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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3126 |
ILM
3126
Indigo Latam Management
Phoenix,
Arizona
| US$1.66億 | +US$1114萬 | +7% | 7.18% | 39.3% | 1 | 0% | 1.5 |
|
| 3127 |
3127
WealthTrust-Arizona
Scottsdale,
Arizona
| US$1.66億 | +US$299萬 | +2% | 1.78% | 20.2% | 705 | 14.61% | 1.5 |
|
| 3128 |
FAM
3128
Fortaleza Asset Management
Chicago,
Illinois
| US$1.66億 | -US$1095萬 | -6% | 5.39% | 121% | 235 | 28.94% | 1 |
|
| 3129 |
3129
Dock Street Asset Management
Palm Beach,
Florida
| US$1.66億 | -US$987萬 | -6% | 0.93% | 175% | 47 | 17.02% | 1.5 |
|
| 3130 |
BSWMG
3130
Barrington Strategic Wealth Management Group
Chicago,
Illinois
| US$1.66億 | +US$270萬 | +2% | 0.08% | 17.9% | 105 | 10.48% | 1.6 |
|
| 3131 |
DCMM
3131
DG Capital Management (Massachusetts)
Boston,
Massachusetts
| US$1.66億 | -US$10.9萬 | -0.1% | 5.67% | 96.7% | 76 | 30.26% | 1.1 |
|
| 3132 |
3132
Southport Capital Management
Chattanooga,
Tennessee
| US$1.66億 | -US$364萬 | -2% | 0.02% | 80% | 180 | 12.78% | 1.5 |
|
| 3133 |
3133
Nebula Capital Management
Stamford,
Connecticut
| US$1.66億 | +US$1149萬 | +7% | 4.25% | 25.6% | 33 | 12.12% | 1 |
|
| 3134 |
3134
DST Global Advisors
Road Town, Tortola,
British Virgin Islands
| US$1.66億 | +US$3230萬 | +24% | 35.4% | – | 3 | 33.33% | 0.3 |
|
| 3135 |
3135
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$1.66億 | -US$114萬 | -0.7% | 0.79% | 62.5% | 442 | 5.43% | 1.4 |
|
| 3136 |
3136
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$1.66億 | -US$269萬 | -2% | 2% | 112% | 61 | 6.56% | 0.5 |
|
| 3137 |
HCM
3137
Horrell Capital Management
Little Rock,
Arkansas
| US$1.65億 | -US$6672萬 | -29% | 1.39% | 55.6% | 328 | 35.37% | 1.7 |
|
| 3138 |
3138
AB CarVal Investors
Minneapolis,
Minnesota
| US$1.65億 | -US$119萬 | -0.7% | 5.09% | 24% | 9 | 11.11% | 1.3 |
|
| 3139 |
3139
Bourgeon Capital Management
Darien,
Connecticut
| US$1.65億 | +US$169萬 | +1% | 0.61% | 121% | 119 | 23.53% | 1.2 |
|
| 3140 |
MM
3140
Meridian Management
Little Rock,
Arkansas
| US$1.65億 | +US$2530萬 | +18% | 1.36% | 57.8% | 66 | 15.15% | 1.6 |
|
| 3141 |
3141
Metalmark Management II
New York
| US$1.65億 | -US$4362萬 | -21% | 0.78% | 81.7% | 1 | 0% | 1.8 |
|
| 3142 |
3142
Gemmer Asset Management
Walnut Creek,
California
| US$1.65億 | -US$74.9萬 | -0.5% | 0.12% | 96.8% | 1,428 | 9.31% | 1.1 |
|
| 3143 |
3143
Retirement Capital Strategies
San Jose,
California
| US$1.64億 | -US$613萬 | -4% | 1.62% | 59% | 14 | 7.14% | 1.1 |
|
| 3144 |
3144
Smith Affiliated Capital
New York
| US$1.64億 | -US$128萬 | -0.8% | 0.41% | 6.89% | 107 | 4.67% | 1 |
|
| 3145 |
RP
3145
Realm Partners
New York
| US$1.64億 | -US$1672萬 | -9% | 0.05% | – | 44 | 47.73% | 0.5 |
|
| 3146 |
3146
Sigma Investment Management
Portland,
Oregon
| US$1.64億 | +US$21.9萬 | +0.1% | 0.79% | 8.4% | 30 | 10% | 1.5 |
|
| 3147 |
MA
3147
Minerva Advisors
Bala Cynwyd,
Pennsylvania
| US$1.64億 | -US$831萬 | -5% | 4.31% | 166% | 75 | 9.33% | 1.7 |
|
| 3148 |
3148
Glenview State Bank Trust Department
Glenview,
Illinois
| US$1.63億 | -US$282萬 | -2% | 0.17% | 76.6% | 89 | 7.87% | 1.3 |
|
| 3149 |
SIG
3149
Schaller Investment Group
Winston Salem,
North Carolina
| US$1.63億 | -US$73.2萬 | -0.4% | 1.97% | 21.9% | 44 | 13.64% | 1.8 |
|
| 3150 |
BOIA
3150
Bush ODonnell Investment Advisors
St Louis,
Missouri
| US$1.63億 | -US$533萬 | -3% | 1.78% | 45.9% | 45 | 6.67% | 1.8 |
|