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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 |
WMG
3076
WESCAP Management Group
Glendale,
California
| US$2.12億 | +US$693萬 | +3% | 2.48% | 45.7% | 64 | 14.06% | 1.1 |
|
| 3077 |
3077
Point72 Asia (Singapore)
Singapore
| US$2.12億 | -US$3272萬 | -13% | 8.86% | – | 34 | 79.41% | 0.1 |
|
| 3078 |
PLFAM
3078
Pineno Levin & Ford Asset Management
Richmond,
Virginia
| US$2.12億 | +US$76萬 | +0.4% | 1.88% | 81.6% | 95 | 6.32% | 2.9 |
|
| 3079 |
MA
3079
Marshwinds Advisory
St Simons Island,
Georgia
| US$2.11億 | -US$371萬 | -2% | 1.83% | 32.9% | 140 | 5.71% | 3.4 |
|
| 3080 |
CP
3080
Covalent Partners
Concord,
Massachusetts
| US$2.11億 | -US$4926萬 | -19% | 4.89% | 36.6% | 33 | 33.33% | 1.3 |
|
| 3081 |
RAM
3081
Roanoke Asset Management
Jersey City,
New Jersey
| US$2.11億 | +US$79.7萬 | +0.4% | 3.19% | 50.3% | 111 | 10.81% | 2.9 |
|
| 3082 |
SIMM
3082
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| US$2.11億 | +US$199萬 | +1% | 2.6% | 72.3% | 78 | 7.69% | 3.1 |
|
| 3083 |
CCM
3083
Cutler Capital Management
Worcester,
Massachusetts
| US$2.11億 | -US$910萬 | -4% | 0.55% | 39.7% | 91 | 19.78% | 2 |
|
| 3084 |
CPA
3084
Court Place Advisors
Ellicott City,
Maryland
| US$2.11億 | +US$714萬 | +4% | 2.38% | 92% | 163 | 5.52% | 2.5 |
|
| 3085 |
3085
Bank Pictet & Cie (Asia)
Singapore
| US$2.11億 | -US$1024萬 | -5% | 5.76% | 30.4% | 70 | 20% | 1.2 |
|
| 3086 |
GE
3086
General Electric
Evendale,
Ohio
| US$2.11億 | +US$4578萬 | +28% | 4.95% | 47.5% | 5 | 40% | 0.9 |
|
| 3087 |
3087
Sio Capital Management
New York
| US$2.1億 | +US$3166萬 | +18% | 12.3% | 564% | 75 | 61.33% | 0.3 |
|
| 3088 |
CII
3088
Chapter IV Investors
Charlotte,
North Carolina
| US$2.1億 | -US$3129萬 | -13% | 2.33% | 4.15% | 10 | 30% | 2.9 |
|
| 3089 |
FIM
3089
Farmhouse Investment Management
Greenbrae,
California
| US$2.1億 | +US$873萬 | +4% | 1.47% | – | 32 | 3.13% | 0.2 |
|
| 3090 |
BC
3090
Barnett & Company
Chattanooga,
Tennessee
| US$2.1億 | +US$2781萬 | +15% | 2.6% | 65.9% | 397 | 18.14% | 1.7 |
|
| 3091 |
SHWM
3091
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$2.1億 | +US$128萬 | +0.6% | 2.82% | 40.4% | 64 | 18.75% | 1.8 |
|
| 3092 |
3092
Highland Private Wealth Management
Bellevue,
Washington
| US$2.09億 | +US$1505萬 | +8% | 3.96% | 19% | 91 | 25.27% | 1 |
|
| 3093 |
CWM
3093
Confluence Wealth Management
Portland,
Oregon
| US$2.09億 | +US$633萬 | +3% | 2.52% | 31.9% | 128 | 0.78% | 2.2 |
|
| 3094 |
3094
Arax Advisory Partners
Denver,
Colorado
| US$2.09億 | +US$121萬 | +0.6% | 2.45% | 64.7% | 547 | 7.86% | 0.5 |
|
| 3095 |
OFW
3095
Omnia Family Wealth
Aventura,
Florida
| US$2.09億 | +US$276萬 | +1% | 2.9% | 80.6% | 769 | 12.22% | 0.5 |
|
| 3096 |
MC
3096
Mathes Company
New York
| US$2.09億 | +US$2084萬 | +11% | 4.43% | 121% | 146 | 14.38% | 2.5 |
|
| 3097 |
ISB
3097
Iowa State Bank
Urbandale,
Iowa
| US$2.09億 | +US$464萬 | +2% | 1.29% | 85.7% | 98 | 11.22% | 2.6 |
|
| 3098 |
BCFA
3098
BP Capital Fund Advisors
Dallas,
Texas
| US$2.09億 | -US$908萬 | -4% | 8.78% | 17.9% | 58 | 27.59% | 0.9 |
|
| 3099 |
SMC
3099
S. Muoio & Co
New York
| US$2.09億 | -US$712萬 | -3% | 2.01% | 327% | 117 | 42.74% | 1.1 |
|
| 3100 |
3100
Roble Belko & Company
Sewickley,
Pennsylvania
| US$2.09億 | +US$653萬 | +3% | 1.78% | 53.3% | 377 | 23.08% | 1.4 |
|