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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3301 |
3301
Advisors Management Group
La Crosse,
Wisconsin
| US$1.5億 | +US$651萬 | +5% | 0.58% | 125% | 62 | 1.61% | 0.7 |
|
| 3302 |
3302
Fieldpoint Private Advisors
New York
| US$1.5億 | +US$310萬 | +2% | 5.04% | 34% | 66 | 6.06% | 2 |
|
| 3303 |
BOIA
3303
Bush ODonnell Investment Advisors
St Louis,
Missouri
| US$1.5億 | -US$40.5萬 | -0.3% | 1.9% | 45.9% | 48 | 2.08% | 2.6 |
|
| 3304 |
3304
Lipe & Dalton
Syracuse,
New York
| US$1.49億 | +US$456萬 | +3% | 6.43% | 101% | 100 | 21% | 1.6 |
|
| 3305 |
3305
Daniel Devine & Co
Parkland,
Florida
| US$1.49億 | +US$234萬 | +2% | 5.25% | 34.2% | 52 | 9.62% | 1.6 |
|
| 3306 |
3306
Meridian Investment Counsel
Lafayette,
California
| US$1.49億 | +US$157萬 | +1% | 3.65% | 116% | 179 | 9.5% | 2.2 |
|
| 3307 |
3307
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.48億 | +US$1331萬 | +10% | 8.52% | 172% | 35 | 20% | 1.4 |
|
| 3308 |
3308
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$1.48億 | +US$801萬 | +6% | 2.02% | 76.5% | 84 | 20.24% | 1.1 |
|
| 3309 |
3309
Plante Moran Financial Advisors
Southfield,
Michigan
| US$1.48億 | +US$1016萬 | +7% | 2.62% | 62.8% | 1,052 | 21.77% | 1.7 |
|
| 3310 |
3310
WESPAC Advisors SoCal
Pasadena,
California
| US$1.48億 | -US$548萬 | -4% | 1.54% | 135% | 312 | 20.83% | 0.6 |
|
| 3311 |
3311
Rho Capital Partners
New York
| US$1.48億 | +US$2304萬 | +18% | 40% | – | 8 | 25% | 1.9 |
|
| 3312 |
3312
Cevian Capital II
St. Helier,
Jersey
| US$1.48億 | -US$1405萬 | -9% | 8.67% | 105% | 1 | 0% | 0.8 |
|
| 3313 |
3313
Permit Capital
West Conshohocken,
Pennsylvania
| US$1.48億 | +US$745萬 | +5% | 7.89% | 121% | 33 | 6.06% | 2.3 |
|
| 3314 |
MC
3314
Miles Capital
West Des Moines,
Iowa
| US$1.48億 | +US$102萬 | +0.7% | 3.59% | 15.4% | 234 | 59.83% | 0.8 |
|
| 3315 |
3315
Lowe Wealth Advisors
Columbia,
Maryland
| US$1.48億 | -US$112萬 | -0.8% | 1.63% | 63.3% | 264 | 6.06% | 1.4 |
|
| 3316 |
JRM
3316
John R. Muse
| US$1.47億 | -US$1703萬 | -10% | 7.21% | – | 1 | 0% | 1.8 |
|
| 3317 |
MBA
3317
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| US$1.47億 | +US$585萬 | +4% | 5.34% | 53.6% | 110 | 9.09% | 0.7 |
|
| 3318 |
3318
Kellner Capital
New York
| US$1.46億 | +US$222萬 | +2% | 11.7% | 390% | 66 | 59.09% | 0.5 |
|
| 3319 |
NME
3319
Notis-McConarty Edward
| US$1.46億 | +US$369萬 | +3% | 3.61% | 91.2% | 98 | 7.14% | 2.4 |
|
| 3320 |
3320
Institutional Venture Management XIII
Menlo Park,
California
| US$1.46億 | +US$1360萬 | +10% | 12.7% | – | 6 | 0% | 2.1 |
|
| 3321 |
3321
Vector Wealth Management
Minneapolis,
Minnesota
| US$1.46億 | -US$75.9萬 | -0.5% | 3.87% | 2.13% | 82 | 4.88% | 2.3 |
|
| 3322 |
CWM
3322
Cedar Wealth Management
Walnut Creek,
California
| US$1.46億 | -US$1086萬 | -7% | 2.01% | 68.1% | 141 | 19.86% | 0.5 |
|
| 3323 |
LFG
3323
LifePlan Financial Group
Dayton,
Ohio
| US$1.46億 | +US$10.1萬 | +0.1% | 2.76% | 20.2% | 112 | 14.29% | 2 |
|
| 3324 |
3324
Lumbard & Kellner
Hollis,
New Hampshire
| US$1.46億 | +US$960萬 | +7% | 5.07% | 137% | 86 | 9.3% | 1.8 |
|
| 3325 |
UAM
3325
UAS Asset Management
New York
| US$1.46億 | -US$2691萬 | -16% | 2.43% | 98% | 27 | 22.22% | 2 |
|