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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3351 |
3351
GFI Investment Counsel
Toronto,
Ontario, Canada
| US$2.05億 | +US$641萬 | +3% | 3.6% | 41.8% | 37 | 35.14% | 1.3 |
|
| 3352 |
ACM
3352
Ailanthus Capital Management
New York
| US$2.05億 | -US$277萬 | -1% | 4.11% | – | 21 | 52.38% | 0.3 |
|
| 3353 |
3353
Marietta Wealth Management
Marietta,
Georgia
| US$2.05億 | +US$1424萬 | +7% | 2.36% | 93% | 126 | 7.94% | 1.3 |
|
| 3354 |
3354
Arcus Capital Partners
Atlanta,
Georgia
| US$2.05億 | +US$2752萬 | +16% | 2.27% | 69.2% | 110 | 13.64% | 1.4 |
|
| 3355 |
3355
EAM Global Investors
Solana Beach,
California
| US$2.05億 | +US$1169萬 | +6% | 50.6% | 2,399% | 210 | 64.29% | 0.2 |
|
| 3356 |
APSP
3356
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$2.04億 | +US$984萬 | +5% | 2.43% | 62.1% | 291 | 7.9% | 2.3 |
|
| 3357 |
3357
Viridian RIA
Bothell,
Washington
| US$2.04億 | -US$527萬 | -3% | 2.97% | 63.1% | 46 | 13.04% | 0.2 |
|
| 3358 |
3358
Parkside Investments
Deerfield,
Illinois
| US$2.04億 | +US$1197萬 | +6% | 2.74% | 70.4% | 98 | 19.39% | 0.8 |
|
| 3359 |
LCP
3359
Legacy Capital Partners
Milwaukee,
Wisconsin
| US$2.04億 | +US$460萬 | +2% | 2.07% | 85.6% | 132 | 13.64% | 3 |
|
| 3360 |
3360
Cheviot Value Management
Beverly Hills,
California
| US$2.04億 | +US$1177萬 | +6% | 0.17% | 77.8% | 73 | 13.7% | 2.5 |
|
| 3361 |
3361
Alpha Omega Wealth Management
Richmond,
Virginia
| US$2.04億 | +US$469萬 | +2% | 2.27% | 65.9% | 565 | 19.29% | 1.5 |
|
| 3362 |
3362
GenWealth Group
Maplewood,
New Jersey
| US$2.04億 | +US$904萬 | +5% | 1.92% | 73.9% | 64 | 14.06% | 0.9 |
|
| 3363 |
3363
Peavine Capital
Reno,
Nevada
| US$2.04億 | +US$829萬 | +4% | 0.37% | 30.8% | 20 | 15% | 2.8 |
|
| 3364 |
3364
Cribstone Capital Management
Augusta,
Maine
| US$2.04億 | +US$16.4萬 | +0.1% | 0.99% | 22.4% | 843 | 10.91% | 1.4 |
|
| 3365 |
3365
Weik Capital Management
Wyomissing,
Pennsylvania
| US$2.03億 | -US$437萬 | -2% | 2.77% | 66.9% | 131 | 7.63% | 3.4 |
|
| 3366 |
3366
CAMG Solamere Management
Charlotte,
North Carolina
| US$2.03億 | -US$1619萬 | -7% | 0.83% | 51.7% | 142 | 10.56% | 1.2 |
|
| 3367 |
3367
Cambridge Financial Group
Columbus,
Ohio
| US$2.03億 | +US$1800萬 | +10% | 4.47% | – | 35 | 22.86% | 2.4 |
|
| 3368 |
3368
Boston Research & Management
Manchester,
Massachusetts
| US$2.03億 | +US$695萬 | +4% | 2.25% | 53.2% | 99 | 6.06% | 4.2 |
|
| 3369 |
3369
Cowen Prime Advisors
New York
| US$2.03億 | +US$2266萬 | +13% | 12.8% | 116% | 231 | 18.61% | 2.7 |
|
| 3370 |
3370
Shaker Financial Services
Arlington,
Virginia
| US$2.03億 | -US$415萬 | -2% | 1.32% | 12.9% | 143 | 50.35% | 0.8 |
|
| 3371 |
PCM
3371
Price Capital Management
Lafayette,
Louisiana
| US$2.03億 | +US$1.52億 | +303% | 7.7% | 124% | 187 | 99.47% | 0 |
|
| 3372 |
3372
Perkins Coie Trust Company
Seattle,
Washington
| US$2.02億 | +US$94.8萬 | +0.5% | 1.87% | 83.2% | 309 | 1.29% | 3.3 |
|
| 3373 |
3373
Benedict Financial Advisors
Atlanta,
Georgia
| US$2.02億 | +US$357萬 | +2% | 1.61% | 72.4% | 105 | 2.86% | 3 |
|
| 3374 |
3374
SCP Investment
Orinda,
California
| US$2.02億 | +US$5076萬 | +34% | 7.18% | 32.8% | 80 | 63.75% | 0.2 |
|
| 3375 |
3375
FundX Investment Group
San Francisco,
California
| US$2.02億 | +US$1140萬 | +6% | 3.51% | 94.6% | 45 | 35.56% | 1.1 |
|