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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4776 |
4776
Excalibur Management
Waltham,
Massachusetts
| US$1.96億 | +US$343萬 | +2% | 5.6% | 81.7% | 162 | 5.56% | 4.6 |
|
| 4777 |
PK
4777
Pflug Koory
Omaha,
Nebraska
| US$1.96億 | +US$1231萬 | +7% | 7.4% | – | 426 | 5.63% | 4.8 |
|
| 4778 |
4778
Beacon Wealthcare LLC
Raleigh,
North Carolina
| US$1.96億 | +US$475萬 | +2% | 3.93% | 47% | 17 | 17.65% | 1.5 |
|
| 4779 |
4779
Westshore Wealth
Newport Beach,
California
| US$1.96億 | +US$564萬 | +3% | 4.51% | 58.8% | 121 | 17.36% | 1.7 |
|
| 4780 |
4780
Unio Capital
Princeton,
New Jersey
| US$1.96億 | +US$929萬 | +5% | 11.1% | 97.8% | 43 | 11.63% | 3.4 |
|
| 4781 |
4781
Shaker Investments
Cleveland,
Ohio
| US$1.96億 | +US$1692萬 | +9% | 9.58% | 205% | 95 | 14.74% | 2.8 |
|
| 4782 |
ITIM
4782
Indiana Trust & Investment Management
Mishawaka,
Indiana
| US$1.96億 | +US$1127萬 | +6% | 7.42% | 114% | 128 | 13.28% | 7.2 |
|
| 4783 |
4783
Keystone Financial Services (Colorado)
Loveland,
Colorado
| US$1.96億 | +US$911萬 | +5% | 5.47% | 66% | 79 | 7.59% | 1.3 |
|
| 4784 |
4784
Elequin Capital
New York
| US$1.96億 | +US$5342萬 | +38% | 1.37% | 52.4% | 688 | 77.03% | 0.1 |
|
| 4785 |
4785
Hudson Value Partners
Palm Beach,
Florida
| US$1.96億 | +US$1988萬 | +11% | 9.66% | 124% | 116 | 18.97% | 1.9 |
|
| 4786 |
4786
Beacon Bridge Wealth Partners
Lower Gwynedd,
Pennsylvania
| US$1.96億 | +US$2890萬 | +17% | 3.65% | 52% | 92 | 4.35% | 0.5 |
|
| 4787 |
EAM
4787
Eukles Asset Management
Cincinnati,
Ohio
| US$1.96億 | +US$1169萬 | +6% | 7.77% | 77.2% | 245 | 7.76% | 3.2 |
|
| 4788 |
MS
4788
Madden Securities
Dallas,
Texas
| US$1.95億 | +US$652萬 | +3% | 6.96% | 108% | 95 | 14.74% | 2.5 |
|
| 4789 |
4789
Investment Advisory Group
Hanover,
Massachusetts
| US$1.95億 | +US$2143萬 | +12% | 5.45% | 61.6% | 150 | 11.33% | 1.2 |
|
| 4790 |
4790
Vert Asset Management
Sausalito,
California
| US$1.95億 | +US$2547萬 | +15% | 3.64% | 43.1% | 44 | 13.64% | 1.3 |
|
| 4791 |
4791
Accuvest Global Advisors
Provo,
Utah
| US$1.95億 | -US$2593萬 | -12% | 7.45% | 130% | 153 | 39.87% | 1.2 |
|
| 4792 |
4792
Lincoln Capital Corp
East Greenwich,
Rhode Island
| US$1.95億 | +US$2274萬 | +13% | 7.49% | 82% | 80 | 18.75% | 2.6 |
|
| 4793 |
ACMC
4793
AyurMaya Capital Management Company
Portsmouth,
New Hampshire
| US$1.95億 | – | – | 11.1% | 32.2% | 1 | – | 0 |
|
| 4794 |
4794
Your Advocates Ltd
Houston,
Texas
| US$1.95億 | +US$1282萬 | +7% | 2.53% | 50% | 293 | 21.16% | 1.6 |
|
| 4795 |
4795
Kennicott Capital Management
Corte Madera,
California
| US$1.95億 | +US$3325萬 | +21% | 8.77% | 98% | 42 | 4.76% | 1.8 |
|
| 4796 |
4796
Bull Street Advisors
Savannah,
Georgia
| US$1.95億 | +US$216萬 | +1% | 2.96% | 48.5% | 90 | 1.11% | 3.5 |
|
| 4797 |
4797
Deere & Company
Moline,
Illinois
| US$1.95億 | -US$419萬 | -2% | 3.4% | – | 3 | 0% | 5.8 |
|
| 4798 |
4798
Mendel Money Management
Northbrook,
Illinois
| US$1.94億 | +US$887萬 | +5% | 5.81% | 75.4% | 127 | 5.51% | 3.1 |
|
| 4799 |
4799
Benedetti & Gucer
Atlanta,
Georgia
| US$1.94億 | +US$2011萬 | +12% | 6.22% | 42.7% | 170 | 21.18% | 1 |
|
| 4800 |
4800
Grey Fox Wealth Advisors
Rockland,
Delaware
| US$1.94億 | +US$2498萬 | +15% | 3.6% | 41.9% | 546 | 85.16% | 0.4 |
|