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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
American Investment Services
Great Barrington,
Massachusetts
| US$3.15億 | +US$71.8萬 | +0.2% | 1.98% | 63.1% | 136 | 8.09% | 3 |
|
| 2802 |
2802
Filament
Seattle,
Washington
| US$3.15億 | +US$1482萬 | +5% | 5.36% | 46.9% | 38 | 5.26% | 4 |
|
| 2803 |
NC
2803
Northpointe Capital
Bloomfield Hills,
Michigan
| US$3.15億 | -US$301萬 | -0.9% | 2.86% | 33% | 113 | 46.9% | 1.5 |
|
| 2804 |
2804
Berman Capital Advisors
Atlanta,
Georgia
| US$3.14億 | +US$1555萬 | +5% | 2.8% | 48.2% | 1,678 | 17.76% | 0.5 |
|
| 2805 |
2805
Divergent Wealth Advisors
South Jordan,
Utah
| US$3.14億 | +US$1342萬 | +4% | 2.03% | 14.7% | 41 | 4.88% | 1.1 |
|
| 2806 |
2806
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$3.14億 | +US$2735萬 | +10% | 5.46% | 140% | 181 | 32.04% | 2.1 |
|
| 2807 |
2807
ARS Wealth Advisors
St. Petersburg,
Florida
| US$3.14億 | +US$84.7萬 | +0.3% | 4.63% | 62.5% | 111 | 5.41% | 3.2 |
|
| 2808 |
2808
Terril Brothers
St. Louis,
Missouri
| US$3.14億 | -US$334萬 | -1% | 2.55% | 94.4% | 63 | 20.63% | 2.5 |
|
| 2809 |
2809
Forte Capital
Rochester,
New York
| US$3.14億 | +US$3587萬 | +13% | 5.08% | 98.3% | 100 | 19% | 3.3 |
|
| 2810 |
2810
Ipswich Investment Management
Beverly,
Massachusetts
| US$3.13億 | +US$723萬 | +2% | 3.71% | 104% | 182 | 7.14% | 2.4 |
|
| 2811 |
2811
Bright Rock Capital Management
Hanover,
Massachusetts
| US$3.13億 | +US$1411萬 | +5% | 5.13% | 53.1% | 78 | 7.69% | 3.7 |
|
| 2812 |
2812
ACON Equity Management
Washington,
District of Columbia
| US$3.13億 | +US$3230萬 | +12% | 11.5% | 32.1% | 1 | 0% | 1.5 |
|
| 2813 |
2813
DDD Partners
Bellevue,
Washington
| US$3.13億 | +US$2196萬 | +8% | 1.29% | 85.9% | 52 | 25% | 0.9 |
|
| 2814 |
2814
Altavista Wealth Management
Asheville,
North Carolina
| US$3.12億 | +US$2994萬 | +11% | 3.9% | 80.6% | 162 | 6.17% | 3.4 |
|
| 2815 |
2815
Syquant Capital SAS
Paris,
France
| US$3.12億 | +US$5324萬 | +21% | 9.99% | 160% | 25 | 84% | 0.1 |
|
| 2816 |
2816
Kontiki Capital Management (HK)
Hong Kong
| US$3.11億 | -US$1568萬 | -5% | 1.8% | 90.6% | 5 | 0% | 1 |
|
| 2817 |
2817
Zevin Asset Management
Boston,
Massachusetts
| US$3.11億 | +US$465萬 | +2% | 4.18% | 71.7% | 96 | 11.46% | 3.4 |
|
| 2818 |
2818
Callan Capital
La Jolla,
California
| US$3.11億 | +US$423萬 | +1% | 2.35% | 20.1% | 55 | 5.45% | 3.4 |
|
| 2819 |
2819
Teewinot Capital Advisers
New York
| US$3.11億 | +US$1154萬 | +4% | 5.76% | 149% | 50 | 40% | 2.7 |
|
| 2820 |
2820
Bishop Rock Capital
New York
| US$3.1億 | +US$2202萬 | +8% | 6.92% | 35.4% | 23 | 4.35% | 2.2 |
|
| 2821 |
2821
WrapManager Inc
Mill Valley,
California
| US$3.1億 | +US$697萬 | +2% | 2.51% | 64.6% | 298 | 14.09% | 2 |
|
| 2822 |
2822
Sunflower Bank Wealth Management
Scottsdale,
Arizona
| US$3.1億 | -US$2190萬 | -7% | 3.11% | 33.7% | 135 | 5.93% | 3.7 |
|
| 2823 |
2823
Asset Dedication LLC
San Francisco,
California
| US$3.1億 | +US$2262萬 | +8% | 2.77% | 71.9% | 667 | 16.49% | 2 |
|
| 2824 |
2824
MGO One Seven
Beachwood,
Ohio
| US$3.1億 | +US$304萬 | +1% | 3.89% | 98.8% | 446 | 15.02% | 1.2 |
|
| 2825 |
2825
Allen Capital Group
Grand Island,
Nebraska
| US$3.1億 | +US$714萬 | +2% | 2.43% | 62.8% | 128 | 8.59% | 1.2 |
|