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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3901 |
3901
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$1.12億 | +US$809萬 | +8% | 4.98% | 82% | 59 | 25.42% | 0.2 |
|
| 3902 |
3902
Burda Gesellschaft mit beschrankter Haftung
Offenburg,
Germany
| US$1.12億 | -US$1211萬 | -10% | 0% | – | 2 | 100% | 0 |
|
| 3903 |
4IG
3903
440 Investment Group
Overland Park,
Kansas
| US$1.12億 | – | – | 4.34% | – | 77 | – | 0 |
|
| 3904 |
3904
Pecaut & Co
Sioux City,
Iowa
| US$1.12億 | +US$864萬 | +8% | 7% | 62.8% | 56 | 25% | 2 |
|
| 3905 |
LCM
3905
Lee Capital Management
New York
| US$1.12億 | +US$556萬 | +5% | 10.1% | – | 101 | 34.65% | 0.2 |
|
| 3906 |
LA
3906
Lau Associates
Greenville,
Delaware
| US$1.12億 | +US$1286萬 | +13% | 6.51% | 44.5% | 79 | 15.19% | 2.6 |
|
| 3907 |
AMAL
3907
Asset Management Advisors LLC
Oklahoma City,
Oklahoma
| US$1.12億 | +US$482萬 | +5% | 6.16% | 125% | 30 | 13.33% | 2 |
|
| 3908 |
3908
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$1.12億 | +US$124萬 | +1% | 4.43% | 67.8% | 141 | 10.64% | 2.6 |
|
| 3909 |
3909
Glacier Peak Capital
Bellevue,
Washington
| US$1.12億 | -US$6254萬 | -36% | 4.28% | 11.8% | 102 | 71.57% | 0.9 |
|
| 3910 |
3910
Florin Court Capital
London,
United Kingdom
| US$1.11億 | +US$4414萬 | +66% | 4.66% | 108% | 30 | 46.67% | 0.1 |
|
| 3911 |
3911
Founders Capital Management (Texas)
Houston,
Texas
| US$1.11億 | – | – | 4.45% | 131% | 382 | – | 0 |
|
| 3912 |
3912
EDMP Inc
Lutz,
Florida
| US$1.11億 | +US$986萬 | +10% | 5.97% | 78% | 71 | 25.35% | 2.5 |
|
| 3913 |
3913
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$1.11億 | +US$416萬 | +4% | 3.83% | 130% | 537 | 13.97% | 1 |
|
| 3914 |
3914
Pettee Investors
Rowayton,
Connecticut
| US$1.11億 | +US$557萬 | +5% | 4.66% | 96.1% | 64 | 4.69% | 2.8 |
|
| 3915 |
3915
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$1.11億 | +US$760萬 | +7% | 9.2% | 91% | 78 | 15.38% | 1.2 |
|
| 3916 |
MI
3916
Moneywise Inc
Forest,
Virginia
| US$1.1億 | +US$955萬 | +9% | 3.86% | 58% | 34 | 5.88% | 0.5 |
|
| 3917 |
3917
Capital Insight Partners
Scottsdale,
Arizona
| US$1.1億 | +US$963萬 | +10% | 5.02% | 51.7% | 76 | 14.47% | 1.1 |
|
| 3918 |
3918
Fortis Advisors
Wayne,
Pennsylvania
| US$1.1億 | +US$1666萬 | +18% | 0.11% | 72.8% | 88 | 61.36% | 0.1 |
|
| 3919 |
3919
CFO4Life Group
Coppell,
Texas
| US$1.1億 | – | – | 2.4% | 56.7% | 95 | – | 0 |
|
| 3920 |
3920
Lombardia Capital Partners
Pasadena,
California
| US$1.1億 | -US$8.65億 | -89% | 0.24% | 5.59% | 126 | 24.6% | 1.7 |
|
| 3921 |
3921
Cincinnati Casualty Company
Fairfield,
Ohio
| US$1.1億 | +US$488萬 | +5% | 4.54% | 56% | 29 | 20.69% | 2.6 |
|
| 3922 |
3922
HMS Capital Management
Nashville,
Tennessee
| US$1.1億 | +US$1438萬 | +15% | 8.81% | 140% | 159 | 35.85% | 0.3 |
|
| 3923 |
3923
Leicht Financial Planning & Wealth Management
Parsippany,
New Jersey
| US$1.1億 | +US$183萬 | +2% | 3.18% | 46.3% | 30 | 13.33% | 0.3 |
|
| 3924 |
GA
3924
Gagnon Advisors
New York
| US$1.1億 | -US$1117萬 | -9% | 7.99% | 129% | 27 | 0% | 2.1 |
|
| 3925 |
WAM
3925
Westport Asset Management
Southport,
Connecticut
| US$1.1億 | +US$1017萬 | +10% | 8.77% | 64.2% | 60 | 1.67% | 1.4 |
|