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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
Lowe Wealth Advisors
Columbia,
Maryland
| US$1.46億 | -US$132萬 | -0.9% | 2.86% | 63.3% | 251 | 11.95% | 1.1 |
|
| 3277 |
3277
Mountain Lake Investment Management
Boca Raton,
Florida
| US$1.46億 | +US$630萬 | +5% | 0.13% | 64% | 36 | 44.44% | 0.8 |
|
| 3278 |
3278
Financial Consulate
Hunt Valley,
Maryland
| US$1.46億 | +US$492萬 | +3% | 2.66% | 61.4% | 73 | 13.7% | 0.8 |
|
| 3279 |
3279
AGUR Provident & Training Funds Management
Tel Aviv,
Israel
| US$1.46億 | – | – | 0.96% | – | 30 | – | 0 |
|
| 3280 |
3280
Cumberland Advisors
Sarasota,
Florida
| US$1.45億 | -US$2359萬 | -14% | 0.73% | 73.5% | 61 | 29.51% | 1 |
|
| 3281 |
CWM
3281
Cedar Wealth Management
Walnut Creek,
California
| US$1.45億 | +US$2714萬 | +23% | 7.14% | 68.1% | 110 | 65.45% | 0.1 |
|
| 3282 |
3282
First New York Securities
New York
| US$1.45億 | +US$1.33億 | +1,149% | 4.4% | 119% | 301 | 89.37% | 0.1 |
|
| 3283 |
KCM
3283
Karp Capital Management
Sausalito,
California
| US$1.45億 | -US$2712萬 | -16% | 1.58% | 21.3% | 102 | 32.35% | 1 |
|
| 3284 |
3284
Beck Capital Management
Austin,
Texas
| US$1.45億 | -US$2495萬 | -15% | 2.58% | 291% | 171 | 61.99% | 1.1 |
|
| 3285 |
3285
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$1.45億 | -US$288萬 | -2% | 0.36% | 91.5% | 87 | 17.24% | 0.2 |
|
| 3286 |
QGI
3286
Quadrangle GP Investors
New York
| US$1.45億 | +US$224萬 | +2% | 1.97% | 17.1% | 3 | 0% | 2.5 |
|
| 3287 |
3287
Blume Capital Management
Berkeley,
California
| US$1.45億 | +US$337萬 | +2% | 0.84% | 102% | 259 | 11.2% | 1.6 |
|
| 3288 |
3288
Selway Asset Management
| US$1.45億 | -US$446萬 | -3% | 1.65% | 36.5% | 76 | 23.68% | 1.6 |
|
| 3289 |
3289
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$1.45億 | +US$941萬 | +7% | 7.11% | 46.8% | 5 | 0% | 2.8 |
|
| 3290 |
3290
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$1.45億 | +US$10.8萬 | +0.1% | 2.94% | 84.4% | 134 | 5.97% | 2.3 |
|
| 3291 |
BCM
3291
Breithorn Capital Management
New York
| US$1.45億 | -US$328萬 | -2% | 0.22% | 43.9% | 52 | 15.38% | 1.6 |
|
| 3292 |
AIM
3292
Acrospire Investment Management
Chicago,
Illinois
| US$1.44億 | – | – | 1.76% | – | 1,984 | – | 0 |
|
| 3293 |
KSA
3293
Ken Stern & Associates
San Diego,
California
| US$1.44億 | -US$484萬 | -3% | 1.78% | 39.4% | 96 | 36.46% | 0.6 |
|
| 3294 |
3294
Morgens Waterfall Vintiadis & Co
New York
| US$1.44億 | -US$9487萬 | -40% | 4.14% | 594% | 66 | 68.18% | 0.3 |
|
| 3295 |
3295
First Trust Capital Management
Chicago,
Illinois
| US$1.44億 | – | – | 9.59% | 214% | 43 | – | 0 |
|
| 3296 |
3296
Omega Fund Management
Boston,
Massachusetts
| US$1.44億 | -US$3551萬 | -20% | 18.5% | 106% | 11 | 9.09% | 0.9 |
|
| 3297 |
3297
New Jersey Better Educational Savings Trust
Trenton,
New Jersey
| US$1.44億 | -US$393萬 | -3% | 2.78% | 42% | 224 | 40.18% | 1 |
|
| 3298 |
3298
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$1.44億 | +US$5570萬 | +63% | 1.56% | 48.3% | 698 | 38.11% | 0.8 |
|
| 3299 |
3299
Lenox Wealth Management
Cincinnati,
Ohio
| US$1.44億 | +US$1524萬 | +12% | 6.89% | 24.7% | 269 | 4.46% | 1.2 |
|
| 3300 |
PCMI
3300
Princeton Capital Management Inc
Princeton,
New Jersey
| US$1.44億 | +US$204萬 | +1% | 2.32% | 57.9% | 77 | 15.58% | 2 |
|