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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
McNamara Financial Services
Marshfield,
Massachusetts
| US$5.04億 | +US$3964萬 | +9% | 7.46% | 42.6% | 94 | 7.45% | 4.1 |
|
| 3377 |
3377
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$5.04億 | +US$3823萬 | +8% | 9.88% | 48.1% | 75 | 14.67% | 4.7 |
|
| 3378 |
3378
TCP Asset Management
Columbus,
Ohio
| US$5.04億 | +US$5686萬 | +13% | 9.24% | 65% | 98 | 14.29% | 1.7 |
|
| 3379 |
3379
Scarborough Advisors
Annapolis,
Maryland
| US$5.04億 | -US$1.98億 | -28% | 8.08% | 63.3% | 509 | 84.48% | 0.3 |
|
| 3380 |
3380
Twele Capital Management
Minnetonka,
Minnesota
| US$5.04億 | +US$3244萬 | +7% | 5.69% | 37.1% | 39 | 0% | 9.1 |
|
| 3381 |
3381
Pacific Sage Partners
Edmonds,
Washington
| US$5.03億 | +US$5919萬 | +13% | 11.4% | 58.9% | 117 | 10.26% | 1.8 |
|
| 3382 |
3382
Aristides Capital
Louisville,
Kentucky
| US$5.03億 | +US$1.64億 | +48% | 13.7% | 126% | 292 | 50% | 1.3 |
|
| 3383 |
CFSG
3383
Community Financial Services Group
Newport,
Vermont
| US$5.03億 | +US$4148萬 | +9% | 12.4% | – | 102 | 11.76% | 4.5 |
|
| 3384 |
3384
Iowa State Bank
Urbandale,
Iowa
| US$5.02億 | +US$3105萬 | +7% | 9.84% | 85.7% | 124 | 5.65% | 5.7 |
|
| 3385 |
3385
Avidity Partners Management
Dallas,
Texas
| US$5.02億 | -US$2270萬 | -4% | 7.61% | 492% | 84 | 53.57% | 1.1 |
|
| 3386 |
3386
Sentry LLC
Memphis,
Tennessee
| US$5.02億 | -US$1184萬 | -2% | 1.03% | 61.3% | 135 | 5.93% | 1.9 |
|
| 3387 |
CNBTD
3387
Citizens National Bank Trust Department
Meridian,
Mississippi
| US$5.01億 | +US$3334萬 | +7% | 10.2% | 114% | 403 | 7.44% | 3.3 |
|
| 3388 |
3388
America First Investment Advisors
Omaha,
Nebraska
| US$5.01億 | +US$2732萬 | +6% | 2.19% | 78.2% | 43 | 2.33% | 8.7 |
|
| 3389 |
3389
Land & Buildings Investment Management
Stamford,
Connecticut
| US$5.01億 | +US$2847萬 | +6% | 0.62% | 53.9% | 25 | 36% | 1.1 |
|
| 3390 |
3390
Leonard Rickey Investment Advisors
Yakima,
Washington
| US$5.01億 | +US$3688萬 | +8% | 7.02% | 55.9% | 116 | 10.34% | 3.4 |
|
| 3391 |
3391
Westover Capital Advisors
Wilmington,
Delaware
| US$5億 | +US$5011萬 | +11% | 16.7% | 144% | 244 | 13.11% | 2.9 |
|
| 3392 |
3392
Compass Rose Asset Management
New York
| US$5億 | +US$1.8億 | +56% | 3.58% | 41% | 31 | 64.52% | 0.3 |
|
| 3393 |
3393
Truvestments Capital
Sarasota,
Florida
| US$5億 | +US$3949萬 | +9% | 13.4% | 131% | 1,111 | 16.83% | 1.3 |
|
| 3394 |
3394
Raffa Wealth Management
Washington,
District of Columbia
| US$5億 | +US$6053萬 | +14% | 6.23% | 35.8% | 1,146 | 9.42% | 4.5 |
|
| 3395 |
3395
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$4.99億 | +US$2379萬 | +5% | 5.88% | 55.7% | 137 | 4.38% | 8.8 |
|
| 3396 |
3396
Balboa Wealth Partners
Scottsdale,
Arizona
| US$4.99億 | +US$8448萬 | +20% | 19.9% | 214% | 413 | 29.54% | 1.3 |
|
| 3397 |
3397
Marotta Asset Management
Charlottesville,
Virginia
| US$4.99億 | -US$1075萬 | -2% | 7.12% | 51% | 119 | 18.49% | 4 |
|
| 3398 |
3398
VeraBank
Henderson,
Texas
| US$4.99億 | +US$1.4億 | +39% | 7.7% | 60.6% | 190 | 25.79% | 3.6 |
|
| 3399 |
3399
Studio Investment Management
Chicago,
Illinois
| US$4.98億 | +US$1434萬 | +3% | 4.9% | 51.3% | 326 | 48.77% | 2.7 |
|
| 3400 |
3400
Kahn Brothers Group
New York
| US$4.98億 | +US$350萬 | +0.7% | 1.94% | 53.4% | 61 | 27.87% | 4.7 |
|