我們已在上線!
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 |
LFG
3251
LifePlan Financial Group
Dayton,
Ohio
| US$1.51億 | +US$3264萬 | +28% | 3.57% | 20.2% | 83 | 19.28% | 1.1 |
|
| 3252 |
3252
Somerset Trust
Somerset,
Pennsylvania
| US$1.5億 | +US$707萬 | +5% | 7.38% | 80.5% | 187 | 3.21% | 0.9 |
|
| 3253 |
3253
Roberts, Glore & Co
Deerfield,
Illinois
| US$1.5億 | +US$545萬 | +4% | 4.28% | 72.3% | 146 | 12.33% | 1.3 |
|
| 3254 |
3254
Amarillo National Bank
Amarillo,
Texas
| US$1.5億 | +US$616萬 | +4% | 3.96% | 63.5% | 133 | 6.02% | 1.3 |
|
| 3255 |
3255
Lipe & Dalton
Syracuse,
New York
| US$1.5億 | -US$318萬 | -2% | 0.73% | 101% | 71 | 21.13% | 1.1 |
|
| 3256 |
3256
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$1.49億 | +US$1000萬 | +7% | 4.54% | 49.3% | 46 | 4.35% | 1.4 |
|
| 3257 |
SSI
3257
Scott & Selber Inc
Houston,
Texas
| US$1.49億 | +US$604萬 | +4% | 10.4% | 202% | 74 | 25.68% | 1 |
|
| 3258 |
3258
Hengistbury Investment Partners
London,
United Kingdom
| US$1.49億 | -US$7342萬 | -33% | 15.9% | 108% | 5 | 40% | 0.7 |
|
| 3259 |
3259
Peachtree Investment Advisors
Atlanta,
Georgia
| US$1.49億 | -US$48.3萬 | -0.3% | 1.1% | 24.2% | 418 | 11.96% | 0.5 |
|
| 3260 |
3260
First Citizens Bancorporation
Columbia,
South Carolina
| US$1.49億 | +US$1051萬 | +8% | 5.25% | – | 120 | 13.33% | 1.1 |
|
| 3261 |
BCA
3261
Benchmark Capital Advisors
New York
| US$1.49億 | +US$392萬 | +3% | 3.41% | 29.5% | 143 | 23.78% | 1.1 |
|
| 3262 |
3262
Stillwater Investment Management (Minnesota)
Stillwater,
Minnesota
| US$1.49億 | +US$661萬 | +5% | 4.06% | 72.3% | 68 | 2.94% | 1 |
|
| 3263 |
3263
Mader & Shannon Wealth Management
Kansas City,
Missouri
| US$1.48億 | +US$9716萬 | +189% | 6.55% | 62.5% | 27 | 74.07% | 0.2 |
|
| 3264 |
3264
Yost Capital Management
Houston,
Texas
| US$1.48億 | – | – | 7.46% | 125% | 13 | – | 0 |
|
| 3265 |
3265
Nebula Capital Management
Stamford,
Connecticut
| US$1.48億 | +US$1317萬 | +10% | 9.95% | 25.6% | 34 | 35.29% | 0.8 |
|
| 3266 |
NVIM
3266
New Vernon Investment Management
Highland Park,
Illinois
| US$1.48億 | +US$2535萬 | +21% | 7.95% | 83.1% | 76 | 68.42% | 0.4 |
|
| 3267 |
3267
D'Orazio & Associates
Falls Church,
Virginia
| US$1.48億 | +US$1129萬 | +8% | 7.26% | 66.7% | 263 | 12.17% | 0.9 |
|
| 3268 |
3268
Acuta Capital Partners
Redwood City,
California
| US$1.48億 | – | – | 22.3% | 7,269% | 64 | – | 0 |
|
| 3269 |
3269
Shaker Investments
Cleveland,
Ohio
| US$1.48億 | +US$120萬 | +0.8% | 9.96% | 216% | 76 | 34.21% | 0.6 |
|
| 3270 |
3270
Goodman Financial
Houston,
Texas
| US$1.48億 | -US$28.3萬 | -0.2% | 3.7% | 51.2% | 50 | 44% | 0.9 |
|
| 3271 |
3271
Kays Financial Advisory
Atlanta,
Georgia
| US$1.48億 | +US$1053萬 | +8% | 2.08% | 23.3% | 59 | 30.51% | 0.6 |
|
| 3272 |
3272
Gemmer Asset Management
Walnut Creek,
California
| US$1.48億 | +US$680萬 | +5% | 2.13% | 96.8% | 1,532 | 8.36% | 0.7 |
|
| 3273 |
3273
Avoro Capital Advisors
New York
| US$1.48億 | – | – | 32% | 512% | 30 | – | 0 |
|
| 3274 |
3274
Hyperion Asset Management
Brisbane,
Australia
| US$1.48億 | – | – | 10.7% | 151% | 1 | – | 0 |
|
| 3275 |
3275
Mosaic Financial Partners
San Francisco,
California
| US$1.47億 | +US$545萬 | +4% | 1.99% | 6.05% | 50 | 12% | 1.3 |
|