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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5001 |
IP
5001
Investment Partners
New Philadelphia,
Ohio
| US$2.23億 | +US$209萬 | +0.9% | 2.22% | 74.1% | 144 | 2.78% | 5.4 |
|
| 5002 |
CIA
5002
Cape Investment Advisory
Mcdonough,
Georgia
| US$2.23億 | +US$867萬 | +4% | 2.01% | 72.5% | 997 | 13.14% | 1 |
|
| 5003 |
5003
Wynnefield Capital
New York
| US$2.22億 | -US$2918萬 | -12% | 9.32% | 52.1% | 23 | 26.09% | 4.4 |
|
| 5004 |
5004
Cambridge Financial Group
Columbus,
Ohio
| US$2.22億 | -US$330萬 | -1% | 2.11% | – | 35 | 14.29% | 4.9 |
|
| 5005 |
5005
Azarias Capital Management
Berwyn,
Pennsylvania
| US$2.22億 | -US$1609萬 | -7% | 7.31% | 58.2% | 25 | 24% | 1.8 |
|
| 5006 |
5006
1776 Wealth
Atlanta,
Georgia
| US$2.22億 | +US$1093萬 | +5% | 6.53% | 90.4% | 157 | 19.11% | 2.1 |
|
| 5007 |
5007
Brown Shipley & Co
London,
United Kingdom
| US$2.22億 | -US$9609萬 | -30% | 5.42% | 125% | 107 | 30.84% | 1.1 |
|
| 5008 |
5008
Atlantic Investment Management
New York
| US$2.22億 | -US$585萬 | -3% | 6.99% | 28.8% | 13 | 23.08% | 1.8 |
|
| 5009 |
SLA
5009
Silver Lake Advisory
Cottonwood Heights,
Utah
| US$2.22億 | -US$249萬 | -1% | 0.37% | 76.7% | 96 | 2.08% | 3.8 |
|
| 5010 |
5010
Providence First Trust
Scottsdale,
Arizona
| US$2.22億 | -US$876萬 | -4% | 1.67% | 64.1% | 104 | 12.5% | 3.3 |
|
| 5011 |
5011
Lazari Capital Management
Woodland Hills,
California
| US$2.22億 | +US$3769萬 | +20% | 5.67% | 145% | 155 | 25.16% | 0.7 |
|
| 5012 |
KLC
5012
Kent Lake Capital
Reno,
Nevada
| US$2.22億 | -US$736萬 | -3% | 7.73% | 92.1% | 59 | 52.54% | 0.7 |
|
| 5013 |
SC
5013
Schulhoff & Co
Cincinnati,
Ohio
| US$2.22億 | -US$657萬 | -3% | 0.53% | 51.8% | 128 | 3.13% | 7.4 |
|
| 5014 |
5014
FSB Premier Wealth Management
Waterloo,
Iowa
| US$2.21億 | +US$665萬 | +3% | 1.11% | 53.9% | 194 | 11.86% | 2.2 |
|
| 5015 |
5015
HST Ventures
Park City,
Utah
| US$2.21億 | -US$2546萬 | -10% | 0.41% | 8.24% | 70 | 54.29% | 0.5 |
|
| 5016 |
5016
Seven Grand Managers
Bronxville,
New York
| US$2.21億 | +US$1712萬 | +8% | 5.45% | 281% | 71 | 67.61% | 0.2 |
|
| 5017 |
5017
TL Private Wealth
Southlake,
Texas
| US$2.21億 | +US$1874萬 | +9% | 1.21% | 50.6% | 44 | 6.82% | 3.1 |
|
| 5018 |
5018
Gibraltar Capital Management
Tulsa,
Oklahoma
| US$2.21億 | +US$638萬 | +3% | 1.05% | 56.6% | 48 | 8.33% | 4.2 |
|
| 5019 |
5019
Peoples Financial Services Corp
Moosic,
Pennsylvania
| US$2.21億 | -US$929萬 | -4% | 3.63% | 104% | 255 | 3.53% | 7.9 |
|
| 5020 |
5020
Barrett & Company
Providence,
Rhode Island
| US$2.21億 | +US$967萬 | +5% | 4.35% | 83.6% | 631 | 8.56% | 1.6 |
|
| 5021 |
5021
Goepper Burkhardt
Greenville,
South Carolina
| US$2.21億 | +US$611萬 | +3% | 2.12% | 50.4% | 82 | 4.88% | 2.4 |
|
| 5022 |
5022
Christopher J. Hasenberg
Eau Claire,
Wisconsin
| US$2.21億 | +US$1707萬 | +8% | 2.24% | – | 140 | 22.86% | 0.2 |
|
| 5023 |
5023
Blue Investment Partners
Alamo,
California
| US$2.21億 | +US$2842萬 | +15% | 8.33% | – | 46 | 21.74% | 0.9 |
|
| 5024 |
5024
Tyro Capital Management
Miami,
Florida
| US$2.21億 | +US$4742萬 | +27% | 3.7% | – | 19 | 21.05% | 0.3 |
|
| 5025 |
5025
ICW Investment Advisors
Scottsdale,
Arizona
| US$2.2億 | -US$460萬 | -2% | 0.52% | 50.1% | 138 | 1.45% | 3.8 |
|