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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
AIM
3526
AMI Investment Management
Kendallville,
Indiana
| US$1.21億 | -US$497萬 | -4% | 0.29% | 47.9% | 41 | 9.76% | 1.3 |
|
| 3527 |
LOT
3527
Lombard Odier Transatlantic
Montreal,
Quebec, Canada
| US$1.21億 | -US$764萬 | -6% | 0.53% | – | 123 | 11.38% | 0.5 |
|
| 3528 |
PMLI
3528
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| US$1.21億 | -US$4.2萬 | -0% | 6.96% | 1.64% | 22 | 18.18% | 0.7 |
|
| 3529 |
AP
3529
Agilis Partners
Waltham,
Massachusetts
| US$1.21億 | -US$44.2萬 | -0.4% | 1.06% | 8.47% | 15 | 20% | 0.4 |
|
| 3530 |
3530
Heritage Wealth Advisors
Richmond,
Virginia
| US$1.2億 | -US$73.7萬 | -0.6% | 1.23% | 65% | 94 | 13.83% | 1.1 |
|
| 3531 |
OC
3531
Oppenheimer & Close
New York
| US$1.2億 | +US$156萬 | +1% | 0.75% | 149% | 55 | 12.73% | 1.5 |
|
| 3532 |
BWM
3532
Biltmore Wealth Management
Tempe,
Arizona
| US$1.2億 | +US$167萬 | +1% | 0.75% | 59.8% | 46 | 15.22% | 0.4 |
|
| 3533 |
BOC
3533
Barbara Oil Co
Chicago,
Illinois
| US$1.2億 | -US$202萬 | -2% | 0.75% | 76.9% | 80 | 1.25% | 1.4 |
|
| 3534 |
LCP
3534
LeVasseur Capital Partners
Newport Beach,
California
| US$1.2億 | +US$2135萬 | +22% | 6.51% | 38.8% | 8 | 37.5% | 0.8 |
|
| 3535 |
SC
3535
Searle & Co
Greenwich,
Connecticut
| US$1.2億 | +US$369萬 | +3% | 0.71% | 93.8% | 357 | 7% | 0.5 |
|
| 3536 |
C
3536
CFO4Life
Coppell,
Texas
| US$1.2億 | -US$17.8萬 | -0.1% | 0.18% | – | 90 | 14.44% | 0.4 |
|
| 3537 |
3537
Traynor Capital Management
Malvern,
Pennsylvania
| US$1.2億 | +US$1556萬 | +15% | 1.18% | 225% | 154 | 27.92% | 0.4 |
|
| 3538 |
SJL
3538
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$1.2億 | -US$918萬 | -7% | 3.51% | 73.4% | 25 | 16% | 1.7 |
|
| 3539 |
3539
Mengis Capital Management
Portland,
Oregon
| US$1.2億 | +US$505萬 | +4% | 0.67% | 104% | 121 | 6.61% | 0.4 |
|
| 3540 |
HM
3540
HCSF Management
San Francisco,
California
| US$1.2億 | +US$709萬 | +6% | 16.4% | 58.8% | 10 | 10% | 0.5 |
|
| 3541 |
BKA
3541
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$1.19億 | +US$250萬 | +2% | 0.53% | 97.4% | 474 | 7.17% | 0.5 |
|
| 3542 |
BPAMSD
3542
BTG Pactual Asset Management SA DTVM
Sao Paulo,
Brazil
| US$1.19億 | – | – | 1.12% | – | 12 | – | 0 |
|
| 3543 |
AIM
3543
Aspen Investment Management
Grand Rapids,
Michigan
| US$1.19億 | -US$592萬 | -5% | 4.29% | 84.9% | 130 | 8.46% | 1.7 |
|
| 3544 |
3544
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| US$1.19億 | -US$222萬 | -2% | 1.05% | – | 51 | 1.96% | 1.8 |
|
| 3545 |
PLP
3545
Pleasant Lake Partners
Rincon,
Puerto Rico
| US$1.19億 | +US$935萬 | +9% | 4.62% | – | 18 | 50% | 0.3 |
|
| 3546 |
HCA
3546
Horan Capital Advisors
Cincinnati,
Ohio
| US$1.19億 | -US$104萬 | -0.9% | 0.35% | 26.6% | 59 | 18.64% | 1.4 |
|
| 3547 |
LC
3547
Lincoln Capital
Lincoln,
Nebraska
| US$1.19億 | +US$196萬 | +2% | 0.26% | 67.1% | 58 | 3.45% | 0.5 |
|
| 3548 |
AF
3548
Aldebaran Financial
| US$1.19億 | +US$199萬 | +2% | 0.78% | 89.7% | 114 | 13.16% | 1.2 |
|
| 3549 |
RC
3549
Rinet Company
Boston,
Massachusetts
| US$1.18億 | – | – | 0.39% | 33.1% | 20 | – | 0 |
|
| 3550 |
CIP
3550
Capital Insight Partners
Scottsdale,
Arizona
| US$1.18億 | – | – | 1.92% | 51.7% | 58 | – | 0 |
|