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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3426 |
3426
GSI Capital Advisors
Newport Beach,
California
| US$1.65億 | -US$281萬 | -2% | 0.13% | 39.7% | 41 | 43.9% | 0.4 |
|
| 3427 |
3427
Farmers National Bank
Danville,
Kentucky
| US$1.65億 | -US$423萬 | -2% | 2.65% | – | 153 | 5.88% | 2 |
|
| 3428 |
3428
Starfire Investment Advisers
Southfield,
Michigan
| US$1.65億 | -US$591萬 | -3% | 4.09% | 19.2% | 130 | 13.85% | 2.1 |
|
| 3429 |
RHFI
3429
Reilly Herbert Faulkner III
| US$1.65億 | +US$439萬 | +3% | 5.5% | 80.6% | 44 | 4.55% | 3.1 |
|
| 3430 |
3430
Punch Card Management
Winter Park,
Florida
| US$1.65億 | +US$723萬 | +5% | 14.1% | 41% | 3 | 0% | 2.5 |
|
| 3431 |
3431
First Western Capital Management
Los Angeles,
California
| US$1.65億 | -US$107萬 | -0.6% | 5.95% | 43% | 79 | 8.86% | 2.7 |
|
| 3432 |
WIM
3432
Wilen Investment Management
Bonita Springs,
Florida
| US$1.64億 | -US$144萬 | -0.9% | 6.58% | 79.9% | 64 | 7.81% | 3.4 |
|
| 3433 |
3433
Moisand Fitzgerald Tamayo
Orlando,
Florida
| US$1.64億 | +US$1734萬 | +12% | 3.56% | 51.1% | 329 | 78.42% | 0.3 |
|
| 3434 |
3434
Private Ocean
San Rafael,
California
| US$1.64億 | +US$968萬 | +6% | 1.53% | 2.82% | 203 | 22.17% | 2.6 |
|
| 3435 |
3435
Sofinnova Management VIII
Menlo Park,
California
| US$1.64億 | -US$1444萬 | -8% | 18.1% | – | 10 | 30% | 0.6 |
|
| 3436 |
3436
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| US$1.64億 | +US$670萬 | +4% | 4.22% | 70.1% | 78 | 21.79% | 1.4 |
|
| 3437 |
3437
Covenant Asset Management
Chester,
New Jersey
| US$1.64億 | +US$766萬 | +5% | 6.6% | 177% | 145 | 9.66% | 0.6 |
|
| 3438 |
3438
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$1.64億 | +US$818萬 | +5% | 5.18% | 46.7% | 141 | 15.6% | 1 |
|
| 3439 |
3439
Travelers Companies
Saint Paul,
Minnesota
| US$1.64億 | -US$1.06億 | -39% | 0.57% | – | 21 | 52.38% | 2.4 |
|
| 3440 |
TA
3440
Tamarack Advisers
Carlsbad,
California
| US$1.63億 | -US$799萬 | -5% | 6.43% | 46.5% | 47 | 59.57% | 0.5 |
|
| 3441 |
3441
Cumberland Advisors
Sarasota,
Florida
| US$1.63億 | -US$688萬 | -4% | 5.15% | 73.5% | 47 | 12.77% | 1.3 |
|
| 3442 |
3442
Affinity Wealth Management
Wilmington,
Delaware
| US$1.63億 | +US$541萬 | +3% | 3.88% | 116% | 83 | 28.92% | 1.5 |
|
| 3443 |
3443
Blue Fin Capital
Warren,
Rhode Island
| US$1.63億 | +US$769萬 | +5% | 4.75% | 125% | 133 | 6.77% | 3 |
|
| 3444 |
3444
American Asset Management
Boca Raton,
Florida
| US$1.63億 | -US$1586萬 | -9% | 2.31% | 42.5% | 100 | 15% | 0.9 |
|
| 3445 |
3445
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$1.63億 | +US$1104萬 | +7% | 3.44% | 69.3% | 180 | 12.22% | 0.6 |
|
| 3446 |
3446
Anderson Hoagland & Co
St Louis,
Missouri
| US$1.63億 | +US$609萬 | +4% | 7.54% | 95.1% | 98 | 10.2% | 2.5 |
|
| 3447 |
3447
Horan Capital Advisors
Cincinnati,
Ohio
| US$1.63億 | +US$1556萬 | +11% | 5.02% | 26.6% | 318 | 75.16% | 0.5 |
|
| 3448 |
3448
BCM Advisors
Lafayette,
Louisiana
| US$1.63億 | +US$386萬 | +2% | 1.3% | 59.3% | 32 | 3.13% | 0.7 |
|
| 3449 |
3449
Mosaic Financial Partners
San Francisco,
California
| US$1.62億 | +US$220萬 | +1% | 2.1% | 6.05% | 47 | 8.51% | 3.2 |
|
| 3450 |
AW
3450
Alpha Windward
Westwood,
Massachusetts
| US$1.62億 | +US$654萬 | +4% | 5.61% | 33.6% | 448 | 17.86% | 2.2 |
|