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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3476 |
3476
Mirador Capital Partners
Pleasanton,
California
| US$1.83億 | +US$1205萬 | +7% | 4.4% | 120% | 150 | 12% | 1.2 |
|
| 3477 |
3477
Sequent Asset Management
Houston,
Texas
| US$1.82億 | +US$1106萬 | +6% | 1.8% | 51.3% | 67 | 17.91% | 2.8 |
|
| 3478 |
3478
Westover Capital Advisors
Wilmington,
Delaware
| US$1.82億 | +US$1214萬 | +7% | 5.51% | 133% | 131 | 24.43% | 1.4 |
|
| 3479 |
3479
Norman Fields Gottscho Capital Management
New York
| US$1.82億 | +US$1577萬 | +9% | 8.8% | 96.9% | 76 | 11.84% | 2.5 |
|
| 3480 |
3480
Palisades Hudson Asset Management
Fort Lauderdale,
Florida
| US$1.82億 | +US$587萬 | +3% | 5.75% | 66.8% | 109 | 3.67% | 3.1 |
|
| 3481 |
3481
CAS Investment Partners
Westport,
Connecticut
| US$1.82億 | – | – | 13.1% | 527% | 7 | – | 0 |
|
| 3482 |
3482
Prism Advisors
Studio City,
California
| US$1.81億 | – | – | 4.35% | 54.6% | 53 | – | 0 |
|
| 3483 |
3483
Bridges Investment Counsel
Omaha,
Nebraska
| US$1.81億 | +US$140萬 | +0.8% | 7.14% | 33.7% | 131 | 3.82% | 3.5 |
|
| 3484 |
3484
Canal Capital Management
Richmond,
Virginia
| US$1.81億 | +US$1164萬 | +7% | 5.78% | 67.8% | 126 | 14.29% | 1.5 |
|
| 3485 |
3485
ELCO Management
New York
| US$1.81億 | +US$351萬 | +2% | 5% | 98.3% | 153 | 15.69% | 0.9 |
|
| 3486 |
CFMC
3486
Curbstone Financial Management Corp
Manchester,
New Hampshire
| US$1.81億 | -US$1.64億 | -48% | 4.7% | 69.6% | 170 | 8.24% | 2.8 |
|
| 3487 |
3487
Davis Rea
Toronto,
Ontario, Canada
| US$1.81億 | +US$1104萬 | +7% | 5.32% | 66.9% | 46 | 10.87% | 3 |
|
| 3488 |
3488
Cumberland Advisors
Sarasota,
Florida
| US$1.81億 | +US$1771萬 | +11% | 4.47% | 73.5% | 47 | 19.15% | 1.3 |
|
| 3489 |
PWMAG
3489
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$1.81億 | +US$901萬 | +5% | 5.41% | 90.7% | 153 | 10.46% | 2 |
|
| 3490 |
3490
Adelphi Capital
London,
United Kingdom
| US$1.81億 | +US$2120萬 | +13% | 1.85% | – | 2 | 0% | 3 |
|
| 3491 |
3491
SevenBridge Financial Group
Harrisburg,
Pennsylvania
| US$1.81億 | +US$628萬 | +4% | 6.7% | 81.7% | 706 | 19.69% | 1.3 |
|
| 3492 |
3492
GSI Capital Advisors
Newport Beach,
California
| US$1.81億 | +US$1538萬 | +9% | 2.69% | 39.7% | 42 | 42.86% | 0.4 |
|
| 3493 |
3493
Pathstone Family Office
Englewood,
New Jersey
| US$1.81億 | +US$6970萬 | +63% | 6.5% | 38.9% | 225 | 50.67% | 1 |
|
| 3494 |
PCC
3494
Park Circle Company
Baltimore,
Maryland
| US$1.81億 | +US$625萬 | +4% | 6.66% | 70.5% | 94 | 21.28% | 1.7 |
|
| 3495 |
3495
Holloway Wealth Management
Gainesville,
Florida
| US$1.81億 | +US$2010萬 | +13% | 4.17% | 50.7% | 253 | 0% | 0.8 |
|
| 3496 |
3496
Plante Moran Financial Advisors
Southfield,
Michigan
| US$1.81億 | +US$1231萬 | +7% | 6.55% | 62.8% | 939 | 18.42% | 2.5 |
|
| 3497 |
3497
Bender Robert & Associates
Pasadena,
California
| US$1.8億 | +US$646萬 | +4% | 7.49% | 146% | 51 | 5.88% | 3.9 |
|
| 3498 |
3498
James Hambro & Partners
London,
United Kingdom
| US$1.8億 | – | – | 4.02% | 97% | 25 | – | 0 |
|
| 3499 |
3499
Strategic Wealth Partners
Independence,
Ohio
| US$1.8億 | – | – | 3.76% | – | 747 | – | 0 |
|
| 3500 |
CCM
3500
CrestPoint Capital Management
Four Seasons,
Missouri
| US$1.8億 | -US$4410萬 | -20% | 6.89% | 42.6% | 232 | 27.16% | 1.9 |
|