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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 |
PH
2726
Pinnacle Holdings
Tulsa,
Oklahoma
| US$2.71億 | +US$1353萬 | +5% | 2.44% | 79.6% | 226 | 12.39% | 2.5 |
|
| 2727 |
2727
FCG Advisors
Chatham,
New Jersey
| US$2.7億 | -US$2856萬 | -10% | 4.5% | 19.7% | 149 | 20.81% | 2.3 |
|
| 2728 |
2728
IBEX Wealth Advisors
Bedminster,
New Jersey
| US$2.7億 | +US$1580萬 | +6% | 6.41% | 221% | 151 | 19.21% | 0.5 |
|
| 2729 |
CIM
2729
Castleton Investment Management
Stamford,
Connecticut
| US$2.7億 | -US$1736萬 | -6% | 1.54% | 15.1% | 78 | 48.72% | 0.5 |
|
| 2730 |
2730
D'Orazio & Associates
Falls Church,
Virginia
| US$2.7億 | +US$1237萬 | +5% | 4.91% | 61.2% | 356 | 24.72% | 2.3 |
|
| 2731 |
PWW
2731
Pettyjohn Wood & White
Lynchburg,
Virginia
| US$2.7億 | -US$6.5萬 | -0% | 3.41% | 70.9% | 142 | 2.11% | 3 |
|
| 2732 |
2732
Abbrea Capital
Greenbrae,
California
| US$2.69億 | +US$1823萬 | +7% | 3.79% | 38% | 153 | 7.19% | 0.7 |
|
| 2733 |
KWMG
2733
King Wealth Management Group
Naples,
Florida
| US$2.69億 | +US$1721萬 | +7% | 4.25% | 86% | 131 | 6.87% | 2.6 |
|
| 2734 |
2734
Gagnon Securities
New York
| US$2.69億 | -US$9147萬 | -25% | 20.4% | 129% | 98 | 12.24% | 2.3 |
|
| 2735 |
2735
Lafayette Investments
Ashton,
Maryland
| US$2.69億 | -US$86.2萬 | -0.3% | 2.71% | 77.9% | 77 | 10.39% | 3.2 |
|
| 2736 |
2736
Probity Advisors
Dallas,
Texas
| US$2.69億 | +US$388萬 | +1% | 3.96% | 55.8% | 145 | 6.9% | 1.1 |
|
| 2737 |
2737
Stratford Consulting
Addison,
Texas
| US$2.69億 | +US$3303萬 | +14% | 3.63% | 8.23% | 55 | 16.36% | 3 |
|
| 2738 |
GIIO
2738
Gen IV Investment Opportunities
New York
| US$2.69億 | -US$1484萬 | -5% | 1.86% | – | 17 | 23.53% | 0.5 |
|
| 2739 |
2739
Jafra Capital Management
New York
| US$2.69億 | -US$145萬 | -0.5% | 13.7% | – | 103 | 60.19% | 0.2 |
|
| 2740 |
2740
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$2.68億 | +US$1193萬 | +5% | 4.09% | 51.9% | 19 | 0% | 1.8 |
|
| 2741 |
2741
JHL Capital Group
Chicago,
Illinois
| US$2.68億 | -US$2.34億 | -47% | 1.67% | – | 17 | 47.06% | 0.8 |
|
| 2742 |
2742
Monarch Capital Management
Fort Wayne,
Indiana
| US$2.68億 | +US$405萬 | +2% | 3.56% | 77% | 96 | 6.25% | 3.6 |
|
| 2743 |
2743
Callan Capital
La Jolla,
California
| US$2.68億 | +US$368萬 | +1% | 3.9% | 20.1% | 53 | 9.43% | 2.3 |
|
| 2744 |
ECM
2744
EII Capital Management
New York
| US$2.67億 | -US$2913萬 | -10% | 0.94% | 46.9% | 182 | 52.2% | 1.2 |
|
| 2745 |
2745
Ritholtz Wealth Management
New York
| US$2.67億 | +US$2908萬 | +12% | 3.44% | 93% | 84 | 25% | 0.6 |
|
| 2746 |
AMG
2746
Asset Management Group
Stamford,
Connecticut
| US$2.67億 | +US$805萬 | +3% | 2.61% | 57% | 106 | 1.89% | 3.4 |
|
| 2747 |
WCM
2747
Woodson Capital Management
Greenwich,
Connecticut
| US$2.67億 | +US$9203萬 | +53% | 5.54% | 235% | 42 | 47.62% | 0.3 |
|
| 2748 |
2748
Archford Capital Strategies
Swansea,
Illinois
| US$2.67億 | +US$1351萬 | +5% | 4.13% | 87.4% | 206 | 16.02% | 2.4 |
|
| 2749 |
2749
High Falls Advisors
Rochester,
New York
| US$2.67億 | +US$1101萬 | +4% | 2.5% | 56.9% | 96 | 20.83% | 1.2 |
|
| 2750 |
2750
Noesis Capital Mangement
Boca Raton,
Florida
| US$2.66億 | +US$546萬 | +2% | 2.59% | 128% | 106 | 9.43% | 2.9 |
|