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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Antonetti Capital Management
Naples,
Florida
| US$1.28億 | +US$1320萬 | +12% | 3.1% | – | 257 | 13.23% | 0.9 |
|
| 3277 |
IT
3277
Investors Trust
Dallas,
Texas
| US$1.28億 | +US$815萬 | +7% | 4.54% | – | 99 | 13.13% | 0.8 |
|
| 3278 |
3278
Cahill Financial Advisors
Edina,
Minnesota
| US$1.28億 | +US$1060萬 | +9% | 4.62% | 55.9% | 117 | 17.09% | 0.4 |
|
| 3279 |
3279
Forester Capital Management
Lake Forest,
Illinois
| US$1.28億 | -US$109萬 | -0.8% | 3.49% | 33.2% | 67 | 20.9% | 0.7 |
|
| 3280 |
3280
Blume Capital Management
Berkeley,
California
| US$1.27億 | +US$142萬 | +1% | 6.61% | 102% | 246 | 17.48% | 0.4 |
|
| 3281 |
3281
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$1.27億 | +US$2175萬 | +21% | 3.52% | 168% | 211 | 39.81% | 0.6 |
|
| 3282 |
PCM
3282
Potomac Capital Management
New York
| US$1.27億 | +US$1042萬 | +9% | 1.59% | – | 96 | 55.21% | 0.3 |
|
| 3283 |
LWI
3283
Long Wharf Investors
Boston,
Massachusetts
| US$1.27億 | +US$1048萬 | +9% | 4.59% | – | 152 | 7.89% | 0.7 |
|
| 3284 |
3284
Trees Investment Counsel
Chicago,
Illinois
| US$1.27億 | +US$238萬 | +2% | 5.04% | – | 59 | 6.78% | 0.9 |
|
| 3285 |
3285
Aldebaran Financial
| US$1.27億 | +US$1255萬 | +11% | 6.22% | 89.7% | 132 | 23.48% | 0.4 |
|
| 3286 |
IWC
3286
Integrated Wealth Counsel
Carmel,
California
| US$1.27億 | +US$26.6萬 | +0.2% | 1.49% | 8.52% | 167 | 48.5% | 0.9 |
|
| 3287 |
CC
3287
Columbia Capital
Fullerton,
California
| US$1.27億 | -US$1256萬 | -9% | 8.35% | – | 87 | 13.79% | 0.7 |
|
| 3288 |
3288
BSW Wealth Partners
Boulder,
Colorado
| US$1.27億 | +US$325萬 | +3% | 3.58% | 75.4% | 52 | 5.77% | 0.9 |
|
| 3289 |
3289
D. Scott Neal
Lexington,
Kentucky
| US$1.27億 | +US$779萬 | +7% | 3.52% | 105% | 41 | 17.07% | 0.5 |
|
| 3290 |
3290
Orca Investment Management
Roseburg,
Oregon
| US$1.27億 | +US$637萬 | +5% | 6.06% | 122% | 89 | 11.24% | 0.5 |
|
| 3291 |
3291
NewFocus Financial Group
Vancouver,
Washington
| US$1.27億 | +US$562萬 | +5% | 5.07% | 55.4% | 48 | 22.92% | 0.4 |
|
| 3292 |
3292
Prentice Capital Management
Greenwich,
Connecticut
| US$1.26億 | +US$1095萬 | +10% | 0.57% | 128% | 32 | 56.25% | 0.3 |
|
| 3293 |
3293
Fiera Capital (Europe)
Grand Cayman,
Cayman Islands
| US$1.26億 | -US$616萬 | -5% | 9.16% | 41.3% | 63 | 25.4% | 0.5 |
|
| 3294 |
3294
Boyar Asset Management
New York
| US$1.26億 | +US$311萬 | +3% | 3.99% | 75.5% | 71 | 5.63% | 0.9 |
|
| 3295 |
3295
Sandell Investment Services
New York
| US$1.26億 | -US$50.3萬 | -0.4% | 8.95% | – | 25 | 44% | 0.5 |
|
| 3296 |
ILM
3296
Indigo Latam Management
Phoenix,
Arizona
| US$1.25億 | +US$976萬 | +8% | 8.43% | 39.3% | 1 | 0% | 0.5 |
|
| 3297 |
3297
Land & Buildings Investment Management
Stamford,
Connecticut
| US$1.25億 | +US$2226萬 | +22% | 6.49% | 53.9% | 31 | 67.74% | 0.3 |
|
| 3298 |
PAPAIJV
3298
Paragon Associates & Paragon Associates II Joint Venture
Dallas,
Texas
| US$1.25億 | +US$2503萬 | +25% | 5.14% | 168% | 22 | 36.36% | 0.3 |
|
| 3299 |
3299
Boyle Capital Management
West Des Moines,
Iowa
| US$1.25億 | +US$392萬 | +3% | 5.9% | 19.5% | 26 | 19.23% | 0.9 |
|
| 3300 |
3300
Coupland Cardiff Asset Management
London,
United Kingdom
| US$1.25億 | -US$1874萬 | -13% | 0.29% | – | 11 | 36.36% | 0.5 |
|