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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3826 |
3826
Institute for Wealth Management
Denver,
Colorado
| US$9098萬 | -US$415萬 | -4% | 1.4% | 137% | 32 | 18.75% | 1.1 |
|
| 3827 |
IP
3827
Investment Partners
New Philadelphia,
Ohio
| US$9094萬 | +US$410萬 | +5% | 0.74% | 83.2% | 154 | 38.96% | 0.2 |
|
| 3828 |
3828
Alethea Capital Management
Mercer Island,
Washington
| US$9057萬 | -US$757萬 | -8% | 0.55% | 275% | 118 | 72.03% | 0.1 |
|
| 3829 |
3829
Millrace Asset Group
Berwyn,
Pennsylvania
| US$9052萬 | -US$580萬 | -6% | 8.76% | 113% | 65 | 40% | 0.2 |
|
| 3830 |
3830
Aquiline Capital Partners
New York
| US$9041萬 | -US$2401萬 | -21% | 2.21% | 14.7% | 3 | 33.33% | 1.8 |
|
| 3831 |
3831
Charter Research & Investment Group
Southport,
Connecticut
| US$9040萬 | -US$94萬 | -1% | 3% | 82.3% | 76 | 11.84% | 0.2 |
|
| 3832 |
3832
Cincinnati Casualty Company
Fairfield,
Ohio
| US$9026萬 | -US$28.5萬 | -0.3% | 0.14% | 56% | 22 | 0% | 1.7 |
|
| 3833 |
3833
Pring Turner Capital Group
Alamo,
California
| US$9015萬 | -US$513萬 | -5% | 0.23% | 70.8% | 50 | 28% | 0.7 |
|
| 3834 |
3834
StratiFi
San Francisco,
California
| US$9005萬 | +US$7359萬 | +447% | 13.6% | – | 17 | 41.18% | 0.2 |
|
| 3835 |
3835
ICM Asset Management
Spokane,
Washington
| US$9001萬 | -US$808萬 | -8% | 0.04% | 58.9% | 77 | 32.47% | 1 |
|
| 3836 |
SSIA
3836
Spero-Smith Investment Advisers
Cleveland,
Ohio
| US$8999萬 | +US$206萬 | +2% | 1.38% | 31.3% | 46 | 6.52% | 1.5 |
|
| 3837 |
3837
Guardian Investment Management
Tiburon,
California
| US$8994萬 | -US$493萬 | -5% | 2.27% | 103% | 54 | 3.7% | 1.5 |
|
| 3838 |
3838
Smart Portfolios LLC
Seattle,
Washington
| US$8988萬 | +US$37.7萬 | +0.4% | 2.82% | 41.3% | 34 | 23.53% | 0.8 |
|
| 3839 |
3839
Coyle Financial Counsel
Glenview,
Illinois
| US$8984萬 | +US$714萬 | +9% | 3.33% | 67.3% | 47 | 23.4% | 1 |
|
| 3840 |
MCM
3840
Mast Capital Management
Boston,
Massachusetts
| US$8979萬 | -US$4985萬 | -36% | 6.84% | – | 9 | 55.56% | 0.6 |
|
| 3841 |
3841
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| US$8955萬 | -US$292萬 | -3% | 1.27% | 72.9% | 92 | 10.87% | 1.5 |
|
| 3842 |
3842
IMS Capital Management
Portland,
Oregon
| US$8927萬 | +US$170萬 | +2% | 3.61% | 119% | 170 | 21.76% | 1.1 |
|
| 3843 |
3843
DG Capital Management
New York
| US$8910萬 | -US$7014萬 | -44% | 8.17% | 76.7% | 17 | 64.71% | 0.1 |
|
| 3844 |
NLCM
3844
Neon Liberty Capital Management
New York
| US$8906萬 | +US$176萬 | +2% | 0.87% | – | 12 | 0% | 1.2 |
|
| 3845 |
NCM
3845
Newland Capital Management
New York
| US$8903萬 | -US$8951萬 | -50% | 1.87% | – | 61 | 59.02% | 0.3 |
|
| 3846 |
3846
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$8889萬 | -US$59.4萬 | -0.7% | 2.04% | 85.6% | 100 | 9% | 1.4 |
|
| 3847 |
3847
RobecoSam USA
New York
| US$8888萬 | -US$391萬 | -4% | 2.88% | 50.1% | 77 | 42.86% | 1 |
|
| 3848 |
3848
Flaherty & Crumrine
Pasadena,
California
| US$8874萬 | +US$19.7萬 | +0.2% | 0.24% | 0.12% | 9 | 11.11% | 1.4 |
|
| 3849 |
3849
Massachusetts Mutual Life Insurance
Springfield,
Massachusetts
| US$8862萬 | +US$5545萬 | +167% | 1.85% | – | 47 | 57.45% | 0.6 |
|
| 3850 |
CAD
3850
Craig A. Drill
| US$8848萬 | +US$2673萬 | +43% | 14.5% | 67.1% | 24 | 58.33% | 0.4 |
|