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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2826 |
2826
Dorsey Asset Management
Chicago,
Illinois
| US$2.77億 | +US$4664萬 | +20% | 10.2% | 122% | 11 | 18.18% | 0.7 |
|
| 2827 |
2827
Cambridge Advisors
Omaha,
Nebraska
| US$2.77億 | +US$1703萬 | +7% | 4.73% | 58.6% | 145 | 6.9% | 2.4 |
|
| 2828 |
2828
Alaska Wealth Advisors
Anchorage,
Alaska
| US$2.77億 | – | – | 2.79% | 44.3% | 45 | – | 0 |
|
| 2829 |
2829
BP Capital Fund Advisors
Dallas,
Texas
| US$2.77億 | +US$4527萬 | +20% | 4.72% | 17.9% | 58 | 18.97% | 1.1 |
|
| 2830 |
2830
EFG Asset Management (Americas)
Miami,
Florida
| US$2.77億 | +US$1292萬 | +5% | 5.8% | 112% | 143 | 17.48% | 1.7 |
|
| 2831 |
BRCA
2831
Birch Run Capital Advisors
Dallas,
Texas
| US$2.76億 | -US$790萬 | -3% | 6.46% | 8.22% | 18 | 22.22% | 2.5 |
|
| 2832 |
IFS
2832
Ifrah Financial Services
Little Rock,
Arkansas
| US$2.76億 | +US$1226萬 | +5% | 4.1% | 64.1% | 212 | 17.45% | 2.3 |
|
| 2833 |
2833
Harvey Capital Management
Palm Beach,
Florida
| US$2.76億 | +US$2809萬 | +11% | 8.51% | 147% | 85 | 12.94% | 2.6 |
|
| 2834 |
BA
2834
BKS Advisors
Southfield,
Michigan
| US$2.76億 | +US$1822萬 | +7% | 7.67% | 58% | 230 | 14.78% | 1.7 |
|
| 2835 |
2835
Greatmark Investment Partners
Columbus,
Georgia
| US$2.76億 | +US$1460萬 | +6% | 10.2% | 72.5% | 122 | 9.02% | 3 |
|
| 2836 |
2836
Meristem Family Wealth
Minnetonka,
Minnesota
| US$2.76億 | +US$2684萬 | +11% | 6.28% | 67.7% | 125 | 12% | 2.4 |
|
| 2837 |
2837
Contravisory Investment Management
Norwell,
Massachusetts
| US$2.76億 | -US$452萬 | -2% | 7.98% | 135% | 563 | 28.06% | 0.5 |
|
| 2838 |
PH
2838
Pinnacle Holdings
Tulsa,
Oklahoma
| US$2.75億 | +US$432萬 | +2% | 3.97% | 79.6% | 229 | 11.35% | 2.7 |
|
| 2839 |
PAM
2839
PineView Asset Management
Greenwich,
Connecticut
| US$2.75億 | +US$313萬 | +1% | 9.31% | – | 20 | 55% | 1 |
|
| 2840 |
2840
Mosaic Family Wealth
St. Louis,
Missouri
| US$2.75億 | +US$1711萬 | +7% | 5% | 85.2% | 1,014 | 41.42% | 1.5 |
|
| 2841 |
DCM
2841
Divisar Capital Management
San Francisco,
California
| US$2.75億 | +US$2668萬 | +11% | 4.35% | 194% | 30 | 23.33% | 0.7 |
|
| 2842 |
2842
Brian C. Broderick
| US$2.74億 | -US$318萬 | -1% | 4.77% | 98.6% | 103 | 24.27% | 3.1 |
|
| 2843 |
2843
Verus Financial Partners
Richmond,
Virginia
| US$2.74億 | +US$1527萬 | +6% | 3.79% | 45.7% | 52 | 9.62% | 3.2 |
|
| 2844 |
2844
Haverford Financial Services
Radnor,
Pennsylvania
| US$2.74億 | +US$1809萬 | +7% | 6.76% | 57.9% | 91 | 18.68% | 2 |
|
| 2845 |
2845
American Investment Services
Great Barrington,
Massachusetts
| US$2.74億 | +US$1249萬 | +5% | 5.19% | 63.1% | 116 | 5.17% | 2.8 |
|
| 2846 |
2846
Parker Investment Management
Menlo Park,
California
| US$2.74億 | +US$4347萬 | +19% | 6.95% | 208% | 27 | 29.63% | 1.1 |
|
| 2847 |
2847
White Pine Capital
Bloomington,
Minnesota
| US$2.74億 | +US$1365萬 | +5% | 6.72% | 143% | 230 | 9.13% | 3.1 |
|
| 2848 |
2848
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$2.74億 | +US$1783萬 | +7% | 4.57% | 85.4% | 1,602 | 11.42% | 1.7 |
|
| 2849 |
2849
Peak Asset Management
Louisville,
Colorado
| US$2.73億 | -US$573萬 | -2% | 5.66% | 70.1% | 152 | 17.76% | 2.2 |
|
| 2850 |
2850
Cadence Bank NA
Houston,
Texas
| US$2.73億 | +US$912萬 | +3% | 5.39% | 33.3% | 189 | 12.7% | 2.3 |
|