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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
Goodman Financial
Houston,
Texas
| US$1.57億 | -US$247萬 | -2% | 7.12% | 52.5% | 44 | 11.36% | 1.1 |
|
| 3077 |
3077
Blue Chip Partners
Farmington Hills,
Michigan
| US$1.57億 | +US$74.2萬 | +0.5% | 5.37% | 81.2% | 119 | 8.4% | 0.7 |
|
| 3078 |
3078
Zhang Financial
Portage,
Michigan
| US$1.57億 | +US$146萬 | +0.9% | 7.96% | 67.9% | 72 | 13.89% | 1.8 |
|
| 3079 |
3079
Guinness Atkinson Asset Management
Pasadena,
California
| US$1.57億 | -US$6055萬 | -28% | 11% | 132% | 73 | 16.44% | 1.9 |
|
| 3080 |
3080
Beech Hill Advisors
New York
| US$1.57億 | -US$3752萬 | -19% | 11.8% | 105% | 122 | 41.8% | 1.1 |
|
| 3081 |
3081
Mosaic Financial Partners
San Francisco,
California
| US$1.57億 | +US$1134萬 | +8% | 9.81% | 6.05% | 53 | 22.64% | 1.9 |
|
| 3082 |
3082
Koshinski Asset Management
Decatur,
Illinois
| US$1.57億 | -US$139萬 | -0.9% | 7.97% | 76.5% | 250 | 18% | 0.6 |
|
| 3083 |
BSWMG
3083
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| US$1.57億 | -US$936萬 | -6% | 5.72% | 17.9% | 105 | 11.43% | 1.8 |
|
| 3084 |
3084
Geller Advisors
New York
| US$1.57億 | -US$1505萬 | -9% | 7.41% | 20.4% | 35 | 22.86% | 1.6 |
|
| 3085 |
3085
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$1.56億 | -US$1283萬 | -8% | 4.71% | 100% | 1,226 | 19.25% | 1.8 |
|
| 3086 |
3086
Harber Asset Management
Asheville,
North Carolina
| US$1.56億 | +US$746萬 | +5% | 10.9% | 63.6% | 55 | 45.45% | 0.8 |
|
| 3087 |
3087
White Pine Investment Company
Livonia,
Michigan
| US$1.56億 | -US$1578萬 | -9% | 8.59% | 73.3% | 60 | 13.33% | 1.7 |
|
| 3088 |
3088
Arkansas Financial Group
Little Rock,
Arkansas
| US$1.56億 | -US$508萬 | -3% | 5.01% | 39.1% | 22 | 13.64% | 1.6 |
|
| 3089 |
3089
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| US$1.56億 | +US$1669萬 | +12% | 7.69% | 82.6% | 156 | 21.79% | 1.8 |
|
| 3090 |
3090
Birchview Capital
Burlington,
Vermont
| US$1.55億 | -US$3390萬 | -18% | 17.4% | 327% | 44 | 9.09% | 0.6 |
|
| 3091 |
MM
3091
Midas Management
New York
| US$1.55億 | -US$3069萬 | -17% | 9.38% | 43.3% | 127 | 6.3% | 1.5 |
|
| 3092 |
KCP
3092
Kenmare Capital Partners
New York
| US$1.55億 | +US$1456萬 | +10% | 12.9% | 48.8% | 18 | 11.11% | 1.3 |
|
| 3093 |
3093
LVZ Inc
Holland,
Michigan
| US$1.55億 | -US$2493萬 | -14% | 6.72% | 52.9% | 51 | 35.29% | 0.8 |
|
| 3094 |
3094
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$1.55億 | -US$1176萬 | -7% | 6.09% | 99.9% | 54 | 0% | 1.3 |
|
| 3095 |
3095
Van Hulzen Asset Management
El Dorado Hills,
California
| US$1.55億 | -US$3071萬 | -17% | 5.51% | 86.3% | 179 | 37.43% | 0.7 |
|
| 3096 |
3096
Cryder Capital Partners
London,
United Kingdom
| US$1.55億 | +US$1683萬 | +12% | 6.23% | 55.7% | 12 | 0% | 0.7 |
|
| 3097 |
3097
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| US$1.55億 | -US$784萬 | -5% | 6.82% | 75% | 121 | 9.92% | 1.5 |
|
| 3098 |
3098
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$1.55億 | -US$689萬 | -4% | 6.59% | 71.4% | 282 | 26.95% | 0.6 |
|
| 3099 |
3099
Aull & Monroe Investment Management
Mobile,
Alabama
| US$1.54億 | -US$1587萬 | -9% | 7.72% | 98.3% | 123 | 8.94% | 1.9 |
|
| 3100 |
3100
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Tel Aviv,
Israel
| US$1.54億 | -US$372萬 | -2% | 10.2% | 80.8% | 36 | 2.78% | 0.6 |
|