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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 |
MPAM
3401
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$1.34億 | +US$117萬 | +0.9% | 2.58% | 75.1% | 100 | 9% | 2.3 |
|
| 3402 |
RAA
3402
RWC Asset Advisors
Miami,
Florida
| US$1.34億 | -US$712萬 | -5% | 15.5% | 268% | 19 | 15.79% | 1 |
|
| 3403 |
FVCM
3403
F&V Capital Management
Boca Raton,
Florida
| US$1.34億 | +US$723萬 | +6% | 4.05% | 107% | 60 | 15% | 2 |
|
| 3404 |
SLA
3404
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$1.34億 | +US$1674萬 | +14% | 5.22% | 70.9% | 80 | 21.25% | 1.8 |
|
| 3405 |
SFPIA
3405
Stevens First Principles Investment Advisors
Newport Beach,
California
| US$1.34億 | +US$1015萬 | +8% | 3.57% | 44% | 158 | 18.99% | 1.7 |
|
| 3406 |
TSWM
3406
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$1.34億 | -US$1927萬 | -13% | 2.74% | 83.6% | 140 | 15.71% | 2.1 |
|
| 3407 |
3407
Ironwood Financial
Tucson,
Arizona
| US$1.34億 | +US$468萬 | +4% | 1.06% | 48.8% | 310 | 7.74% | 1.3 |
|
| 3408 |
MSFP
3408
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.34億 | +US$1080萬 | +9% | 4.86% | 92.4% | 397 | 18.39% | 1.6 |
|
| 3409 |
LC
3409
Lincoln Capital
Lincoln,
Nebraska
| US$1.34億 | +US$38.7萬 | +0.3% | 1.86% | 67.1% | 63 | 6.35% | 1.2 |
|
| 3410 |
SF
3410
Schooner Foundation
Boston,
Massachusetts
| US$1.34億 | +US$1925萬 | +17% | 17.5% | 13.8% | 1 | 0% | 1.8 |
|
| 3411 |
IIM
3411
Ironwood Investment Management
Boston,
Massachusetts
| US$1.34億 | -US$1916萬 | -13% | 8.56% | 164% | 176 | 10.23% | 2.3 |
|
| 3412 |
3412
Ashmore Group
London,
United Kingdom
| US$1.33億 | -US$3127萬 | -19% | 13.2% | 103% | 50 | 46% | 1.4 |
|
| 3413 |
NCM
3413
Niemann Capital Management
Stateline,
Nevada
| US$1.33億 | +US$2477萬 | +23% | 11.5% | 103% | 18 | 55.56% | 0.2 |
|
| 3414 |
3414
Capital Wealth Planning
Naples,
Florida
| US$1.33億 | -US$639萬 | -5% | 1.18% | 73.9% | 114 | 35.96% | 1.5 |
|
| 3415 |
IVMX
3415
Institutional Venture Management XIII
Menlo Park,
California
| US$1.33億 | +US$1103萬 | +9% | 22.8% | – | 6 | 0% | 1.8 |
|
| 3416 |
HM
3416
Harvest Management
New York
| US$1.32億 | +US$2605萬 | +24% | 27.1% | 610% | 114 | 74.56% | 0.3 |
|
| 3417 |
3417
Brightworth
Atlanta,
Georgia
| US$1.32億 | +US$162萬 | +1% | 1.48% | 21.7% | 13 | 38.46% | 0.3 |
|
| 3418 |
3418
Fifth Third Securities
Cincinnati,
Ohio
| US$1.32億 | +US$2109萬 | +19% | 2.35% | 58.9% | 71 | 12.68% | 0.2 |
|
| 3419 |
FCCM
3419
First City Capital Management
Savannah,
Georgia
| US$1.32億 | -US$1399萬 | -10% | 5.8% | 76.5% | 668 | 79.34% | 2.5 |
|
| 3420 |
RGC
3420
Roberts, Glore & Co
Deerfield,
Illinois
| US$1.32億 | -US$23.2萬 | -0.2% | 3.18% | 72.3% | 149 | 16.11% | 2.3 |
|
| 3421 |
HA
3421
Havens Advisors
New York
| US$1.32億 | -US$6454萬 | -33% | 20% | 460% | 65 | 73.85% | 0.4 |
|
| 3422 |
WRM
3422
Weybosset Research & Management
Province,
Rhode Island
| US$1.31億 | +US$1320萬 | +11% | 4.62% | 73.4% | 57 | 5.26% | 2 |
|
| 3423 |
3423
First PREMIER Bank
Sioux Falls,
South Dakota
| US$1.31億 | +US$599萬 | +5% | 5.38% | 63% | 201 | 5.47% | 0.5 |
|
| 3424 |
RJA
3424
Robshaw & Julian Associates
Williamsville,
New York
| US$1.31億 | -US$163萬 | -1% | 2.67% | 19.3% | 47 | 2.13% | 2.1 |
|
| 3425 |
OFG
3425
OTA Financial Group
Purchase,
New York
| US$1.31億 | +US$7326萬 | +127% | 5.55% | 320% | 107 | 82.24% | 0.1 |
|