我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Penn Mutual Asset Management
Conshohocken,
Pennsylvania
| US$1.48億 | +US$4687萬 | +46% | 1.53% | 32% | 27 | 33.33% | 0.7 |
|
| 4002 |
4002
Lantz Financial
Naperville,
Illinois
| US$1.48億 | +US$46.2萬 | +0.3% | 1.33% | 74.3% | 130 | 6.15% | 0.5 |
|
| 4003 |
4003
Miramar Capital
Northbrook,
Illinois
| US$1.48億 | +US$693萬 | +5% | 4.93% | 47.3% | 64 | 14.06% | 0.7 |
|
| 4004 |
4004
Strategic Vision Investment
Hong Kong
| US$1.48億 | -US$7735萬 | -34% | 2.79% | 95.6% | 19 | 57.89% | 0.3 |
|
| 4005 |
4005
Cowbird Capital
New York
| US$1.48億 | +US$2841萬 | +24% | 8.79% | 21.3% | 17 | 58.82% | 0.3 |
|
| 4006 |
4006
Geo Capital Gestora de Recursos
S?o Paulo,
Brazil
| US$1.48億 | +US$1069萬 | +8% | 0.87% | 30.7% | 22 | 54.55% | 0.5 |
|
| 4007 |
4007
Winthrop Partners - WNY
Buffalo,
New York
| US$1.48億 | +US$1450萬 | +11% | 1.66% | – | 307 | 31.92% | 1.1 |
|
| 4008 |
4008
Oakcliff Capital Partners
New York
| US$1.48億 | +US$1212萬 | +9% | 6.18% | 133% | 12 | 25% | 1.6 |
|
| 4009 |
4009
MinichMacGregor Wealth Management
Saratoga Springs,
New York
| US$1.48億 | +US$472萬 | +3% | 1.79% | 130% | 54 | 18.52% | 1 |
|
| 4010 |
AW
4010
Alpha Windward
Westwood,
Massachusetts
| US$1.48億 | -US$803萬 | -5% | 2.68% | 33.6% | 426 | 13.62% | 3 |
|
| 4011 |
4011
Graybill Wealth Management
Elmhurst,
Illinois
| US$1.48億 | +US$202萬 | +1% | 0.91% | – | 57 | 15.79% | 3.2 |
|
| 4012 |
4012
Malaga Cove Capital
Pv Estates,
California
| US$1.48億 | -US$745萬 | -5% | 1.38% | 97.3% | 174 | 24.71% | 1.5 |
|
| 4013 |
4013
Gramercy Funds Management
Greenwich,
Connecticut
| US$1.48億 | -US$4747萬 | -24% | 16.5% | 87.6% | 18 | 22.22% | 1 |
|
| 4014 |
4014
Mitchell McLeod Pugh & Williams
Mobile,
Alabama
| US$1.48億 | +US$174萬 | +1% | 2.57% | 90.7% | 177 | 5.08% | 3.8 |
|
| 4015 |
4015
Yaupon Capital Management
New York
| US$1.48億 | -US$1.99億 | -57% | 4.94% | 122% | 62 | 72.58% | 0.2 |
|
| 4016 |
4016
Sonata Capital Group
Seattle,
Washington
| US$1.48億 | +US$312萬 | +2% | 0.68% | 66.5% | 112 | 10.71% | 3.4 |
|
| 4017 |
4017
Cloverdale Capital Management
Dallas,
Texas
| US$1.48億 | +US$192萬 | +1% | 2.1% | 20.8% | 21 | 61.9% | 0.5 |
|
| 4018 |
4018
Old North State Trust
Greensboro,
North Carolina
| US$1.48億 | +US$951萬 | +7% | 2.25% | – | 401 | 16.71% | 0.9 |
|
| 4019 |
KCM
4019
Kempner Capital Management
Galveston,
Texas
| US$1.47億 | -US$543萬 | -4% | 0.84% | 60.9% | 52 | 13.46% | 3.8 |
|
| 4020 |
4020
Fluent Financial
Dallas,
Texas
| US$1.47億 | +US$1316萬 | +10% | 1.46% | 46.9% | 60 | 25% | 1 |
|
| 4021 |
4021
ValueWorks
New York
| US$1.47億 | -US$433萬 | -3% | 1.8% | 161% | 34 | 11.76% | 2.5 |
|
| 4022 |
LIC
4022
Laurus Investment Counsel
Toronto,
Canada
| US$1.47億 | +US$575萬 | +4% | 1.29% | 14.1% | 31 | 6.45% | 1.4 |
|
| 4023 |
4023
Bay Colony Advisors
Concord,
Massachusetts
| US$1.47億 | -US$847萬 | -5% | 1.99% | 91.8% | 275 | 31.64% | 0.7 |
|
| 4024 |
4024
Towerpoint Wealth
Sacramento,
California
| US$1.47億 | +US$456萬 | +3% | 0.35% | 67.7% | 85 | 34.12% | 0.8 |
|
| 4025 |
4025
Elm Advisors
Burlingame,
California
| US$1.47億 | +US$59.8萬 | +0.4% | 0.67% | 50.5% | 86 | 1.16% | 4.6 |
|