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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Archford Capital Strategies
Swansea,
Illinois
| US$2.09億 | -US$1096萬 | -5% | 2.95% | 87.4% | 855 | 79.65% | 1.6 |
|
| 2802 |
2802
Portland Global Advisors
Portland,
Maine
| US$2.09億 | +US$2310萬 | +12% | 1.83% | 43.4% | 108 | 9.26% | 2.2 |
|
| 2803 |
2803
Old Second National Bank of Aurora
Aurora,
Illinois
| US$2.08億 | +US$387萬 | +2% | 1.8% | 93.7% | 349 | 7.16% | 1.9 |
|
| 2804 |
2804
Alley Company
Lake Forest,
Illinois
| US$2.08億 | +US$333萬 | +2% | 2.64% | 88.2% | 80 | 6.25% | 2.2 |
|
| 2805 |
2805
Mosaic Family Wealth
St. Louis,
Missouri
| US$2.08億 | -US$1644萬 | -7% | 0.41% | 85.2% | 878 | 15.15% | 0.2 |
|
| 2806 |
2806
Capital Planning Advisors
Roseville,
California
| US$2.08億 | +US$3602萬 | +21% | 2.12% | 64.2% | 109 | 15.6% | 1 |
|
| 2807 |
III
2807
Independent Investors Inc
Nesconset,
New York
| US$2.07億 | +US$47.8萬 | +0.2% | 1.89% | 61.6% | 81 | 8.64% | 2.4 |
|
| 2808 |
2808
G2 Investment Partners Management
New York
| US$2.07億 | -US$1.16億 | -36% | 8.01% | 1,145% | 102 | 49.02% | 0.6 |
|
| 2809 |
2809
Punch Card Management
Winter Park,
Florida
| US$2.07億 | +US$1758萬 | +9% | 0.93% | 41% | 5 | 40% | 1 |
|
| 2810 |
2810
Community Bank of Raymore
Raymore,
Missouri
| US$2.07億 | +US$1291萬 | +7% | 6.56% | 89.6% | 48 | 4.17% | 1.1 |
|
| 2811 |
2811
Boyd Watterson Asset Management
Cleveland,
Ohio
| US$2.07億 | -US$349萬 | -2% | 0.64% | 101% | 182 | 12.09% | 2.1 |
|
| 2812 |
2812
FIC Capital
New York
| US$2.07億 | -US$1901萬 | -8% | 1.72% | 49.7% | 130 | 19.23% | 1.9 |
|
| 2813 |
2813
NFC Investments
Memphis,
Tennessee
| US$2.07億 | +US$377萬 | +2% | 1.05% | – | 41 | 12.2% | 2.1 |
|
| 2814 |
2814
American National Registered Investment Advisor
Galveston,
Texas
| US$2.07億 | +US$170萬 | +0.8% | 2.3% | 95.8% | 250 | 4.4% | 2.2 |
|
| 2815 |
2815
Harvey Capital Management
Palm Beach,
Florida
| US$2.06億 | -US$4686萬 | -19% | 4.78% | 147% | 82 | 10.98% | 1.8 |
|
| 2816 |
FAG
2816
Financial Advisory Group
Houston,
Texas
| US$2.06億 | -US$92.7萬 | -0.4% | 0.53% | 20.6% | 63 | 12.7% | 1.9 |
|
| 2817 |
2817
C.V. Starr & Co Trust
New York
| US$2.06億 | -US$559萬 | -3% | 0.44% | 51.7% | 31 | 6.45% | 2.2 |
|
| 2818 |
2818
Argent Trust Co
Nashville,
Tennessee
| US$2.06億 | +US$533萬 | +3% | 2.18% | 86.2% | 258 | 18.99% | 0.9 |
|
| 2819 |
2819
12th Street Asset Management Company
Nashville,
Tennessee
| US$2.06億 | +US$4760萬 | +30% | 7.59% | 106% | 18 | 27.78% | 0.9 |
|
| 2820 |
2820
Accuvest Global Advisors
Provo,
Utah
| US$2.06億 | -US$2478萬 | -11% | 0.32% | 130% | 80 | 32.5% | 0.9 |
|
| 2821 |
2821
Central Asset Investments & Management Holdings
Hong Kong
| US$2.06億 | -US$1789萬 | -8% | 3.85% | 3,210% | 68 | 39.71% | 0.4 |
|
| 2822 |
2822
Monetary Management Group
St Louis,
Missouri
| US$2.06億 | -US$314萬 | -2% | 0.59% | 138% | 339 | 13.27% | 2 |
|
| 2823 |
2823
Blue Chip Partners
Farmington Hills,
Michigan
| US$2.06億 | +US$1355萬 | +7% | 3.55% | 81.2% | 119 | 8.4% | 1.1 |
|
| 2824 |
TL
2824
TowerView LLC
New York
| US$2.05億 | +US$1710萬 | +9% | 9.29% | 17.9% | 34 | 17.65% | 1.6 |
|
| 2825 |
2825
Barings Real Estate Advisers
Hartford,
Connecticut
| US$2.05億 | +US$64萬 | +0.3% | 5.35% | 44.2% | 36 | 22.22% | 1.6 |
|