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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
Old Port Advisors
Portland,
Maine
| US$1.95億 | +US$425萬 | +2% | 2.39% | 114% | 183 | 6.01% | 0.9 |
|
| 3552 |
3552
Peninsula Wealth
San Francisco,
California
| US$1.95億 | +US$1386萬 | +8% | 3.14% | 30% | 33 | 15.15% | 1.1 |
|
| 3553 |
3553
INVST
Indianapolis,
Indiana
| US$1.95億 | -US$467萬 | -2% | 3.04% | 78.5% | 87 | 34.48% | 1 |
|
| 3554 |
3554
Thomas Story & Son
Culver,
Indiana
| US$1.95億 | +US$419萬 | +2% | 1.76% | 101% | 59 | 10.17% | 3.8 |
|
| 3555 |
3555
Foresters Asset Management
Toronto,
Ontario, Canada
| US$1.95億 | +US$178萬 | +0.9% | 3.69% | 55.6% | 51 | 3.92% | 2.5 |
|
| 3556 |
3556
Finepoint Capital
Boston,
Massachusetts
| US$1.95億 | -US$2285萬 | -11% | 5.67% | 27.4% | 3 | 0% | 0.4 |
|
| 3557 |
3557
Principle Wealth Partners
Madison,
Connecticut
| US$1.94億 | +US$1953萬 | +11% | 3.71% | 79.9% | 144 | 14.58% | 0.4 |
|
| 3558 |
3558
Greenspring Associates
Owings Mills,
Maryland
| US$1.94億 | -US$6231萬 | -24% | 0.74% | – | 15 | 73.33% | 0.2 |
|
| 3559 |
PSG
3559
Planning Solutions Group
Fulton,
Maryland
| US$1.94億 | +US$756萬 | +4% | 2.61% | – | 144 | 9.03% | 0.4 |
|
| 3560 |
3560
Blue Fin Capital
Warren,
Rhode Island
| US$1.94億 | +US$360萬 | +2% | 4.13% | 125% | 128 | 3.91% | 4.1 |
|
| 3561 |
3561
Enterprise Bank & Trust
Lowell,
Massachusetts
| US$1.94億 | -US$4945萬 | -20% | 3.54% | 65.9% | 111 | 27.03% | 0.2 |
|
| 3562 |
3562
Somerset Trust
Somerset,
Pennsylvania
| US$1.94億 | +US$384萬 | +2% | 5% | 80.5% | 188 | 46.28% | 4.5 |
|
| 3563 |
SC
3563
Schulhoff & Co
Cincinnati,
Ohio
| US$1.94億 | +US$682萬 | +4% | 4.65% | 51.8% | 106 | 4.72% | 4.8 |
|
| 3564 |
ACM
3564
Ailanthus Capital Management
New York
| US$1.94億 | +US$3224萬 | +20% | 6.17% | – | 29 | 86.21% | 0.3 |
|
| 3565 |
3565
U.S. Global Investors (USGI)
San Antonio,
Texas
| US$1.94億 | -US$1513萬 | -7% | 7.56% | 151% | 228 | 52.63% | 0.8 |
|
| 3566 |
3566
Intercontinental Wealth Advisors
San Antonio,
Texas
| US$1.94億 | -US$803萬 | -4% | 2.42% | 46.7% | 473 | 16.7% | 1 |
|
| 3567 |
3567
LeJeune Puetz Investment Counsel
Traverse City,
Michigan
| US$1.94億 | +US$941萬 | +5% | 2.31% | 64.1% | 183 | 8.74% | 1.9 |
|
| 3568 |
3568
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$1.93億 | -US$499萬 | -3% | 3.9% | 108% | 46 | 4.35% | 2.9 |
|
| 3569 |
3569
Aquamarine Capital Management
New York
| US$1.93億 | +US$1197萬 | +7% | 7.17% | 23% | 11 | 0% | 3.9 |
|
| 3570 |
WA
3570
Winfield Associates
Cleveland,
Ohio
| US$1.93億 | +US$546萬 | +3% | 3.07% | 77.8% | 134 | 10.45% | 3.8 |
|
| 3571 |
3571
Covenant Asset Management
Chester,
New Jersey
| US$1.93億 | +US$250萬 | +1% | 3.99% | 177% | 149 | 15.44% | 1.7 |
|
| 3572 |
3572
Zebra Capital Management
Stamford,
Connecticut
| US$1.93億 | +US$437萬 | +2% | 2.83% | 142% | 550 | 39.82% | 1.1 |
|
| 3573 |
LJHT
3573
Laurie J. Hall Trustee
| US$1.93億 | +US$277萬 | +1% | 3.38% | 105% | 340 | 3.24% | 3.3 |
|
| 3574 |
3574
Peregrine Asset Advisers
Portland,
Oregon
| US$1.93億 | +US$1917萬 | +11% | 4.72% | 182% | 136 | 41.91% | 1.7 |
|
| 3575 |
3575
Surevest
Los Angeles,
California
| US$1.93億 | +US$3006萬 | +19% | 2.33% | 24.6% | 140 | 17.14% | 0.4 |
|