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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4501 |
4501
Townsend Asset Management
Raleigh,
North Carolina
| US$1.78億 | -US$1601萬 | -8% | 4.58% | 88.5% | 215 | 12.09% | 2.2 |
|
| 4502 |
4502
J. Arnold Wealth Management
Youngstown,
Ohio
| US$1.78億 | +US$4643萬 | +35% | 3.4% | 46.2% | 54 | 33.33% | 1.5 |
|
| 4503 |
4503
Affiance Financial
St. Louis Park,
Minnesota
| US$1.77億 | -US$801萬 | -4% | 4.85% | 57.8% | 143 | 18.18% | 3.8 |
|
| 4504 |
EE
4504
EWG Elevate
Roseville,
California
| US$1.77億 | -US$2817萬 | -14% | 4.94% | 76% | 83 | 18.07% | 1.5 |
|
| 4505 |
4505
Holowesko Partners
Nassau,
Bahamas
| US$1.77億 | -US$1342萬 | -7% | 8.67% | 51.1% | 31 | 16.13% | 3.1 |
|
| 4506 |
4506
Columbia Trust
Portland,
Oregon
| US$1.77億 | -US$898萬 | -5% | 4.27% | 36% | 144 | 9.72% | 2.3 |
|
| 4507 |
4507
Beaconlight Capital
New York
| US$1.77億 | -US$3858萬 | -18% | 4.85% | 282% | 44 | 36.36% | 1 |
|
| 4508 |
KLCM
4508
KG&L Capital Management
Saint Francisville,
Louisiana
| US$1.77億 | -US$816萬 | -4% | 5.02% | 91.9% | 138 | 16.67% | 2.2 |
|
| 4509 |
4509
Waterton Global Resource Management
Toronto,
Ontario, Canada
| US$1.77億 | -US$166萬 | -0.9% | 1.23% | 21% | 2 | 50% | 1.9 |
|
| 4510 |
PCM
4510
Prime Capital Management
Hong Kong
| US$1.77億 | +US$6503萬 | +58% | 10.2% | 579% | 7 | 14.29% | 0.9 |
|
| 4511 |
4511
AMI Investment Management
Kendallville,
Indiana
| US$1.77億 | -US$2134萬 | -11% | 4.73% | 52% | 72 | 15.28% | 5.2 |
|
| 4512 |
PAM
4512
Pegasus Asset Management
Montebello,
New York
| US$1.77億 | -US$701萬 | -4% | 3.9% | 101% | 74 | 5.41% | 3.7 |
|
| 4513 |
MWM
4513
MTC Wealth Management
Tampa,
Florida
| US$1.77億 | -US$1056萬 | -6% | 5.86% | 30.5% | 14 | 14.29% | 1.4 |
|
| 4514 |
4514
22NW LP
Seattle,
Washington
| US$1.77億 | -US$1162萬 | -6% | 7.9% | 138% | 20 | 0% | 2.2 |
|
| 4515 |
4515
Bernardo Wealth Planning
Harleysville,
Pennsylvania
| US$1.77億 | +US$166萬 | +0.9% | 4.96% | 56.9% | 91 | 14.29% | 2.5 |
|
| 4516 |
4516
Kellner Capital
New York
| US$1.77億 | +US$2832萬 | +19% | 20.9% | 390% | 55 | 65.45% | 0.3 |
|
| 4517 |
4517
Capital Planning
Bellevue,
Washington
| US$1.77億 | -US$881萬 | -5% | 5.5% | 81.2% | 65 | 7.69% | 1.4 |
|
| 4518 |
4518
AH Equity Partners LSV III
Menlo Park,
California
| US$1.76億 | -US$2449萬 | -12% | 10.5% | – | 3 | 0% | 0.6 |
|
| 4519 |
4519
VELA Investment Management
New Albany,
Ohio
| US$1.76億 | +US$174萬 | +1% | 4.09% | 56.8% | 146 | 14.38% | 0.6 |
|
| 4520 |
4520
Eads & Heald Wealth Management
Atlanta,
Georgia
| US$1.76億 | -US$943萬 | -5% | 3.72% | 93.3% | 152 | 8.55% | 6.2 |
|
| 4521 |
4521
Hollow Brook Wealth Management
Katonah,
New York
| US$1.76億 | -US$569萬 | -3% | 5.02% | 97.8% | 80 | 18.75% | 3.1 |
|
| 4522 |
4522
MTM Investment Management
Spartanburg,
South Carolina
| US$1.76億 | -US$900萬 | -5% | 3.84% | 87.7% | 279 | 9.32% | 1.4 |
|
| 4523 |
4523
Oracle Investment Management
Greenwich,
Connecticut
| US$1.76億 | -US$1.53億 | -47% | 8.98% | 865% | 34 | 50% | 2.8 |
|
| 4524 |
4524
Intrepid Financial Planning Group
Carmel,
Indiana
| US$1.76億 | -US$593萬 | -3% | 3.49% | 92.5% | 109 | 6.42% | 0.2 |
|
| 4525 |
4525
Palouse Capital Management
Spokane,
Washington
| US$1.76億 | -US$2578萬 | -13% | 7.88% | 67.8% | 88 | 19.32% | 2.8 |
|