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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3226 |
3226
Fagan Associates
Troy,
New York
| US$1.51億 | +US$38.7萬 | +0.3% | 0.76% | 127% | 98 | 17.35% | 1.4 |
|
| 3227 |
3227
Kora Management
Brooklyn,
New York
| US$1.51億 | -US$102萬 | -0.7% | 13.7% | 307% | 7 | 42.86% | 0.2 |
|
| 3228 |
IR
3228
IAT Reinsurance
New York
| US$1.51億 | +US$72.8萬 | +0.5% | 1.15% | 60.2% | 121 | 9.09% | 1 |
|
| 3229 |
3229
Somerset Trust
Somerset,
Pennsylvania
| US$1.51億 | -US$136萬 | -0.9% | 3.56% | 80.5% | 159 | 11.95% | 1.9 |
|
| 3230 |
MJP
3230
Michael J. Puzo
| US$1.51億 | +US$756萬 | +5% | 2.57% | 90.3% | 81 | 9.88% | 2.2 |
|
| 3231 |
3231
Whetstone Capital Advisors
Shawnee Mission,
Kansas
| US$1.51億 | -US$8468萬 | -36% | 19.2% | 282% | 28 | 42.86% | 0.9 |
|
| 3232 |
3232
Norman Fields Gottscho Capital Management
New York
| US$1.5億 | +US$940萬 | +7% | 1.52% | 96.9% | 78 | 24.36% | 1.6 |
|
| 3233 |
3233
Capital Z Partners Management
New York
| US$1.5億 | +US$35萬 | +0.2% | 0.32% | 48.2% | 4 | 0% | 1.5 |
|
| 3234 |
3234
Hefren-Tillotson
Pittsburgh,
Pennsylvania
| US$1.5億 | -US$2.76億 | -65% | 2.27% | 40% | 75 | 69.33% | 1.3 |
|
| 3235 |
3235
Edmonds Duncan Registered Investment Advisors
Lawrence,
Kansas
| US$1.5億 | +US$461萬 | +3% | 1.58% | 12.8% | 99 | 6.06% | 0.2 |
|
| 3236 |
3236
Wellington Shields & Co
New York
| US$1.5億 | -US$53.2萬 | -0.4% | 0.42% | 109% | 119 | 13.45% | 2 |
|
| 3237 |
3237
PKO Investment Management Joint-Stock
Warsaw,
Poland
| US$1.5億 | +US$1201萬 | +9% | 9.24% | 145% | 54 | 29.63% | 1.4 |
|
| 3238 |
LBS
3238
Lawrence B. Seidman
| US$1.5億 | -US$300萬 | -2% | 3.76% | 12.3% | 30 | 16.67% | 1.3 |
|
| 3239 |
3239
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| US$1.5億 | +US$545萬 | +4% | 4.09% | 79.3% | 74 | 5.41% | 1.7 |
|
| 3240 |
3240
Bourgeon Capital Management
Darien,
Connecticut
| US$1.5億 | -US$609萬 | -4% | 1.05% | 121% | 105 | 29.52% | 1.5 |
|
| 3241 |
FRM
3241
Fox Run Management
Greenwich,
Connecticut
| US$1.5億 | +US$2029萬 | +16% | 0.14% | 64% | 664 | 85.09% | 0.1 |
|
| 3242 |
SSI
3242
Scott & Selber Inc
Houston,
Texas
| US$1.49億 | -US$451萬 | -3% | 2.12% | 202% | 80 | 40% | 1.3 |
|
| 3243 |
AP
3243
Agilis Partners
Waltham,
Massachusetts
| US$1.49億 | +US$3377萬 | +29% | 0.13% | 8.47% | 16 | 6.25% | 0.9 |
|
| 3244 |
KAS
3244
Kemnay Advisory Services
New York
| US$1.49億 | -US$88.9萬 | -0.6% | 0.4% | 167% | 44 | 2.27% | 1.8 |
|
| 3245 |
MC
3245
Miles Capital
West Des Moines,
Iowa
| US$1.49億 | +US$199萬 | +1% | 1.26% | 15.4% | 188 | 34.04% | 1 |
|
| 3246 |
3246
Hansberger Growth Investors
Madison,
Wisconsin
| US$1.48億 | +US$564萬 | +4% | 1.19% | 36.4% | 49 | 26.53% | 1 |
|
| 3247 |
3247
iAB Financial Bank
Fort Wayne,
Indiana
| US$1.48億 | +US$1134萬 | +8% | 4.68% | 22.5% | 112 | 7.14% | 2.1 |
|
| 3248 |
3248
BHZ Capital Management
San Jose,
California
| US$1.48億 | +US$5387萬 | +57% | 2.44% | 3.24% | 100 | 32% | 0.2 |
|
| 3249 |
3249
Genesee Valley Trust
Pittsford,
New York
| US$1.48億 | -US$401萬 | -3% | 1.16% | 30.2% | 256 | 16.02% | 1.7 |
|
| 3250 |
3250
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$1.48億 | +US$3495萬 | +31% | 0.47% | 53.1% | 16 | 81.25% | 0.2 |
|