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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
Arbor Wealth Management (Florida)
Miramar Beach,
Florida
| US$1.28億 | +US$1102萬 | +9% | 0.27% | 101% | 77 | 18.18% | 0.8 |
|
| 3677 |
3677
Loudon Investment Management
West Lebanon,
New Hampshire
| US$1.28億 | -US$54.3萬 | -0.4% | 1.89% | 61.6% | 89 | 5.62% | 2.2 |
|
| 3678 |
3678
Groesbeck Investment Management
Paramus,
New Jersey
| US$1.28億 | -US$678萬 | -5% | 4.68% | 147% | 113 | 31.86% | 1.7 |
|
| 3679 |
3679
Stonehearth Capital Management
Danvers,
Massachusetts
| US$1.28億 | -US$36.3萬 | -0.3% | 0.71% | 87.5% | 35 | 14.29% | 1.4 |
|
| 3680 |
3680
Elgethun Capital Management
Sioux Falls,
South Dakota
| US$1.28億 | – | – | 8.36% | 61.5% | 285 | – | 0 |
|
| 3681 |
3681
Tiller Private Wealth
Bethlehem,
Pennsylvania
| US$1.28億 | +US$842萬 | +7% | 1.98% | 53.5% | 43 | 9.3% | 0.8 |
|
| 3682 |
3682
Sloane Robinson
London,
United Kingdom
| US$1.28億 | -US$6418萬 | -33% | 11.3% | 175% | 20 | 30% | 1 |
|
| 3683 |
3683
PhiloSmith Capital
Stamford,
Connecticut
| US$1.28億 | – | – | 11.8% | 47% | 38 | – | 0 |
|
| 3684 |
NERM
3684
New England Research & Management
Chicago,
Illinois
| US$1.27億 | +US$810萬 | +7% | 5.49% | 65% | 195 | 30.26% | 1.4 |
|
| 3685 |
3685
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$1.27億 | +US$223萬 | +2% | 1.97% | 70.3% | 38 | 18.42% | 1.4 |
|
| 3686 |
3686
ETF Portfolio Partners
Leawood,
Kansas
| US$1.27億 | +US$161萬 | +1% | 0.73% | 50.2% | 23 | 17.39% | 1.5 |
|
| 3687 |
3687
ValueWorks
New York
| US$1.27億 | +US$1458萬 | +13% | 2.4% | 190% | 34 | 17.65% | 2.4 |
|
| 3688 |
3688
Caprin Asset Management
Henrico,
Virginia
| US$1.27億 | -US$228萬 | -2% | 2.26% | 7.87% | 31 | 54.84% | 0.7 |
|
| 3689 |
3689
Shaker Investments
Cleveland,
Ohio
| US$1.27億 | +US$254萬 | +2% | 8.19% | 205% | 82 | 39.02% | 1.2 |
|
| 3690 |
3690
Marathon Asset Management (New York)
New York
| US$1.27億 | -US$6.92億 | -85% | 26% | 490% | 18 | 44.44% | 0.8 |
|
| 3691 |
3691
Value Monitoring
Menlo Park,
California
| US$1.27億 | – | – | 0.18% | – | 5 | – | 0 |
|
| 3692 |
APSP
3692
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$1.27億 | +US$633萬 | +5% | 2.18% | 62.1% | 295 | 7.8% | 1.2 |
|
| 3693 |
DI
3693
DGH Investments
Geneva,
Switzerland
| US$1.27億 | -US$1588萬 | -11% | 10.9% | – | 2 | 0% | 3.5 |
|
| 3694 |
3694
Aldebaran Financial
| US$1.26億 | +US$17.9萬 | +0.1% | 4.79% | 89.7% | 103 | 14.56% | 2.2 |
|
| 3695 |
3695
Boston Standard Wealth Management
Winchester,
Massachusetts
| US$1.26億 | +US$262萬 | +2% | 0.12% | 47.1% | 23 | 8.7% | 1.7 |
|
| 3696 |
3696
Rench Wealth Management
Denton,
Texas
| US$1.26億 | +US$244萬 | +2% | 0.35% | 106% | 49 | 10.2% | 2 |
|
| 3697 |
3697
Wilshire Advisors
Santa Monica,
California
| US$1.26億 | +US$1080萬 | +9% | 1.94% | 118% | 18 | 11.11% | 0.8 |
|
| 3698 |
3698
Axel Capital Management
New York
| US$1.26億 | -US$374萬 | -3% | 2.94% | 194% | 17 | 11.76% | 2.7 |
|
| 3699 |
3699
Dean Capital Management
Overland Park,
Kansas
| US$1.26億 | +US$2977萬 | +31% | 11% | 89.7% | 90 | 64.44% | 0.8 |
|
| 3700 |
3700
Meridian Wealth Management
Lexington,
Kentucky
| US$1.26億 | – | – | 7.73% | 117% | 127 | – | 0 |
|