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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
Valicenti Advisory Services
Elmira,
New York
| US$1.53億 | -US$489萬 | -3% | 5.38% | 134% | 57 | 24.56% | 2.1 |
|
| 3277 |
3277
S.R. Schill & Associates
Mercer Island,
Washington
| US$1.53億 | +US$341萬 | +2% | 2.02% | 42.7% | 72 | 15.28% | 1.2 |
|
| 3278 |
3278
Shaker Financial Services
Arlington,
Virginia
| US$1.52億 | +US$846萬 | +6% | 3.55% | 12.9% | 150 | 52% | 0.6 |
|
| 3279 |
NCM
3279
Niemann Capital Management
Stateline,
Nevada
| US$1.52億 | +US$1965萬 | +15% | 8.93% | 103% | 28 | 78.57% | 0.1 |
|
| 3280 |
BCM
3280
Bayesian Capital Management
Brooklyn,
New York
| US$1.52億 | -US$1478萬 | -9% | 15.8% | 107% | 627 | 85.01% | 0.1 |
|
| 3281 |
3281
Bandera Partners
New York
| US$1.52億 | +US$22.1萬 | +0.1% | 6.84% | 55.4% | 16 | 6.25% | 2 |
|
| 3282 |
3282
Keystone Financial Planning
Cleveland,
Ohio
| US$1.52億 | +US$454萬 | +3% | 0.53% | 46% | 46 | 8.7% | 2 |
|
| 3283 |
VST
3283
Van Strum & Towne
San Francisco,
California
| US$1.52億 | +US$153萬 | +1% | 3.65% | 62.2% | 77 | 6.49% | 2.4 |
|
| 3284 |
MC
3284
MRJ Capital
New York
| US$1.52億 | +US$509萬 | +3% | 5.78% | 127% | 53 | 9.43% | 2.4 |
|
| 3285 |
3285
Rational Advisors
Huntington,
New York
| US$1.52億 | +US$777萬 | +5% | 2.48% | 37.7% | 330 | 59.7% | 0.3 |
|
| 3286 |
3286
Venator Capital Management
Toronto,
Ontario, Canada
| US$1.52億 | +US$3330萬 | +28% | 12% | 154% | 29 | 37.93% | 0.5 |
|
| 3287 |
3287
RWC Asset Advisors
Miami,
Florida
| US$1.51億 | +US$1726萬 | +13% | 19.1% | 267% | 17 | 11.76% | 1.1 |
|
| 3288 |
3288
Bender Robert & Associates
Pasadena,
California
| US$1.51億 | +US$966萬 | +7% | 11.5% | 146% | 49 | 2.04% | 2.9 |
|
| 3289 |
3289
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| US$1.51億 | +US$899萬 | +6% | 4.78% | 39.1% | 26 | 11.54% | 1.7 |
|
| 3290 |
3290
Norman Fields Gottscho Capital Management
New York
| US$1.51億 | +US$832萬 | +6% | 2.27% | 96.9% | 84 | 23.81% | 1.7 |
|
| 3291 |
3291
First New York Securities
New York
| US$1.51億 | -US$1153萬 | -7% | 18% | 119% | 370 | 73.24% | 0.2 |
|
| 3292 |
BM
3292
Bislett Management
Palo Alto,
California
| US$1.51億 | +US$634萬 | +4% | 4.51% | 19.8% | 29 | 13.79% | 2 |
|
| 3293 |
3293
Private Ocean
San Rafael,
California
| US$1.51億 | +US$1156萬 | +8% | 1.9% | 2.82% | 192 | 14.06% | 2.1 |
|
| 3294 |
WIM
3294
Wilen Investment Management
Bonita Springs,
Florida
| US$1.51億 | -US$188萬 | -1% | 7.5% | 79.9% | 72 | 12.5% | 2.7 |
|
| 3295 |
3295
Matterhorn Capital Management
San Antonio,
Texas
| US$1.51億 | -US$691萬 | -4% | 4.8% | 38.8% | 57 | 8.77% | 1.9 |
|
| 3296 |
3296
Neumann Capital Management
Foster City,
California
| US$1.5億 | -US$18.1萬 | -0.1% | 2.86% | 89.9% | 74 | 1.35% | 1.7 |
|
| 3297 |
AIM
3297
Acrospire Investment Management
Chicago,
Illinois
| US$1.5億 | +US$1584萬 | +12% | 11.8% | – | 2,399 | 34.72% | 0.4 |
|
| 3298 |
3298
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$1.5億 | +US$484萬 | +3% | 3.45% | 52.3% | 13 | 7.69% | 0.5 |
|
| 3299 |
3299
Sterneck Capital Management
Kansas City,
Missouri
| US$1.5億 | -US$8.3萬 | -0.1% | 2.83% | 61.5% | 144 | 26.39% | 1.8 |
|
| 3300 |
3300
L.J. Altfest & Co
New York
| US$1.5億 | +US$659萬 | +5% | 3.29% | 90.3% | 127 | 9.45% | 1.3 |
|