我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
Reynolds Capital Management
Las Vegas,
Nevada
| US$1.55億 | -US$2328萬 | -13% | 5.06% | 164% | 487 | 32.65% | 0.5 |
|
| 3002 |
NFM
3002
North Forty Management
Seattle,
Washington
| US$1.54億 | -US$8,000 | -0% | 0% | 9.62% | 7 | 0% | 0.8 |
|
| 3003 |
3003
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$1.54億 | -US$185萬 | -1% | 2.24% | 82.6% | 102 | 7.84% | 0.7 |
|
| 3004 |
3004
Stevens First Principles Investment Advisors
Newport Beach,
California
| US$1.54億 | -US$1435萬 | -9% | 1.74% | 44% | 236 | 25.85% | 0.6 |
|
| 3005 |
3005
Pacifica Capital Investments
Leander,
Texas
| US$1.54億 | -US$303萬 | -2% | 0.96% | 69.8% | 15 | 13.33% | 0.7 |
|
| 3006 |
3006
Trust Company of Oklahoma
Tulsa,
Oklahoma
| US$1.54億 | +US$487萬 | +3% | 0.71% | 101% | 87 | 2.3% | 0.7 |
|
| 3007 |
NA
3007
NSB Advisors
Fishkill,
New York
| US$1.54億 | -US$1592萬 | -9% | 4.59% | – | 28 | 3.57% | 0.7 |
|
| 3008 |
3008
Riggs Asset Management
Dallas,
Pennsylvania
| US$1.54億 | -US$3012萬 | -16% | 7.34% | 219% | 61 | 29.51% | 0.2 |
|
| 3009 |
3009
Axis Capital Holdings
Pembroke,
| US$1.54億 | +US$330萬 | +2% | 1% | 76% | 6 | 16.67% | 0.8 |
|
| 3010 |
BSWMG
3010
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| US$1.54億 | +US$368萬 | +2% | 0.95% | 17.9% | 101 | 11.88% | 0.6 |
|
| 3011 |
3011
TCI Wealth Advisors
Tucson,
Arizona
| US$1.53億 | -US$603萬 | -4% | 1.52% | 68.2% | 955 | 18.53% | 0.6 |
|
| 3012 |
3012
Caldwell & Orkin
Norcross,
Georgia
| US$1.53億 | -US$3114萬 | -17% | 5.09% | 137% | 99 | 61.62% | 0.3 |
|
| 3013 |
3013
HT Partners
Centerbrook,
Connecticut
| US$1.53億 | -US$355萬 | -2% | 2.33% | 71.1% | 44 | 43.18% | 0.6 |
|
| 3014 |
GCM
3014
Garland Capital Management
Bellevue,
Washington
| US$1.53億 | +US$305萬 | +2% | 1.25% | 55.7% | 44 | 9.09% | 0.6 |
|
| 3015 |
3015
Hartford Financial Management
Hartford,
Connecticut
| US$1.53億 | -US$121萬 | -0.8% | 1.85% | 87.9% | 289 | 18.34% | 0.6 |
|
| 3016 |
3016
Healthcare Value Capital
Woodcliff Lake,
New Jersey
| US$1.53億 | +US$1658萬 | +12% | 27.7% | 19% | 56 | 55.36% | 0.4 |
|
| 3017 |
3017
Harbour Investment Management
Edmonds,
Washington
| US$1.53億 | +US$340萬 | +2% | 2.28% | 58.8% | 79 | 2.53% | 0.7 |
|
| 3018 |
3018
Oakworth Capital
Birmingham,
Alabama
| US$1.53億 | +US$1126萬 | +8% | 2.42% | 70% | 547 | 2.74% | 0.2 |
|
| 3019 |
QA
3019
Quintium Advisors
Knoxville,
Tennessee
| US$1.52億 | -US$2891萬 | -16% | 2.25% | – | 17 | 23.53% | 0.2 |
|
| 3020 |
3020
Shaker Financial Services
Arlington,
Virginia
| US$1.52億 | +US$854萬 | +6% | 1.34% | 12.9% | 186 | 44.09% | 0.4 |
|
| 3021 |
3021
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$1.52億 | +US$142萬 | +0.9% | 2.33% | 93.3% | 116 | 6.9% | 0.7 |
|
| 3022 |
3022
Doliver Advisors
Houston,
Texas
| US$1.52億 | -US$446萬 | -3% | 2.57% | 92.3% | 301 | 43.52% | 0.5 |
|
| 3023 |
3023
Azzad Asset Management
Falls Church,
Virginia
| US$1.52億 | +US$1348萬 | +10% | 2.94% | 118% | 278 | 16.19% | 0.6 |
|
| 3024 |
GP
3024
Grow Partners
San Diego,
California
| US$1.52億 | -US$1247萬 | -8% | 12.4% | – | 42 | 52.38% | 0.2 |
|
| 3025 |
3025
Polaris Venture Management Co IV
Boston,
Massachusetts
| US$1.52億 | +US$100萬 | +0.7% | 1.81% | 52.2% | 3 | 0% | 0.3 |
|