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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
CPA
3376
Columbia Pacific Advisors
Seattle,
Washington
| US$1.38億 | +US$683萬 | +5% | 0.81% | 5.27% | 56 | 58.93% | 0.4 |
|
| 3377 |
MKC
3377
M. Kraus & Co
Shelburne,
Vermont
| US$1.38億 | -US$146萬 | -1% | 1.31% | 51.8% | 51 | 7.84% | 1.3 |
|
| 3378 |
AACA
3378
American Assets Capital Advisers
San Diego,
California
| US$1.38億 | +US$698萬 | +5% | 5.09% | 73.5% | 38 | 31.58% | 0.4 |
|
| 3379 |
NFG
3379
Noven Financial Group
Denver,
Colorado
| US$1.38億 | -US$122萬 | -0.9% | 1.07% | 45.1% | 42 | 26.19% | 0.9 |
|
| 3380 |
LJHT
3380
Laurie J. Hall Trustee
| US$1.37億 | +US$11.6萬 | +0.1% | 1.04% | 105% | 89 | 3.37% | 1.8 |
|
| 3381 |
GECH
3381
Garnet Equity Capital Holdings
New York
| US$1.37億 | +US$954萬 | +7% | 2.19% | 302% | 33 | 27.27% | 1 |
|
| 3382 |
3382
KWMG LLC
Overland Park,
Kansas
| US$1.37億 | +US$1133萬 | +9% | 1.09% | 76.2% | 131 | 18.32% | 0.4 |
|
| 3383 |
CAM
3383
Chesapeake Asset Management
New York
| US$1.36億 | +US$48.4萬 | +0.4% | 0.2% | 153% | 72 | 9.72% | 1.6 |
|
| 3384 |
3384
Private Ocean
San Rafael,
California
| US$1.36億 | -US$4.9萬 | -0% | 2.21% | 2.82% | 184 | 14.13% | 1.3 |
|
| 3385 |
WCBA
3385
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$1.36億 | +US$318萬 | +2% | 3.02% | 52.2% | 589 | 12.56% | 1.6 |
|
| 3386 |
3386
Financial Consulate
Hunt Valley,
Maryland
| US$1.35億 | +US$1694萬 | +14% | 2.31% | 53.3% | 61 | 18.03% | 0.4 |
|
| 3387 |
BC
3387
Beaconlight Capital
New York
| US$1.35億 | +US$2751萬 | +26% | 5.15% | 282% | 23 | 65.22% | 0.6 |
|
| 3388 |
LWM
3388
Lenox Wealth Management
Cincinnati,
Ohio
| US$1.35億 | -US$793萬 | -6% | 4.31% | 24.7% | 156 | 2.56% | 1.5 |
|
| 3389 |
DJC
3389
Daily Journal Corp
Los Angeles,
California
| US$1.35億 | +US$658萬 | +5% | 5.24% | 108% | 4 | 0% | 1.5 |
|
| 3390 |
3390
Inspirion Wealth Advisors
Libertyville,
Illinois
| US$1.35億 | +US$1098萬 | +9% | 0.68% | 52.5% | 58 | 6.9% | 0.5 |
|
| 3391 |
GWM
3391
Graybill Wealth Management
Elmhurst,
Illinois
| US$1.35億 | +US$200萬 | +2% | 1.35% | – | 52 | 1.92% | 1.7 |
|
| 3392 |
NCM
3392
Newgate Capital Management
Greenwich,
Connecticut
| US$1.35億 | -US$805萬 | -6% | 2.54% | 7.68% | 119 | 33.61% | 0.9 |
|
| 3393 |
VIG
3393
Vienna Insurance Group
Warsaw,
Poland
| US$1.35億 | -US$231萬 | -2% | 0.21% | 188% | 23 | 52.17% | 0.4 |
|
| 3394 |
3394
Bell Bank
Fargo,
North Dakota
| US$1.35億 | -US$739萬 | -5% | 1.83% | 64.3% | 154 | 8.44% | 1.8 |
|
| 3395 |
TCM
3395
Tuttle Capital Management
Riverside,
Connecticut
| US$1.35億 | -US$1024萬 | -7% | 1.3% | 115% | 30 | 50% | 0.5 |
|
| 3396 |
CMP
3396
Courage Miller Partners
Norfolk,
Virginia
| US$1.34億 | +US$77.6萬 | +0.6% | 1.19% | 40.3% | 58 | 5.17% | 1.5 |
|
| 3397 |
WOC
3397
West Oak Capital
Westlake Village,
California
| US$1.34億 | -US$203萬 | -1% | 0.82% | 110% | 330 | 7.27% | 1.8 |
|
| 3398 |
HA
3398
Havens Advisors
New York
| US$1.34億 | +US$879萬 | +7% | 10.8% | 460% | 44 | 52.27% | 0.6 |
|
| 3399 |
ATC
3399
Adirondack Trust Company
Saratoga Springs,
New York
| US$1.34億 | +US$39.8萬 | +0.3% | 0.41% | 96.8% | 368 | 5.43% | 1.6 |
|
| 3400 |
PIA
3400
Peachtree Investment Advisors
Atlanta,
Georgia
| US$1.34億 | -US$546萬 | -4% | 0.09% | 24.2% | 348 | 8.33% | 1 |
|