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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 |
SA
3551
Springowl Associates
New York
| US$1.51億 | +US$2888萬 | +24% | 13.2% | 101% | 29 | 24.14% | 0.9 |
|
| 3552 |
3552
Sterling Investment Advisors (Pennsylvania)
Berwyn,
Pennsylvania
| US$1.51億 | +US$103萬 | +0.7% | 2.97% | 97.5% | 393 | 14.76% | 0.6 |
|
| 3553 |
DCM
3553
Delta Capital Management
Red Bank,
New Jersey
| US$1.51億 | +US$238萬 | +2% | 2.32% | 129% | 79 | 18.99% | 2.6 |
|
| 3554 |
SXL
3554
Summit X LLC
Chesterfield,
Missouri
| US$1.51億 | +US$1067萬 | +8% | 2.75% | 62.9% | 197 | 16.75% | 0.2 |
|
| 3555 |
AP
3555
Agilis Partners
Waltham,
Massachusetts
| US$1.51億 | -US$1.63億 | -52% | 3.77% | 8.47% | 19 | 15.79% | 1.9 |
|
| 3556 |
WRM
3556
Weybosset Research & Management
Province,
Rhode Island
| US$1.5億 | -US$479萬 | -3% | 4.59% | 74.8% | 61 | 11.48% | 2.9 |
|
| 3557 |
3557
American Money Management
Rancho Santa Fe,
California
| US$1.5億 | +US$989萬 | +7% | 5.16% | 65% | 76 | 9.21% | 2.7 |
|
| 3558 |
PCM
3558
Peak Capital Management
Greenwood Village,
Colorado
| US$1.5億 | -US$2860萬 | -16% | 2.42% | 9.52% | 107 | 44.86% | 0.2 |
|
| 3559 |
3559
RGT Wealth Advisors
Dallas,
Texas
| US$1.5億 | +US$408萬 | +3% | 3.5% | 9.35% | 101 | 17.82% | 0.7 |
|
| 3560 |
3560
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$1.5億 | +US$229萬 | +2% | 1.73% | 70.3% | 47 | 6.38% | 1.5 |
|
| 3561 |
CRCM
3561
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.5億 | -US$474萬 | -3% | 4.02% | 172% | 34 | 20.59% | 1.9 |
|
| 3562 |
SCP
3562
Steamboat Capital Partners
Rye,
New York
| US$1.5億 | +US$3315萬 | +28% | 7.59% | 280% | 25 | 20% | 0.8 |
|
| 3563 |
MWM
3563
Mascoma Wealth Management
Hanover,
New Hampshire
| US$1.5億 | +US$151萬 | +1% | 8.92% | 40% | 440 | 10.68% | 0.6 |
|
| 3564 |
IAM
3564
Integre Asset Management
New York
| US$1.5億 | -US$1524萬 | -9% | 7.89% | 74.1% | 122 | 36.07% | 1.7 |
|
| 3565 |
BCP
3565
Berkeley Capital Partners
Milton,
Georgia
| US$1.5億 | +US$279萬 | +2% | 3.06% | 62.8% | 124 | 16.94% | 1.2 |
|
| 3566 |
3566
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$1.5億 | +US$588萬 | +4% | 3.24% | 47.1% | 21 | 0% | 2.5 |
|
| 3567 |
CMO
3567
Covenant Multifamily Offices
San Antonio,
Texas
| US$1.5億 | -US$810萬 | -5% | 4.24% | 38.3% | 38 | 2.63% | 1.1 |
|
| 3568 |
MCA
3568
Morris Capital Advisors
Malvern,
Pennsylvania
| US$1.5億 | +US$780萬 | +6% | 7.69% | 72.9% | 78 | 8.97% | 1.4 |
|
| 3569 |
3569
SigFig Wealth Management
San Francisco,
California
| US$1.5億 | +US$1382萬 | +10% | 3.88% | 49.3% | 28 | 28.57% | 0.5 |
|
| 3570 |
CCM
3570
Courage Capital Management
Nashville,
Tennessee
| US$1.49億 | -US$4498萬 | -23% | 15.2% | 86.5% | 24 | 33.33% | 1.4 |
|
| 3571 |
3571
Context Capital Management
Lajolla,
California
| US$1.49億 | +US$883萬 | +6% | 0.07% | 3.38% | 47 | 17.02% | 0.6 |
|
| 3572 |
FUBT
3572
First United Bank & Trust
Oakland,
Maryland
| US$1.49億 | +US$181萬 | +1% | 4.42% | 69.2% | 112 | 7.14% | 2.8 |
|
| 3573 |
3573
Mengis Capital Management
Portland,
Oregon
| US$1.49億 | +US$808萬 | +6% | 4.08% | 104% | 121 | 4.13% | 2.1 |
|
| 3574 |
EECFV
3574
EnCap Energy Capital Fund VIII
Houston,
Texas
| US$1.49億 | -US$2149萬 | -13% | 12.6% | 6.16% | 1 | 0% | 0.8 |
|
| 3575 |
MSFP
3575
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.49億 | +US$335萬 | +2% | 4.63% | 92.4% | 404 | 13.86% | 2.3 |
|