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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3151 |
FNBOMD
3151
First National Bank of Mount Dora
Mount Dora,
Florida
| US$2.27億 | +US$2388萬 | +12% | 8.87% | 96.2% | 96 | 26.04% | 2.6 |
|
| 3152 |
3152
Beck Capital Management
Austin,
Texas
| US$2.27億 | +US$1764萬 | +8% | 7.55% | 291% | 124 | 28.23% | 1.1 |
|
| 3153 |
TBA
3153
Train Babcock Advisors
New York
| US$2.27億 | +US$4771萬 | +27% | 7.14% | 41.9% | 115 | 40.87% | 2.4 |
|
| 3154 |
3154
Shelter Insurance Retirement Plan
Columbia,
Missouri
| US$2.27億 | +US$1225萬 | +6% | 8.85% | 60.5% | 41 | 0% | 3.8 |
|
| 3155 |
3155
Carderock Capital Management
Chevy Chase,
Maryland
| US$2.27億 | +US$524萬 | +2% | 5.73% | 97.6% | 77 | 9.09% | 3.3 |
|
| 3156 |
3156
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$2.26億 | +US$2247萬 | +11% | 5.04% | 98% | 232 | 37.93% | 1.1 |
|
| 3157 |
3157
Lucia Wealth Services
San Diego,
California
| US$2.26億 | – | – | 4.6% | 45.6% | 121 | – | 0 |
|
| 3158 |
3158
Spitfire Capital
Mill Valley,
California
| US$2.26億 | -US$1369萬 | -6% | 6.54% | 25.9% | 20 | 0% | 3 |
|
| 3159 |
3159
Chartist Inc
Seal Beach,
California
| US$2.26億 | +US$1344萬 | +6% | 9.3% | – | 37 | 16.22% | 2.1 |
|
| 3160 |
3160
IBEX Wealth Advisors
Bedminster,
New Jersey
| US$2.26億 | -US$4400萬 | -16% | 6.86% | 221% | 154 | 49.35% | 0.9 |
|
| 3161 |
3161
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$2.26億 | +US$1560萬 | +7% | 7.75% | 99.9% | 53 | 0% | 3.2 |
|
| 3162 |
3162
MYDA Advisors
Woodmere,
New York
| US$2.25億 | – | – | 6.54% | 232% | 157 | – | 0 |
|
| 3163 |
3163
Strategic Wealth Partners Group
Deerfield,
Illinois
| US$2.25億 | +US$50.9萬 | +0.2% | 4.78% | – | 27 | 0% | 1.3 |
|
| 3164 |
3164
CAMG Solamere Management
Charlotte,
North Carolina
| US$2.25億 | +US$2454萬 | +12% | 7.59% | 51.7% | 144 | 14.58% | 0.8 |
|
| 3165 |
3165
Oakview Capital Management
Dallas,
Texas
| US$2.25億 | +US$1478萬 | +7% | 3.96% | 21.2% | 18 | 27.78% | 0.2 |
|
| 3166 |
3166
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$2.24億 | +US$483萬 | +2% | 7.42% | 282% | 35 | 34.29% | 0.8 |
|
| 3167 |
3167
Simon Quick Advisors
Morristown,
New Jersey
| US$2.24億 | -US$5154萬 | -19% | 5.91% | 77.8% | 651 | 50.38% | 0.4 |
|
| 3168 |
3168
Clarius Group LLC
Seattle,
Washington
| US$2.24億 | -US$1349萬 | -6% | 4.7% | 92.1% | 77 | 22.08% | 1.5 |
|
| 3169 |
PC
3169
Palo Capital
Newport Beach,
California
| US$2.24億 | +US$3461萬 | +18% | 9.31% | 34.6% | 132 | 12.88% | 1.6 |
|
| 3170 |
3170
Birinyi Associates
Westport,
Connecticut
| US$2.24億 | +US$1365萬 | +6% | 7.93% | 133% | 100 | 16% | 2.8 |
|
| 3171 |
3171
Princeton Capital Management
Red Bank,
New Jersey
| US$2.24億 | – | – | 10.1% | 206% | 100 | – | 1.2 |
|
| 3172 |
LP
3172
LGL Partners
Philadelphia,
Pennsylvania
| US$2.24億 | +US$6778萬 | +44% | 4.09% | 68.9% | 58 | 8.62% | 1.5 |
|
| 3173 |
3173
IMA Advisory Services
Denver,
Colorado
| US$2.24億 | +US$798萬 | +4% | 3.34% | 74.5% | 135 | 21.48% | 2 |
|
| 3174 |
GWA
3174
Guidant Wealth Advisors
Palatine,
Illinois
| US$2.23億 | +US$8253萬 | +59% | 3.28% | 17.8% | 213 | 18.78% | 1 |
|
| 3175 |
3175
Mittleman Investment Management
Melville,
New York
| US$2.23億 | +US$434萬 | +2% | 3.3% | 11.6% | 7 | 0% | 3.4 |
|