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全球頂尖投資人與避險基金的最新股票投資組合

所有基金經理人
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）
New England Investment & Retirement Group
3026
New England Investment & Retirement Group
Massachusetts
US$1.82億 +US$1320萬 +8% 2.9% 72.5% 56 8.93% 1.6
Salem Capital Management
3027
Salem Capital Management
Massachusetts
US$1.82億 +US$890萬 +5% 4.38% 32.3% 70 12.86% 2.9
Cat Rock Capital Management
3028
Cat Rock Capital Management
Connecticut
US$1.82億 -US$1470萬 -7% 5.63% 66.7% 11 45.45% 0.6
Vantagepoint Investment Advisers
3029
Vantagepoint Investment Advisers
District of Columbia
US$1.82億 -US$866萬 -5% 6.81% 32.7% 1 0% 2.8
Montage Investments
3030
Montage Investments
Kansas
US$1.82億 +US$3910萬 +27% 4.75% – 195 31.28% 0.4
Zhang Financial
3031
Zhang Financial
Michigan
US$1.82億 +US$10.2萬 +0.1% 2.97% 67.9% 78 8.97% 2.5
StrategIQ Financial Group
3032
StrategIQ Financial Group
Indiana
US$1.82億 +US$1145萬 +7% 2.66% 12.6% 112 9.82% 0.5
Trust Company of Oklahoma
3033
Trust Company of Oklahoma
Oklahoma
US$1.82億 +US$190萬 +1% 1.75% 101% 110 10% 2.3
Edgestream Partners
3034
Edgestream Partners
New Jersey
US$1.82億 +US$1.07億 +144% 3.11% 41.7% 139 78.42% 0.2
Walter & Keenan Wealth Management
3035
Walter & Keenan Wealth Management
Indiana
US$1.81億 +US$173萬 +1% 2.58% 92% 146 9.59% 1.9
Harbourvest Partners
3036
Harbourvest Partners
Massachusetts
US$1.81億 -US$2620萬 -13% 2.47% 8.96% 23 69.57% 1.1
FSI Group
3037
FSI Group
Ohio
US$1.81億 +US$1740萬 +11% 11.9% 44.1% 65 38.46% 0.9
River Wealth Advisors
3038
River Wealth Advisors
Pennsylvania
US$1.81億 +US$671萬 +4% 3.56% 80.3% 155 7.1% 1.3
Gladius Capital Management
3039
Gladius Capital Management
Illinois
US$1.81億 +US$585萬 +3% 3.3% 78% 2 0% 2.8
UIM
3040
Underhill Investment Management
California
US$1.81億 -US$462萬 -2% 2.77% 59.8% 22 13.64% 1.7
CWA Asset Management Group
3041
CWA Asset Management Group
Florida
US$1.8億 +US$1649萬 +10% 6.55% – 150 16% 0.5
Shah Capital Management
3042
Shah Capital Management
North Carolina
US$1.8億 +US$3745萬 +26% 24.8% 287% 19 15.79% 1.4
Court Place Advisors
3043
Court Place Advisors
Maryland
US$1.8億 +US$730萬 +4% 2.81% 92% 144 4.17% 2.2
Cumberland Advisors
3044
Cumberland Advisors
Florida
US$1.8億 +US$1721萬 +11% 6.16% 73.5% 61 24.59% 1.1
Kentucky Farm Bureau Mutual Insurance
3045
Kentucky Farm Bureau Mutual Insurance
Kentucky
US$1.79億 -US$351萬 -2% 2.82% 83.3% 87 9.2% 0.5
McNamara Financial Services
3046
McNamara Financial Services
Massachusetts
US$1.79億 +US$849萬 +5% 3.8% 42.6% 33 3.03% 0.6
Prentiss Smith & Co
3047
Prentiss Smith & Co
Vermont
US$1.79億 +US$134萬 +0.8% 3.02% 63.9% 279 10.04% 2.2
InvenTrust Properties
3048
InvenTrust Properties
Illinois
US$1.79億 -US$1046萬 -6% 5.29% 7.56% 21 0% 1.4
Founders Capital Management (Connecticut)
3049
Founders Capital Management (Connecticut)
Connecticut
US$1.79億 +US$109萬 +0.6% 1.49% 88.9% 56 1.79% 2.2
Kora Management
3050
Kora Management
New York
US$1.79億 +US$5104萬 +40% 17.3% 307% 11 45.45% 0.4
120 121
122
123 124