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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 |
2976
Dock Street Asset Management
Palm Beach,
Florida
| US$2.3億 | +US$1609萬 | +8% | 7.16% | 175% | 46 | 8.7% | 2.5 |
|
| 2977 |
2977
BSW Wealth Partners
Boulder,
Colorado
| US$2.29億 | +US$980萬 | +4% | 4.16% | 75.4% | 95 | 17.89% | 2.2 |
|
| 2978 |
2978
Patton Albertson Miller Group
Chattanooga,
Tennessee
| US$2.29億 | +US$417萬 | +2% | 4.41% | 117% | 133 | 7.52% | 2.8 |
|
| 2979 |
WC
2979
Whitnell & Co
Oak Brook,
Illinois
| US$2.29億 | +US$343萬 | +2% | 2.85% | 36.6% | 240 | 5% | 3.5 |
|
| 2980 |
2980
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$2.29億 | +US$2799萬 | +14% | 5.16% | 168% | 276 | 22.46% | 1.7 |
|
| 2981 |
2981
Chubb Ltd
Zurich,
Switzerland
| US$2.29億 | -US$606萬 | -3% | 3.33% | 64.2% | 21 | 4.76% | 1.5 |
|
| 2982 |
2982
Schnieders Capital Management
Pasadena,
California
| US$2.29億 | +US$1375萬 | +6% | 3.88% | 103% | 158 | 8.23% | 2.6 |
|
| 2983 |
2983
Financial Management Professionals
Austin,
Texas
| US$2.28億 | +US$781萬 | +4% | 4.18% | 67.3% | 310 | 15.16% | 2.8 |
|
| 2984 |
2984
Tarbox Family Office
Newport Beach,
California
| US$2.28億 | +US$2532萬 | +12% | 4.32% | 66.4% | 641 | 9.36% | 2.8 |
|
| 2985 |
NAMP
2985
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$2.28億 | +US$588萬 | +3% | 4.32% | 90.2% | 110 | 7.27% | 3.2 |
|
| 2986 |
2986
Ashburton (Jersey)
St Helier,
Jersey
| US$2.28億 | +US$5212萬 | +30% | 3.44% | – | 89 | 49.44% | 0.8 |
|
| 2987 |
2987
Proffitt & Goodson
Knoxville,
Tennessee
| US$2.28億 | +US$400萬 | +2% | 4.07% | 48.5% | 50 | 4% | 2.8 |
|
| 2988 |
2988
PVG Asset Management
Golden,
Colorado
| US$2.28億 | -US$3732萬 | -14% | 0.41% | – | 84 | 32.14% | 1 |
|
| 2989 |
KS
2989
Karpas Strategies
Litchfield,
Connecticut
| US$2.28億 | +US$608萬 | +3% | 2.83% | 16.1% | 126 | 6.35% | 3.5 |
|
| 2990 |
2990
Supplemental Annuity Collective Trust (SACT) of New Jersey
Trenton,
New Jersey
| US$2.28億 | +US$456萬 | +2% | 3.42% | 147% | 189 | 21.69% | 2.5 |
|
| 2991 |
2991
Francisco Partners Management
San Francisco,
California
| US$2.27億 | -US$9704萬 | -30% | 21.4% | 14.3% | 5 | 0% | 1.6 |
|
| 2992 |
2992
Kingsview Wealth Management
Grants Pass,
Oregon
| US$2.27億 | +US$3307萬 | +17% | 4.46% | 71.5% | 433 | 34.87% | 0.3 |
|
| 2993 |
MPEM
2993
Marathon Partners Equity Management
New York
| US$2.27億 | +US$910萬 | +4% | 6.01% | – | 35 | 17.14% | 2.3 |
|
| 2994 |
2994
HT Partners
Centerbrook,
Connecticut
| US$2.27億 | +US$573萬 | +3% | 3.6% | 71.1% | 22 | 4.55% | 2.2 |
|
| 2995 |
2995
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$2.27億 | -US$114萬 | -0.5% | 3.35% | 17.7% | 308 | 13.64% | 2.3 |
|
| 2996 |
KSA
2996
Ken Stern & Associates
San Diego,
California
| US$2.26億 | +US$702萬 | +3% | 2.53% | 39.4% | 119 | 8.4% | 1.4 |
|
| 2997 |
2997
Roble Belko & Company
Sewickley,
Pennsylvania
| US$2.26億 | +US$1716萬 | +8% | 3.68% | 53.3% | 324 | 11.73% | 1.7 |
|
| 2998 |
2998
St Louis Trust
Saint Louis,
Missouri
| US$2.26億 | +US$833萬 | +4% | 4.52% | 71.4% | 54 | 1.85% | 1.6 |
|
| 2999 |
2999
Montgomery Investment Management
Rockville,
Maryland
| US$2.25億 | +US$655萬 | +3% | 7.27% | 105% | 96 | 3.13% | 3.1 |
|
| 3000 |
3000
Capstone Financial Advisors
Downers Grove,
Illinois
| US$2.25億 | +US$1806萬 | +9% | 3.43% | 54.5% | 89 | 17.98% | 2.1 |
|