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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
Oak Asset Management
Westlake Village,
California
| US$1.46億 | +US$1707萬 | +13% | 4.08% | 91.8% | 95 | 9.47% | 0.5 |
|
| 3827 |
3827
Cornerstone Advisors (Washington)
Bellevue,
Washington
| US$1.46億 | -US$36.6萬 | -0.2% | 1.54% | 24.3% | 1,301 | 15.68% | 2.4 |
|
| 3828 |
BIA
3828
Bigelow Investment Advisors
Portland,
Maine
| US$1.46億 | -US$79.1萬 | -0.5% | 1.97% | 75.7% | 155 | 9.03% | 0.4 |
|
| 3829 |
3829
Venator Capital Management
Toronto,
Ontario, Canada
| US$1.46億 | +US$2627萬 | +22% | 20% | 154% | 40 | 37.5% | 0.6 |
|
| 3830 |
3830
Engine Capital Management
New York
| US$1.46億 | -US$2720萬 | -16% | 0.48% | 21.1% | 59 | 35.59% | 0.6 |
|
| 3831 |
LA
3831
Lau Associates
Greenville,
Delaware
| US$1.46億 | +US$1732萬 | +13% | 2.4% | 44.5% | 77 | 1.3% | 3.4 |
|
| 3832 |
3832
Cabot-Wellington
Boston,
Massachusetts
| US$1.46億 | +US$1028萬 | +8% | 1.89% | 65% | 10 | 10% | 3.9 |
|
| 3833 |
3833
Yorktown Energy Partners VII
New York
| US$1.46億 | +US$1029萬 | +8% | 13.6% | 18.9% | 4 | 0% | 2.1 |
|
| 3834 |
3834
PhiloSmith Capital
Stamford,
Connecticut
| US$1.46億 | +US$314萬 | +2% | 1.75% | 47% | 37 | 0% | 1.3 |
|
| 3835 |
3835
Aldebaran Financial
| US$1.46億 | -US$342萬 | -2% | 3.69% | 89.7% | 97 | 4.12% | 3.3 |
|
| 3836 |
3836
Zions Bancorporation
Salt Lake City,
Utah
| US$1.46億 | -US$3.12億 | -68% | 6.28% | 22.9% | 763 | 68.28% | 0.7 |
|
| 3837 |
3837
Jackson Grant Investment Advisers
Stamford,
Connecticut
| US$1.45億 | +US$240萬 | +2% | 2.22% | 54.3% | 226 | 11.06% | 1.8 |
|
| 3838 |
WFWM
3838
Wechter Feldman Wealth Management
Parsippany,
New Jersey
| US$1.45億 | +US$385萬 | +3% | 3.57% | 53.8% | 36 | 19.44% | 1 |
|
| 3839 |
3839
CenterStar Asset Management
Chicago,
Illinois
| US$1.45億 | -US$1.27億 | -47% | 3.31% | 104% | 1,198 | 0% | 0.3 |
|
| 3840 |
3840
Pacific Wealth Strategies Group
Santa Barbara,
California
| US$1.45億 | +US$439萬 | +3% | 3.22% | 75.5% | 83 | 4.82% | 1.3 |
|
| 3841 |
3841
Hillswick Asset Management
Stamford,
Connecticut
| US$1.45億 | +US$218萬 | +2% | 1.74% | 40.2% | 13 | 0% | 3.4 |
|
| 3842 |
3842
Harvest Group Wealth Management
Waltham,
Massachusetts
| US$1.45億 | -US$334萬 | -2% | 1.23% | 28.1% | 47 | 34.04% | 0.4 |
|
| 3843 |
3843
Cornell Pochily Investment Advisors
Ithaca,
New York
| US$1.45億 | +US$362萬 | +3% | 2.8% | 97% | 128 | 4.69% | 0.5 |
|
| 3844 |
3844
Resource America
New York
| US$1.45億 | +US$505萬 | +4% | 7.97% | 12.2% | 47 | 23.4% | 0.4 |
|
| 3845 |
3845
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$1.45億 | +US$56.5萬 | +0.4% | 0.51% | 71.9% | 69 | 8.7% | 3.5 |
|
| 3846 |
3846
Aspen Investment Management
Grand Rapids,
Michigan
| US$1.45億 | +US$520萬 | +4% | 2.17% | 84.9% | 150 | 8% | 3.4 |
|
| 3847 |
VST
3847
Van Strum & Towne
San Francisco,
California
| US$1.45億 | +US$227萬 | +2% | 4.34% | 62.2% | 70 | 7.14% | 3.7 |
|
| 3848 |
3848
Ullmann Wealth Partners Group
Jacksonville Beach,
Florida
| US$1.45億 | +US$304萬 | +2% | 2.08% | 62.2% | 65 | 33.85% | 0.9 |
|
| 3849 |
3849
Sterneck Capital Management
Kansas City,
Missouri
| US$1.45億 | -US$2554萬 | -15% | 2.44% | 61.5% | 123 | 19.51% | 2.5 |
|
| 3850 |
I2I
3850
Insight 2811 Inc
Chicago,
Illinois
| US$1.44億 | +US$497萬 | +4% | 0.01% | 30.8% | 83 | 8.43% | 2.6 |
|