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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2926 |
2926
ASA Gold & Precious Metals
Portland,
Maine
| US$1.99億 | -US$1304萬 | -6% | 3.26% | 7.34% | 19 | 0% | 2.8 |
|
| 2927 |
2927
Evermay Wealth Management
Arlington,
Virginia
| US$1.99億 | +US$715萬 | +4% | 3.21% | 56.2% | 80 | 8.75% | 2.1 |
|
| 2928 |
2928
Squadra Investments
Rio De Janeiro,
Brazil
| US$1.98億 | +US$4735萬 | +31% | 0.21% | 1.55% | 6 | 50% | 0.8 |
|
| 2929 |
2929
Ausdal Financial Partners
Davenport,
Iowa
| US$1.98億 | +US$356萬 | +2% | 2.48% | 63.2% | 281 | 12.46% | 0.6 |
|
| 2930 |
2930
RKL Wealth Management
Lancaster,
Pennsylvania
| US$1.98億 | +US$607萬 | +3% | 1.41% | 76.8% | 78 | 12.82% | 1.4 |
|
| 2931 |
SGH
2931
Sivik Global Healthcare
Greenwich,
Connecticut
| US$1.98億 | -US$284萬 | -1% | 6.86% | 83.8% | 69 | 49.28% | 1 |
|
| 2932 |
2932
AlphaMark Advisors
Ft. Wright,
Kentucky
| US$1.98億 | +US$2864萬 | +17% | 5.19% | 26.4% | 357 | 10.64% | 1.9 |
|
| 2933 |
2933
Willingdon Wealth Management
Huntersville,
North Carolina
| US$1.98億 | +US$330萬 | +2% | 0.9% | 15.3% | 124 | 12.9% | 1.1 |
|
| 2934 |
2934
TSP Capital Management Group
Summit,
New Jersey
| US$1.98億 | +US$478萬 | +2% | 4.93% | 186% | 61 | 100% | – |
|
| 2935 |
2935
Claar Advisors
New York
| US$1.98億 | -US$353萬 | -2% | 7.62% | 65.5% | 33 | 42.42% | 0.8 |
|
| 2936 |
2936
Harber Asset Management
Asheville,
North Carolina
| US$1.98億 | +US$1676萬 | +9% | 13.5% | 63.6% | 56 | 30.36% | 0.9 |
|
| 2937 |
2937
Ascent Wealth Partners
New Hartford,
New York
| US$1.98億 | +US$469萬 | +2% | 3.21% | 94.4% | 122 | 10.66% | 1.8 |
|
| 2938 |
GIM
2938
Greystone Investment Management
Cincinnati,
Ohio
| US$1.97億 | -US$2417萬 | -11% | 4.92% | 32.8% | 57 | 12.28% | 1.9 |
|
| 2939 |
HIS
2939
Horizon Investment Services
Hammond,
Indiana
| US$1.97億 | -US$71.5萬 | -0.4% | 6.77% | 250% | 119 | 23.53% | 1.3 |
|
| 2940 |
2940
Wellington Shields & Co
New York
| US$1.97億 | +US$3595萬 | +22% | 8.49% | 109% | 129 | 12.4% | 2.1 |
|
| 2941 |
2941
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$1.97億 | +US$921萬 | +5% | 1.18% | 41.6% | 180 | 38.33% | 1.1 |
|
| 2942 |
2942
Gemmer Asset Management
Walnut Creek,
California
| US$1.96億 | +US$1141萬 | +6% | 3.08% | 96.8% | 1,305 | 6.59% | 2.1 |
|
| 2943 |
2943
Oarsman Capital
Milwaukee,
Wisconsin
| US$1.96億 | +US$369萬 | +2% | 5.01% | 70.6% | 194 | 5.67% | 2.5 |
|
| 2944 |
2944
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$1.96億 | +US$1943萬 | +11% | 3.58% | 70.2% | 621 | 8.86% | 0.5 |
|
| 2945 |
2945
Waterstone Capital Management
St. Louis Park,
Minnesota
| US$1.96億 | -US$1498萬 | -7% | 5.04% | 23.4% | 21 | 23.81% | 1.1 |
|
| 2946 |
2946
Highland Private Wealth Management
Bellevue,
Washington
| US$1.95億 | +US$1761萬 | +10% | 6.15% | 19% | 84 | 17.86% | 0.5 |
|
| 2947 |
CCC
2947
Chelsea Counsel Company
Los Angeles,
California
| US$1.95億 | -US$2586萬 | -12% | 2.16% | 106% | 98 | 13.27% | 2.8 |
|
| 2948 |
CCM
2948
CrestPoint Capital Management
Four Seasons,
Missouri
| US$1.95億 | +US$743萬 | +4% | 4.39% | 42.6% | 252 | 31.35% | 1.4 |
|
| 2949 |
2949
VHCP Management II
New York
| US$1.95億 | +US$2915萬 | +18% | 31.8% | 2,334% | 26 | 19.23% | 0.6 |
|
| 2950 |
2950
Doheny Asset Management
Los Angeles,
California
| US$1.95億 | -US$452萬 | -2% | 5.57% | 135% | 115 | 14.78% | 2.3 |
|