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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2951 |
2951
St Louis Trust
Saint Louis,
Missouri
| US$1.88億 | +US$486萬 | +3% | 3.62% | 71.4% | 63 | 22.22% | 0.5 |
|
| 2952 |
BOS
2952
Bank of Stockton
Stockton,
California
| US$1.88億 | +US$442萬 | +2% | 2.14% | 92.3% | 125 | 20% | 2.4 |
|
| 2953 |
DWA
2953
Dorsey Wright & Associates
Pasadena,
California
| US$1.88億 | -US$55.3萬 | -0.3% | 8.55% | 311% | 140 | 41.43% | 0.7 |
|
| 2954 |
KIA
2954
Kopp Investment Advisors
Bloomington,
Minnesota
| US$1.88億 | +US$468萬 | +3% | 5.25% | 109% | 70 | 17.14% | 2 |
|
| 2955 |
CCM
2955
CrestPoint Capital Management
Four Seasons,
Missouri
| US$1.88億 | +US$392萬 | +2% | 3.03% | 42.6% | 215 | 6.98% | 1.3 |
|
| 2956 |
NCIM
2956
New Century Investment Management
Southfield,
Michigan
| US$1.88億 | -US$2450萬 | -12% | 3.12% | 103% | 104 | 21.15% | 1.2 |
|
| 2957 |
CGL
2957
Clarius Group LLC
Seattle,
Washington
| US$1.88億 | +US$724萬 | +4% | 1.18% | 92.1% | 93 | 17.2% | 0.4 |
|
| 2958 |
FPTW
2958
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$1.88億 | +US$595萬 | +3% | 3.57% | 41.6% | 134 | 20.15% | 1.4 |
|
| 2959 |
KWMG
2959
King Wealth Management Group
Naples,
Florida
| US$1.87億 | +US$162萬 | +0.9% | 2.9% | 86% | 110 | 8.18% | 2 |
|
| 2960 |
2960
Summit Securities Group
New York
| US$1.87億 | +US$4459萬 | +31% | 3.28% | 136% | 328 | 85.06% | 0.1 |
|
| 2961 |
CI
2961
Chartist Inc
Seal Beach,
California
| US$1.87億 | – | – | 2.69% | – | 43 | – | 1 |
|
| 2962 |
SAC
2962
Smith Affiliated Capital
New York
| US$1.87億 | +US$1232萬 | +7% | 11.9% | 6.89% | 115 | 0% | 1.4 |
|
| 2963 |
2963
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$1.87億 | -US$24.8萬 | -0.1% | 3.81% | 140% | 191 | 31.41% | 1.3 |
|
| 2964 |
RPA
2964
Rock Point Advisors
Burlington,
Vermont
| US$1.87億 | -US$59.3萬 | -0.3% | 1.36% | 82.8% | 83 | 14.46% | 2 |
|
| 2965 |
2965
Gould Asset Management
Claremont,
California
| US$1.87億 | +US$107萬 | +0.6% | 2.87% | 42.8% | 105 | 9.52% | 2.2 |
|
| 2966 |
HM
2966
Heronetta Management
New York
| US$1.86億 | +US$2950萬 | +19% | 21.4% | 59.7% | 35 | 8.57% | 2.3 |
|
| 2967 |
TI
2967
Telemetry Investments
New York
| US$1.86億 | -US$1.57億 | -46% | 6.98% | 77.4% | 149 | 53.69% | 0.5 |
|
| 2968 |
2968
Simplicity Solutions
Minneapolis,
Minnesota
| US$1.86億 | +US$2281萬 | +14% | 3.22% | 37.1% | 234 | 22.65% | 0.6 |
|
| 2969 |
WIP
2969
Wellesley Investment Partners
Wellesley,
Massachusetts
| US$1.85億 | +US$1855萬 | +11% | 1.64% | 22.7% | 96 | 8.33% | 0.4 |
|
| 2970 |
UIM
2970
Underhill Investment Management
Greenbrae,
California
| US$1.85億 | -US$1314萬 | -7% | 2.85% | 59.8% | 22 | 22.73% | 1.7 |
|
| 2971 |
BPCM
2971
Beach Point Capital Management
Santa Monica,
California
| US$1.85億 | -US$3708萬 | -17% | 0.6% | 110% | 15 | 20% | 1.1 |
|
| 2972 |
HP
2972
HT Partners
Centerbrook,
Connecticut
| US$1.85億 | +US$1310萬 | +8% | 1.37% | 63.1% | 21 | 4.76% | 1.4 |
|
| 2973 |
2973
Capstone Financial Advisors
Downers Grove,
Illinois
| US$1.85億 | -US$6750萬 | -27% | 1.4% | 54.5% | 77 | 15.58% | 1.5 |
|
| 2974 |
2974
Gemmer Asset Management
Walnut Creek,
California
| US$1.85億 | +US$1350萬 | +8% | 1.12% | 96.8% | 1,336 | 7.86% | 1.9 |
|
| 2975 |
2975
KWMG LLC
Overland Park,
Kansas
| US$1.85億 | +US$1499萬 | +9% | 2.35% | 76.2% | 147 | 10.88% | 1.2 |
|