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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2876 |
MA
2876
Marshwinds Advisory
St Simons Island,
Georgia
| US$1.95億 | +US$326萬 | +2% | 3.22% | 32.9% | 139 | 5.04% | 2.4 |
|
| 2877 |
2877
Carderock Capital Management
Chevy Chase,
Maryland
| US$1.95億 | +US$270萬 | +1% | 3.6% | 88.6% | 79 | 13.92% | 2.2 |
|
| 2878 |
2878
Financial Planning & Information Services
De Pere,
Wisconsin
| US$1.95億 | +US$1963萬 | +11% | 2.11% | 13% | 34 | 8.82% | 1.9 |
|
| 2879 |
ACM
2879
ADI Capital Management
New York
| US$1.95億 | +US$2258萬 | +13% | 0.81% | 113% | 16 | 31.25% | 0.7 |
|
| 2880 |
2880
FAS Wealth Partners
Leawood,
Kansas
| US$1.95億 | -US$539萬 | -3% | 2.5% | 72.3% | 136 | 10.29% | 1.4 |
|
| 2881 |
2881
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$1.95億 | -US$501萬 | -3% | 3.79% | 81.8% | 62 | 6.45% | 2.3 |
|
| 2882 |
LP
2882
LGL Partners
Philadelphia,
Pennsylvania
| US$1.95億 | +US$1056萬 | +6% | 1.98% | 68.9% | 111 | 24.32% | 0.2 |
|
| 2883 |
HF
2883
Hoxton Financial
Shepherdstown,
West Virginia
| US$1.94億 | -US$1134萬 | -6% | 0.94% | 15.3% | 392 | 19.9% | 1.5 |
|
| 2884 |
2884
Kemper Corp Master Retirement Trust
Chicago,
Illinois
| US$1.94億 | +US$425萬 | +2% | 2.95% | 21.9% | 105 | 11.43% | 2.1 |
|
| 2885 |
2885
Doheny Asset Management
Los Angeles,
California
| US$1.94億 | -US$1069萬 | -5% | 0.58% | 135% | 112 | 8.93% | 2.1 |
|
| 2886 |
2886
Cadence Bank NA
Houston,
Texas
| US$1.94億 | +US$672萬 | +4% | 3.84% | 33.3% | 146 | 14.38% | 1.9 |
|
| 2887 |
2887
Pivot Point Capital Partners
San Francisco,
California
| US$1.94億 | -US$4085萬 | -17% | 0.43% | 30.3% | 8 | 25% | 2.3 |
|
| 2888 |
2888
Bedell Frazier Investment Counselling
Walnut Creek,
California
| US$1.94億 | -US$799萬 | -4% | 0.51% | 72.5% | 57 | 35.09% | 1.4 |
|
| 2889 |
2889
BP Capital Fund Advisors
Dallas,
Texas
| US$1.94億 | +US$1092萬 | +6% | 4.56% | 17.9% | 67 | 32.84% | 0.2 |
|
| 2890 |
2890
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$1.93億 | -US$275萬 | -1% | 2.02% | 78.3% | 193 | 12.95% | 2 |
|
| 2891 |
2891
Permanens Capital
New York
| US$1.93億 | -US$4425萬 | -19% | 1.41% | 76.9% | 15 | 46.67% | 0.9 |
|
| 2892 |
2892
RMR Advisors
Newton,
Massachusetts
| US$1.93億 | +US$825萬 | +4% | 4.69% | 2.17% | 113 | 2.65% | 2.3 |
|
| 2893 |
2893
Cetera Investment Management
El Segundo,
California
| US$1.93億 | -US$5447萬 | -22% | 2.09% | – | 167 | 32.93% | 0.2 |
|
| 2894 |
2894
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$1.93億 | -US$5581萬 | -22% | 0.34% | 17.7% | 371 | 23.18% | 1.5 |
|
| 2895 |
2895
Marathon Capital Management
Hunt Valley,
Maryland
| US$1.93億 | +US$436萬 | +2% | 2.68% | 70.9% | 98 | 18.37% | 1.7 |
|
| 2896 |
2896
Nitorum Capital
New York
| US$1.93億 | +US$1699萬 | +10% | 4.39% | 87.1% | 27 | 22.22% | 0.2 |
|
| 2897 |
2897
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| US$1.93億 | +US$4483萬 | +30% | 5.85% | 2.37% | 9 | 11.11% | 1.3 |
|
| 2898 |
2898
Financial Management Professionals
Austin,
Texas
| US$1.93億 | -US$183萬 | -0.9% | 1.34% | 62.1% | 326 | 16.87% | 2 |
|
| 2899 |
2899
Chicago Partners Investment Group
Chicago,
Illinois
| US$1.93億 | -US$1655萬 | -8% | 0.42% | 75.8% | 516 | 18.8% | 1 |
|
| 2900 |
MM
2900
Midas Management
New York
| US$1.93億 | +US$2464萬 | +15% | 6.9% | 43.3% | 182 | 28.02% | 1.2 |
|