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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 |
MM
3101
Meridian Management
Little Rock,
Arkansas
| US$1.74億 | +US$918萬 | +6% | 3.11% | 57.8% | 68 | 13.24% | 2.1 |
|
| 3102 |
3102
EnTrustPermal Management
New York
| US$1.74億 | -US$2538萬 | -13% | 2.32% | 19.3% | 31 | 25.81% | 1.6 |
|
| 3103 |
3103
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$1.74億 | +US$427萬 | +3% | 1.98% | 76.5% | 80 | 10% | 0.7 |
|
| 3104 |
MJP
3104
Michael J. Puzo
| US$1.73億 | +US$2182萬 | +14% | 3.32% | 90.3% | 79 | 11.39% | 2.6 |
|
| 3105 |
3105
Proficio Capital Partners
Newton,
Massachusetts
| US$1.73億 | +US$1376萬 | +9% | 4.1% | 97% | 1,199 | 14.76% | 0.6 |
|
| 3106 |
3106
Boston Research & Management
Manchester,
Massachusetts
| US$1.73億 | +US$817萬 | +5% | 3.99% | 53.2% | 97 | 6.19% | 3 |
|
| 3107 |
LFR
3107
Lehman Financial Resources
Media,
Pennsylvania
| US$1.73億 | -US$2625萬 | -13% | 1.07% | 58.2% | 65 | 21.54% | 2.5 |
|
| 3108 |
3108
Bank Pictet & Cie (Asia)
Singapore
| US$1.73億 | +US$1612萬 | +10% | 4.51% | 30.4% | 66 | 22.73% | 0.7 |
|
| 3109 |
CC
3109
Cambrian Capital
San Francisco,
California
| US$1.72億 | +US$460萬 | +3% | 8.3% | 17.3% | 57 | 26.32% | 1.4 |
|
| 3110 |
3110
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$1.72億 | +US$1388萬 | +9% | 5.26% | 91.5% | 99 | 16.16% | 0.6 |
|
| 3111 |
3111
Cornerstone Management
Duluth,
Georgia
| US$1.72億 | +US$613萬 | +4% | 2.26% | 43.6% | 45 | 4.44% | 1.5 |
|
| 3112 |
3112
Nicolet Bankshares
Green Bay,
Wisconsin
| US$1.72億 | +US$1913萬 | +13% | 2.44% | 75.5% | 166 | 18.07% | 0.6 |
|
| 3113 |
3113
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$1.72億 | +US$1651萬 | +11% | 4.21% | 62.5% | 445 | 5.62% | 2.4 |
|
| 3114 |
3114
Benedict Financial Advisors
Atlanta,
Georgia
| US$1.71億 | +US$61.4萬 | +0.4% | 0.82% | 72.4% | 102 | 8.82% | 1.5 |
|
| 3115 |
3115
Birchview Capital
Burlington,
Vermont
| US$1.71億 | +US$3358萬 | +24% | 36.7% | 327% | 48 | 16.67% | 1.2 |
|
| 3116 |
3116
Mercer Investments
Boston,
Massachusetts
| US$1.71億 | +US$8517萬 | +99% | 3% | 33.1% | 10 | 20% | 1.9 |
|
| 3117 |
3117
Thomasville National Bank
Thomasville,
Georgia
| US$1.71億 | -US$2.09億 | -55% | 5% | – | 169 | 62.72% | 1.9 |
|
| 3118 |
SRCM
3118
Swift Run Capital Management
Charlottesville,
Virginia
| US$1.71億 | +US$1418萬 | +9% | 6.79% | 9.9% | 60 | 13.33% | 1.3 |
|
| 3119 |
3119
Cryder Capital Partners
London,
United Kingdom
| US$1.71億 | +US$4597萬 | +37% | 11% | 55.7% | 10 | 0% | 1.6 |
|
| 3120 |
MG
3120
Magnolia Group
Omaha,
Nebraska
| US$1.71億 | +US$1592萬 | +10% | 9.82% | 9.52% | 9 | 11.11% | 0.7 |
|
| 3121 |
3121
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$1.71億 | +US$320萬 | +2% | 2.35% | 74% | 63 | 6.35% | 0.7 |
|
| 3122 |
3122
White Pine Investment Company
Livonia,
Michigan
| US$1.7億 | +US$368萬 | +2% | 3.96% | 73.3% | 60 | 11.67% | 2.5 |
|
| 3123 |
3123
Park Avenue Securities
New York
| US$1.7億 | -US$4.14億 | -71% | 0.73% | 71% | 102 | 63.73% | 0.6 |
|
| 3124 |
EGA
3124
E&G Advisors
Houston,
Texas
| US$1.7億 | +US$551萬 | +3% | 3.89% | 97.7% | 115 | 11.3% | 1.4 |
|
| 3125 |
VHMC
3125
Value Holdings Management Company
Hampton Bays,
New York
| US$1.7億 | +US$1456萬 | +9% | 9.68% | 125% | 42 | 9.52% | 2 |
|