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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3676 |
3676
Risk Paradigm Group
Austin,
Texas
| US$1.05億 | +US$247萬 | +2% | 1.18% | – | 370 | 16.22% | 0.2 |
|
| 3677 |
3677
Somerset Group
Wayzata,
Minnesota
| US$1.05億 | -US$692萬 | -6% | 1.77% | 84.6% | 75 | 6.67% | 1.7 |
|
| 3678 |
3678
Bernicke Wealth Management
Altoona,
Wisconsin
| US$1.05億 | +US$1100萬 | +12% | 1.76% | – | 43 | 4.65% | 0.5 |
|
| 3679 |
3679
Wedgewood Investors
Erie,
Pennsylvania
| US$1.05億 | +US$182萬 | +2% | 1.03% | – | 132 | 3.03% | 1.7 |
|
| 3680 |
3680
EDMP Inc
Lutz,
Florida
| US$1.05億 | -US$421萬 | -4% | 3.41% | 78% | 60 | 3.33% | 1.6 |
|
| 3681 |
SF
3681
Schooner Foundation
Boston,
Massachusetts
| US$1.05億 | -US$1848萬 | -15% | 15% | 13.8% | 1 | 0% | 0.8 |
|
| 3682 |
3682
Millennium TVP Management
New York
| US$1.04億 | -US$837萬 | -7% | 3.29% | – | 9 | 0% | 0.8 |
|
| 3683 |
3683
Willingdon Wealth Management
Huntersville,
North Carolina
| US$1.04億 | -US$1602萬 | -13% | 1.62% | 15.3% | 100 | 34% | 1 |
|
| 3684 |
FA
3684
Financial Advantage
Columbia,
Maryland
| US$1.04億 | -US$895萬 | -8% | 2.74% | 24.3% | 146 | 27.4% | 1.7 |
|
| 3685 |
3685
Greenwood Investments
Boston,
Massachusetts
| US$1.04億 | +US$872萬 | +9% | 3.98% | 1.64% | 13 | 0% | 1.8 |
|
| 3686 |
3686
Tactical Allocation Group
Birmingham,
Michigan
| US$1.04億 | -US$1469萬 | -12% | 1.42% | 15.2% | 20 | 0% | 1.1 |
|
| 3687 |
3687
Wheatland Advisors
Lancaster,
Pennsylvania
| US$1.04億 | +US$376萬 | +4% | 0.58% | 30.5% | 91 | 8.79% | 1.4 |
|
| 3688 |
SSCM
3688
Summit Street Capital Management
New York
| US$1.04億 | -US$787萬 | -7% | 0.15% | 217% | 42 | 26.19% | 0.4 |
|
| 3689 |
3689
NGP MR Management
Dallas,
Texas
| US$1.04億 | -US$1625萬 | -14% | 13.1% | 21.9% | 2 | 0% | 1.1 |
|
| 3690 |
APSP
3690
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$1.04億 | – | – | 0.9% | 62.1% | 252 | – | 0 |
|
| 3691 |
3691
Capital Innovations
Pewaukee,
Wisconsin
| US$1.04億 | -US$1314萬 | -11% | 5.79% | – | 97 | 14.43% | 1.1 |
|
| 3692 |
3692
Pecaut & Co
Sioux City,
Iowa
| US$1.04億 | +US$152萬 | +1% | 0.09% | 67.6% | 49 | 6.12% | 1.3 |
|
| 3693 |
3693
Trustco Bank (New York)
Albany,
New York
| US$1.03億 | -US$127萬 | -1% | 0.36% | 131% | 66 | 1.52% | 1.9 |
|
| 3694 |
WCM
3694
Wunderlich Capital Managemnt
Memphis,
Tennessee
| US$1.03億 | -US$747萬 | -7% | 1.27% | 33.6% | 70 | 5.71% | 1.2 |
|
| 3695 |
BOCM
3695
Bontempo Ohly Capital Management
Bethesda,
Maryland
| US$1.03億 | -US$182萬 | -2% | 0.76% | 49.6% | 27 | 0% | 0.4 |
|
| 3696 |
3696
Raffles Associates
New York
| US$1.03億 | +US$775萬 | +8% | 3.14% | 50% | 59 | 16.95% | 1.4 |
|
| 3697 |
3697
Phoenix Investment Adviser
New York
| US$1.03億 | -US$7362萬 | -42% | 2.08% | 25% | 45 | 31.11% | 0.9 |
|
| 3698 |
3698
Pettee Investors
Rowayton,
Connecticut
| US$1.03億 | -US$31.8萬 | -0.3% | 0.04% | 96.1% | 61 | 4.92% | 1.4 |
|
| 3699 |
3699
Covenant Multifamily Offices
San Antonio,
Texas
| US$1.03億 | +US$4020萬 | +64% | 0.53% | 38.3% | 47 | 53.19% | 0.5 |
|
| 3700 |
LSCM
3700
LaSalle Street Capital Management
Chicago,
Illinois
| US$1.03億 | +US$74.3萬 | +0.7% | 0.74% | 30.5% | 75 | 8% | 0.5 |
|