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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4751 |
PCM
4751
Pamplona Capital Management
New York
| US$3.61億 | -US$1.12億 | -24% | 20.1% | – | 5 | 0% | 1.3 |
|
| 4752 |
SFS
4752
Solitude Financial Services
Charlottesville,
Virginia
| US$3.61億 | +US$2309萬 | +7% | 8.81% | 55.4% | 42 | 7.14% | 2.8 |
|
| 4753 |
PC
4753
ParaFi Capital
New York
| US$3.61億 | -US$1.01億 | -22% | 10.3% | – | 31 | 48.39% | 0.5 |
|
| 4754 |
HP
4754
HT Partners
Centerbrook,
Connecticut
| US$3.61億 | +US$3093萬 | +9% | 13.6% | 63.1% | 56 | 7.14% | 6.1 |
|
| 4755 |
MGB
4755
Mass General Brigham
Somerville,
Massachusetts
| US$3.61億 | -US$1.08億 | -23% | 17.2% | – | 6 | 0% | 1.1 |
|
| 4756 |
WWM
4756
WT Wealth Management
Scottsdale,
Arizona
| US$3.61億 | +US$2472萬 | +7% | 12.3% | 72% | 155 | 21.94% | 2.4 |
|
| 4757 |
DFG
4757
Demars Financial Group
Spokane Valley,
Washington
| US$3.61億 | +US$5717萬 | +19% | 13.8% | 59.6% | 126 | 28.57% | 2.1 |
|
| 4758 |
LKIM
4758
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$3.61億 | +US$1754萬 | +5% | 4.17% | 64.5% | 61 | 6.56% | 6.6 |
|
| 4759 |
SAMC
4759
Spectrum Asset Management (California)
Newport Beach,
California
| US$3.6億 | +US$4566萬 | +15% | 7.23% | 62.9% | 123 | 16.26% | 3.4 |
|
| 4760 |
KFBMI
4760
Kentucky Farm Bureau Mutual Insurance
Louisville,
Kentucky
| US$3.6億 | +US$3101萬 | +9% | 10.1% | 83.3% | 69 | 5.8% | 6.4 |
|
| 4761 |
EFN
4761
Equita Financial Network
Fort Washington,
Pennsylvania
| US$3.6億 | +US$4222萬 | +13% | 9.6% | 46.4% | 99 | 16.16% | 1.8 |
|
| 4762 |
MFA
4762
Morling Financial Advisors
Fremont,
California
| US$3.6億 | +US$3471萬 | +11% | 10.3% | 91.2% | 129 | 20.93% | 2.4 |
|
| 4763 |
MS
4763
Madden Securities
Dallas,
Texas
| US$3.6億 | +US$2738萬 | +8% | 12.9% | 92.2% | 126 | 16.67% | 2.7 |
|
| 4764 |
BCM
4764
Barometer Capital Management
Toronto,
Ontario, Canada
| US$3.6億 | +US$6765萬 | +23% | 21.6% | 336% | 159 | 42.77% | 0.6 |
|
| 4765 |
PCA
4765
PL Capital Advisors
Naples,
Florida
| US$3.6億 | +US$2813萬 | +8% | 17% | 100% | 32 | 9.38% | 3.4 |
|
| 4766 |
GWP
4766
Gen-Wealth Partners
Zeeland,
Michigan
| US$3.6億 | +US$4236萬 | +13% | 16.9% | – | 761 | 9.46% | 1.7 |
|
| 4767 |
BWIA
4767
Bryant Woods Investment Advisors
Getzville,
New York
| US$3.6億 | +US$8780萬 | +32% | 15.6% | 66.3% | 88 | 37.5% | 2 |
|
| 4768 |
RFA
4768
Resurgent Financial Advisors
Atlanta,
Georgia
| US$3.6億 | +US$8261萬 | +30% | 16.3% | 86.4% | 335 | 28.06% | 1.7 |
|
| 4769 |
HIS
4769
Horizon Investment Services
Hammond,
Indiana
| US$3.6億 | +US$7201萬 | +25% | 43.9% | 250% | 160 | 25% | 3.1 |
|
| 4770 |
MIPU
4770
Man Investment Partners (US)
New York
| US$3.59億 | +US$2.75億 | +326% | 3.5% | – | 7 | 28.57% | 0.4 |
|
| 4771 |
FIM
4771
Freedom Investment Management
Hartford,
Connecticut
| US$3.59億 | +US$2222萬 | +7% | 11% | 68.5% | 119 | 21.85% | 3.3 |
|
| 4772 |
PIAS
4772
PCA Investment Advisory Services
Cincinnati,
Ohio
| US$3.58億 | +US$5866萬 | +20% | 12.4% | 71.4% | 61 | 9.84% | 2.3 |
|
| 4773 |
MAG
4773
Members Advisory Group
Williamsville,
New York
| US$3.58億 | +US$6670萬 | +23% | 27.2% | 70.6% | 51 | 47.06% | 1.1 |
|
| 4774 |
EA
4774
Extract Advisors
Calabasas,
California
| US$3.58億 | +US$7083萬 | +25% | 12.4% | – | 43 | 53.49% | 0.3 |
|
| 4775 |
PIC
4775
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$3.58億 | +US$4630萬 | +15% | 5.96% | 108% | 59 | 8.47% | 2.6 |
|