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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3801 |
WIA
3801
Westbourne Investment Advisors
Annapolis,
Maryland
| US$1.23億 | +US$139萬 | +1% | 1.44% | 89.4% | 113 | 15.04% | 1.5 |
|
| 3802 |
ARMT
3802
Amica Retiree Medical Trust
Lincoln,
Rhode Island
| US$1.23億 | -US$77.8萬 | -0.6% | 2.56% | – | 381 | 13.65% | 2.3 |
|
| 3803 |
JFA
3803
Johanson Financial Advisors
Campbell,
California
| US$1.23億 | +US$925萬 | +8% | 2.33% | 101% | 84 | 10.71% | 0.3 |
|
| 3804 |
ACM
3804
Archon Capital Management
Seattle,
Washington
| US$1.23億 | +US$5253萬 | +75% | 5.1% | 222% | 37 | 59.46% | 0.4 |
|
| 3805 |
GA
3805
Greytown Advisors
Miami,
Florida
| US$1.23億 | +US$987萬 | +9% | 2.07% | 14.1% | 65 | 6.15% | 0.5 |
|
| 3806 |
LSCM
3806
LaSalle Street Capital Management
Chicago,
Illinois
| US$1.23億 | +US$260萬 | +2% | 3.49% | 30.5% | 104 | 22.12% | 1.6 |
|
| 3807 |
ACPVT
3807
ABS Capital Partners V Trust
Baltimore,
Maryland
| US$1.23億 | -US$4150萬 | -25% | 22.4% | – | 1 | 0% | 0.5 |
|
| 3808 |
DDC
3808
Daniel Devine & Co
Parkland,
Florida
| US$1.23億 | +US$75.3萬 | +0.6% | 3.36% | 34.2% | 48 | 4.17% | 2.1 |
|
| 3809 |
SC
3809
Spindletop Capital
Chappaqua,
New York
| US$1.22億 | -US$28.2萬 | -0.2% | 0.74% | – | 12 | 8.33% | 1.9 |
|
| 3810 |
EA
3810
Elm Advisors
Burlingame,
California
| US$1.22億 | +US$242萬 | +2% | 2.62% | 50.5% | 82 | 6.1% | 3 |
|
| 3811 |
DHRFI
3811
DCM Hybrid RMB Fund International
Menlo Park,
California
| US$1.22億 | -US$669萬 | -5% | 2.09% | – | 3 | 0% | 0.8 |
|
| 3812 |
AFS
3812
Access Financial Services
Minneapolis,
Minnesota
| US$1.22億 | +US$337萬 | +3% | 0.93% | 44.8% | 71 | 12.68% | 0.4 |
|
| 3813 |
SA
3813
Springowl Associates
New York
| US$1.22億 | +US$2132萬 | +21% | 3.02% | 101% | 28 | 28.57% | 0.8 |
|
| 3814 |
SAM
3814
Security Asset Management
New York
| US$1.22億 | +US$497萬 | +4% | 5.43% | 67.4% | 80 | 6.25% | 2 |
|
| 3815 |
PHIMC
3815
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$1.22億 | -US$32.8萬 | -0.3% | 1.39% | 82.6% | 88 | 6.82% | 2.9 |
|
| 3816 |
LMAM
3816
Legg Mason Asset Management
Tokyo,
Japan
| US$1.22億 | +US$3512萬 | +41% | 2.85% | – | 136 | 46.32% | 1 |
|
| 3817 |
3817
Nations Financial Group
Cedar Rapids,
Iowa
| US$1.22億 | +US$1905萬 | +19% | 1.57% | 105% | 175 | 18.86% | 1.1 |
|
| 3818 |
AIS
3818
Accurate Investment Solutions
Seven Fields,
Pennsylvania
| US$1.22億 | -US$221萬 | -2% | 0.7% | 6.74% | 381 | 16.54% | 1.1 |
|
| 3819 |
3819
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| US$1.21億 | +US$716萬 | +6% | 3.46% | – | 70 | 24.29% | 2.7 |
|
| 3820 |
ROC
3820
River Oaks Capital
Wayzata,
Minnesota
| US$1.21億 | -US$70.8萬 | -0.6% | 2.2% | – | 63 | 14.29% | 0.4 |
|
| 3821 |
BW
3821
Bison Wealth
Atlanta,
Georgia
| US$1.21億 | +US$507萬 | +4% | 1.79% | 37.4% | 197 | 15.74% | 1.6 |
|
| 3822 |
PC
3822
Pecaut & Co
Sioux City,
Iowa
| US$1.21億 | +US$896萬 | +8% | 3.81% | 67.6% | 54 | 11.11% | 2.1 |
|
| 3823 |
RHCA
3823
Rosenthal Henry Capital Advisors
Mishawaka,
Indiana
| US$1.21億 | +US$150萬 | +1% | 1.75% | 91.9% | 57 | 31.58% | 0.3 |
|
| 3824 |
KDA
3824
KPCB DGF Associates
Menlo Park,
California
| US$1.21億 | -US$5030萬 | -29% | 17.3% | – | 4 | 25% | 1.4 |
|
| 3825 |
3825
Financial Advisors Network
Tustin,
California
| US$1.21億 | +US$496萬 | +4% | 1.84% | – | 93 | 6.45% | 0.5 |
|