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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
Doliver Advisors
Houston,
Texas
| US$2.39億 | +US$924萬 | +4% | 4.5% | 92.3% | 393 | 37.15% | 0.8 |
|
| 3102 |
3102
Tradewinds Capital Management
Bellingham,
Washington
| US$2.39億 | +US$1547萬 | +7% | 3.91% | 96.9% | 718 | 12.26% | 2.8 |
|
| 3103 |
3103
Dumont & Blake Investment Advisors
Princeton,
New Jersey
| US$2.38億 | +US$391萬 | +2% | 2.47% | 86.1% | 202 | 10.89% | 3.4 |
|
| 3104 |
3104
CNO Financial Group
Carmel,
Indiana
| US$2.38億 | -US$1.21億 | -34% | 1.24% | – | 22 | 31.82% | 0.5 |
|
| 3105 |
3105
Symmetry Partners
Glastonbury,
Connecticut
| US$2.38億 | +US$306萬 | +1% | 0.2% | 61.4% | 36 | 11.11% | 1.4 |
|
| 3106 |
3106
New Silk Road Investment
Singapore
| US$2.38億 | +US$2453萬 | +11% | 1.3% | 21.2% | 10 | 50% | 0.8 |
|
| 3107 |
3107
Nicolet Bankshares
Green Bay,
Wisconsin
| US$2.38億 | +US$288萬 | +1% | 2.49% | 75.5% | 194 | 7.73% | 1.9 |
|
| 3108 |
3108
Chubb Ltd
Zurich,
Switzerland
| US$2.38億 | +US$798萬 | +3% | 3.68% | 64.2% | 21 | 4.76% | 2 |
|
| 3109 |
3109
Prime Capital Investment Advisors
Overland Park,
Kansas
| US$2.38億 | +US$9671萬 | +68% | 0.78% | 78.7% | 386 | 46.63% | 0.3 |
|
| 3110 |
3110
Icon Wealth Partners
Houston,
Texas
| US$2.38億 | +US$5128萬 | +27% | 4.21% | – | 841 | 70.27% | 0.1 |
|
| 3111 |
3111
Covenant Multifamily Offices
San Antonio,
Texas
| US$2.38億 | +US$7100萬 | +43% | 0.57% | 38.3% | 52 | 23.08% | 1.1 |
|
| 3112 |
3112
Cutler Capital Management
Worcester,
Massachusetts
| US$2.37億 | -US$971萬 | -4% | 3.03% | 39.7% | 103 | 16.5% | 2.2 |
|
| 3113 |
3113
Ferris Capital
Marlborough,
Massachusetts
| US$2.37億 | -US$1036萬 | -4% | 2.83% | 67% | 730 | 7.81% | 0.4 |
|
| 3114 |
3114
Oakwood Capital Management
Los Angeles,
California
| US$2.37億 | +US$302萬 | +1% | 3.57% | 72.7% | 48 | 6.25% | 2.8 |
|
| 3115 |
3115
Versant Capital Management
Phoenix,
Arizona
| US$2.37億 | -US$487萬 | -2% | 0.67% | 97.3% | 1,754 | 4.45% | 2.1 |
|
| 3116 |
3116
Rainier Group Investment Advisory
Bellevue,
Washington
| US$2.37億 | +US$1862萬 | +9% | 2.46% | 41.4% | 47 | 23.4% | 1.3 |
|
| 3117 |
3117
HSG Holding
Na,
Hong Kong
| US$2.37億 | -US$1.01億 | -30% | 6.44% | 0.28% | 6 | 33.33% | 3.2 |
|
| 3118 |
3118
Portland Hill Asset Management
London,
United Kingdom
| US$2.37億 | +US$902萬 | +4% | 4.74% | 30.2% | 21 | 4.76% | 1.3 |
|
| 3119 |
3119
Northwest Bancshares
Warren,
Pennsylvania
| US$2.37億 | -US$641萬 | -3% | 0.27% | 84.8% | 153 | 9.15% | 0.5 |
|
| 3120 |
3120
Wittenberg Investment Management
Carlisle,
Massachusetts
| US$2.37億 | +US$464萬 | +2% | 4.21% | 89.9% | 83 | 9.64% | 1.3 |
|
| 3121 |
3121
Goldstein Munger & Associates
San Ramon,
California
| US$2.37億 | +US$462萬 | +2% | 1.76% | 11.9% | 36 | 2.78% | 3.6 |
|
| 3122 |
3122
InterWest Venture Management
San Francisco,
California
| US$2.37億 | -US$61.7萬 | -0.3% | 5.38% | 57.6% | 12 | 8.33% | 1.3 |
|
| 3123 |
3123
Schnieders Capital Management
Pasadena,
California
| US$2.37億 | +US$479萬 | +2% | 3.69% | 103% | 157 | 7.64% | 3.1 |
|
| 3124 |
3124
Harfst & Associates
Sheridan,
Wyoming
| US$2.37億 | -US$842萬 | -3% | 1.45% | 88.1% | 86 | 12.79% | 1.7 |
|
| 3125 |
CCM
3125
Compton Capital Management
Providence,
Rhode Island
| US$2.36億 | +US$54.6萬 | +0.2% | 2.08% | 75.6% | 156 | 10.26% | 3.8 |
|