我們已在上線!
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
Technology Crossover Management IX
Menlo Park,
California
| US$2.05億 | – | – | 10.6% | 13% | 3 | – | 0 |
|
| 3302 |
3302
Prentiss Smith & Co
Brattleboro,
Vermont
| US$2.05億 | +US$3177萬 | +18% | 5.05% | 67.4% | 331 | 34.74% | 2 |
|
| 3303 |
3303
Tradewinds Capital Management
Bellingham,
Washington
| US$2.05億 | +US$901萬 | +5% | 5.33% | 96.9% | 787 | 18.55% | 2.3 |
|
| 3304 |
3304
Zhang Financial
Portage,
Michigan
| US$2.05億 | +US$816萬 | +4% | 4.29% | 67.9% | 87 | 12.64% | 3 |
|
| 3305 |
3305
Barnett & Company
Chattanooga,
Tennessee
| US$2.05億 | +US$733萬 | +4% | 4.42% | 65.9% | 333 | 8.11% | 2.1 |
|
| 3306 |
3306
JGP Global Gestao de Recursos
Rio De Janeiro,
Brazil
| US$2.05億 | +US$1.07億 | +110% | 1.26% | 261% | 34 | 64.71% | 0.3 |
|
| 3307 |
3307
Delphi Financial Group
Wilmington,
Delaware
| US$2.04億 | -US$1415萬 | -6% | 7.46% | 66.3% | 27 | 48.15% | 1.9 |
|
| 3308 |
3308
Pacifica Capital Investments
Leander,
Texas
| US$2.04億 | +US$1249萬 | +7% | 8.1% | 70.4% | 18 | 0% | 3.4 |
|
| 3309 |
3309
Home Federal Bank of Tennessee
Knoxville,
Tennessee
| US$2.04億 | +US$870萬 | +4% | 5.54% | 74% | 67 | 8.96% | 1.7 |
|
| 3310 |
CT
3310
CPF Texas
Plano,
Texas
| US$2.04億 | – | – | 4.26% | – | 270 | – | 0 |
|
| 3311 |
3311
Alpha Omega Wealth Management
Richmond,
Virginia
| US$2.04億 | +US$363萬 | +2% | 5.65% | 65.9% | 509 | 9.63% | 1.3 |
|
| 3312 |
PTB
3312
Pioneer Trust Bank
Salem,
Oregon
| US$2.04億 | +US$1137萬 | +6% | 8.27% | 61.4% | 74 | 1.35% | 3.6 |
|
| 3313 |
GC
3313
Gobi Capital
San Francisco,
California
| US$2.04億 | +US$1649萬 | +9% | 7.16% | 93.7% | 10 | 20% | 0.8 |
|
| 3314 |
3314
GoodHaven Capital Management
Millburn,
New Jersey
| US$2.04億 | +US$624萬 | +3% | 9.11% | 80.7% | 22 | 4.55% | 3.1 |
|
| 3315 |
3315
Hartford Financial Management
Hartford,
Connecticut
| US$2.04億 | +US$667萬 | +3% | 6.09% | 87.9% | 400 | 17.5% | 2.2 |
|
| 3316 |
VIA
3316
Vantis Investment Advisers
Miami,
Florida
| US$2.04億 | +US$1456萬 | +8% | 7.96% | 39.6% | 9 | 44.44% | 0.5 |
|
| 3317 |
3317
Holderness Investments Company
Greensboro,
North Carolina
| US$2.04億 | +US$1116萬 | +6% | 6.2% | 144% | 202 | 7.43% | 1.8 |
|
| 3318 |
3318
WealthTrust-Arizona
Scottsdale,
Arizona
| US$2.04億 | +US$637萬 | +3% | 4.38% | 20.2% | 703 | 10.81% | 2.6 |
|
| 3319 |
3319
22NW LP
Seattle,
Washington
| US$2.03億 | +US$3196萬 | +19% | 9.48% | 138% | 91 | 35.16% | 0.8 |
|
| 3320 |
3320
Red Mountain Capital Partners
Los Angeles,
California
| US$2.03億 | -US$1.17億 | -37% | 5.77% | 37.4% | 7 | 14.29% | 3.9 |
|
| 3321 |
3321
Tegean Capital Management
New York
| US$2.03億 | +US$1373萬 | +7% | 2.71% | – | 24 | 33.33% | 1.1 |
|
| 3322 |
3322
White Pine Investment Company
Livonia,
Michigan
| US$2.03億 | +US$1450萬 | +8% | 6.89% | 73.3% | 59 | 13.56% | 3.3 |
|
| 3323 |
3323
Beech Hill Advisors
New York
| US$2.03億 | +US$1293萬 | +7% | 6.81% | 105% | 91 | 18.68% | 1.9 |
|
| 3324 |
3324
Cambridge Financial Group
Columbus,
Ohio
| US$2.02億 | +US$1118萬 | +6% | 7.32% | – | 32 | 6.25% | 2.1 |
|
| 3325 |
LCP
3325
Legacy Capital Partners
Milwaukee,
Wisconsin
| US$2.02億 | +US$1200萬 | +6% | 7.07% | 85.6% | 120 | 10.83% | 2.9 |
|