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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2976 |
SJ
2976
Stilwell Joseph
| US$1.66億 | +US$495萬 | +3% | 10% | – | 54 | 20.37% | 0.9 |
|
| 2977 |
2977
Proffitt & Goodson
Knoxville,
Tennessee
| US$1.66億 | +US$1000萬 | +6% | 4.69% | 48.5% | 39 | 0% | 0.9 |
|
| 2978 |
2978
White Pine Investment Company
Livonia,
Michigan
| US$1.66億 | +US$972萬 | +6% | 4.08% | 73.3% | 54 | 7.41% | 0.9 |
|
| 2979 |
2979
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$1.66億 | +US$1788萬 | +12% | 4.28% | 62.5% | 435 | 17.01% | 0.5 |
|
| 2980 |
2980
Montecito Bank & Trust
Santa Barbara,
California
| US$1.66億 | +US$674萬 | +4% | 4.99% | – | 153 | 15.03% | 0.8 |
|
| 2981 |
2981
Formidable Asset Management
Cincinnati,
Ohio
| US$1.66億 | +US$2233萬 | +16% | 4.28% | 52.2% | 559 | 15.21% | 0.6 |
|
| 2982 |
2982
SkyTop Capital Management
Rutherford,
New Jersey
| US$1.65億 | -US$3693萬 | -18% | 19.4% | 50.2% | 21 | 38.1% | 0.6 |
|
| 2983 |
2983
Fieldpoint Private Advisors
New York
| US$1.65億 | -US$320萬 | -2% | 4.83% | 34% | 73 | 15.07% | 0.8 |
|
| 2984 |
2984
Hartford Financial Management
Hartford,
Connecticut
| US$1.65億 | +US$1212萬 | +8% | 4.65% | 87.9% | 309 | 20.39% | 0.8 |
|
| 2985 |
2985
Smith, Moore & Co
Clayton,
Missouri
| US$1.65億 | -US$198萬 | -1% | 4.58% | 67% | 159 | 15.72% | 0.4 |
|
| 2986 |
2986
Shaker Financial Services
Arlington,
Virginia
| US$1.64億 | +US$1222萬 | +8% | 2.65% | 12.9% | 182 | 41.76% | 0.5 |
|
| 2987 |
2987
Oakworth Capital
Birmingham,
Alabama
| US$1.64億 | +US$1169萬 | +8% | 5.57% | 70% | 556 | 3.24% | 0.5 |
|
| 2988 |
2988
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.64億 | +US$414萬 | +3% | 4.42% | 121% | 83 | 8.43% | 0.9 |
|
| 2989 |
2989
Gladius Capital Management
Chicago,
Illinois
| US$1.64億 | +US$720萬 | +5% | 4.58% | 78% | 2 | 0% | 0.5 |
|
| 2990 |
2990
Aspen Investment Management
Grand Rapids,
Michigan
| US$1.64億 | +US$695萬 | +4% | 3.92% | 84.9% | 141 | 18.44% | 0.8 |
|
| 2991 |
2991
Managed Asset Portfolios
Rochester,
Michigan
| US$1.64億 | +US$1650萬 | +11% | 6.87% | 99.2% | 50 | 24% | 0.4 |
|
| 2992 |
2992
Vantage Investment Advisors
State College,
Pennsylvania
| US$1.63億 | +US$1180萬 | +8% | 3.72% | 56.3% | 764 | 13.87% | 0.4 |
|
| 2993 |
AF
2993
Aristotle Fund
Portland,
Maine
| US$1.63億 | +US$2294萬 | +16% | 0.43% | 3.11% | 7 | 0% | 0.6 |
|
| 2994 |
2994
Weik Capital Management
Wyomissing,
Pennsylvania
| US$1.63億 | +US$447萬 | +3% | 2.66% | 66.9% | 110 | 9.09% | 0.9 |
|
| 2995 |
2995
Avalon Global Asset Management
San Francisco,
California
| US$1.63億 | +US$1281萬 | +9% | 3.61% | 278% | 73 | 49.32% | 0.3 |
|
| 2996 |
2996
Clover Partners
Dallas,
Texas
| US$1.63億 | +US$212萬 | +1% | 0.22% | 32.2% | 31 | 22.58% | 0.9 |
|
| 2997 |
KWMG
2997
King Wealth Management Group
Naples,
Florida
| US$1.62億 | +US$1721萬 | +12% | 4.63% | 86% | 108 | 13.89% | 0.7 |
|
| 2998 |
2998
Thomas Story & Son
Culver,
Indiana
| US$1.62億 | -US$2130萬 | -12% | 4.27% | 101% | 63 | 12.7% | 0.9 |
|
| 2999 |
2999
Northern Right Capital Management
Darien,
Connecticut
| US$1.62億 | +US$305萬 | +2% | 6.68% | 187% | 28 | 50% | 0.4 |
|
| 3000 |
QA
3000
Quintium Advisors
Knoxville,
Tennessee
| US$1.62億 | +US$969萬 | +6% | 4.01% | – | 16 | 12.5% | 0.4 |
|