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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
Cambridge Advisors
Omaha,
Nebraska
| US$4.3億 | +US$629萬 | +1% | 1.33% | 58.6% | 169 | 2.37% | 6.1 |
|
| 3377 |
3377
Perkins Coie Trust Company
Seattle,
Washington
| US$4.3億 | +US$338萬 | +0.8% | 2.5% | 83.2% | 297 | 16.84% | 5.6 |
|
| 3378 |
3378
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| US$4.3億 | +US$2158萬 | +5% | 2.68% | 67.5% | 136 | 5.88% | 4.4 |
|
| 3379 |
TAA
3379
TB Alternative Assets
Grand Cayman,
Cayman Islands
| US$4.29億 | +US$3004萬 | +8% | 7.2% | 312% | 48 | 39.58% | 1.4 |
|
| 3380 |
3380
Harfst & Associates
Sheridan,
Wyoming
| US$4.29億 | +US$787萬 | +2% | 1.06% | 88.1% | 106 | 2.83% | 4.7 |
|
| 3381 |
3381
Counterpoint Mutual Funds
San Diego,
California
| US$4.29億 | +US$2086萬 | +5% | 1.7% | 74.3% | 305 | 71.48% | 0.2 |
|
| 3382 |
3382
Sherborne Investors Management
New York
| US$4.29億 | -US$8364萬 | -16% | 16.3% | 54.2% | 1 | 0% | 1.5 |
|
| 3383 |
CPRC
3383
Consolidated Portfolio Review Corp
Woodbury,
New York
| US$4.29億 | +US$4740萬 | +12% | 2.96% | 65.4% | 316 | 19.62% | 0.9 |
|
| 3384 |
3384
Callodine Capital Management
Boston,
Massachusetts
| US$4.29億 | +US$1540萬 | +4% | 1.1% | 53.8% | 47 | 27.66% | 1.4 |
|
| 3385 |
3385
EPG Wealth Management
Atlanta,
Georgia
| US$4.29億 | +US$2027萬 | +5% | 3.95% | 96% | 463 | 96.11% | 0 |
|
| 3386 |
3386
SkyOak Wealth
Southfield,
Michigan
| US$4.28億 | +US$1051萬 | +3% | 3.33% | 73.4% | 268 | 15.3% | 2.9 |
|
| 3387 |
3387
AXQ Capital
Jersey City,
New Jersey
| US$4.28億 | +US$1129萬 | +3% | 4.53% | 35.5% | 777 | 68.85% | 0.3 |
|
| 3388 |
3388
Investors Research Corp
Atlanta,
Georgia
| US$4.28億 | +US$36.3萬 | +0.1% | 0.64% | 62.1% | 1,105 | 11.31% | 3.8 |
|
| 3389 |
3389
Caligan Partners
New York
| US$4.28億 | +US$4968萬 | +13% | 3.59% | 2,628% | 13 | 7.69% | 0.9 |
|
| 3390 |
3390
Correct Capital Wealth Management
Clayton,
Missouri
| US$4.28億 | -US$524萬 | -1% | 6.12% | – | 140 | 17.86% | 0.5 |
|
| 3391 |
3391
TS Financial Group (TSFG)
Lake Forest,
Illinois
| US$4.28億 | +US$3120萬 | +8% | 2.53% | 81% | 825 | 5.94% | 3.8 |
|
| 3392 |
3392
Kingfisher Capital
Charlotte,
North Carolina
| US$4.28億 | +US$1244萬 | +3% | 3.17% | 58.5% | 172 | 6.98% | 4.2 |
|
| 3393 |
3393
Ipswich Investment Management
Beverly,
Massachusetts
| US$4.27億 | +US$30萬 | +0.1% | 3.82% | 104% | 197 | 6.6% | 5.7 |
|
| 3394 |
3394
Root Financial Partners
Encinitas,
California
| US$4.27億 | +US$9000萬 | +27% | 1.32% | 62.5% | 119 | 24.37% | 0.7 |
|
| 3395 |
3395
Warwick Investment Management
Bryan,
Texas
| US$4.27億 | +US$984萬 | +2% | 1.66% | 69.9% | 112 | 16.07% | 1.1 |
|
| 3396 |
3396
Searle & Co
Greenwich,
Connecticut
| US$4.27億 | +US$3457萬 | +9% | 1.4% | 93.8% | 188 | 15.43% | 4.2 |
|
| 3397 |
3397
Austin Wealth Management
Austin,
Texas
| US$4.27億 | +US$2269萬 | +6% | 1.21% | 48.2% | 119 | 5.04% | 0.7 |
|
| 3398 |
3398
Towneley Capital Management
Laguna Hills,
California
| US$4.26億 | +US$1968萬 | +5% | 1.38% | 50.2% | 49 | 24.49% | 0.5 |
|
| 3399 |
3399
Allied Investment Advisors
Billings,
Montana
| US$4.26億 | +US$1204萬 | +3% | 0.02% | 68.4% | 77 | 12.99% | 3.8 |
|
| 3400 |
3400
Shorepoint Capital Partners
Norwood,
Massachusetts
| US$4.26億 | +US$1695萬 | +4% | 1.45% | – | 103 | 8.74% | 2.7 |
|