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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 |
3551
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$1.79億 | +US$374萬 | +2% | 3.23% | 104% | 366 | 3.83% | 3.4 |
|
| 3552 |
3552
Beech Hill Advisors
New York
| US$1.79億 | -US$1148萬 | -6% | 1.61% | 105% | 80 | 17.5% | 2.3 |
|
| 3553 |
CWM
3553
Cedar Wealth Management
Walnut Creek,
California
| US$1.78億 | +US$1661萬 | +10% | 6.52% | 68.1% | 219 | 38.81% | 1 |
|
| 3554 |
3554
Guinness Atkinson Asset Management
Pasadena,
California
| US$1.78億 | +US$1445萬 | +9% | 5.18% | 132% | 64 | 7.81% | 3.4 |
|
| 3555 |
3555
Willow Creek Wealth Management
Sebastopol,
California
| US$1.78億 | -US$898萬 | -5% | 0.45% | 36.5% | 74 | 13.51% | 0.9 |
|
| 3556 |
HCM
3556
Highlander Capital Management
Short Hills,
New Jersey
| US$1.77億 | +US$941萬 | +6% | 3.13% | 34.4% | 817 | 11.63% | 3.1 |
|
| 3557 |
3557
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$1.77億 | +US$2806萬 | +19% | 6.21% | 138% | 80 | 15% | 0.6 |
|
| 3558 |
3558
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| US$1.77億 | +US$962萬 | +6% | 0.38% | 42.8% | 95 | 7.37% | 1.2 |
|
| 3559 |
3559
Meridian Investment Counsel
Lafayette,
California
| US$1.77億 | +US$57.1萬 | +0.3% | 0.42% | 116% | 191 | 8.9% | 3.3 |
|
| 3560 |
3560
Newfound Research
Wellesley Hills,
Massachusetts
| US$1.77億 | +US$110萬 | +0.6% | 3% | 54.6% | 239 | 14.64% | 1.4 |
|
| 3561 |
3561
HMS Capital Management
Nashville,
Tennessee
| US$1.77億 | +US$2615萬 | +17% | 4.74% | 140% | 216 | 36.11% | 0.8 |
|
| 3562 |
MCM
3562
McMillion Capital Management
Greensboro,
North Carolina
| US$1.76億 | +US$690萬 | +4% | 3.41% | 59.3% | 75 | 9.33% | 3.1 |
|
| 3563 |
3563
TRV GP II
Boston,
Massachusetts
| US$1.76億 | -US$3.57億 | -67% | 35.3% | 20.8% | 5 | 20% | 0.5 |
|
| 3564 |
3564
Moon Capital Management
New York
| US$1.76億 | -US$3064萬 | -15% | 8.94% | 76.3% | 33 | 57.58% | 1.8 |
|
| 3565 |
3565
Ibex Investors
Denver,
Colorado
| US$1.76億 | +US$5488萬 | +45% | 17.6% | 16.6% | 285 | 82.46% | 0.1 |
|
| 3566 |
3566
Maso Capital Partners
Hong Kong
| US$1.76億 | +US$6109萬 | +53% | 1.8% | 8.67% | 27 | 44.44% | 0.4 |
|
| 3567 |
3567
Vontobel Swiss Wealth Advisors
Zurich,
Switzerland
| US$1.76億 | -US$1332萬 | -7% | 2.23% | 70.1% | 91 | 12.09% | 1.5 |
|
| 3568 |
3568
Sitrin Capital Management
Century City,
California
| US$1.76億 | +US$2110萬 | +14% | 8.38% | 139% | 41 | 17.07% | 1.6 |
|
| 3569 |
3569
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$1.75億 | +US$143萬 | +0.8% | 2.65% | 38.2% | 50 | 8% | 2.6 |
|
| 3570 |
3570
Heronetta Management
New York
| US$1.75億 | +US$939萬 | +6% | 11.8% | 59.7% | 33 | 6.06% | 3.5 |
|
| 3571 |
3571
Abingworth
London,
United Kingdom
| US$1.75億 | +US$1417萬 | +9% | 40.8% | 184% | 17 | 11.76% | 1.9 |
|
| 3572 |
3572
Pacifica Capital Investments
Leander,
Texas
| US$1.75億 | -US$1190萬 | -6% | 0.51% | 70.4% | 21 | 19.05% | 3.4 |
|
| 3573 |
3573
CMH Wealth Management
Portsmouth,
New Hampshire
| US$1.75億 | +US$2657萬 | +18% | 3.13% | 76.6% | 60 | 16.67% | 1 |
|
| 3574 |
FVCM
3574
F&V Capital Management
Boca Raton,
Florida
| US$1.74億 | -US$891萬 | -5% | 5.26% | 123% | 61 | 6.56% | 3.2 |
|
| 3575 |
3575
SimplyRich
Carlsbad,
California
| US$1.74億 | -US$483萬 | -3% | 1.72% | 98.3% | 175 | 10.29% | 0.5 |
|