我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
Family Management
New York
| US$1.94億 | -US$3298萬 | -15% | 5.59% | 76% | 104 | 32.69% | 1.4 |
|
| 2927 |
2927
Laurel Wealth Advisors (California)
Solana Beach,
California
| US$1.94億 | – | – | 4.93% | 33% | 331 | – | 0 |
|
| 2928 |
2928
Stratford Consulting
Addison,
Texas
| US$1.93億 | +US$696萬 | +4% | 3.59% | 8.23% | 61 | 16.39% | 2 |
|
| 2929 |
2929
Ibbotson Associates
Chicago,
Illinois
| US$1.93億 | +US$2504萬 | +15% | 1.94% | – | 21 | 4.76% | 2.5 |
|
| 2930 |
2930
Kays Financial Advisory
Atlanta,
Georgia
| US$1.93億 | +US$1734萬 | +10% | 2.92% | 23.3% | 64 | 7.81% | 1.4 |
|
| 2931 |
2931
FCM Investments
Dallas,
Texas
| US$1.93億 | -US$1015萬 | -5% | 3% | 40.1% | 100 | 10% | 2.1 |
|
| 2932 |
AIM
2932
Advantage Investment Management
Cedar Rapids,
Iowa
| US$1.93億 | +US$1753萬 | +10% | 4.11% | 28.6% | 942 | 13.59% | 0.8 |
|
| 2933 |
2933
Northeast Financial Consultants
Westport,
Connecticut
| US$1.93億 | -US$418萬 | -2% | 5.13% | 63.8% | 150 | 19.33% | 1.4 |
|
| 2934 |
2934
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$1.92億 | +US$730萬 | +4% | 6.07% | 174% | 140 | 8.57% | 2.1 |
|
| 2935 |
2935
Rock Point Advisors
Burlington,
Vermont
| US$1.92億 | +US$972萬 | +5% | 5.27% | 94.1% | 88 | 17.05% | 1.7 |
|
| 2936 |
DCM
2936
Dulcet Capital Management
New York
| US$1.92億 | – | – | 0.12% | – | 9 | – | 0 |
|
| 2937 |
2937
Carderock Capital Management
Chevy Chase,
Maryland
| US$1.92億 | +US$1278萬 | +7% | 6.04% | 97.6% | 81 | 12.35% | 2 |
|
| 2938 |
2938
Rampart Investment Management
Hartford,
Connecticut
| US$1.92億 | -US$3649萬 | -16% | 6.96% | 74% | 11 | 36.36% | 0.6 |
|
| 2939 |
2939
Blue Chip Partners
Farmington Hills,
Michigan
| US$1.92億 | +US$3490萬 | +22% | 6.44% | 88.7% | 121 | 9.92% | 0.9 |
|
| 2940 |
2940
Capital Advisors Ltd
Shaker Heights,
Ohio
| US$1.92億 | +US$1057萬 | +6% | 4.46% | 61.1% | 358 | 8.94% | 1.6 |
|
| 2941 |
2941
Cambridge Associates
Boston,
Massachusetts
| US$1.92億 | +US$2061萬 | +12% | 0.63% | 56.7% | 21 | 28.57% | 1.2 |
|
| 2942 |
2942
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$1.92億 | +US$322萬 | +2% | 5.83% | 151% | 351 | 45.58% | 0.8 |
|
| 2943 |
ITIM
2943
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$1.92億 | +US$1681萬 | +10% | 3.82% | 114% | 139 | 27.34% | 2 |
|
| 2944 |
MA
2944
Marshwinds Advisory
St Simons Island,
Georgia
| US$1.92億 | +US$522萬 | +3% | 7.7% | 32.9% | 143 | 6.99% | 2.2 |
|
| 2945 |
DA
2945
DSC Advisors
Chicago,
Illinois
| US$1.91億 | -US$1455萬 | -7% | 0.33% | 3.18% | 82 | 50% | 0.7 |
|
| 2946 |
2946
Truvvo Partners
New York
| US$1.91億 | – | – | 11% | 21.1% | 107 | – | 0 |
|
| 2947 |
TM
2947
Tikvah Management
Charlotte,
North Carolina
| US$1.91億 | +US$1125萬 | +6% | 4.09% | 176% | 20 | 20% | 1.3 |
|
| 2948 |
2948
Chanos & Company
New York
| US$1.9億 | -US$5750萬 | -23% | 4.62% | – | 69 | 49.28% | 0.5 |
|
| 2949 |
2949
Barnett & Company
Chattanooga,
Tennessee
| US$1.9億 | -US$1630萬 | -8% | 2.19% | 77% | 185 | 20% | 1.8 |
|
| 2950 |
2950
Hillman Company
Pittsburgh,
Pennsylvania
| US$1.9億 | -US$1522萬 | -7% | 7.16% | 118% | 17 | 35.29% | 0.5 |
|