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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
Doheny Asset Management
Los Angeles,
California
| US$2.15億 | -US$288萬 | -1% | 8.11% | 135% | 119 | 16.81% | 3.1 |
|
| 3227 |
3227
Battery Partners VIII
Boston,
Massachusetts
| US$2.14億 | +US$48.1萬 | +0.2% | 0.22% | – | 1 | 0% | 1 |
|
| 3228 |
3228
RFG Advisory
Birmingham,
Alabama
| US$2.14億 | +US$5244萬 | +32% | 4.18% | 52.3% | 182 | 18.13% | 1 |
|
| 3229 |
MM
3229
Meridian Management
Little Rock,
Arkansas
| US$2.14億 | +US$1235萬 | +6% | 4.85% | 57.8% | 78 | 15.38% | 2.7 |
|
| 3230 |
3230
Weik Capital Management
Wyomissing,
Pennsylvania
| US$2.14億 | +US$405萬 | +2% | 7.3% | 66.9% | 125 | 4% | 3.2 |
|
| 3231 |
3231
New Leaf Venture Partners
New York
| US$2.14億 | -US$168萬 | -0.8% | 24.7% | 3.91% | 17 | 11.76% | 1.4 |
|
| 3232 |
3232
Shikiar Asset Management
New York
| US$2.14億 | -US$1640萬 | -7% | 8.37% | 117% | 112 | 28.57% | 2.2 |
|
| 3233 |
3233
Smith & Howard Wealth Management
Atlanta,
Georgia
| US$2.14億 | +US$303萬 | +1% | 4.78% | 43.8% | 48 | 18.75% | 3 |
|
| 3234 |
3234
Yorktown Energy Partners IX
New York
| US$2.13億 | -US$326萬 | -2% | 1.58% | 67.3% | 3 | 33.33% | 0.6 |
|
| 3235 |
3235
Black Diamond Capital Management
Stamford,
Connecticut
| US$2.13億 | +US$1672萬 | +9% | 8.53% | 28.3% | 3 | 0% | 2.8 |
|
| 3236 |
3236
TrueWealth LLC
Atlanta,
Georgia
| US$2.13億 | – | – | 4.49% | – | 943 | – | 0 |
|
| 3237 |
CCM
3237
CWH Capital Management
Spokane,
Washington
| US$2.13億 | +US$898萬 | +4% | 5.71% | 29.9% | 49 | 8.16% | 2.2 |
|
| 3238 |
FA
3238
FMA Advisory
Harrisburg,
Pennsylvania
| US$2.13億 | +US$4177萬 | +24% | 5.41% | 46.7% | 155 | 20.65% | 0.5 |
|
| 3239 |
DCM
3239
DeGreen Capital Management
Scottsdale,
Arizona
| US$2.13億 | +US$636萬 | +3% | 2.64% | 28.5% | 20 | 10% | 1.3 |
|
| 3240 |
3240
Kalos Management
Alpharetta,
Georgia
| US$2.13億 | +US$5732萬 | +37% | 5.02% | 48.5% | 221 | 37.1% | 0.7 |
|
| 3241 |
3241
First Washington Corp
Seattle,
Washington
| US$2.13億 | +US$1174萬 | +6% | 4.14% | 142% | 80 | 12.5% | 2.6 |
|
| 3242 |
FCT
3242
Family Capital Trust
Peabody,
Massachusetts
| US$2.13億 | +US$1464萬 | +7% | 11% | 39.1% | 61 | 8.2% | 3.2 |
|
| 3243 |
3243
Arlington Financial Advisors
Santa Barbara,
California
| US$2.12億 | – | – | 5.56% | 67.6% | 53 | – | 0 |
|
| 3244 |
3244
Athanor Capital
New York
| US$2.12億 | – | – | 7.35% | 171% | 33 | – | 0 |
|
| 3245 |
3245
Alpha Capital Management
Austin,
Texas
| US$2.12億 | +US$143萬 | +0.7% | 7.24% | 88% | 101 | 20.79% | 1.6 |
|
| 3246 |
LCM
3246
Lionstone Capital Management
New York
| US$2.12億 | -US$36.3萬 | -0.2% | 6.18% | 74.1% | 15 | 20% | 2.5 |
|
| 3247 |
3247
Cribstone Capital Management
Augusta,
Maine
| US$2.12億 | +US$2017萬 | +11% | 3.32% | 22.4% | 936 | 24.36% | 1.1 |
|
| 3248 |
3248
Dean Capital Management
Overland Park,
Kansas
| US$2.12億 | -US$186萬 | -0.9% | 2.72% | 89.7% | 88 | 43.18% | 0.7 |
|
| 3249 |
HA
3249
Hamel Associates
Chatham,
New Jersey
| US$2.12億 | +US$624萬 | +3% | 6.45% | 50.6% | 89 | 10.11% | 2.8 |
|
| 3250 |
3250
Camelot Portfolios
Maumee,
Ohio
| US$2.12億 | +US$473萬 | +2% | 1.22% | 41.3% | 206 | 21.36% | 2.1 |
|