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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Aull & Monroe Investment Management
Mobile,
Alabama
| US$1.7億 | -US$779萬 | -4% | 1.38% | 98.3% | 129 | 11.63% | 1.7 |
|
| 3102 |
3102
Schnieders Capital Management
Pasadena,
California
| US$1.7億 | +US$508萬 | +3% | 1.28% | 103% | 133 | 7.52% | 1.2 |
|
| 3103 |
CCM
3103
CWH Capital Management
Spokane,
Washington
| US$1.7億 | +US$619萬 | +4% | 2.3% | 29.9% | 54 | 7.41% | 1.2 |
|
| 3104 |
3104
Cheviot Value Management
Beverly Hills,
California
| US$1.69億 | -US$37.2萬 | -0.2% | 0.73% | 77.8% | 34 | 5.88% | 1.7 |
|
| 3105 |
3105
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| US$1.69億 | -US$105萬 | -0.6% | 0.87% | 100% | 1,327 | 19.59% | 1.7 |
|
| 3106 |
BP
3106
Banbury Partners
Charlotte,
North Carolina
| US$1.69億 | +US$1142萬 | +7% | 5.31% | 138% | 12 | 8.33% | 0.4 |
|
| 3107 |
3107
Financial Engines Advisors
Santa Clara,
California
| US$1.69億 | +US$5068萬 | +43% | 3.14% | 42.3% | 60 | 15% | 1.6 |
|
| 3108 |
3108
Bender Robert & Associates
Pasadena,
California
| US$1.68億 | -US$301萬 | -2% | 3.04% | 146% | 59 | 11.86% | 1.7 |
|
| 3109 |
3109
Evermay Wealth Management
Arlington,
Virginia
| US$1.68億 | -US$100萬 | -0.6% | 1.67% | 56.2% | 89 | 8.99% | 1.1 |
|
| 3110 |
7A
3110
734 Agriculture
New York
| US$1.68億 | -US$2186萬 | -12% | 11.5% | 23.8% | 1 | 0% | 1.3 |
|
| 3111 |
3111
Equinox Partners Investment Management
Stamford,
Connecticut
| US$1.68億 | -US$305萬 | -2% | 8.74% | 241% | 20 | 15% | 1.1 |
|
| 3112 |
SM
3112
SLS Management
New York
| US$1.68億 | -US$819萬 | -5% | 2.87% | 11.3% | 22 | 27.27% | 0.8 |
|
| 3113 |
3113
Raffa Wealth Management
Washington,
District of Columbia
| US$1.68億 | -US$197萬 | -1% | 1.16% | 35.8% | 836 | 4.43% | 0.9 |
|
| 3114 |
3114
Capital Wealth Planning
Naples,
Florida
| US$1.68億 | -US$2446萬 | -13% | 0.42% | 73.9% | 146 | 28.77% | 1 |
|
| 3115 |
PCC
3115
Park Circle Company
Baltimore,
Maryland
| US$1.67億 | +US$1371萬 | +9% | 1.83% | 70.5% | 103 | 13.59% | 0.8 |
|
| 3116 |
EP
3116
Elkhorn Partners
Omaha,
Nebraska
| US$1.67億 | -US$785萬 | -4% | 5.21% | 32.2% | 45 | 0% | 1.8 |
|
| 3117 |
MAS
3117
Madden Advisory Services
Jacksonville,
Florida
| US$1.67億 | +US$150萬 | +0.9% | 1.75% | 52.3% | 302 | 68.87% | 0.6 |
|
| 3118 |
3118
Financial Planning & Information Services
De Pere,
Wisconsin
| US$1.67億 | +US$1203萬 | +8% | 1.14% | 13% | 34 | 8.82% | 1.3 |
|
| 3119 |
FPFS
3119
First Personal Financial Services
Charlotte,
North Carolina
| US$1.67億 | +US$201萬 | +1% | 1.88% | 31.5% | 578 | 21.45% | 0.5 |
|
| 3120 |
SFSIG
3120
San Francisco Sentry Investment Group
San Francisco,
California
| US$1.67億 | -US$76.7萬 | -0.5% | 0.67% | 436% | 160 | 9.38% | 1.8 |
|
| 3121 |
3121
Piper Sandler & Co
Minneapolis,
Minnesota
| US$1.67億 | -US$7402萬 | -31% | 3.47% | 0.04% | 160 | 70% | 0.2 |
|
| 3122 |
WPEP
3122
Walnut Private Equity Partners
Omaha,
Nebraska
| US$1.67億 | -US$14.2萬 | -0.1% | 1.08% | 48% | 26 | 7.69% | 1.4 |
|
| 3123 |
3123
RKL Wealth Management
Lancaster,
Pennsylvania
| US$1.67億 | +US$157萬 | +1% | 0.47% | 76.8% | 54 | 7.41% | 1.1 |
|
| 3124 |
3124
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$1.67億 | -US$53萬 | -0.3% | 1.12% | 99.9% | 61 | 14.75% | 1.1 |
|
| 3125 |
3125
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$1.67億 | +US$951萬 | +6% | 0.63% | 52% | 666 | 14.41% | 1.6 |
|