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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
EnTrustPermal Management
New York
| US$1.65億 | -US$873萬 | -5% | 1.04% | 19.3% | 33 | 42.42% | 1.4 |
|
| 3302 |
3302
Perkins Coie Trust Company
Seattle,
Washington
| US$1.65億 | +US$712萬 | +5% | 3.69% | 83.2% | 305 | 18.03% | 2.1 |
|
| 3303 |
EP
3303
Elkhorn Partners
Omaha,
Nebraska
| US$1.65億 | -US$183萬 | -1% | 2.24% | 32.2% | 43 | 6.98% | 3 |
|
| 3304 |
LBC
3304
Lawrence B. Cohen
| US$1.65億 | -US$332萬 | -2% | 1.55% | 41.8% | 79 | 10.13% | 2.7 |
|
| 3305 |
3305
First National Bank of Hutchinson
Hutchinson,
Kansas
| US$1.65億 | +US$651萬 | +4% | 4.81% | 121% | 90 | 18.89% | 1.9 |
|
| 3306 |
BI
3306
Boulegeris Investments
Sandy Springs,
Georgia
| US$1.64億 | +US$658萬 | +4% | 5.69% | 39.1% | 50 | 10% | 1.7 |
|
| 3307 |
CCM
3307
CWH Capital Management
Spokane,
Washington
| US$1.64億 | +US$1993萬 | +14% | 5.86% | 29.9% | 51 | 17.65% | 1.7 |
|
| 3308 |
3308
Stockman Wealth Management
Billings,
Montana
| US$1.64億 | +US$296萬 | +2% | 3.26% | 73.5% | 138 | 13.04% | 1 |
|
| 3309 |
3309
Cahill Financial Advisors
Edina,
Minnesota
| US$1.64億 | +US$1037萬 | +7% | 2.15% | 55.9% | 132 | 11.36% | 2 |
|
| 3310 |
3310
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| US$1.64億 | -US$757萬 | -4% | 1.07% | 62.5% | 434 | 39.17% | 2.5 |
|
| 3311 |
3311
Prentiss Smith & Co
Brattleboro,
Vermont
| US$1.64億 | -US$1486萬 | -8% | 1.04% | 63.9% | 290 | 22.07% | 2.1 |
|
| 3312 |
3312
Lingohr Asset Management
Duesseldorf,
Germany
| US$1.64億 | +US$5333萬 | +48% | 8.95% | 141% | 120 | 50.83% | 0.8 |
|
| 3313 |
3313
Newman Dignan & Sheerar Inc
Providence,
Rhode Island
| US$1.64億 | +US$490萬 | +3% | 3.18% | 82.6% | 151 | 10.6% | 2.6 |
|
| 3314 |
SAM
3314
Shamrock Asset Management
Dallas,
Texas
| US$1.64億 | -US$1034萬 | -6% | 3.15% | 31% | 304 | 27.96% | 1.7 |
|
| 3315 |
3315
Jacobi Capital Management
Pittston,
Pennsylvania
| US$1.64億 | -US$4766萬 | -23% | 2.29% | 76.6% | 781 | 23.56% | 0.5 |
|
| 3316 |
GA
3316
GRS Advisors
Chicago,
Illinois
| US$1.64億 | -US$2.5億 | -60% | 0.54% | 54.3% | 31 | 51.61% | 0.7 |
|
| 3317 |
MC
3317
Miles Capital
West Des Moines,
Iowa
| US$1.64億 | +US$1603萬 | +11% | 3.43% | 15.4% | 205 | 37.56% | 0.7 |
|
| 3318 |
3318
Old West Investment Management
Los Angeles,
California
| US$1.64億 | +US$2623萬 | +19% | 5.65% | 242% | 61 | 27.87% | 1.8 |
|
| 3319 |
3319
Cribstone Capital Management
Augusta,
Maine
| US$1.64億 | +US$104萬 | +0.6% | 0.58% | 22.4% | 771 | 14.01% | 0.5 |
|
| 3320 |
3320
Southport Capital Management
Chattanooga,
Tennessee
| US$1.64億 | +US$1999萬 | +14% | 5.42% | 80% | 180 | 12.78% | 2.3 |
|
| 3321 |
3321
Gainplan
Bloomfield Hills,
Michigan
| US$1.63億 | – | – | 2.24% | 103% | 11 | – | 0 |
|
| 3322 |
3322
Pinnacle Family Advisors
Springfield,
Missouri
| US$1.63億 | – | – | 4.08% | 85.8% | 58 | – | 0 |
|
| 3323 |
3323
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$1.63億 | +US$3248萬 | +25% | 4.27% | 66.8% | 96 | 6.25% | 2.6 |
|
| 3324 |
ABFS
3324
Appropriate Balance Financial Services
Bellevue,
Washington
| US$1.63億 | +US$735萬 | +5% | 5.13% | – | 33 | 6.06% | 0.8 |
|
| 3325 |
3325
Sequent Asset Management
Houston,
Texas
| US$1.63億 | +US$766萬 | +5% | 2.27% | 51.3% | 57 | 5.26% | 2.5 |
|