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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3251 |
3251
Cordasco Financial Network
Naples,
Florida
| US$1.3億 | +US$568萬 | +5% | 6.33% | 31.1% | 311 | 7.72% | 0.4 |
|
| 3252 |
RJA
3252
Robshaw & Julian Associates
Williamsville,
New York
| US$1.3億 | +US$63.4萬 | +0.5% | 5.06% | 19.3% | 42 | 14.29% | 0.8 |
|
| 3253 |
3253
Corbenic Partners
Bethlehem,
Pennsylvania
| US$1.3億 | +US$445萬 | +4% | 5.13% | – | 122 | 13.93% | 0.7 |
|
| 3254 |
3254
Guardian Investor Services
New York
| US$1.3億 | +US$121萬 | +0.9% | 5.29% | – | 509 | 2.75% | 1 |
|
| 3255 |
3255
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$1.3億 | – | – | 5.29% | 53.1% | 27 | – | 0 |
|
| 3256 |
3256
Summit Asset Management
Memphis,
Tennessee
| US$1.3億 | +US$503萬 | +4% | 3.5% | 48.9% | 85 | 2.35% | 0.9 |
|
| 3257 |
3257
Daily Journal Corp
Los Angeles,
California
| US$1.3億 | +US$66.9萬 | +0.5% | 1.07% | 108% | 4 | 0% | 0.5 |
|
| 3258 |
3258
Caxton Corporation
Princeton,
New Jersey
| US$1.3億 | -US$130萬 | -1% | 4.95% | 512% | 4 | 25% | 0.4 |
|
| 3259 |
3259
Meridian Investment Counsel
Lafayette,
California
| US$1.3億 | +US$1213萬 | +10% | 5.64% | 116% | 149 | 6.04% | 0.5 |
|
| 3260 |
3260
Foothills Asset Management
Scottsdale,
Arizona
| US$1.29億 | +US$658萬 | +5% | 4.66% | 8.84% | 57 | 17.54% | 0.4 |
|
| 3261 |
3261
Graybill Wealth Management
Elmhurst,
Illinois
| US$1.29億 | +US$782萬 | +6% | 4.73% | – | 53 | 11.32% | 0.9 |
|
| 3262 |
3262
Archford Capital Strategies
Swansea,
Illinois
| US$1.29億 | +US$940萬 | +8% | 4.29% | 87.4% | 1,000 | 20.4% | 0.2 |
|
| 3263 |
3263
Technology Crossover Management V
Menlo Park,
California
| US$1.29億 | -US$4085萬 | -24% | 23% | 2.5% | 3 | 33.33% | 1 |
|
| 3264 |
ACM
3264
Altalis Capital Management
New York
| US$1.29億 | +US$828萬 | +7% | 6.2% | 3.82% | 23 | 26.09% | 0.4 |
|
| 3265 |
TWS
3265
Thomas W. Smith
| US$1.29億 | -US$103萬 | -0.8% | 2.33% | – | 16 | 12.5% | 0.9 |
|
| 3266 |
3266
Trafelet Capital Management
New York
| US$1.28億 | +US$1117萬 | +10% | 2.61% | 101% | 18 | 33.33% | 0.6 |
|
| 3267 |
NA
3267
NS Advisors
Westport,
Connecticut
| US$1.28億 | +US$232萬 | +2% | 8.39% | 16.3% | 16 | 12.5% | 0.8 |
|
| 3268 |
3268
Arete Wealth Advisors
Chicago,
Illinois
| US$1.28億 | +US$2068萬 | +19% | 6.16% | 85.3% | 137 | 25.55% | 0.4 |
|
| 3269 |
3269
Ridgemont Partners Management
Charlotte,
North Carolina
| US$1.28億 | -US$419萬 | -3% | 2.69% | 45.6% | 4 | 0% | 1 |
|
| 3270 |
TM
3270
TigerShark Management
New York
| US$1.28億 | -US$1628萬 | -11% | 5.05% | – | 74 | 41.89% | 0.6 |
|
| 3271 |
3271
StepStone Group
La Jolla,
California
| US$1.28億 | +US$1975萬 | +18% | 4.83% | 107% | 14 | 28.57% | 0.5 |
|
| 3272 |
3272
Pear Tree Advisors
Lincoln,
Massachusetts
| US$1.28億 | +US$590萬 | +5% | 1.55% | 45.8% | 54 | 11.11% | 0.8 |
|
| 3273 |
3273
Wilsey Asset Management
San Diego,
California
| US$1.28億 | +US$434萬 | +4% | 6.44% | 66.9% | 29 | 27.59% | 0.4 |
|
| 3274 |
3274
Bennicas & Associates
Portola Valley,
California
| US$1.28億 | +US$277萬 | +2% | 4.22% | 40.3% | 86 | 9.3% | 0.9 |
|
| 3275 |
3275
Focused Wealth Management
Newburgh,
New York
| US$1.28億 | +US$827萬 | +7% | 3.84% | 73.9% | 736 | 12.23% | 0.6 |
|