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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2751 |
2751
PVG Asset Management
Golden,
Colorado
| US$2.38億 | +US$127萬 | +0.5% | 2.93% | – | 119 | 30.25% | 0.7 |
|
| 2752 |
2752
Greatmark Investment Partners
Columbus,
Georgia
| US$2.38億 | +US$790萬 | +3% | 3.55% | 62% | 100 | 12% | 2.6 |
|
| 2753 |
BCM
2753
Birmingham Capital Management
Birmingham,
Alabama
| US$2.38億 | +US$1108萬 | +5% | 5.44% | 103% | 107 | 4.67% | 3 |
|
| 2754 |
LA
2754
Lynch & Associates
Newburgh,
Indiana
| US$2.38億 | +US$1027萬 | +5% | 4.64% | 73.5% | 111 | 9.01% | 3 |
|
| 2755 |
2755
WealthSource Partners
San Luis Obispo,
California
| US$2.38億 | -US$3654萬 | -13% | 0.79% | 16.8% | 302 | 33.44% | 0.5 |
|
| 2756 |
2756
Stonebridge Capital Management
Los Angeles,
California
| US$2.37億 | +US$460萬 | +2% | 1.97% | – | 144 | 14.58% | 2.4 |
|
| 2757 |
2757
Archford Capital Strategies
Swansea,
Illinois
| US$2.37億 | -US$542萬 | -2% | 2.79% | 87.4% | 814 | 21.87% | 0.8 |
|
| 2758 |
2758
Haverford Financial Services
Radnor,
Pennsylvania
| US$2.37億 | +US$438萬 | +2% | 2.89% | 57.9% | 62 | 8.06% | 2.1 |
|
| 2759 |
2759
Permanens Capital
New York
| US$2.37億 | +US$3168萬 | +15% | 4.95% | 76.9% | 16 | 56.25% | 1.2 |
|
| 2760 |
2760
Ion Asset Management
Herzliya,
Israel
| US$2.37億 | +US$1808萬 | +8% | 10.3% | 125% | 16 | 18.75% | 1.4 |
|
| 2761 |
2761
Focused Wealth Management
Newburgh,
New York
| US$2.37億 | +US$926萬 | +4% | 4% | 73.9% | 780 | 14.36% | 2.3 |
|
| 2762 |
2762
McCutchen Group
Seattle,
Washington
| US$2.37億 | -US$298萬 | -1% | 1.42% | 2.54% | 18 | 0% | 2.9 |
|
| 2763 |
2763
Clarius Group LLC
Seattle,
Washington
| US$2.36億 | +US$2195萬 | +10% | 2.3% | 92.1% | 100 | 16% | 0.8 |
|
| 2764 |
2764
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$2.36億 | +US$1026萬 | +5% | 3.11% | 58% | 180 | 15.56% | 1.6 |
|
| 2765 |
2765
Univest Financial
Souderton,
Pennsylvania
| US$2.36億 | +US$1525萬 | +7% | 7.65% | 82.6% | 102 | 14.71% | 2.4 |
|
| 2766 |
2766
White Pine Capital
Bloomington,
Minnesota
| US$2.36億 | +US$129萬 | +0.5% | 4.76% | 143% | 223 | 10.76% | 2.6 |
|
| 2767 |
2767
Carrhae Capital
London,
United Kingdom
| US$2.36億 | +US$1.07億 | +83% | 1.37% | 182% | 14 | 35.71% | 0.4 |
|
| 2768 |
2768
Rothschild Capital Partners
New York
| US$2.36億 | -US$4281萬 | -15% | 4.81% | 90.8% | 87 | 51.72% | 1.3 |
|
| 2769 |
2769
Proficio Capital Partners
Newton,
Massachusetts
| US$2.36億 | +US$6253萬 | +36% | 2.16% | 97% | 1,245 | 13.73% | 0.7 |
|
| 2770 |
2770
Dorsey Wright & Associates
Pasadena,
California
| US$2.36億 | +US$2517萬 | +12% | 9.53% | 311% | 178 | 65.17% | 0.4 |
|
| 2771 |
2771
MKP Capital Management
New York
| US$2.36億 | +US$1.87億 | +390% | 5.04% | 69.8% | 9 | 88.89% | 0 |
|
| 2772 |
CIA
2772
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$2.36億 | +US$1594萬 | +7% | 4.95% | 100% | 89 | 7.87% | 2.6 |
|
| 2773 |
DE
2773
DFT Energy
Locust Valley,
New York
| US$2.36億 | – | – | 3.18% | – | 20 | – | 0 |
|
| 2774 |
LYV
2774
Live Your Vision
West Conshohocken,
Pennsylvania
| US$2.35億 | +US$146萬 | +0.6% | 0.83% | 17.9% | 346 | 16.76% | 0.7 |
|
| 2775 |
MPEM
2775
Marathon Partners Equity Management
New York
| US$2.35億 | +US$3307萬 | +16% | 2.81% | – | 30 | 16.67% | 1.9 |
|