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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
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$2.12億 | +US$946萬 | +5% | 6.03% | 147% | 170 | 4.71% | 3.1 |
|
| 2927 |
2927
Willingdon Wealth Management
Huntersville,
North Carolina
| US$2.12億 | +US$1374萬 | +7% | 3.32% | 15.3% | 126 | 18.25% | 1.3 |
|
| 2928 |
2928
Filament
Seattle,
Washington
| US$2.12億 | -US$423萬 | -2% | 0.06% | 46.9% | 34 | 8.82% | 2.4 |
|
| 2929 |
2929
Ramsay Stattman Vela & Price
Colorado Springs,
Colorado
| US$2.12億 | +US$273萬 | +1% | 1.63% | 81.8% | 62 | 6.45% | 2.9 |
|
| 2930 |
2930
Rosenblum Silverman Sutton
San Francisco,
California
| US$2.11億 | -US$691萬 | -3% | 3.89% | 90.1% | 72 | 20.83% | 1.9 |
|
| 2931 |
WFG
2931
Windsor Financial Group
Minneapolis,
Minnesota
| US$2.11億 | -US$163萬 | -0.8% | 0.06% | 15.3% | 79 | 10.13% | 2.5 |
|
| 2932 |
HIS
2932
Horizon Investment Services
Hammond,
Indiana
| US$2.11億 | +US$1429萬 | +7% | 10.1% | 250% | 118 | 23.73% | 1.4 |
|
| 2933 |
2933
Strategic Wealth Partners Group
Deerfield,
Illinois
| US$2.11億 | +US$2063萬 | +11% | 1.76% | – | 32 | 28.13% | 0.4 |
|
| 2934 |
2934
St Louis Trust
Saint Louis,
Missouri
| US$2.11億 | +US$251萬 | +1% | 3.53% | 71.4% | 53 | 5.66% | 0.9 |
|
| 2935 |
2935
Kovack Advisors
Ft. Lauderdale,
Florida
| US$2.1億 | +US$475萬 | +2% | 1.84% | 118% | 339 | 40.12% | 1.1 |
|
| 2936 |
2936
Bank of Stockton
Stockton,
California
| US$2.1億 | +US$871萬 | +4% | 4.21% | 99.2% | 108 | 9.26% | 2.8 |
|
| 2937 |
2937
Marathon Capital Management
Hunt Valley,
Maryland
| US$2.1億 | +US$862萬 | +4% | 9.43% | 74% | 101 | 23.76% | 1.8 |
|
| 2938 |
MA
2938
Marshwinds Advisory
St Simons Island,
Georgia
| US$2.1億 | +US$470萬 | +2% | 3.3% | 32.9% | 145 | 6.9% | 3 |
|
| 2939 |
ILM
2939
Indigo Latam Management
Phoenix,
Arizona
| US$2.1億 | -US$3277萬 | -14% | 13.5% | 39.3% | 1 | 0% | 3 |
|
| 2940 |
SGH
2940
Sivik Global Healthcare
Greenwich,
Connecticut
| US$2.1億 | +US$1126萬 | +6% | 2.58% | 83.8% | 69 | 52.17% | 0.9 |
|
| 2941 |
2941
Dalton Investments
Las Vegas,
Nevada
| US$2.09億 | -US$3807萬 | -15% | 8.16% | 95.1% | 29 | 3.45% | 1.9 |
|
| 2942 |
2942
Integrated Investment Consultants
Bloomfield Hills,
Michigan
| US$2.09億 | +US$1312萬 | +7% | 3.4% | 70.2% | 610 | 7.7% | 0.7 |
|
| 2943 |
2943
Front Street Capital Management
Missoula,
Montana
| US$2.09億 | -US$31.9萬 | -0.2% | 9.76% | 316% | 66 | 1.52% | 0.5 |
|
| 2944 |
2944
Kimmeridge Energy Management
New York
| US$2.09億 | – | – | 8.23% | 19.7% | 1 | – | 0 |
|
| 2945 |
2945
Standard General
New York
| US$2.09億 | -US$839萬 | -4% | 3.41% | 259% | 5 | 20% | 1.3 |
|
| 2946 |
2946
IBEX Wealth Advisors
Bedminster,
New Jersey
| US$2.09億 | +US$2635萬 | +14% | 4.89% | 221% | 478 | 79.08% | 0.1 |
|
| 2947 |
2947
Hendershot Investments
Centreville,
Virginia
| US$2.09億 | +US$682萬 | +3% | 4.05% | 50.5% | 63 | 0% | 2.9 |
|
| 2948 |
HA
2948
Harbor Advisors
West Palm Beach,
Florida
| US$2.09億 | – | – | 4.98% | 125% | 121 | – | 0 |
|
| 2949 |
2949
VHCP Management II
New York
| US$2.08億 | +US$1366萬 | +7% | 11.9% | 2,334% | 26 | 23.08% | 0.8 |
|
| 2950 |
JIM
2950
JB Investments Management
Phoenixville,
Pennsylvania
| US$2.08億 | – | – | 11.1% | – | 1 | – | 0 |
|