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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
New England Investment & Retirement Group
North Andover,
Massachusetts
| US$1.81億 | -US$156萬 | -0.9% | 5.08% | 72.5% | 60 | 23.33% | 1.6 |
|
| 3252 |
LFR
3252
Lehman Financial Resources
Media,
Pennsylvania
| US$1.81億 | +US$535萬 | +3% | 6.28% | 58.2% | 67 | 17.91% | 2.3 |
|
| 3253 |
3253
Versant Capital Management
Phoenix,
Arizona
| US$1.81億 | +US$557萬 | +3% | 3.76% | 97.3% | 1,634 | 5.26% | 1.1 |
|
| 3254 |
3254
Fagan Associates
Troy,
New York
| US$1.8億 | +US$750萬 | +4% | 7.59% | 127% | 107 | 19.63% | 1.8 |
|
| 3255 |
3255
Traynor Capital Management
Malvern,
Pennsylvania
| US$1.8億 | +US$2956萬 | +20% | 7.09% | 244% | 167 | 29.34% | 1.2 |
|
| 3256 |
3256
Salem Capital Management
Woburn,
Massachusetts
| US$1.8億 | -US$140萬 | -0.8% | 4.31% | 32.3% | 66 | 7.58% | 3.3 |
|
| 3257 |
3257
Valicenti Advisory Services
Elmira,
New York
| US$1.8億 | +US$1980萬 | +12% | 6.32% | 134% | 55 | 10.91% | 2.3 |
|
| 3258 |
3258
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$1.8億 | +US$1288萬 | +8% | 4.9% | 56.7% | 31 | 0% | 1.2 |
|
| 3259 |
MJP
3259
Michael J. Puzo
| US$1.8億 | +US$721萬 | +4% | 5.15% | 90.3% | 80 | 10% | 2.9 |
|
| 3260 |
3260
Birchview Capital
Burlington,
Vermont
| US$1.8億 | +US$1732萬 | +11% | 13.7% | 327% | 43 | 9.3% | 1.6 |
|
| 3261 |
3261
Kimmeridge Energy Management
New York
| US$1.8億 | -US$2947萬 | -14% | 14.1% | 19.7% | 1 | 0% | 0.3 |
|
| 3262 |
MC
3262
Miles Capital
West Des Moines,
Iowa
| US$1.8億 | +US$1585萬 | +10% | 4.14% | 15.4% | 226 | 26.99% | 0.8 |
|
| 3263 |
3263
Kavar Capital Partners Group
Leawood,
Kansas
| US$1.8億 | +US$2149萬 | +14% | 5.27% | 77.2% | 114 | 18.42% | 2.2 |
|
| 3264 |
3264
Caldwell & Orkin
Norcross,
Georgia
| US$1.79億 | +US$2185萬 | +14% | 9.92% | 137% | 119 | 68.07% | 0.3 |
|
| 3265 |
LCM
3265
Lafitte Capital Management
Austin,
Texas
| US$1.79億 | -US$680萬 | -4% | 2.57% | 55.2% | 22 | 27.27% | 1.7 |
|
| 3266 |
3266
Armbruster Capital Management
Pittsford,
New York
| US$1.79億 | +US$851萬 | +5% | 4.37% | 66.7% | 306 | 13.73% | 1.1 |
|
| 3267 |
3267
Bridge Creek Capital Management
West Barnstable,
Massachusetts
| US$1.79億 | +US$169萬 | +1% | 3.03% | 76.5% | 80 | 6.25% | 1.1 |
|
| 3268 |
3268
Affinity Wealth Management
Wilmington,
Delaware
| US$1.79億 | +US$229萬 | +1% | 6.26% | 116% | 82 | 35.37% | 1.3 |
|
| 3269 |
3269
Global Retirement Partners
San Rafael,
California
| US$1.79億 | +US$3005萬 | +20% | 5.49% | – | 1,193 | 18.61% | 0.2 |
|
| 3270 |
3270
Harbourvest Partners
Boston,
Massachusetts
| US$1.79億 | +US$1324萬 | +8% | 13.9% | 8.96% | 23 | 52.17% | 0.6 |
|
| 3271 |
3271
Sio Capital Management
New York
| US$1.79億 | +US$738萬 | +4% | 16.2% | 564% | 70 | 72.86% | 0.3 |
|
| 3272 |
3272
USA Mutuals Advisors
Dallas,
Texas
| US$1.79億 | +US$980萬 | +6% | 8.52% | 14.1% | 33 | 9.09% | 3.1 |
|
| 3273 |
3273
Cavalier Investments
Alpharetta,
Georgia
| US$1.79億 | +US$2327萬 | +15% | 9.06% | 171% | 193 | 59.59% | 0.3 |
|
| 3274 |
3274
Pinkerton Retirement Specialists
Coeur D Alene,
Idaho
| US$1.78億 | -US$3703萬 | -17% | 4.68% | 98% | 644 | 83.39% | 1.5 |
|
| 3275 |
LCP
3275
Legacy Capital Partners
Milwaukee,
Wisconsin
| US$1.78億 | +US$1318萬 | +8% | 6.52% | 85.6% | 118 | 12.71% | 2.7 |
|