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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Gould Asset Management
Claremont,
California
| US$2.08億 | +US$1906萬 | +10% | 4.57% | 42.8% | 99 | 3.03% | 0.8 |
|
| 2727 |
TCOO
2727
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$2.08億 | +US$5340萬 | +35% | 5.62% | 101% | 108 | 21.3% | 0.8 |
|
| 2728 |
MCM
2728
McRae Capital Management
Morristown,
New Jersey
| US$2.08億 | +US$956萬 | +5% | 4.85% | 78.2% | 80 | 5% | 0.9 |
|
| 2729 |
KIC
2729
Keating Investment Counselors
Delray Beach,
Florida
| US$2.07億 | +US$681萬 | +3% | 4.77% | 50% | 57 | 5.26% | 0.9 |
|
| 2730 |
SACTSONJ
2730
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$2.07億 | +US$454萬 | +2% | 5.06% | 147% | 196 | 5.1% | 1 |
|
| 2731 |
2731
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$2.07億 | +US$3986萬 | +24% | 4.76% | 31.3% | 913 | 83.35% | 0.1 |
|
| 2732 |
2732
United Asset Strategies
Garden City,
New York
| US$2.07億 | +US$3034萬 | +17% | 4.72% | 94.6% | 137 | 40.15% | 0.4 |
|
| 2733 |
2733
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$2.06億 | +US$3066萬 | +17% | 4.7% | 62% | 38 | 7.89% | 0.3 |
|
| 2734 |
SAM
2734
Selway Asset Management
| US$2.06億 | +US$2788萬 | +16% | 3.59% | 36.5% | 77 | 35.06% | 0.7 |
|
| 2735 |
2735
JNBA Financial Advisors
Bloomington,
Minnesota
| US$2.06億 | +US$1638萬 | +9% | 4.06% | 61.8% | 534 | 13.11% | 0.8 |
|
| 2736 |
TC
2736
Taylor Cottrill
New London,
New Hampshire
| US$2.06億 | +US$1269萬 | +7% | 4.53% | – | 101 | 6.93% | 0.9 |
|
| 2737 |
SCP
2737
Syntal Capital Partners
Midland,
Texas
| US$2.06億 | +US$3536萬 | +21% | 9.38% | 102% | 258 | 62.02% | 0.1 |
|
| 2738 |
2738
TPH Asset Management
Houston,
Texas
| US$2.06億 | -US$730萬 | -3% | 14.1% | 8.46% | 106 | 37.74% | 0.6 |
|
| 2739 |
HIS
2739
Horizon Investment Services
Hammond,
Indiana
| US$2.06億 | +US$2247萬 | +12% | 11.1% | 250% | 137 | 22.63% | 0.5 |
|
| 2740 |
RIG
2740
Renaissance Investment Group
Lenox,
Massachusetts
| US$2.06億 | +US$874萬 | +4% | 5.68% | 99.6% | 75 | 4% | 0.9 |
|
| 2741 |
2741
Greenwood Gearhart
Fayetteville,
Arkansas
| US$2.06億 | +US$378萬 | +2% | 4.15% | 70.6% | 53 | 9.43% | 1 |
|
| 2742 |
DD
2742
Dominick & Dominick
New York
| US$2.05億 | +US$103萬 | +0.5% | 5.72% | – | 208 | 23.08% | 0.8 |
|
| 2743 |
2743
Family Management
New York
| US$2.05億 | +US$1304萬 | +7% | 7.04% | 69% | 92 | 26.09% | 0.6 |
|
| 2744 |
AWA
2744
ARS Wealth Advisors
St. Petersburg,
Florida
| US$2.05億 | +US$3857萬 | +23% | 5.91% | 61.8% | 79 | 24.05% | 0.4 |
|
| 2745 |
RAM
2745
Redmond Asset Management
Henrico,
Virginia
| US$2.05億 | +US$1680萬 | +9% | 4.46% | 61.5% | 152 | 10.53% | 0.8 |
|
| 2746 |
NI
2746
NFC Investments
Memphis,
Tennessee
| US$2.05億 | +US$572萬 | +3% | 6.64% | – | 41 | 4.88% | 0.9 |
|
| 2747 |
2747
Waratah Capital Advisors
Toronto,
Ontario, Canada
| US$2.05億 | +US$2312萬 | +13% | 5.96% | 192% | 104 | 68.27% | 0.3 |
|
| 2748 |
WFG
2748
Windsor Financial Group
Minneapolis,
Minnesota
| US$2.05億 | +US$734萬 | +4% | 3.39% | 15.3% | 78 | 8.97% | 0.9 |
|
| 2749 |
CI
2749
Chartist Inc
Seal Beach,
California
| US$2.05億 | +US$1730萬 | +9% | 2.88% | – | 63 | 31.75% | 0.6 |
|
| 2750 |
EFM
2750
Equinox Fund Management
Denver,
Colorado
| US$2.05億 | -US$5468萬 | -21% | 0.48% | – | 4 | 0% | 1 |
|