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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 |
CCM
2726
Cupps Capital Management
Chicago,
Illinois
| US$2.31億 | -US$1.56億 | -40% | 19.2% | 213% | 206 | 35.92% | 0.9 |
|
| 2727 |
2727
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$2.31億 | -US$849萬 | -4% | 1.97% | 71.4% | 161 | 19.88% | 1 |
|
| 2728 |
2728
Argyle Capital Management
Center Valley,
Pennsylvania
| US$2.31億 | -US$484萬 | -2% | 1.73% | 95.8% | 122 | 4.92% | 2.7 |
|
| 2729 |
2729
Amarillo National Bank
Amarillo,
Texas
| US$2.3億 | +US$708萬 | +3% | 2.49% | 56.3% | 79 | 11.39% | 2.4 |
|
| 2730 |
2730
AGF Investments America
Toronto,
Ontario, Canada
| US$2.3億 | +US$947萬 | +4% | 5.68% | 72.1% | 70 | 2.86% | 1 |
|
| 2731 |
2731
Clean Yield Group
Norwich,
Vermont
| US$2.3億 | -US$289萬 | -1% | 1.34% | 65% | 346 | 21.1% | 1.2 |
|
| 2732 |
2732
Greatmark Investment Partners
Columbus,
Georgia
| US$2.3億 | +US$564萬 | +3% | 3.92% | 62% | 93 | 5.38% | 2.6 |
|
| 2733 |
2733
C.V. Starr & Co Trust
New York
| US$2.29億 | +US$201萬 | +0.9% | 2.84% | 51.7% | 30 | 3.33% | 2.7 |
|
| 2734 |
2734
Cutter & Co Brokerage
Ballwin,
Missouri
| US$2.29億 | -US$477萬 | -2% | 1.02% | 40.4% | 279 | 22.58% | 1.6 |
|
| 2735 |
CT
2735
Chicago Trust
Grayslake,
Illinois
| US$2.29億 | -US$1417萬 | -6% | 2.51% | 85.9% | 166 | 10.84% | 1.3 |
|
| 2736 |
2736
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$2.29億 | +US$532萬 | +2% | 2.69% | 51.9% | 12 | 0% | 1.8 |
|
| 2737 |
2737
Mass General Brigham
Somerville,
Massachusetts
| US$2.29億 | – | – | 0.18% | – | 1 | – | 0 |
|
| 2738 |
2738
Grace Capital
Quincy,
Massachusetts
| US$2.29億 | -US$950萬 | -4% | 1.24% | 127% | 82 | 14.63% | 2.1 |
|
| 2739 |
2739
Trust Company
Manhattan,
Kansas
| US$2.28億 | -US$3376萬 | -13% | 3.79% | 40.6% | 411 | 18.73% | 1.1 |
|
| 2740 |
2740
Marquette Asset Management
Minneapolis,
Minnesota
| US$2.28億 | -US$217萬 | -0.9% | 3.79% | 69.6% | 84 | 8.33% | 2.6 |
|
| 2741 |
2741
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$2.28億 | -US$717萬 | -3% | 13.2% | 119% | 56 | 23.21% | 1.3 |
|
| 2742 |
2742
Focused Wealth Management
Newburgh,
New York
| US$2.28億 | +US$987萬 | +5% | 3.91% | 73.9% | 754 | 10.21% | 2.2 |
|
| 2743 |
2743
Capital Advisors Ltd
Shaker Heights,
Ohio
| US$2.27億 | +US$1453萬 | +7% | 2.04% | 54.2% | 378 | 8.73% | 2.1 |
|
| 2744 |
LA
2744
Lynch & Associates
Newburgh,
Indiana
| US$2.27億 | +US$350萬 | +2% | 0.75% | 73.5% | 115 | 8.7% | 2.7 |
|
| 2745 |
2745
Patton Albertson Miller Group
Chattanooga,
Tennessee
| US$2.27億 | +US$364萬 | +2% | 2.94% | 109% | 134 | 9.7% | 2.1 |
|
| 2746 |
BCM
2746
Birmingham Capital Management
Birmingham,
Alabama
| US$2.27億 | -US$155萬 | -0.7% | 1.06% | 103% | 103 | 0% | 2.9 |
|
| 2747 |
2747
Blue Chip Partners
Farmington Hills,
Michigan
| US$2.26億 | +US$423萬 | +2% | 2% | 81.2% | 118 | 0.85% | 1.6 |
|
| 2748 |
2748
Clover Partners
Dallas,
Texas
| US$2.26億 | -US$2708萬 | -11% | 7.45% | 32.2% | 35 | 28.57% | 1.5 |
|
| 2749 |
2749
Portland Global Advisors
Portland,
Maine
| US$2.26億 | +US$799萬 | +4% | 4.06% | 43.4% | 102 | 4.9% | 2.6 |
|
| 2750 |
2750
Chase Investment Counsel
Charlottesville,
Virginia
| US$2.26億 | +US$36.2萬 | +0.2% | 6.24% | 350% | 118 | 26.27% | 1.3 |
|