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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Kopp Investment Advisors
Bloomington,
Minnesota
| US$1.86億 | -US$3860萬 | -17% | 8.85% | 109% | 75 | 22.67% | 1.5 |
|
| 2852 |
2852
Keating Investment Counselors
Delray Beach,
Florida
| US$1.86億 | -US$1028萬 | -5% | 4.56% | 50% | 60 | 5% | 2 |
|
| 2853 |
JRM
2853
John R. Muse
| US$1.85億 | -US$4418萬 | -19% | 18.4% | – | 2 | 0% | 0.5 |
|
| 2854 |
2854
Confluence Wealth Management
Portland,
Oregon
| US$1.85億 | +US$238萬 | +1% | 5.66% | 31.9% | 120 | 16.67% | 1 |
|
| 2855 |
2855
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$1.85億 | -US$1948萬 | -10% | 7.62% | 78.3% | 180 | 12.22% | 1.7 |
|
| 2856 |
2856
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$1.85億 | -US$1580萬 | -8% | 7.01% | 174% | 140 | 7.86% | 1.9 |
|
| 2857 |
2857
Cypress Wealth Advisors
San Francisco,
California
| US$1.85億 | +US$1389萬 | +8% | 8.7% | 29.3% | 199 | 34.17% | 0.2 |
|
| 2858 |
2858
Starwood Real Estate Securities
Greenwich,
Connecticut
| US$1.85億 | -US$1億 | -35% | 1.9% | – | 46 | 71.74% | 0.2 |
|
| 2859 |
2859
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$1.85億 | -US$1206萬 | -6% | 6.53% | 64% | 142 | 9.15% | 1.9 |
|
| 2860 |
2860
MU Investments Company
Tokyo,
Japan
| US$1.85億 | -US$2546萬 | -12% | 7.07% | 40.4% | 308 | 17.86% | 1.7 |
|
| 2861 |
2861
Domani Wealth
Lancaster,
Pennsylvania
| US$1.85億 | +US$104萬 | +0.6% | 10.2% | 48.6% | 110 | 23.64% | 0.4 |
|
| 2862 |
2862
The Family Firm
Bethesda,
Maryland
| US$1.84億 | -US$988萬 | -5% | 7.28% | 40.2% | 119 | 20.17% | 0.6 |
|
| 2863 |
2863
Callan Capital
La Jolla,
California
| US$1.84億 | -US$2.92億 | -61% | 21% | 20.1% | 80 | 33.75% | 1.4 |
|
| 2864 |
2864
TIFF Advisory Services
Radnor,
Pennsylvania
| US$1.84億 | -US$6578萬 | -26% | 10.3% | 86.3% | 3 | 33.33% | 1.1 |
|
| 2865 |
2865
Benin Management Corp
Wilton,
Connecticut
| US$1.84億 | -US$350萬 | -2% | 6.31% | 91.7% | 105 | 12.38% | 1.8 |
|
| 2866 |
2866
Taylor Cottrill
New London,
New Hampshire
| US$1.84億 | -US$2348萬 | -11% | 5.98% | – | 105 | 1.9% | 1.9 |
|
| 2867 |
2867
City Holding Co
Charleston,
West Virginia
| US$1.83億 | -US$1329萬 | -7% | 5.77% | 89.2% | 485 | 8.87% | 1.4 |
|
| 2868 |
LHC
2868
Levy Harkins & Co
New York
| US$1.83億 | -US$6623萬 | -27% | 8.13% | 62.9% | 21 | 14.29% | 1.9 |
|
| 2869 |
2869
Axis Capital Holdings
Pembroke,
| US$1.83億 | -US$287萬 | -2% | 7.55% | 67% | 3 | 0% | 2.3 |
|
| 2870 |
2870
Barings Real Estate Advisers
Hartford,
Connecticut
| US$1.83億 | -US$4050萬 | -18% | 2.17% | 44.2% | 41 | 31.71% | 1.4 |
|
| 2871 |
2871
Adelphi Capital
London,
United Kingdom
| US$1.82億 | +US$121萬 | +0.7% | 11.8% | – | 2 | 0% | 0.8 |
|
| 2872 |
2872
Rock Point Advisors
Burlington,
Vermont
| US$1.82億 | -US$1321萬 | -7% | 9.48% | 82.8% | 85 | 5.88% | 1.7 |
|
| 2873 |
2873
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| US$1.82億 | -US$2.46億 | -57% | 8.09% | 261% | 33 | 54.55% | 0.4 |
|
| 2874 |
2874
Claar Advisors
New York
| US$1.82億 | -US$7105萬 | -28% | 9.03% | 65.5% | 34 | 44.12% | 0.7 |
|
| 2875 |
2875
Community Bank of Raymore
Raymore,
Missouri
| US$1.82億 | -US$997萬 | -5% | 12.1% | 91.9% | 45 | 8.89% | 0.7 |
|