我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3751 |
3751
BigSur Wealth Management
Miami,
Florida
| US$1.6億 | +US$2252萬 | +16% | 6.65% | 94.8% | 111 | 18.02% | 1.3 |
|
| 3752 |
3752
Biechele Royce Advisors
Fishers,
Indiana
| US$1.6億 | +US$1061萬 | +7% | 6.79% | 39.2% | 51 | 11.76% | 0.7 |
|
| 3753 |
PCC
3753
Park Circle Company
Baltimore,
Maryland
| US$1.6億 | +US$653萬 | +4% | 1.61% | 70.5% | 86 | 15.12% | 2.1 |
|
| 3754 |
CH
3754
Canton Hathaway
Providence,
Rhode Island
| US$1.6億 | – | – | 11% | 87.8% | 184 | – | 0 |
|
| 3755 |
3755
First United Bank & Trust
Oakland,
Maryland
| US$1.6億 | +US$870萬 | +6% | 6.49% | 78% | 121 | 8.26% | 3.2 |
|
| 3756 |
3756
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$1.6億 | +US$1422萬 | +10% | 6.38% | 54.3% | 231 | 14.29% | 2.1 |
|
| 3757 |
3757
Daily Journal Corp
Los Angeles,
California
| US$1.59億 | -US$135萬 | -0.8% | 0.6% | 108% | 4 | 0% | 4.8 |
|
| 3758 |
3758
Uncommon Cents Investing
Janesville,
Wisconsin
| US$1.59億 | +US$420萬 | +3% | 4.74% | 91.4% | 84 | 5.95% | 0.7 |
|
| 3759 |
3759
PhiloSmith Capital
Stamford,
Connecticut
| US$1.59億 | +US$1305萬 | +9% | 6.57% | 47% | 38 | 2.63% | 1.5 |
|
| 3760 |
GC
3760
Gratia Capital
Los Angeles,
California
| US$1.59億 | -US$5814萬 | -27% | 9.68% | 42.4% | 46 | 63.04% | 0.4 |
|
| 3761 |
3761
Westwind Capital
Las Cruces,
New Mexico
| US$1.59億 | +US$2675萬 | +20% | 17% | 87.6% | 49 | 22.45% | 0.6 |
|
| 3762 |
3762
Rice Partnership
Honolulu,
Hawaii
| US$1.59億 | +US$666萬 | +4% | 7.6% | 123% | 82 | 21.95% | 0.6 |
|
| 3763 |
3763
Scholtz & Company
Stamford,
Connecticut
| US$1.58億 | +US$1560萬 | +11% | 12.3% | 89.2% | 61 | 27.87% | 1 |
|
| 3764 |
3764
Blankinship & Foster
Solana Beach,
California
| US$1.58億 | +US$770萬 | +5% | 4.12% | 67.1% | 42 | 11.9% | 1.3 |
|
| 3765 |
SAM
3765
Shamrock Asset Management
Dallas,
Texas
| US$1.58億 | -US$618萬 | -4% | 3.23% | 31% | 299 | 18.73% | 2.6 |
|
| 3766 |
3766
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$1.58億 | +US$984萬 | +7% | 5.48% | 115% | 33 | 3.03% | 3.6 |
|
| 3767 |
3767
Mainstay Capital Management
Grand Blanc,
Michigan
| US$1.58億 | +US$3137萬 | +25% | 4.18% | 131% | 476 | 17.02% | 0.6 |
|
| 3768 |
3768
NVWM LLC
Yardley,
Pennsylvania
| US$1.58億 | +US$1425萬 | +10% | 9.28% | 119% | 406 | 22.91% | 0.6 |
|
| 3769 |
3769
MU Investments Company
Tokyo,
Japan
| US$1.58億 | +US$1498萬 | +10% | 10.4% | 40.4% | 25 | 0% | 3.7 |
|
| 3770 |
3770
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$1.58億 | +US$953萬 | +6% | 6.64% | 58.6% | 137 | 2.92% | 1.2 |
|
| 3771 |
3771
ValueWorks
New York
| US$1.58億 | +US$196萬 | +1% | 8.42% | 190% | 34 | 20.59% | 2.6 |
|
| 3772 |
3772
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$1.58億 | +US$735萬 | +5% | 3.79% | 55% | 60 | 18.33% | 1.4 |
|
| 3773 |
3773
Quadrant Capital Management
Fairfield,
New Jersey
| US$1.58億 | +US$1712萬 | +12% | 6.2% | 50.3% | 73 | 10.96% | 3 |
|
| 3774 |
3774
Cabot-Wellington
Boston,
Massachusetts
| US$1.58億 | +US$1155萬 | +8% | 3.01% | 65% | 10 | 10% | 4.6 |
|
| 3775 |
3775
SWS Partners
Columbus,
Ohio
| US$1.58億 | +US$1523萬 | +11% | 4.89% | 112% | 107 | 11.21% | 0.6 |
|