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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 |
SIM
3826
Sigma Investment Management
Portland,
Oregon
| US$1.15億 | -US$252萬 | -2% | 2.01% | 8.4% | 17 | 17.65% | 2.5 |
|
| 3827 |
FC
3827
Flaherty & Crumrine
Pasadena,
California
| US$1.15億 | +US$4066萬 | +55% | 1.63% | 0.12% | 10 | 0% | 1.5 |
|
| 3828 |
RWM
3828
Rezny Wealth Management
Fort Myers,
Florida
| US$1.15億 | +US$830萬 | +8% | 2.43% | 99.6% | 17 | 23.53% | 1.3 |
|
| 3829 |
KDA
3829
KPCB DGF Associates
Menlo Park,
California
| US$1.15億 | -US$4874萬 | -30% | 12.8% | – | 4 | 25% | 2 |
|
| 3830 |
GS
3830
Girard Securities
San Diego,
California
| US$1.15億 | +US$1718萬 | +18% | 2.32% | – | 184 | 23.91% | 0.7 |
|
| 3831 |
SPL
3831
Smart Portfolios LLC
Seattle,
Washington
| US$1.15億 | +US$2718萬 | +31% | 1% | 41.3% | 43 | 27.91% | 0.5 |
|
| 3832 |
3832
Towercrest Capital Management
Newtown,
Pennsylvania
| US$1.15億 | +US$231萬 | +2% | 0.21% | 39.1% | 26 | 15.38% | 1.7 |
|
| 3833 |
TG
3833
Threshold Group
Seattle,
Washington
| US$1.15億 | +US$1134萬 | +11% | 2.58% | – | 45 | 35.56% | 0.7 |
|
| 3834 |
LSC
3834
Lesa Sroufe & Co
Seattle,
Washington
| US$1.15億 | +US$130萬 | +1% | 2.22% | – | 48 | 18.75% | 2.2 |
|
| 3835 |
ADMI
3835
Albert D. Mason Inc
Boston,
Massachusetts
| US$1.15億 | -US$1.96億 | -63% | 2.04% | 82% | 133 | 18.8% | 2.6 |
|
| 3836 |
WIA
3836
Westbourne Investment Advisors
Annapolis,
Maryland
| US$1.14億 | +US$151萬 | +1% | 6.3% | 107% | 109 | 14.68% | 1.3 |
|
| 3837 |
WI
3837
Welch Investments
Birmingham,
Alabama
| US$1.14億 | – | – | 0.87% | – | 44 | – | 0 |
|
| 3838 |
CJA
3838
C-J Advisory
San Jose,
California
| US$1.14億 | +US$199萬 | +2% | 0.64% | 39.2% | 128 | 4.69% | 0.2 |
|
| 3839 |
JC
3839
JCSD Capital
Walnut Creek,
California
| US$1.14億 | +US$1534萬 | +16% | 29.6% | – | 39 | 10.26% | 1.2 |
|
| 3840 |
3840
CMH Wealth Management
Portsmouth,
New Hampshire
| US$1.14億 | – | – | 1.84% | 76.6% | 50 | – | 0 |
|
| 3841 |
BGC
3841
Birch Grove Capital
New York
| US$1.14億 | +US$739萬 | +7% | 0.34% | 2.66% | 22 | 27.27% | 0.5 |
|
| 3842 |
RCA
3842
Restructuring Capital Associates
Stamford,
Connecticut
| US$1.14億 | +US$3452萬 | +44% | 12% | 71.2% | 9 | 22.22% | 2.1 |
|
| 3843 |
DCM
3843
DAFNA Capital Management
Los Angeles,
California
| US$1.14億 | -US$2976萬 | -21% | 1.96% | 313% | 85 | 35.29% | 1.4 |
|
| 3844 |
CM
3844
CoreCommodity Management
Stamford,
Connecticut
| US$1.14億 | +US$1581萬 | +16% | 7.81% | 65.8% | 215 | 10.7% | 1.9 |
|
| 3845 |
GC
3845
Gratry & Company
Beachwood,
Ohio
| US$1.14億 | -US$1457萬 | -11% | 3.52% | 44.3% | 97 | 35.05% | 0.8 |
|
| 3846 |
3846
Addison Capital
Conshohocken,
Pennsylvania
| US$1.14億 | -US$59.3萬 | -0.5% | 2.22% | 59.7% | 102 | 10.78% | 1.9 |
|
| 3847 |
3847
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| US$1.13億 | +US$142萬 | +1% | 1.71% | – | 58 | 10.34% | 2.8 |
|
| 3848 |
3848
Capital Wealth Planning
Naples,
Florida
| US$1.13億 | -US$1638萬 | -13% | 6.86% | 73.9% | 134 | 29.85% | 1.3 |
|
| 3849 |
3849
Holderness Investments Company
Greensboro,
North Carolina
| US$1.13億 | +US$1302萬 | +13% | 5.56% | 144% | 126 | 11.9% | 1.7 |
|
| 3850 |
FIM
3850
FourPoints Investment Managers
Paris,
France
| US$1.13億 | -US$1870萬 | -14% | 3.51% | – | 76 | 36.84% | 2.1 |
|