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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 |
3376
Kirr Marbach & Co
Columbus,
Indiana
| US$3.53億 | -US$984萬 | -3% | 1.11% | 121% | 54 | 12.96% | 3.8 |
|
| 3377 |
3377
Princeton Global Asset Management
Princeton,
New Jersey
| US$3.52億 | +US$1015萬 | +3% | 1.73% | 110% | 617 | 9.24% | 2.9 |
|
| 3378 |
3378
Irenic Capital Management
New York
| US$3.52億 | +US$1739萬 | +5% | 1.36% | 93.6% | 25 | 60% | 0.3 |
|
| 3379 |
3379
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$3.52億 | -US$54.3萬 | -0.2% | 0.05% | 70.3% | 67 | 13.43% | 3.2 |
|
| 3380 |
GDS
3380
Gimbel Daniel Scott
| US$3.52億 | +US$6716萬 | +24% | 23.6% | 57.1% | 2 | 0% | 2.8 |
|
| 3381 |
3381
Milestone Investment Advisors
Middleton,
Wisconsin
| US$3.51億 | +US$2846萬 | +9% | 3.11% | 52.8% | 445 | 73.48% | 0.2 |
|
| 3382 |
3382
TMD Wealth Management
Scottsdale,
Arizona
| US$3.51億 | -US$3300萬 | -9% | 1.84% | 2.41% | 60 | 20% | 1.3 |
|
| 3383 |
3383
East Coast Asset Management
Essex,
Massachusetts
| US$3.51億 | -US$151萬 | -0.4% | 0.21% | 167% | 67 | 5.97% | 8.2 |
|
| 3384 |
AW
3384
Avion Wealth
The Woodlands,
Texas
| US$3.5億 | -US$3163萬 | -8% | 2.31% | 45.4% | 1,302 | 29.8% | 1.1 |
|
| 3385 |
3385
Abundance Wealth Counselors
State College,
Pennsylvania
| US$3.5億 | +US$1.57億 | +81% | 7.94% | 107% | 138 | 59.42% | 0.9 |
|
| 3386 |
3386
Hohimer Wealth Management
Seattle,
Washington
| US$3.5億 | -US$1216萬 | -3% | 2.17% | 99.7% | 196 | 7.14% | 2.2 |
|
| 3387 |
3387
Oakmont Corp
Los Angeles,
California
| US$3.5億 | -US$4.33億 | -55% | 5.56% | 70.2% | 36 | 0% | 2.8 |
|
| 3388 |
3388
Cornerstone Retirement Group
Reno,
Nevada
| US$3.5億 | -US$1206萬 | -3% | 3.52% | – | 40 | 55% | 0.5 |
|
| 3389 |
3389
KB Financial Partners
Princeton,
New Jersey
| US$3.5億 | -US$1432萬 | -4% | 2.64% | – | 615 | 8.46% | 1.6 |
|
| 3390 |
3390
Canal Insurance Company
Greenville,
South Carolina
| US$3.49億 | -US$717萬 | -2% | 1.02% | 114% | 98 | 16.33% | 4.6 |
|
| 3391 |
WCMN
3391
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$3.49億 | -US$1003萬 | -3% | 1.68% | 121% | 44 | 0% | 7.1 |
|
| 3392 |
3392
O'Brien Wealth Partners
Waltham,
Massachusetts
| US$3.49億 | +US$888萬 | +3% | 3.48% | 56.7% | 59 | 8.47% | 3 |
|
| 3393 |
3393
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$3.49億 | -US$1145萬 | -3% | 2.49% | 83.3% | 74 | 4.05% | 5.2 |
|
| 3394 |
3394
Wilson Asset Management
Sydney,
Australia
| US$3.48億 | -US$1826萬 | -5% | 2.16% | 58% | 25 | 8% | 1.2 |
|
| 3395 |
MI
3395
MMCAP International
Grand Cayman,
Cayman Islands
| US$3.48億 | +US$4452萬 | +15% | 27.3% | 184% | 235 | 25.96% | 1.4 |
|
| 3396 |
3396
Welch Capital Partners
Harrison,
New York
| US$3.48億 | -US$989萬 | -3% | 0.99% | 79.2% | 19 | 10.53% | 4.9 |
|
| 3397 |
3397
5AM Venture Management
San Francisco,
California
| US$3.48億 | -US$5389萬 | -13% | 7.65% | 546% | 26 | 7.69% | 1.5 |
|
| 3398 |
3398
LJI Wealth Management
Indianapolis,
Indiana
| US$3.47億 | +US$386萬 | +1% | 3.45% | 68.8% | 189 | 19.05% | 0.7 |
|
| 3399 |
3399
Berkshire Bank
Pittsfield,
Massachusetts
| US$3.47億 | -US$1472萬 | -4% | 2.82% | 76.2% | 137 | 6.57% | 2.4 |
|
| 3400 |
3400
Westside Investment Management
Santa Monica,
California
| US$3.47億 | -US$688萬 | -2% | 2.63% | 114% | 864 | 5.67% | 4.1 |
|