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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Financial Management Professionals
Austin,
Texas
| US$1.47億 | -US$428萬 | -3% | 2.15% | 62.1% | 318 | 13.21% | 1 |
|
| 3077 |
3077
Zhang Financial
Portage,
Michigan
| US$1.46億 | -US$238萬 | -2% | 3.51% | 67.9% | 63 | 3.17% | 1.1 |
|
| 3078 |
3078
First Light Asset Management
Edina,
Minnesota
| US$1.46億 | -US$225萬 | -2% | 7.12% | 364% | 70 | 14.29% | 0.7 |
|
| 3079 |
GRP
3079
Geologic Resource Partners
Boston,
Massachusetts
| US$1.46億 | -US$2081萬 | -12% | 13.4% | – | 17 | 29.41% | 0.8 |
|
| 3080 |
MJP
3080
Michael J. Puzo
| US$1.46億 | +US$159萬 | +1% | 0.02% | 90.3% | 82 | 7.32% | 1.1 |
|
| 3081 |
3081
Ellington Management Group
Old Greenwich,
Connecticut
| US$1.46億 | -US$6811萬 | -32% | 4.47% | 16.1% | 614 | 85.02% | 0.2 |
|
| 3082 |
3082
Doliver Advisors
Houston,
Texas
| US$1.45億 | +US$3061萬 | +27% | 3.77% | 92.3% | 326 | 45.09% | 0.5 |
|
| 3083 |
3083
Arkansas Financial Group
Little Rock,
Arkansas
| US$1.45億 | +US$215萬 | +2% | 0.88% | 39.1% | 21 | 0% | 0.7 |
|
| 3084 |
3084
Landscape Capital Management
Englewood,
New Jersey
| US$1.45億 | -US$267萬 | -2% | 2.58% | 92.5% | 487 | 60.99% | 0.2 |
|
| 3085 |
PTB
3085
Pioneer Trust Bank
Salem,
Oregon
| US$1.45億 | -US$5.9萬 | -0% | 0.53% | 61.4% | 65 | 6.15% | 1.1 |
|
| 3086 |
3086
Montgomery Investment Management
Rockville,
Maryland
| US$1.45億 | +US$1408萬 | +11% | 6.11% | 98.4% | 71 | 9.86% | 1.1 |
|
| 3087 |
3087
Trust Asset Management
Houston,
Texas
| US$1.45億 | US$0 | 0% | 3.62% | 91.1% | 53 | 0% | 0.5 |
|
| 3088 |
ACM
3088
Azentus Capital Management
Hong Kong
| US$1.45億 | -US$3944萬 | -21% | 1.85% | – | 17 | 70.59% | 0.3 |
|
| 3089 |
BCA
3089
Benchmark Capital Advisors
New York
| US$1.45億 | -US$1505萬 | -9% | 1.97% | 29.5% | 150 | 28.67% | 0.9 |
|
| 3090 |
NFM
3090
North Forty Management
Seattle,
Washington
| US$1.45億 | -US$948萬 | -6% | 5.79% | 9.62% | 6 | 0% | 1.3 |
|
| 3091 |
3091
Pacifica Capital Investments
Leander,
Texas
| US$1.45億 | -US$971萬 | -6% | 3.07% | 70.4% | 15 | 20% | 1.1 |
|
| 3092 |
AHC
3092
Adams Hill Capital
Westport,
Connecticut
| US$1.45億 | -US$4186萬 | -22% | 10% | – | 33 | 81.82% | 0.1 |
|
| 3093 |
3093
Rizvi Traverse Management
West Palm Beach,
Florida
| US$1.45億 | +US$2973萬 | +26% | 25.9% | – | 1 | 0% | 0.3 |
|
| 3094 |
3094
Roberts, Glore & Co
Deerfield,
Illinois
| US$1.44億 | -US$305萬 | -2% | 1.18% | 72.3% | 138 | 4.35% | 1.2 |
|
| 3095 |
3095
Sequoia Financial Advisors
Akron,
Ohio
| US$1.44億 | +US$1264萬 | +10% | 1% | 78.3% | 189 | 31.22% | 0.5 |
|
| 3096 |
3096
Camarda Financial Advisors
Fleming Island,
Florida
| US$1.44億 | -US$170萬 | -1% | 1.15% | 196% | 268 | 35.82% | 0.6 |
|
| 3097 |
3097
Financial Planning & Information Services
De Pere,
Wisconsin
| US$1.44億 | -US$426萬 | -3% | 2.63% | 13% | 33 | 3.03% | 0.7 |
|
| 3098 |
PIM
3098
Parasol Investment Management
Westmont,
Illinois
| US$1.44億 | -US$169萬 | -1% | 1.22% | 20.9% | 302 | 12.58% | 0.7 |
|
| 3099 |
LWM
3099
LBA Wealth Management
Jacksonville,
Florida
| US$1.44億 | +US$2138萬 | +17% | 0.15% | 19.2% | 446 | 42.15% | 0.4 |
|
| 3100 |
3100
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$1.44億 | -US$141萬 | -1% | 0.22% | 109% | 76 | 6.58% | 1 |
|