | 0.5 |
|