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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3326 |
3326
Kavar Capital Partners Group
Leawood,
Kansas
| US$1.17億 | -US$90.6萬 | -0.8% | 1.52% | 77.2% | 135 | 11.11% | 0.7 |
|
| 3327 |
3327
Evermay Wealth Management
Arlington,
Virginia
| US$1.16億 | +US$88.1萬 | +0.8% | 0.97% | 56.2% | 84 | 9.52% | 0.6 |
|
| 3328 |
3328
Orca Investment Management
Roseburg,
Oregon
| US$1.16億 | -US$1043萬 | -8% | 0.96% | 122% | 91 | 18.68% | 0.6 |
|
| 3329 |
3329
Fernwood Investment Management
Quincy,
Massachusetts
| US$1.16億 | -US$477萬 | -4% | 2.91% | 83.4% | 115 | 8.7% | 0.7 |
|
| 3330 |
3330
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| US$1.16億 | -US$4225萬 | -27% | 26.7% | 26.4% | 1 | 0% | 0.3 |
|
| 3331 |
KG
3331
Karamaan Group
New York
| US$1.16億 | -US$884萬 | -7% | 7.43% | – | 27 | 11.11% | 0.7 |
|
| 3332 |
3332
Boyle Capital Management
West Des Moines,
Iowa
| US$1.16億 | -US$913萬 | -7% | 3.47% | 19.5% | 24 | 12.5% | 1.1 |
|
| 3333 |
3333
Water Oak Advisors
Winter Park,
Florida
| US$1.16億 | -US$141萬 | -1% | 3.77% | 12.9% | 17 | 41.18% | 0.2 |
|
| 3334 |
FIG
3334
Fusion Investment Group
Pittsburgh,
Pennsylvania
| US$1.16億 | -US$66.5萬 | -0.6% | 0.26% | – | 238 | 18.49% | 0.6 |
|
| 3335 |
KCM
3335
Key Colony Management
Little Rock,
Arkansas
| US$1.15億 | -US$2396萬 | -17% | 3.18% | 113% | 22 | 22.73% | 0.8 |
|
| 3336 |
3336
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$1.15億 | – | – | 0.44% | 24.5% | 71 | – | 0 |
|
| 3337 |
3337
Covenant Multifamily Offices
San Antonio,
Texas
| US$1.15億 | +US$690萬 | +6% | 1.35% | 38.3% | 29 | 10.34% | 0.6 |
|
| 3338 |
3338
Edgestream Partners
Princeton,
New Jersey
| US$1.15億 | -US$4226萬 | -27% | 3.25% | 41.7% | 93 | 29.03% | 0.3 |
|
| 3339 |
NERM
3339
New England Research & Management
Chicago,
Illinois
| US$1.15億 | +US$289萬 | +3% | 3.05% | 65% | 188 | 30.85% | 0.5 |
|
| 3340 |
3340
Plante Moran Financial Advisors
Southfield,
Michigan
| US$1.14億 | +US$277萬 | +2% | 0.08% | 62.8% | 930 | 22.15% | 0.8 |
|
| 3341 |
PP
3341
Pension Partners
New York
| US$1.14億 | +US$48.1萬 | +0.4% | 0.64% | – | 21 | 85.71% | 0.1 |
|
| 3342 |
MHIM
3342
MacNealy Hoover Investment Management
Canton,
Ohio
| US$1.14億 | -US$21萬 | -0.2% | 0.17% | 42.5% | 85 | 5.88% | 0.7 |
|
| 3343 |
3343
Addison Capital
Conshohocken,
Pennsylvania
| US$1.14億 | -US$217萬 | -2% | 2.1% | 59.7% | 82 | 13.41% | 0.7 |
|
| 3344 |
3344
RK Asset Management
Grosse Pointe Farms,
Michigan
| US$1.14億 | -US$212萬 | -2% | 1.15% | 47.6% | 15 | 0% | 0.7 |
|
| 3345 |
3345
St. Johns Investment Management
Jacksonville,
Florida
| US$1.13億 | -US$293萬 | -3% | 0.7% | 80.9% | 177 | 18.08% | 0.5 |
|
| 3346 |
3346
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.13億 | -US$384萬 | -3% | 0.08% | 92.4% | 373 | 10.72% | 0.5 |
|
| 3347 |
3347
Horan Capital Advisors
Cincinnati,
Ohio
| US$1.13億 | +US$360萬 | +3% | 0.24% | 26.6% | 70 | 25.71% | 1 |
|
| 3348 |
3348
Raffles Associates
New York
| US$1.13億 | -US$1132萬 | -9% | 8.33% | 50% | 65 | 23.08% | 0.8 |
|
| 3349 |
3349
PKO Investment Management Joint-Stock
Warsaw,
Poland
| US$1.13億 | -US$729萬 | -6% | 4.5% | 145% | 56 | 17.86% | 0.6 |
|
| 3350 |
3350
Progeny 3 Inc
Kirkland,
Washington
| US$1.12億 | +US$2589萬 | +30% | 1.45% | 96.8% | 18 | 66.67% | 0.2 |
|