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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
Greatmark Investment Partners
Columbus,
Georgia
| US$2.24億 | +US$315萬 | +1% | 1.24% | 62% | 92 | 6.52% | 2.4 |
|
| 2727 |
AFGI4KRSP
2727
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$2.24億 | +US$810萬 | +4% | 5.06% | 17.8% | 1 | 0% | 3 |
|
| 2728 |
NCMW
2728
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| US$2.24億 | -US$39.9萬 | -0.2% | 1.42% | 12.8% | 146 | 10.96% | 1.8 |
|
| 2729 |
2729
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$2.24億 | +US$130萬 | +0.6% | 2.48% | 51.9% | 13 | 23.08% | 1.6 |
|
| 2730 |
LA
2730
Lynch & Associates
Newburgh,
Indiana
| US$2.24億 | +US$1349萬 | +6% | 4.13% | 73.5% | 112 | 1.79% | 2.5 |
|
| 2731 |
LA
2731
Lexington Advisors
New York
| US$2.24億 | -US$3000萬 | -12% | 4.84% | 27% | 5 | 0% | 0.5 |
|
| 2732 |
JIAI
2732
JCF III AIV I
New York
| US$2.24億 | +US$617萬 | +3% | 2.84% | – | 1 | 0% | 0.5 |
|
| 2733 |
2733
NorthRock Partners
Minneapolis,
Minnesota
| US$2.23億 | +US$3084萬 | +16% | 2.98% | 62.8% | 53 | 18.87% | 0.9 |
|
| 2734 |
2734
Amarillo National Bank
Amarillo,
Texas
| US$2.23億 | +US$8458萬 | +61% | 1.13% | 56.3% | 76 | 10.53% | 2.3 |
|
| 2735 |
2735
Patton Albertson Miller Group
Chattanooga,
Tennessee
| US$2.23億 | +US$2482萬 | +13% | 1.87% | 109% | 132 | 15.91% | 2.1 |
|
| 2736 |
2736
Probity Advisors
Dallas,
Texas
| US$2.23億 | – | – | 2.41% | 55.8% | 131 | – | 0 |
|
| 2737 |
SC
2737
Stratford Consulting
Addison,
Texas
| US$2.22億 | +US$928萬 | +4% | 3.02% | 8.23% | 59 | 6.78% | 2.5 |
|
| 2738 |
2738
Kays Financial Advisory
Atlanta,
Georgia
| US$2.22億 | +US$1934萬 | +10% | 2.73% | 23.3% | 66 | 7.58% | 1.7 |
|
| 2739 |
2739
Verus Financial Partners
Richmond,
Virginia
| US$2.22億 | +US$526萬 | +2% | 2.12% | 41.6% | 50 | 12% | 2.3 |
|
| 2740 |
2740
Blue Chip Partners
Farmington Hills,
Michigan
| US$2.22億 | +US$1662萬 | +8% | 3.56% | 81.2% | 119 | 5.04% | 1.3 |
|
| 2741 |
TAM
2741
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.22億 | -US$107萬 | -0.5% | 5.21% | 128% | 91 | 21.98% | 1.8 |
|
| 2742 |
MIM
2742
Mittleman Investment Management
Melville,
New York
| US$2.22億 | +US$818萬 | +4% | 1.32% | 11.6% | 8 | 12.5% | 2.4 |
|
| 2743 |
2743
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$2.22億 | +US$949萬 | +4% | 2.55% | 58% | 172 | 22.67% | 1.4 |
|
| 2744 |
GIM
2744
Greystone Investment Management
Cincinnati,
Ohio
| US$2.21億 | -US$1434萬 | -6% | 0.65% | 32.8% | 62 | 22.58% | 1.8 |
|
| 2745 |
CCC
2745
Chelsea Counsel Company
Los Angeles,
California
| US$2.21億 | -US$8941萬 | -29% | 5.64% | 106% | 129 | 28.68% | 2.5 |
|
| 2746 |
2746
FRG Family Wealth Advisors
Bellevue,
Washington
| US$2.21億 | +US$1496萬 | +7% | 4.16% | 76.4% | 124 | 4.84% | 0.5 |
|
| 2747 |
LHC
2747
Levy Harkins & Co
New York
| US$2.21億 | -US$1472萬 | -6% | 0.58% | 62.9% | 20 | 5% | 2.5 |
|
| 2748 |
PRCP
2748
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$2.21億 | -US$251萬 | -1% | 5.15% | 149% | 158 | 12.03% | 1.8 |
|
| 2749 |
AIA
2749
AGF Investments America
Toronto,
Ontario, Canada
| US$2.21億 | +US$8504萬 | +63% | 5.83% | 72.1% | 71 | 57.75% | 0.8 |
|
| 2750 |
2750
Hanson & Doremus Investment Management
Burlington,
Vermont
| US$2.21億 | -US$55.4萬 | -0.3% | 2.21% | 86.3% | 487 | 10.68% | 2.3 |
|