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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
Cincinnati Specialty Underwriters Insurance
Fairfield,
Ohio
| US$1.14億 | +US$439萬 | +4% | 4.52% | 115% | 32 | 0% | 3 |
|
| 3902 |
3902
Artemis Wealth Advisors
New York
| US$1.14億 | +US$623萬 | +6% | 5.44% | 174% | 27 | 11.11% | 0.6 |
|
| 3903 |
3903
Continuum Advisory
Eagle,
Idaho
| US$1.14億 | +US$1333萬 | +13% | 3.23% | 77% | 158 | 15.19% | 0.4 |
|
| 3904 |
3904
Leisure Capital Management
Costa Mesa,
California
| US$1.14億 | +US$172萬 | +2% | 2.5% | 98% | 121 | 18.18% | 2 |
|
| 3905 |
3905
Addison Capital
Conshohocken,
Pennsylvania
| US$1.14億 | -US$1127萬 | -9% | 2.97% | 59.7% | 104 | 7.69% | 2.2 |
|
| 3906 |
3906
Landaas & Company
Milwaukee,
Wisconsin
| US$1.14億 | – | – | 3.19% | 60.3% | 362 | – | 0 |
|
| 3907 |
ABP
3907
Arthur B. Page
| US$1.14億 | -US$87.8萬 | -0.8% | 4.69% | 40.4% | 69 | 14.49% | 3 |
|
| 3908 |
3908
Hedeker Wealth
Lincolnshire,
Illinois
| US$1.14億 | +US$958萬 | +9% | 4.54% | 141% | 86 | 20.93% | 1.5 |
|
| 3909 |
3909
Narus Financial Partners
Salt Lake City,
Utah
| US$1.14億 | +US$575萬 | +5% | 3.52% | 85.3% | 83 | 10.84% | 0.6 |
|
| 3910 |
3910
Smith Shellnut Wilson
Ridgeland,
Mississippi
| US$1.14億 | +US$1719萬 | +18% | 2.48% | 98.6% | 159 | 38.99% | 0.6 |
|
| 3911 |
PI
3911
Pachira Investments
Dana Point,
California
| US$1.13億 | +US$233萬 | +2% | 3.36% | 82.3% | 8 | 0% | 0.7 |
|
| 3912 |
3912
Day & Ennis
Macon,
Georgia
| US$1.13億 | -US$261萬 | -2% | 2.6% | 15.2% | 97 | 25.77% | 1.4 |
|
| 3913 |
3913
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$1.13億 | +US$1336萬 | +13% | 6.65% | 56.6% | 28 | 10.71% | 1.8 |
|
| 3914 |
3914
Girard Securities
San Diego,
California
| US$1.13億 | -US$2017萬 | -15% | 4.15% | – | 167 | 24.55% | 1.3 |
|
| 3915 |
3915
1492 Capital Management
Milwaukee,
Wisconsin
| US$1.13億 | -US$31.7萬 | -0.3% | 10.7% | 332% | 109 | 24.77% | 1.4 |
|
| 3916 |
3916
Corrigan Financial
Middletown,
Rhode Island
| US$1.13億 | +US$521萬 | +5% | 4.57% | 9.54% | 49 | 14.29% | 1.4 |
|
| 3917 |
DE
3917
DFT Energy
Locust Valley,
New York
| US$1.13億 | -US$594萬 | -5% | 3.99% | – | 17 | 5.88% | 0.8 |
|
| 3918 |
3918
HM Capital Management
Clayton,
Missouri
| US$1.13億 | +US$490萬 | +5% | 3.63% | 29.6% | 39 | 10.26% | 2.7 |
|
| 3919 |
3919
Wilshire Advisors
Santa Monica,
California
| US$1.13億 | -US$244萬 | -2% | 2.8% | 118% | 25 | 16% | 1.1 |
|
| 3920 |
3920
Orca Investment Management
Roseburg,
Oregon
| US$1.13億 | +US$578萬 | +5% | 5.25% | 122% | 79 | 20.25% | 2.1 |
|
| 3921 |
3921
Butensky & Cohen Financial Security
Ponte Vedra Beach,
Florida
| US$1.13億 | +US$172萬 | +2% | 3.81% | 81% | 136 | 47.06% | 2.6 |
|
| 3922 |
3922
Firsthand Capital Management
San Jose,
California
| US$1.13億 | +US$1351萬 | +14% | 12.3% | 265% | 50 | 10% | 2.2 |
|
| 3923 |
3923
Mountain Capital Investment Advisors
Westminster,
Colorado
| US$1.13億 | +US$1048萬 | +10% | 3.95% | 63.3% | 573 | 15.18% | 0.2 |
|
| 3924 |
AO
3924
Allen Operations
New York
| US$1.13億 | +US$883萬 | +9% | 8.99% | 218% | 18 | 0% | 3.3 |
|
| 3925 |
LI
3925
Longer Investments
Fayetteville,
Arkansas
| US$1.12億 | -US$206萬 | -2% | 3.06% | 20.4% | 41 | 24.39% | 2.2 |
|