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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3176 |
PFM
3176
PacWest Financial Management
Phoenix,
Arizona
| US$1.35億 | -US$11.3萬 | -0.1% | 0.85% | 19.2% | 88 | 4.55% | 1.1 |
|
| 3177 |
3177
Brave Asset Management
Summit,
New Jersey
| US$1.34億 | -US$739萬 | -5% | 0.58% | 76.3% | 454 | 6.61% | 0.7 |
|
| 3178 |
WA
3178
Winfield Associates
Cleveland,
Ohio
| US$1.34億 | -US$357萬 | -3% | 0.13% | 77.8% | 321 | 14.33% | 0.7 |
|
| 3179 |
3179
LVZ Inc
Holland,
Michigan
| US$1.34億 | -US$45.7萬 | -0.3% | 2.85% | 52.9% | 26 | 7.69% | 0.7 |
|
| 3180 |
MIM
3180
Midwest Investment Management
Cleveland,
Ohio
| US$1.34億 | -US$295萬 | -2% | 0.99% | 26% | 58 | 5.17% | 1.1 |
|
| 3181 |
3181
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$1.34億 | -US$355萬 | -3% | 3.68% | 28.2% | 100 | 9% | 0.7 |
|
| 3182 |
3182
Meridian Investment Counsel
Lafayette,
California
| US$1.34億 | +US$420萬 | +3% | 0.83% | 116% | 149 | 2.01% | 0.7 |
|
| 3183 |
3183
Yakira Capital Management
Westport,
Connecticut
| US$1.34億 | +US$174萬 | +1% | 1.71% | 74.1% | 148 | 51.35% | 0.4 |
|
| 3184 |
3184
Advance Emerging Capital
London,
United Kingdom
| US$1.34億 | -US$900萬 | -6% | 0% | – | 13 | 15.38% | 1 |
|
| 3185 |
3185
Trutina Financial
Bellevue,
Washington
| US$1.34億 | -US$177萬 | -1% | 1.63% | 20.5% | 69 | 14.49% | 1.1 |
|
| 3186 |
AGM
3186
Alpine Global Management
New York
| US$1.34億 | -US$2.15億 | -62% | 2.71% | 149% | 273 | 84.62% | 0.1 |
|
| 3187 |
3187
West Oak Capital
Westlake Village,
California
| US$1.34億 | -US$443萬 | -3% | 1.22% | 110% | 320 | 5.31% | 1.1 |
|
| 3188 |
3188
GM Advisory Group
Melville,
New York
| US$1.33億 | +US$1812萬 | +16% | 0.62% | 53.6% | 92 | 31.52% | 0.5 |
|
| 3189 |
3189
Garrison Asset Management
Fayetteville,
Arkansas
| US$1.33億 | -US$512萬 | -4% | 2.63% | 52.1% | 87 | 2.3% | 1.1 |
|
| 3190 |
3190
Fort Point Capital Partners
San Francisco,
California
| US$1.33億 | +US$2024萬 | +18% | 2.2% | 62.2% | 64 | 40.63% | 0.4 |
|
| 3191 |
3191
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| US$1.33億 | -US$4251萬 | -24% | 0.32% | 82.6% | 152 | 11.84% | 1 |
|
| 3192 |
3192
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.33億 | -US$880萬 | -6% | 2.36% | 172% | 33 | 21.21% | 0.9 |
|
| 3193 |
LJHT
3193
Laurie J. Hall Trustee
| US$1.33億 | -US$6.2萬 | -0% | 0.89% | 105% | 89 | 6.74% | 1.2 |
|
| 3194 |
COPM
3194
Charter Oak Partners Management
Westport,
Connecticut
| US$1.33億 | -US$5139萬 | -28% | 4.87% | – | 36 | 19.44% | 0.8 |
|
| 3195 |
3195
Sequent Asset Management
Houston,
Texas
| US$1.33億 | -US$614萬 | -4% | 3.64% | 51.3% | 64 | 1.56% | 1 |
|
| 3196 |
3196
Daily Journal Corp
Los Angeles,
California
| US$1.33億 | +US$265萬 | +2% | 2.34% | 108% | 4 | 0% | 0.8 |
|
| 3197 |
3197
Raffa Wealth Management
Washington,
District of Columbia
| US$1.33億 | +US$169萬 | +1% | 1.25% | 35.8% | 762 | 65.62% | 0.3 |
|
| 3198 |
3198
Keystone Financial Planning
Cleveland,
Ohio
| US$1.33億 | -US$26.6萬 | -0.2% | 0.03% | 46% | 49 | 12.24% | 0.7 |
|
| 3199 |
3199
Barings Real Estate Advisers
Hartford,
Connecticut
| US$1.32億 | -US$412萬 | -3% | 3.43% | 44.2% | 49 | 10.2% | 1 |
|
| 3200 |
3200
Arete Wealth Advisors
Chicago,
Illinois
| US$1.32億 | +US$401萬 | +3% | 1.09% | 85.3% | 153 | 28.76% | 0.5 |
|