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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
DJC
3551
Daily Journal Corp
Los Angeles,
California
| US$1.52億 | +US$118萬 | +0.8% | 0.81% | 108% | 4 | 0% | 3.5 |
|
| 3552 |
CMP
3552
Courage Miller Partners
Norfolk,
Virginia
| US$1.52億 | +US$705萬 | +5% | 2.13% | 40.3% | 66 | 10.61% | 3 |
|
| 3553 |
3553
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$1.52億 | +US$1538萬 | +11% | 1.61% | 69.3% | 168 | 17.26% | 0.4 |
|
| 3554 |
MAS
3554
Madden Advisory Services
Jacksonville,
Florida
| US$1.52億 | -US$322萬 | -2% | 2.1% | 52.3% | 266 | 69.55% | 3.4 |
|
| 3555 |
3555
Glassman Wealth Services
Vienna,
Virginia
| US$1.52億 | +US$708萬 | +5% | 0.64% | 62.6% | 727 | 21.87% | 1.4 |
|
| 3556 |
OIMU
3556
Orbis Investment Management (US)
San Francisco,
California
| US$1.51億 | +US$795萬 | +6% | 6.87% | 48.8% | 25 | 32% | 1.3 |
|
| 3557 |
TSWM
3557
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$1.51億 | -US$539萬 | -3% | 2.57% | 83.6% | 134 | 7.46% | 2.7 |
|
| 3558 |
WCM
3558
Weatherstone Capital Management
Denver,
Colorado
| US$1.51億 | +US$6140萬 | +68% | 1.99% | 32% | 96 | 27.08% | 1 |
|
| 3559 |
HRC
3559
Hoertkorn Richard Charles
| US$1.51億 | +US$106萬 | +0.7% | 2.64% | 172% | 88 | 4.55% | 2.9 |
|
| 3560 |
3560
Progeny 3 Inc
Kirkland,
Washington
| US$1.51億 | -US$571萬 | -4% | 0.22% | 96.8% | 28 | 25% | 0.9 |
|
| 3561 |
BAM
3561
Broadmark Asset Management
San Francisco,
California
| US$1.51億 | -US$3622萬 | -19% | 2.75% | 39.6% | 6 | 83.33% | 1.3 |
|
| 3562 |
GL
3562
Globe Life
Mckinney,
Texas
| US$1.5億 | +US$863萬 | +6% | 2.64% | 60.1% | 1 | 0% | 0.5 |
|
| 3563 |
LCG
3563
Lisanti Capital Growth
New York
| US$1.5億 | +US$8033萬 | +115% | 15.9% | 1,490% | 140 | 57.14% | 0.4 |
|
| 3564 |
BA
3564
Bristol Advisors
Conshohocken,
Pennsylvania
| US$1.5億 | +US$6197萬 | +70% | 4.07% | – | 84 | 64.29% | 0.2 |
|
| 3565 |
3565
Ashmore Group
London,
United Kingdom
| US$1.5億 | +US$2324萬 | +18% | 5.06% | 103% | 28 | 39.29% | 1.3 |
|
| 3566 |
RGC
3566
Roberts, Glore & Co
Deerfield,
Illinois
| US$1.5億 | +US$480萬 | +3% | 3.98% | 72.3% | 144 | 3.47% | 2.9 |
|
| 3567 |
CLA
3567
Cranberry Lake Advisors
Houston,
Texas
| US$1.5億 | +US$63.6萬 | +0.4% | 2.42% | 31.5% | 11 | 9.09% | 3.8 |
|
| 3568 |
3568
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$1.5億 | +US$1078萬 | +8% | 2.94% | 97.5% | 401 | 22.94% | 0.4 |
|
| 3569 |
TAS
3569
TIFF Advisory Services
Radnor,
Pennsylvania
| US$1.5億 | -US$4199萬 | -22% | 2.18% | 85.9% | 6 | 50% | 0.5 |
|
| 3570 |
HM
3570
Harvest Management
New York
| US$1.5億 | +US$2138萬 | +17% | 35.9% | 610% | 106 | 71.7% | 0.4 |
|
| 3571 |
CBCM
3571
Cook & Bynum Capital Management
Birmingham,
Alabama
| US$1.5億 | +US$567萬 | +4% | 3.8% | 46.8% | 5 | 0% | 3.3 |
|
| 3572 |
MCM
3572
McMillion Capital Management
Greensboro,
North Carolina
| US$1.49億 | +US$236萬 | +2% | 2.85% | 59.3% | 66 | 12.12% | 2.6 |
|
| 3573 |
MLFP
3573
MPS Loria Financial Planners
Burr Ridge,
Illinois
| US$1.49億 | – | – | 2.19% | 80% | 406 | – | 0 |
|
| 3574 |
G
3574
Gainplan
Bloomfield Hills,
Michigan
| US$1.49億 | -US$747萬 | -5% | 1.05% | 103% | 18 | 77.78% | 0.1 |
|
| 3575 |
IVMX
3575
Institutional Venture Management XIII
Menlo Park,
California
| US$1.49億 | -US$1918萬 | -11% | 4.43% | – | 6 | 33.33% | 2.7 |
|