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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 |
LA
3526
Lucus Advisors
New York
| US$1.22億 | -US$4726萬 | -28% | 1.08% | 16.7% | 334 | 46.11% | 0.6 |
|
| 3527 |
BKA
3527
Brick & Kyle Associates
Newtown,
Pennsylvania
| US$1.22億 | +US$666萬 | +6% | 3.2% | 97.4% | 459 | 7.84% | 1.3 |
|
| 3528 |
SCA
3528
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$1.22億 | +US$1185萬 | +11% | 4.08% | 58.6% | 86 | 16.28% | 0.4 |
|
| 3529 |
PAM
3529
Peninsula Asset Management
Bradenton,
Florida
| US$1.22億 | +US$332萬 | +3% | 4.57% | 44.1% | 46 | 6.52% | 2.6 |
|
| 3530 |
ACM
3530
Astenbeck Capital Management
Southport,
Connecticut
| US$1.22億 | +US$1144萬 | +10% | 10.5% | 12.4% | 4 | 0% | 1 |
|
| 3531 |
AIM
3531
Aspen Investment Management
Grand Rapids,
Michigan
| US$1.22億 | +US$1235萬 | +11% | 8.1% | 84.9% | 129 | 11.63% | 2.3 |
|
| 3532 |
PHIMC
3532
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$1.21億 | +US$930萬 | +8% | 3.71% | 82.6% | 88 | 12.5% | 2.3 |
|
| 3533 |
HWP
3533
Hefty Wealth Partners
Auburn,
Indiana
| US$1.21億 | +US$1428萬 | +13% | 1.92% | – | 243 | 23.87% | 0.4 |
|
| 3534 |
MCC
3534
Malaga Cove Capital
Pv Estates,
California
| US$1.21億 | US$0 | 0% | 1.2% | 88.1% | 92 | 0% | 1 |
|
| 3535 |
MAP
3535
Moody Aldrich Partners
Marblehead,
Massachusetts
| US$1.21億 | +US$7349萬 | +155% | 4.31% | 336% | 99 | 23.23% | 0.2 |
|
| 3536 |
NCM
3536
Newgate Capital Management
Greenwich,
Connecticut
| US$1.21億 | +US$983萬 | +9% | 3.44% | 7.68% | 115 | 44.35% | 0.9 |
|
| 3537 |
3537
American Money Management
Rancho Santa Fe,
California
| US$1.21億 | +US$14.3萬 | +0.1% | 2.54% | 65% | 76 | 7.89% | 1.9 |
|
| 3538 |
SJL
3538
Shayne & Jacobs LLC
Nashville,
Tennessee
| US$1.21億 | +US$377萬 | +3% | 2.5% | 73.4% | 23 | 4.35% | 2.2 |
|
| 3539 |
FU
3539
Fairfield University
Fairfield,
Connecticut
| US$1.21億 | +US$880萬 | +8% | 1.5% | 61.9% | 4 | 25% | 0.4 |
|
| 3540 |
GL
3540
Globe Life
Mckinney,
Texas
| US$1.21億 | +US$392萬 | +3% | 2.5% | 60.1% | 24 | 8.33% | 0.2 |
|
| 3541 |
3541
Blue Fin Capital
Warren,
Rhode Island
| US$1.21億 | +US$314萬 | +3% | 2.29% | 125% | 120 | 7.5% | 2.2 |
|
| 3542 |
BCM
3542
Boltwood Capital Management
Walnut Creek,
California
| US$1.2億 | +US$667萬 | +6% | 4.6% | 63% | 101 | 1.98% | 2.1 |
|
| 3543 |
WFG
3543
Wills Financial Group
Richmond,
Virginia
| US$1.2億 | +US$411萬 | +4% | 4.09% | 57.5% | 76 | 6.58% | 1.9 |
|
| 3544 |
3544
Progeny 3 Inc
Kirkland,
Washington
| US$1.2億 | +US$2385萬 | +25% | 0.89% | 96.8% | 16 | 43.75% | 0.8 |
|
| 3545 |
TCCM
3545
Timber Creek Capital Management
Boston,
Massachusetts
| US$1.2億 | +US$811萬 | +7% | 1.16% | 139% | 98 | 4.08% | 2.4 |
|
| 3546 |
WRHAM
3546
W.R. Huff Asset Management
Stuart,
Florida
| US$1.2億 | +US$1054萬 | +10% | 1.16% | – | 42 | 9.52% | 1.3 |
|
| 3547 |
TPW
3547
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$1.19億 | +US$187萬 | +2% | 3.17% | 53.5% | 40 | 7.5% | 0.4 |
|
| 3548 |
MCAI
3548
Meritech Capital Associates III
Palo Alto,
California
| US$1.19億 | -US$2241萬 | -16% | 48.2% | 135% | 5 | 20% | 2.4 |
|
| 3549 |
3549
Financial Engines Advisors
Santa Clara,
California
| US$1.19億 | -US$144萬 | -1% | 1.93% | 43% | 59 | 6.78% | 2.4 |
|
| 3550 |
BE
3550
Bonness Enterprises
Washington,
District of Columbia
| US$1.19億 | +US$279萬 | +2% | 2.77% | 98.6% | 47 | 2.13% | 2.7 |
|