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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3726 |
3726
Osmium Partners
Greenbrae,
California
| US$1.56億 | +US$1831萬 | +13% | 80% | 28.4% | 18 | 16.67% | 2.4 |
|
| 3727 |
3727
Cranberry Lake Advisors
Houston,
Texas
| US$1.56億 | -US$172萬 | -1% | 4.73% | 31.5% | 10 | 0% | 4.3 |
|
| 3728 |
3728
Venor Capital Management
New York
| US$1.56億 | -US$1820萬 | -10% | 16.3% | – | 7 | 28.57% | 0.5 |
|
| 3729 |
3729
Bogart Wealth LLC
Mclean,
Virginia
| US$1.56億 | +US$2084萬 | +15% | 4.57% | 60.5% | 359 | 10.86% | 0.4 |
|
| 3730 |
3730
Kohmann Bosshard Financial Services
Fairlawn,
Ohio
| US$1.56億 | +US$1352萬 | +10% | 2.83% | 42.8% | 87 | 9.2% | 0.8 |
|
| 3731 |
3731
Burleson & Co
Petaluma,
California
| US$1.55億 | – | – | 4.62% | 49.1% | 103 | – | 0 |
|
| 3732 |
3732
Crystal Rock Capital Management
Bannockburn,
Illinois
| US$1.55億 | +US$507萬 | +3% | 9.6% | 172% | 33 | 15.15% | 1.9 |
|
| 3733 |
PAM
3733
Pope Asset Management
Memphis,
Tennessee
| US$1.55億 | -US$93.2萬 | -0.6% | 0.41% | – | 29 | 3.45% | 3.4 |
|
| 3734 |
AIM
3734
Act II Management
New York
| US$1.55億 | +US$1214萬 | +9% | 4.63% | 43.6% | 23 | 21.74% | 1.6 |
|
| 3735 |
3735
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$1.55億 | – | – | 5.51% | 97% | 127 | – | 0 |
|
| 3736 |
3736
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$1.55億 | +US$661萬 | +4% | 6.31% | 137% | 91 | 7.69% | 0.7 |
|
| 3737 |
3737
First Financial Corp
Terre Haute,
Indiana
| US$1.55億 | +US$187萬 | +1% | 2.65% | 95.3% | 385 | 8.05% | 3.5 |
|
| 3738 |
CCPM
3738
Cooper Creek Partners Management
New York
| US$1.55億 | -US$1390萬 | -8% | 3.52% | 86.4% | 41 | 63.41% | 0.3 |
|
| 3739 |
3739
Progeny 3 Inc
Kirkland,
Washington
| US$1.55億 | -US$1850萬 | -11% | 1.89% | 96.8% | 30 | 16.67% | 1.2 |
|
| 3740 |
3740
Ruggie Capital Group
Tavares,
Florida
| US$1.55億 | -US$124萬 | -0.8% | 4.7% | 22% | 344 | 26.45% | 0.9 |
|
| 3741 |
JCM
3741
Jayhawk Capital Management
Shawnee,
Kansas
| US$1.55億 | – | – | 10.5% | – | 4 | – | 0 |
|
| 3742 |
3742
Sage Capital Advisors
Sioux Falls,
South Dakota
| US$1.54億 | +US$1198萬 | +8% | 9.39% | 105% | 94 | 21.28% | 0.4 |
|
| 3743 |
3743
FC Advisory
West Chester,
Pennsylvania
| US$1.54億 | +US$607萬 | +4% | 2.81% | 46.6% | 46 | 8.7% | 1.9 |
|
| 3744 |
3744
Security National Bank
Omaha,
Nebraska
| US$1.54億 | +US$785萬 | +5% | 7.99% | 113% | 70 | 11.43% | 0.7 |
|
| 3745 |
TCM
3745
Texan Capital Management
Houston,
Texas
| US$1.54億 | +US$288萬 | +2% | 7.45% | 19.3% | 111 | 12.61% | 3.1 |
|
| 3746 |
3746
Mark Sheptoff Financial Planning
Glastonbury,
Connecticut
| US$1.54億 | +US$481萬 | +3% | 7.38% | 92.4% | 393 | 7.63% | 2.5 |
|
| 3747 |
3747
Rench Wealth Management
Denton,
Texas
| US$1.54億 | +US$852萬 | +6% | 5.78% | 106% | 54 | 1.85% | 2.6 |
|
| 3748 |
3748
Horan Capital Advisors
Cincinnati,
Ohio
| US$1.54億 | -US$884萬 | -5% | 7.51% | 26.6% | 313 | 79.23% | 2.3 |
|
| 3749 |
IHM
3749
Iguana Healthcare Management
New York
| US$1.54億 | -US$2998萬 | -16% | 10.8% | 141% | 85 | 48.24% | 0.8 |
|
| 3750 |
MAS
3750
Managed Account Services
Coconut Grove,
Florida
| US$1.53億 | +US$533萬 | +4% | 3.5% | 32.4% | 73 | 17.81% | 0.8 |
|