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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
3026
Ascent Wealth Partners
New Hartford,
New York
| US$1.58億 | +US$1249萬 | +9% | 5.56% | 105% | 109 | 12.84% | 0.4 |
|
| 3027 |
3027
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$1.57億 | +US$2274萬 | +17% | 5.81% | 104% | 359 | 5.85% | 0.5 |
|
| 3028 |
BSWMG
3028
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| US$1.57億 | +US$344萬 | +2% | 3.64% | 17.9% | 103 | 6.8% | 0.8 |
|
| 3029 |
3029
Harbour Investment Management
Edmonds,
Washington
| US$1.57億 | +US$436萬 | +3% | 5.28% | 58.8% | 80 | 2.5% | 0.9 |
|
| 3030 |
3030
Norman Fields Gottscho Capital Management
New York
| US$1.57億 | +US$1117萬 | +8% | 5.09% | 96.9% | 74 | 31.08% | 0.7 |
|
| 3031 |
3031
Edgestream Partners
Princeton,
New Jersey
| US$1.57億 | +US$6290萬 | +67% | 3.95% | 41.7% | 94 | 76.6% | 0.1 |
|
| 3032 |
3032
Kepos Capital
New York
| US$1.57億 | -US$165萬 | -1% | 4.92% | 21.1% | 7 | 28.57% | 0.8 |
|
| 3033 |
3033
Augustine Asset Management
Jacksonville,
Florida
| US$1.57億 | +US$1298萬 | +9% | 6.5% | 316% | 62 | 12.9% | 0.8 |
|
| 3034 |
3034
Cumberland Advisors
Sarasota,
Florida
| US$1.57億 | -US$1756萬 | -10% | 4.3% | 73.5% | 60 | 51.67% | 0.3 |
|
| 3035 |
3035
M Holdings Securities
Portland,
Oregon
| US$1.56億 | +US$6115萬 | +64% | 3.79% | 83.9% | 220 | 37.27% | 0.3 |
|
| 3036 |
SA
3036
Strategic Advisors
New York
| US$1.56億 | +US$727萬 | +5% | 5.24% | 106% | 147 | 17.69% | 0.8 |
|
| 3037 |
3037
Independence Trust
Franklin,
Tennessee
| US$1.56億 | +US$1128萬 | +8% | 8% | 28.9% | 117 | 13.68% | 0.8 |
|
| 3038 |
3038
Courage Capital Management
Nashville,
Tennessee
| US$1.56億 | -US$2780萬 | -15% | 8.38% | 86.5% | 30 | 30% | 0.7 |
|
| 3039 |
3039
Weybosset Research & Management
Province,
Rhode Island
| US$1.56億 | +US$527萬 | +4% | 3.87% | 74.8% | 52 | 7.69% | 0.9 |
|
| 3040 |
3040
Hendley & Co
Zanesville,
Ohio
| US$1.56億 | +US$1311萬 | +9% | 6.02% | 54.8% | 63 | 7.94% | 0.9 |
|
| 3041 |
3041
Anderson Hoagland & Co
St Louis,
Missouri
| US$1.55億 | +US$468萬 | +3% | 2.6% | 104% | 105 | 9.52% | 0.7 |
|
| 3042 |
3042
Camelot Portfolios
Maumee,
Ohio
| US$1.55億 | +US$707萬 | +5% | 5.17% | 41.3% | 165 | 18.79% | 0.8 |
|
| 3043 |
3043
Algert Global
San Francisco,
California
| US$1.55億 | -US$9749萬 | -39% | 4.76% | 194% | 393 | 48.85% | 0.5 |
|
| 3044 |
3044
Capital Z Partners Management
New York
| US$1.55億 | -US$9291萬 | -37% | 1.25% | 48.2% | 3 | 33.33% | 0.7 |
|
| 3045 |
3045
Farley Capital
New York
| US$1.55億 | -US$705萬 | -4% | 0.57% | 105% | 14 | 21.43% | 0.8 |
|
| 3046 |
MM
3046
Midas Management
New York
| US$1.55億 | -US$6040萬 | -28% | 5.52% | 43.3% | 162 | 40.74% | 0.8 |
|
| 3047 |
3047
Delta Capital Management
Red Bank,
New Jersey
| US$1.55億 | +US$838萬 | +6% | 6.27% | 129% | 67 | 7.46% | 0.9 |
|
| 3048 |
EGA
3048
E&G Advisors
Houston,
Texas
| US$1.55億 | +US$2791萬 | +22% | 6.72% | 97.7% | 95 | 15.79% | 0.4 |
|
| 3049 |
3049
B. Riley Wealth Management
Memphis,
Tennessee
| US$1.54億 | +US$1899萬 | +14% | 6.16% | 32.2% | 1,243 | 21% | 0.2 |
|
| 3050 |
3050
Hanseatic Management Services
Albuquerque,
New Mexico
| US$1.54億 | +US$1.51億 | +4,553% | 13.4% | – | 322 | 52.8% | 0.4 |
|