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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 |
3526
Daily Journal Corp
Los Angeles,
California
| US$1.51億 | +US$444萬 | +3% | 3.12% | 108% | 4 | 0% | 3.3 |
|
| 3527 |
3527
Marietta Wealth Management
Marietta,
Georgia
| US$1.51億 | +US$2571萬 | +21% | 4.55% | 93% | 125 | 16% | 0.2 |
|
| 3528 |
3528
Leith Wheeler Investment Counsel
Vancouver,
British Columbia, Canada
| US$1.51億 | -US$584萬 | -4% | 5.92% | 52.3% | 43 | 93.02% | 0.1 |
|
| 3529 |
LBS
3529
Lawrence B. Seidman
| US$1.51億 | +US$856萬 | +6% | 4.85% | 12.3% | 28 | 14.29% | 1.8 |
|
| 3530 |
3530
SkyTop Capital Management
Rutherford,
New Jersey
| US$1.5億 | -US$1548萬 | -9% | 10.2% | 50.2% | 21 | 42.86% | 0.4 |
|
| 3531 |
3531
Bogart Wealth LLC
Mclean,
Virginia
| US$1.5億 | +US$267萬 | +2% | 5.32% | 60.5% | 73 | 26.03% | 0.2 |
|
| 3532 |
KCM
3532
Kempner Capital Management
Galveston,
Texas
| US$1.5億 | +US$1258萬 | +9% | 1.89% | 60.9% | 68 | 8.82% | 2.6 |
|
| 3533 |
3533
Westover Capital Advisors
Wilmington,
Delaware
| US$1.5億 | +US$1028萬 | +7% | 5.79% | 133% | 115 | 26.96% | 1.4 |
|
| 3534 |
3534
Torch Wealth Management
Cincinnati,
Ohio
| US$1.5億 | +US$827萬 | +6% | 5.16% | 48.8% | 99 | 7.07% | 2.1 |
|
| 3535 |
3535
IHT Wealth Management
Chicago,
Illinois
| US$1.5億 | +US$1775萬 | +13% | 5.77% | 74.8% | 1,372 | 14.58% | 0.2 |
|
| 3536 |
HRC
3536
Hoertkorn Richard Charles
| US$1.5億 | +US$545萬 | +4% | 4.37% | 172% | 89 | 3.37% | 2.7 |
|
| 3537 |
3537
Oliver Luxxe Assets
Gladstone,
New Jersey
| US$1.5億 | +US$508萬 | +4% | 5.99% | 137% | 93 | 17.2% | 0.8 |
|
| 3538 |
3538
Guinness Atkinson Asset Management
Pasadena,
California
| US$1.5億 | +US$230萬 | +2% | 5.69% | 132% | 65 | 6.15% | 2.8 |
|
| 3539 |
3539
Cranberry Lake Advisors
Houston,
Texas
| US$1.49億 | -US$838萬 | -5% | 4.39% | 31.5% | 12 | 16.67% | 3.2 |
|
| 3540 |
3540
Private Advisory Group
Redmond,
Washington
| US$1.49億 | +US$416萬 | +3% | 5.48% | 177% | 175 | 49.71% | 0.2 |
|
| 3541 |
3541
Cougar Global Investments
Toronto,
Ontario, Canada
| US$1.49億 | +US$768萬 | +5% | 2.67% | 17.4% | 13 | 38.46% | 0.6 |
|
| 3542 |
3542
Benefit Street Partners
New York
| US$1.49億 | +US$1781萬 | +14% | 5.21% | – | 27 | 33.33% | 0.2 |
|
| 3543 |
3543
Davis Rea
Toronto,
Ontario, Canada
| US$1.49億 | +US$829萬 | +6% | 8.65% | 66.9% | 38 | 5.26% | 2.8 |
|
| 3544 |
APSP
3544
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$1.49億 | +US$2218萬 | +18% | 5.2% | 62.1% | 326 | 22.09% | 1.3 |
|
| 3545 |
3545
Invictus RG
Hamilton,
Bermuda
| US$1.49億 | -US$70.2萬 | -0.5% | 11.1% | 289% | 935 | 62.25% | 0.4 |
|
| 3546 |
CCPM
3546
Cooper Creek Partners Management
New York
| US$1.48億 | +US$218萬 | +1% | 8.09% | 86.4% | 40 | 62.5% | 0.4 |
|
| 3547 |
3547
Covenant Asset Management
Chester,
New Jersey
| US$1.48億 | -US$70.6萬 | -0.5% | 6.8% | 177% | 150 | 28% | 0.2 |
|
| 3548 |
3548
Lincoln Capital
Lincoln,
Nebraska
| US$1.48億 | +US$762萬 | +5% | 5.22% | 67.1% | 69 | 8.7% | 1.8 |
|
| 3549 |
3549
Weybosset Research & Management
Province,
Rhode Island
| US$1.48億 | +US$523萬 | +4% | 5.5% | 74.8% | 60 | 6.67% | 2.6 |
|
| 3550 |
3550
Brandywine Trust
Hockessin,
Delaware
| US$1.48億 | +US$58.9萬 | +0.4% | 0.27% | 32.7% | 23 | 4.35% | 3.1 |
|