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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 |
SSI
3551
Scott & Selber Inc
Houston,
Texas
| US$1.91億 | +US$2720萬 | +17% | 16.6% | 202% | 79 | 20.25% | 2.3 |
|
| 3552 |
3552
D. Scott Neal
Lexington,
Kentucky
| US$1.91億 | +US$794萬 | +4% | 6.18% | 105% | 33 | 18.18% | 2.8 |
|
| 3553 |
3553
Tilden Park Management I
New York
| US$1.91億 | -US$11.1億 | -85% | 4.68% | 29.6% | 19 | 73.68% | 0.4 |
|
| 3554 |
3554
Triangle Securities Wealth Management
Raleigh,
North Carolina
| US$1.91億 | +US$2146萬 | +13% | 12.6% | 83.6% | 148 | 9.46% | 3.6 |
|
| 3555 |
CC
3555
Claybrook Capital
Wellesley,
Massachusetts
| US$1.91億 | -US$1.66億 | -46% | 12.6% | 7.15% | 810 | 95.31% | 0.5 |
|
| 3556 |
NFG
3556
Noven Financial Group
Denver,
Colorado
| US$1.91億 | +US$8489萬 | +80% | 13.4% | 45.1% | 40 | 35% | 2.1 |
|
| 3557 |
3557
Old Port Advisors
Portland,
Maine
| US$1.91億 | +US$1214萬 | +7% | 12.5% | 114% | 180 | 5% | 0.7 |
|
| 3558 |
3558
Fortis Advisors
Wayne,
Pennsylvania
| US$1.91億 | +US$2561萬 | +16% | 12.3% | 72.8% | 351 | 19.37% | 1.1 |
|
| 3559 |
3559
Blume Capital Management
Berkeley,
California
| US$1.9億 | +US$1535萬 | +9% | 12.7% | 102% | 242 | 11.98% | 3.1 |
|
| 3560 |
3560
Blue Fin Capital
Warren,
Rhode Island
| US$1.9億 | +US$2303萬 | +14% | 15% | 147% | 131 | 8.4% | 3.9 |
|
| 3561 |
3561
Thomas Story & Son
Culver,
Indiana
| US$1.9億 | +US$2618萬 | +16% | 15.2% | 101% | 58 | 13.79% | 3.7 |
|
| 3562 |
3562
Covenant Asset Management
Chester,
New Jersey
| US$1.9億 | -US$815萬 | -4% | 17.8% | 177% | 157 | 26.75% | 1.6 |
|
| 3563 |
3563
Norman Fields Gottscho Capital Management
New York
| US$1.9億 | +US$1974萬 | +12% | 11.9% | 96.9% | 80 | 23.75% | 3 |
|
| 3564 |
3564
HGI Capital Management
New York
| US$1.9億 | +US$7320萬 | +63% | 17.5% | 47% | 71 | 52.11% | 0.5 |
|
| 3565 |
3565
Somerset Trust
Somerset,
Pennsylvania
| US$1.9億 | +US$1809萬 | +11% | 12.7% | 80.5% | 190 | 11.58% | 2.9 |
|
| 3566 |
3566
Redhawk Wealth Advisors
Minneapolis,
Minnesota
| US$1.9億 | +US$2343萬 | +14% | 11.6% | 116% | 135 | 26.67% | 0.4 |
|
| 3567 |
LJHT
3567
Laurie J. Hall Trustee
| US$1.9億 | +US$845萬 | +5% | 14.6% | 105% | 345 | 5.22% | 3 |
|
| 3568 |
3568
AMI Investment Management
Kendallville,
Indiana
| US$1.9億 | +US$2028萬 | +12% | 9.73% | 52% | 67 | 10.45% | 3 |
|
| 3569 |
3569
Kelman-Lazarov Inc
Memphis,
Tennessee
| US$1.9億 | +US$2892萬 | +18% | 11.1% | 46.6% | 98 | 11.22% | 2.4 |
|
| 3570 |
3570
Cribstone Capital Management
Augusta,
Maine
| US$1.9億 | -US$655萬 | -3% | 10.2% | 22.4% | 741 | 12.82% | 2.1 |
|
| 3571 |
3571
MayTech Global Investments
New York
| US$1.89億 | +US$3374萬 | +22% | 19.3% | 158% | 47 | 4.26% | 1 |
|
| 3572 |
PPP
3572
Private Portfolio Partners
Paramus,
New Jersey
| US$1.89億 | +US$2719萬 | +17% | 12.1% | 16.9% | 200 | 15% | 0.2 |
|
| 3573 |
3573
Inscription Capital
Houston,
Texas
| US$1.89億 | +US$952萬 | +5% | 13.3% | – | 302 | 19.21% | 0.2 |
|
| 3574 |
3574
Ninety One
Cape Town,
South Africa
| US$1.89億 | +US$1894萬 | +11% | 13% | 232% | 115 | 7.83% | 1.5 |
|
| 3575 |
3575
Garrison Asset Management
Fayetteville,
Arkansas
| US$1.89億 | +US$1958萬 | +12% | 12.6% | 52.1% | 104 | 4.81% | 4 |
|