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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 |
KS
3001
Karpas Strategies
Litchfield,
Connecticut
| US$2.22億 | +US$292萬 | +1% | 1.74% | 16.1% | 124 | 4.84% | 3.3 |
|
| 3002 |
3002
Carderock Capital Management
Chevy Chase,
Maryland
| US$2.22億 | +US$550萬 | +3% | 5.67% | 88.6% | 77 | 5.19% | 3 |
|
| 3003 |
DLG
3003
Daniel L. Goodwin
| US$2.22億 | -US$1750萬 | -7% | 8.37% | 72.6% | 100 | 12% | 2.4 |
|
| 3004 |
PAS
3004
Partnervest Advisory Services
Santa Barbara,
California
| US$2.22億 | +US$8萬 | +0% | 1.82% | 45.1% | 216 | 15.74% | 2 |
|
| 3005 |
3005
HT Partners
Centerbrook,
Connecticut
| US$2.21億 | +US$480萬 | +2% | 2.72% | 71.1% | 23 | 13.04% | 2 |
|
| 3006 |
FRM
3006
Fore Research & Management
New York
| US$2.21億 | +US$1.4億 | +172% | 0.17% | 1.94% | 64 | 71.88% | 0.1 |
|
| 3007 |
NIC
3007
Northwest Investment Counselors
Lake Oswego,
Oregon
| US$2.21億 | +US$1342萬 | +6% | 3.58% | 32.4% | 312 | 61.86% | 1.3 |
|
| 3008 |
3008
Taylor Wealth Management Partners
Boston,
Massachusetts
| US$2.21億 | -US$3,000 | -0% | 4.9% | 62% | 173 | 8.67% | 1.6 |
|
| 3009 |
SM
3009
Salzhauer Michael
| US$2.21億 | +US$1170萬 | +6% | 2.32% | 107% | 172 | 10.47% | 2.2 |
|
| 3010 |
3010
Bard Associates
Chicago,
Illinois
| US$2.2億 | +US$525萬 | +2% | 4% | 241% | 197 | 11.68% | 2.6 |
|
| 3011 |
3011
Financial Management Professionals
Austin,
Texas
| US$2.2億 | +US$2438萬 | +12% | 2.42% | 62.1% | 342 | 19.3% | 2.5 |
|
| 3012 |
3012
Patriot Financial Partners
Radnor,
Pennsylvania
| US$2.2億 | -US$8171萬 | -27% | 3.42% | 16.6% | 12 | 25% | 2.5 |
|
| 3013 |
3013
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$2.2億 | +US$1268萬 | +6% | 0.4% | 89.9% | 78 | 6.41% | 0.5 |
|
| 3014 |
3014
Nicholas Hoffman & Company
Atlanta,
Georgia
| US$2.2億 | +US$656萬 | +3% | 2.96% | 65.1% | 161 | 11.18% | 0.9 |
|
| 3015 |
3015
Bank of Stockton
Stockton,
California
| US$2.2億 | +US$89.1萬 | +0.4% | 2.58% | 99.2% | 105 | 4.76% | 3.2 |
|
| 3016 |
3016
BSW Wealth Partners
Boulder,
Colorado
| US$2.2億 | +US$1773萬 | +9% | 3.01% | 75.4% | 86 | 19.77% | 2.1 |
|
| 3017 |
3017
Capital Impact Advisors
Boston,
Massachusetts
| US$2.2億 | -US$3132萬 | -12% | 9.91% | – | 158 | 5.06% | 1.8 |
|
| 3018 |
3018
Legion Partners Asset Management
Los Angeles,
California
| US$2.2億 | +US$3690萬 | +20% | 14.8% | 206% | 15 | 46.67% | 0.4 |
|
| 3019 |
CCM
3019
Compton Capital Management
Providence,
Rhode Island
| US$2.19億 | +US$1570萬 | +8% | 3.29% | 75.6% | 153 | 13.07% | 3 |
|
| 3020 |
3020
Pacific Grove Capital
San Francisco,
California
| US$2.19億 | +US$1001萬 | +5% | 3.85% | 9.9% | 79 | 64.56% | 0.3 |
|
| 3021 |
WCMN
3021
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$2.19億 | +US$1092萬 | +5% | 1.72% | 107% | 35 | 8.57% | 3.2 |
|
| 3022 |
3022
Cadence Bank NA
Houston,
Texas
| US$2.19億 | +US$228萬 | +1% | 1.32% | 33.3% | 151 | 14.57% | 2.6 |
|
| 3023 |
KSA
3023
Ken Stern & Associates
San Diego,
California
| US$2.19億 | +US$602萬 | +3% | 4.61% | 39.4% | 118 | 10.17% | 1.2 |
|
| 3024 |
3024
Arete Wealth Advisors
Chicago,
Illinois
| US$2.19億 | -US$1046萬 | -5% | 0.19% | 85.3% | 244 | 22.95% | 1.2 |
|
| 3025 |
3025
Allianz Investment Management US
Minneapolis,
Minnesota
| US$2.19億 | +US$1456萬 | +7% | 2.11% | 7.58% | 3 | 0% | 0.5 |
|