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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
MPM Asset Management
Boston,
Massachusetts
| US$2.58億 | -US$146萬 | -0.6% | 9.74% | 5.89% | 9 | 0% | 2.9 |
|
| 3002 |
3002
Madison International Realty Holdings
New York
| US$2.57億 | -US$7562萬 | -23% | 3.04% | – | 13 | 38.46% | 0.9 |
|
| 3003 |
3003
Moller Wealth Partners
| US$2.57億 | +US$2681萬 | +12% | 1.95% | 44.1% | 42 | 7.14% | 4.1 |
|
| 3004 |
AAM
3004
AR Asset Management
West Hollywood,
California
| US$2.57億 | +US$900萬 | +4% | 3.34% | 64.9% | 114 | 1.75% | 4.2 |
|
| 3005 |
3005
Valley Forge Capital Management
Miami,
Florida
| US$2.57億 | +US$4367萬 | +20% | 8.5% | 49% | 11 | 27.27% | 1.1 |
|
| 3006 |
3006
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$2.57億 | +US$1993萬 | +8% | 2.03% | 80.3% | 591 | 71.07% | 0.7 |
|
| 3007 |
3007
Rowlandmiller & Partners
Atlanta,
Georgia
| US$2.57億 | +US$465萬 | +2% | 3.02% | 84% | 134 | 5.22% | 2.9 |
|
| 3008 |
3008
Adirondack Research & Management
Guilderland,
New York
| US$2.56億 | +US$700萬 | +3% | 7.68% | 47.8% | 124 | 18.55% | 2.4 |
|
| 3009 |
3009
Flaharty Asset Management
Clearwater,
Florida
| US$2.56億 | +US$1912萬 | +8% | 2.89% | 33.4% | 101 | 29.7% | 0.9 |
|
| 3010 |
3010
Forte Capital
Rochester,
New York
| US$2.56億 | +US$1688萬 | +7% | 3.92% | 98.3% | 88 | 4.55% | 3.1 |
|
| 3011 |
3011
Old Second National Bank of Aurora
Aurora,
Illinois
| US$2.56億 | +US$536萬 | +2% | 2.3% | 93.7% | 394 | 13.45% | 2.9 |
|
| 3012 |
3012
Matthew Goff Investment Advisor
Houston,
Texas
| US$2.56億 | +US$1713萬 | +7% | 1.23% | 89.6% | 87 | 35.63% | 0.8 |
|
| 3013 |
3013
General Electric
Evendale,
Ohio
| US$2.56億 | +US$8049萬 | +46% | 51.8% | 23.2% | 4 | 0% | 1.3 |
|
| 3014 |
SCM
3014
Stonehill Capital Management
New York
| US$2.55億 | +US$2263萬 | +10% | 0.59% | 117% | 15 | 33.33% | 0.7 |
|
| 3015 |
3015
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.55億 | +US$342萬 | +1% | 1.35% | 128% | 104 | 25.96% | 1.9 |
|
| 3016 |
3016
Birinyi Associates
Westport,
Connecticut
| US$2.55億 | +US$958萬 | +4% | 5.71% | 113% | 99 | 13.13% | 3.1 |
|
| 3017 |
3017
Strategic Point Investment Advisors
Providence,
Rhode Island
| US$2.55億 | +US$1129萬 | +5% | 2.55% | 51.9% | 19 | 5.26% | 2.4 |
|
| 3018 |
III
3018
Independent Investors Inc
Nesconset,
New York
| US$2.55億 | +US$392萬 | +2% | 3.31% | 61.6% | 82 | 7.32% | 4.2 |
|
| 3019 |
3019
Bank OZK
Little Rock,
Arkansas
| US$2.54億 | +US$212萬 | +0.8% | 1.16% | 112% | 138 | 7.97% | 3.2 |
|
| 3020 |
KCM
3020
Karp Capital Management
Sausalito,
California
| US$2.54億 | +US$593萬 | +2% | 4.12% | 21.3% | 132 | 28.03% | 1.4 |
|
| 3021 |
3021
Standard General
New York
| US$2.54億 | +US$1.65億 | +185% | 57.8% | 259% | 5 | 20% | 1 |
|
| 3022 |
3022
Litman Gregory Wealth Management
Larkspur,
California
| US$2.54億 | +US$848萬 | +3% | 2.84% | 55.5% | 175 | 50.86% | 1.3 |
|
| 3023 |
3023
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$2.53億 | +US$1382萬 | +6% | 0.49% | 48.5% | 50 | 12% | 3.2 |
|
| 3024 |
3024
Bodenholm Capital
Stockholm,
Sweden
| US$2.53億 | +US$8856萬 | +54% | 2.21% | 86% | 9 | 55.56% | 0.3 |
|
| 3025 |
3025
Trust Asset Management
Houston,
Texas
| US$2.53億 | +US$195萬 | +0.8% | 3.55% | 91.1% | 123 | 65.85% | 1 |
|