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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
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$1.43億 | +US$1469萬 | +11% | 2.14% | 56.7% | 31 | 3.23% | 0.5 |
|
| 3327 |
3327
Cahill Financial Advisors
Edina,
Minnesota
| US$1.43億 | +US$981萬 | +7% | 2.18% | 55.9% | 124 | 13.71% | 1.7 |
|
| 3328 |
FIM
3328
FourPoints Investment Managers
Paris,
France
| US$1.43億 | -US$1730萬 | -11% | 2.83% | – | 78 | 8.97% | 1.9 |
|
| 3329 |
MI
3329
Montage Investments
Leawood,
Kansas
| US$1.43億 | +US$291萬 | +2% | 5.46% | – | 181 | 23.76% | 0.3 |
|
| 3330 |
NFGCM
3330
Norman Fields Gottscho Capital Management
New York
| US$1.43億 | -US$738萬 | -5% | 1.28% | 96.9% | 75 | 12% | 1.7 |
|
| 3331 |
SFPM
3331
Sensible Financial Planning & Management
Waltham,
Massachusetts
| US$1.43億 | +US$581萬 | +4% | 1.88% | 24.5% | 89 | 15.73% | 1 |
|
| 3332 |
3332
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$1.43億 | -US$9.9億 | -87% | 3.48% | 81.7% | 775 | 89.16% | 0 |
|
| 3333 |
NME
3333
Notis-McConarty Edward
| US$1.43億 | +US$171萬 | +1% | 2.33% | 91.2% | 100 | 11% | 2.2 |
|
| 3334 |
BCP
3334
Berkeley Capital Partners
Milton,
Georgia
| US$1.42億 | +US$418萬 | +3% | 3.95% | 62.8% | 124 | 22.58% | 0.4 |
|
| 3335 |
3335
Shah Capital Management
Raleigh,
North Carolina
| US$1.42億 | +US$2314萬 | +19% | 14.5% | 287% | 18 | 33.33% | 1.3 |
|
| 3336 |
WCWM
3336
Wooster Corthell Wealth Management
Glastonbury,
Connecticut
| US$1.42億 | +US$680萬 | +5% | 1.16% | 39.1% | 23 | 26.09% | 1.7 |
|
| 3337 |
AWMG
3337
Alliance Wealth Management Group
Flemington,
New Jersey
| US$1.42億 | +US$2432萬 | +21% | 2.68% | – | 27 | 18.52% | 0.4 |
|
| 3338 |
WAP
3338
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$1.42億 | – | – | 2% | 60.4% | 149 | – | 0 |
|
| 3339 |
AWW
3339
Alan W. Weber
| US$1.42億 | +US$2287萬 | +19% | 16.5% | 192% | 61 | 11.48% | 1.2 |
|
| 3340 |
BRA
3340
Bender Robert & Associates
Pasadena,
California
| US$1.42億 | -US$599萬 | -4% | 0.11% | 116% | 51 | 5.88% | 2.7 |
|
| 3341 |
3341
PKO Investment Management Joint-Stock
Warsaw,
Poland
| US$1.42億 | -US$848萬 | -6% | 13.5% | 145% | 51 | 21.57% | 1.6 |
|
| 3342 |
CCM
3342
Crossvault Capital Management
San Antonio,
Texas
| US$1.41億 | +US$588萬 | +4% | 5.03% | 56.4% | 68 | 4.41% | 1.9 |
|
| 3343 |
PA
3343
Parkside Advisors
Berkeley,
California
| US$1.41億 | -US$158萬 | -1% | 1.41% | 36.7% | 34 | 20.59% | 2.3 |
|
| 3344 |
LCM
3344
Lucas Capital Management
Red Bank,
New Jersey
| US$1.41億 | +US$432萬 | +3% | 11.5% | 44.5% | 120 | 11.67% | 2.5 |
|
| 3345 |
MBA
3345
McQueen Ball & Associates
Bethlehem,
Pennsylvania
| US$1.41億 | +US$505萬 | +4% | 5.74% | 53.6% | 110 | 9.09% | 0.4 |
|
| 3346 |
DR
3346
Davis Rea
Toronto,
Ontario, Canada
| US$1.41億 | +US$323萬 | +2% | 1.2% | 66.9% | 41 | 4.88% | 2.3 |
|
| 3347 |
ACI
3347
AB CarVal Investors
Minneapolis,
Minnesota
| US$1.41億 | +US$1.32億 | +1,488% | 0.79% | 24% | 6 | 50% | 0 |
|
| 3348 |
ATC
3348
Adirondack Trust Company
Saratoga Springs,
New York
| US$1.4億 | +US$570萬 | +4% | 3.18% | 96.8% | 429 | 17.95% | 2.1 |
|
| 3349 |
PC
3349
Permit Capital
West Conshohocken,
Pennsylvania
| US$1.4億 | +US$783萬 | +6% | 7.46% | 121% | 34 | 8.82% | 2.2 |
|
| 3350 |
JWS
3350
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$1.4億 | +US$478萬 | +4% | 3.3% | 76.5% | 80 | 17.5% | 1.1 |
|