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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
Aurora Financial Advisors
Wellesley,
Massachusetts
| US$1.4億 | – | – | 4.56% | – | 187 | – | 0 |
|
| 3902 |
SL
3902
SIB LLC
New York,
New York
| US$1.39億 | -US$36.3萬 | -0.3% | 7.02% | 29.2% | 26 | 3.85% | 3.9 |
|
| 3903 |
3903
Certified Advisory Corp
Altamonte Springs,
Florida
| US$1.39億 | – | – | 5.48% | 58.2% | 732 | – | 0 |
|
| 3904 |
3904
Mitsubishi UFJ Asset Management (UK)
London,
United Kingdom
| US$1.39億 | +US$1157萬 | +9% | 6.91% | 151% | 74 | 32.43% | 0.4 |
|
| 3905 |
3905
Graybill Wealth Management
Elmhurst,
Illinois
| US$1.39億 | +US$353萬 | +3% | 5.57% | – | 52 | 15.38% | 3 |
|
| 3906 |
3906
Sonata Capital Group
Seattle,
Washington
| US$1.39億 | +US$406萬 | +3% | 5.05% | 66.5% | 103 | 6.8% | 2.6 |
|
| 3907 |
3907
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$1.38億 | +US$403萬 | +3% | 4.86% | 58.6% | 132 | 41.67% | 0.7 |
|
| 3908 |
MHIM
3908
MacNealy Hoover Investment Management
Canton,
Ohio
| US$1.38億 | -US$67.7萬 | -0.5% | 5.83% | 42.5% | 76 | 1.32% | 3.5 |
|
| 3909 |
3909
Shoker Investment Counsel
Oxford,
Ohio
| US$1.38億 | +US$640萬 | +5% | 5.3% | 83.8% | 109 | 8.26% | 3 |
|
| 3910 |
3910
Concentric Wealth Management
Lafayette,
California
| US$1.38億 | +US$651萬 | +5% | 5.71% | 33.4% | 90 | 3.33% | 0.9 |
|
| 3911 |
3911
Omega Fund Management
Boston,
Massachusetts
| US$1.38億 | -US$3845萬 | -22% | 9.1% | 106% | 12 | 8.33% | 2 |
|
| 3912 |
3912
Lattice Strategies
Wayne,
Pennsylvania
| US$1.38億 | +US$541萬 | +4% | 4.38% | 19.9% | 64 | 0% | 3.6 |
|
| 3913 |
3913
Daniel Devine & Co
Parkland,
Florida
| US$1.38億 | +US$740萬 | +6% | 6.12% | 34.2% | 50 | 6% | 2.4 |
|
| 3914 |
MA
3914
Menlo Advisors
Menlo Park,
California
| US$1.38億 | +US$668萬 | +5% | 6.64% | 108% | 43 | 0% | 3 |
|
| 3915 |
MCA
3915
Mercer Capital Advisers
Little Silver,
New Jersey
| US$1.38億 | +US$340萬 | +3% | 6.52% | 59.6% | 251 | 6.37% | 2.7 |
|
| 3916 |
3916
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$1.38億 | – | – | 4.3% | 90.5% | 4 | – | 0 |
|
| 3917 |
SC
3917
Spindletop Capital
Chappaqua,
New York
| US$1.38億 | +US$820萬 | +6% | 9.03% | – | 11 | 9.09% | 2.4 |
|
| 3918 |
3918
BMT Investment Advisors
Berwyn,
Pennsylvania
| US$1.38億 | +US$2966萬 | +27% | 4.82% | – | 82 | 9.76% | 0.2 |
|
| 3919 |
3919
Abingworth
London,
United Kingdom
| US$1.38億 | -US$642萬 | -4% | 5.42% | 187% | 18 | 5.56% | 1.7 |
|
| 3920 |
3920
Scholtz & Company
Stamford,
Connecticut
| US$1.38億 | +US$1018萬 | +8% | 9.04% | 89.2% | 78 | 44.87% | 0.8 |
|
| 3921 |
3921
Schooner Capital
Vero Beach,
Florida
| US$1.38億 | -US$4147萬 | -23% | 3.01% | 31.1% | 1 | 0% | 4.5 |
|
| 3922 |
3922
Bridge City Capital
Lake Oswego,
Oregon
| US$1.38億 | +US$399萬 | +3% | 6.35% | 120% | 95 | 9.47% | 0.5 |
|
| 3923 |
3923
Adirondack Trust Company
Saratoga Springs,
New York
| US$1.38億 | +US$1038萬 | +8% | 6.22% | 96.7% | 332 | 4.22% | 3.5 |
|
| 3924 |
3924
KHP Capital
Tulsa,
Oklahoma
| US$1.38億 | – | – | 4.22% | – | 65 | – | 0 |
|
| 3925 |
3925
KPCB DGF Associates
Menlo Park,
California
| US$1.38億 | +US$108萬 | +0.8% | 12.9% | – | 3 | 0% | 1.9 |
|