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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
PWS
3401
Peloton Wealth Strategists
Indianapolis,
Indiana
| US$1.14億 | -US$812萬 | -7% | 4.2% | 51.3% | 112 | 65.18% | 0.5 |
|
| 3402 |
GBM
3402
Grace Brothers Management
Evanston,
Illinois
| US$1.14億 | +US$636萬 | +6% | 0.13% | – | 50 | 14% | 0.4 |
|
| 3403 |
3403
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$1.13億 | +US$1634萬 | +17% | 3.24% | 73.7% | 74 | 20.27% | 0.4 |
|
| 3404 |
THCM
3404
Tipp Hill Capital Management
New York
| US$1.13億 | -US$2043萬 | -15% | 8.43% | 1.13% | 39 | 71.79% | 0.3 |
|
| 3405 |
RCS
3405
Retirement Capital Strategies
San Jose,
California
| US$1.13億 | +US$608萬 | +6% | 6.62% | 59% | 9 | 0% | 0.5 |
|
| 3406 |
PM
3406
Penbrook Management
New York
| US$1.13億 | +US$748萬 | +7% | 4.84% | 107% | 120 | 13.33% | 0.4 |
|
| 3407 |
ETM
3407
Euclidean Technologies Management
Seattle,
Washington
| US$1.13億 | -US$110萬 | -1% | 6.03% | 124% | 45 | 22.22% | 0.4 |
|
| 3408 |
IF
3408
IRON Financial
Northbrook,
Illinois
| US$1.13億 | -US$1835萬 | -14% | 3.97% | 51.4% | 98 | 40.82% | 0.3 |
|
| 3409 |
3409
Fort Point Capital Partners
San Francisco,
California
| US$1.13億 | +US$929萬 | +9% | 3.81% | 62.2% | 48 | 25% | 0.4 |
|
| 3410 |
NVPV
3410
Norwest Venture Partners VIII
Palo Alto,
California
| US$1.13億 | -US$5832萬 | -34% | 34% | – | 2 | 0% | 0.5 |
|
| 3411 |
SIC
3411
Shoker Investment Counsel
Oxford,
Ohio
| US$1.13億 | +US$625萬 | +6% | 4% | 83.8% | 91 | 12.09% | 0.5 |
|
| 3412 |
WSIB
3412
Washington State Investment Board
Olympia,
Washington
| US$1.12億 | +US$1039萬 | +10% | 9.39% | 567% | 26 | 0% | 1 |
|
| 3413 |
LWM
3413
Lyons Wealth Management
Winter Park,
Florida
| US$1.12億 | -US$224萬 | -2% | 6.34% | 40.1% | 97 | 54.64% | 0.4 |
|
| 3414 |
RCA
3414
Rex Capital Advisors
Providence,
Rhode Island
| US$1.12億 | +US$1341萬 | +14% | 6.64% | 7.31% | 55 | 5.45% | 0.9 |
|
| 3415 |
EAMA
3415
EFG Asset Management (Americas)
Miami,
Florida
| US$1.12億 | -US$1040萬 | -8% | 3.03% | 112% | 152 | 30.92% | 0.4 |
|
| 3416 |
3416
Tarbox Family Office
Newport Beach,
California
| US$1.12億 | -US$29萬 | -0.3% | 4.83% | 60.5% | 588 | 8.67% | 0.5 |
|
| 3417 |
GIM
3417
Guild Investment Management
Los Angeles,
California
| US$1.12億 | +US$5183萬 | +86% | 6.81% | 101% | 46 | 80.43% | 0.2 |
|
| 3418 |
NERM
3418
New England Research & Management
Chicago,
Illinois
| US$1.12億 | +US$251萬 | +2% | 3.2% | 65% | 164 | 22.56% | 0.4 |
|
| 3419 |
3419
Plante Moran Financial Advisors
Southfield,
Michigan
| US$1.12億 | +US$1975萬 | +21% | 4.61% | 62.8% | 889 | 34.42% | 0.6 |
|
| 3420 |
TPP
3420
Triangle Peak Partners
Carmel,
California
| US$1.11億 | +US$82.6萬 | +0.7% | 5.53% | – | 39 | 7.69% | 0.5 |
|
| 3421 |
3421
Plancorp LLC
Saint Louis,
Missouri
| US$1.11億 | -US$3605萬 | -24% | 5.53% | 67.3% | 133 | 51.88% | 0.4 |
|
| 3422 |
IOOF
3422
Independent Order of Foresters
Toronto,
Ontario, Canada
| US$1.11億 | +US$265萬 | +2% | 5.02% | 66.3% | 128 | 5.47% | 0.9 |
|
| 3423 |
LA
3423
Lau Associates
Greenville,
Delaware
| US$1.11億 | -US$104萬 | -0.9% | 6.77% | 44.5% | 65 | 6.15% | 0.9 |
|
| 3424 |
PAA
3424
Peregrine Asset Advisers
Portland,
Oregon
| US$1.11億 | -US$1861萬 | -14% | 6.01% | 182% | 152 | 48.03% | 0.5 |
|
| 3425 |
HCM
3425
Highlander Capital Management
Short Hills,
New Jersey
| US$1.11億 | +US$428萬 | +4% | 2.65% | 34.4% | 874 | 9.38% | 0.9 |
|