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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3001 |
3001
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$1.84億 | +US$2925萬 | +19% | 0.3% | 63.2% | 123 | 13.01% | 1.1 |
|
| 3002 |
3002
Ropes Wealth Advisors
Boston,
Massachusetts
| US$1.84億 | -US$863萬 | -4% | 1.55% | 71% | 338 | 6.51% | 0.2 |
|
| 3003 |
SCM
3003
Samson Capital Management
Leawood,
Kansas
| US$1.84億 | +US$249萬 | +1% | 3.48% | 13.4% | 21 | 14.29% | 1.1 |
|
| 3004 |
3004
Aegis Financial
Mc Lean,
Virginia
| US$1.84億 | +US$953萬 | +5% | 18.9% | 266% | 45 | 11.11% | 1.5 |
|
| 3005 |
MKCM
3005
Mount Kellett Capital Management
New York
| US$1.84億 | -US$2918萬 | -14% | 3.84% | 20.1% | 7 | 0% | 1.5 |
|
| 3006 |
3006
Domani Wealth
Lancaster,
Pennsylvania
| US$1.84億 | +US$1.77億 | +2,659% | 6.08% | 48.6% | 102 | 12.75% | 0.2 |
|
| 3007 |
3007
Courage Capital Management
Nashville,
Tennessee
| US$1.84億 | +US$7927萬 | +76% | 5.08% | 86.5% | 36 | 30.56% | 0.8 |
|
| 3008 |
3008
HT Partners
Centerbrook,
Connecticut
| US$1.83億 | -US$152萬 | -0.8% | 0.7% | 71.1% | 44 | 13.64% | 0.7 |
|
| 3009 |
3009
Winch Advisory Services
Appleton,
Wisconsin
| US$1.83億 | +US$1128萬 | +7% | 2.8% | 80.8% | 394 | 38.32% | 0.3 |
|
| 3010 |
KWMG
3010
King Wealth Management Group
Naples,
Florida
| US$1.83億 | +US$960萬 | +6% | 0.3% | 86% | 122 | 18.03% | 1.3 |
|
| 3011 |
3011
Confluence Wealth Management
Portland,
Oregon
| US$1.83億 | +US$1048萬 | +6% | 0.87% | 31.9% | 107 | 7.48% | 0.9 |
|
| 3012 |
3012
Selkirk Management
Chatham,
New Jersey
| US$1.82億 | +US$224萬 | +1% | 0.9% | 245% | 21 | 9.52% | 1.6 |
|
| 3013 |
3013
Selway Asset Management
| US$1.82億 | -US$697萬 | -4% | 0.67% | 36.5% | 77 | 19.48% | 1.3 |
|
| 3014 |
CCM
3014
Compton Capital Management
Providence,
Rhode Island
| US$1.82億 | +US$229萬 | +1% | 1.14% | 75.6% | 141 | 2.84% | 1.8 |
|
| 3015 |
3015
Sterneck Capital Management
Kansas City,
Missouri
| US$1.82億 | -US$393萬 | -2% | 1.98% | 61.5% | 154 | 20.13% | 1.2 |
|
| 3016 |
3016
Ascent Wealth Partners
New Hartford,
New York
| US$1.82億 | -US$103萬 | -0.6% | 0.26% | 105% | 119 | 8.4% | 1.2 |
|
| 3017 |
3017
Algert Global
San Francisco,
California
| US$1.81億 | +US$112萬 | +0.6% | 3.33% | 194% | 410 | 50.98% | 0.6 |
|
| 3018 |
3018
Vantage Investment Advisors
State College,
Pennsylvania
| US$1.81億 | -US$1.71億 | -49% | 0.73% | 56.3% | 880 | 11.7% | 1.2 |
|
| 3019 |
3019
Adelphi Capital
London,
United Kingdom
| US$1.81億 | +US$2231萬 | +14% | 1.9% | – | 2 | 0% | 0.5 |
|
| 3020 |
3020
Telos Capital Management
San Diego,
California
| US$1.81億 | +US$992萬 | +6% | 0.89% | 71.1% | 152 | 16.45% | 1.6 |
|
| 3021 |
3021
FCA Corp
Houston,
Texas
| US$1.81億 | -US$379萬 | -2% | 1.09% | 57.4% | 150 | 25.33% | 1.3 |
|
| 3022 |
BCM
3022
Bodri Capital Management
San Francisco,
California
| US$1.81億 | -US$572萬 | -3% | 2.79% | – | 64 | 73.44% | 0.4 |
|
| 3023 |
3023
Robotti Robert
| US$1.8億 | +US$698萬 | +4% | 16.3% | 107% | 56 | 12.5% | 1.7 |
|
| 3024 |
3024
Garcia Hamilton & Associates
Houston,
Texas
| US$1.8億 | -US$2433萬 | -12% | 0.95% | 39.1% | 68 | 8.82% | 1.5 |
|
| 3025 |
BP
3025
Boston Provident
Englewood,
New Jersey
| US$1.8億 | -US$3076萬 | -15% | 22% | – | 43 | 46.51% | 0.8 |
|