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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 5051 |
BCIM
5051
Bishop & Co Investment Management
Erie,
Pennsylvania
| US$3.25億 | +US$3328萬 | +11% | 11.1% | 47.6% | 26 | 0% | 6.9 |
|
| 5052 |
GPC
5052
Guardian Point Capital
Charlottesville,
Virginia
| US$3.25億 | +US$8210萬 | +34% | 21.4% | 142% | 14 | 21.43% | 2.3 |
|
| 5053 |
LCM
5053
Lazari Capital Management
Woodland Hills,
California
| US$3.25億 | +US$3718萬 | +13% | 18.4% | 124% | 198 | 16.67% | 2 |
|
| 5054 |
NCM
5054
NCM Capital Management
Ramsey,
New Jersey
| US$3.24億 | +US$4522萬 | +16% | 17.4% | 105% | 200 | 10.5% | 3.2 |
|
| 5055 |
PH
5055
Pinnacle Holdings
Tulsa,
Oklahoma
| US$3.24億 | +US$1513萬 | +5% | 11.2% | 79.6% | 265 | 25.66% | 5.1 |
|
| 5056 |
NG
5056
NWK Group
San Francisco,
California
| US$3.24億 | +US$6362萬 | +24% | 33% | 268% | 75 | 17.33% | 3.6 |
|
| 5057 |
WMR
5057
Wealth Management Resources
Smithfield,
Rhode Island
| US$3.24億 | +US$3691萬 | +13% | 9.02% | 36.5% | 31 | 9.68% | 3.2 |
|
| 5058 |
SHCM
5058
Silver Heights Capital Management
Toronto,
Ontario, Canada
| US$3.24億 | +US$6389萬 | +25% | 59.5% | 39.8% | 4 | 0% | 7.3 |
|
| 5059 |
BA
5059
Bluesphere Advisors
East Norriton,
Pennsylvania
| US$3.24億 | +US$4263萬 | +15% | 17.1% | 93.4% | 132 | 16.67% | 2.4 |
|
| 5060 |
IRAG
5060
Investment Research & Advisory Group
Atlanta,
Georgia
| US$3.24億 | +US$3760萬 | +13% | 14.7% | 88.6% | 325 | 18.15% | 2.8 |
|
| 5061 |
NIM
5061
Nicollet Investment Management
Minneapolis,
Minnesota
| US$3.24億 | +US$3190萬 | +11% | 13.2% | 104% | 79 | 6.33% | 5.1 |
|
| 5062 |
WQ
5062
Wealth Quarterback
Toms River,
New Jersey
| US$3.24億 | +US$6984萬 | +27% | 21.8% | 96.7% | 180 | 13.89% | 2.9 |
|
| 5063 |
MCM
5063
Magarian Capital Management
San Antonio,
Texas
| US$3.24億 | – | – | 19.3% | – | 13 | – | 0 |
|
| 5064 |
LB
5064
Legacy Bridge
West Des Moines,
Iowa
| US$3.24億 | +US$6157萬 | +23% | 38.3% | 225% | 334 | 7.78% | 4.5 |
|
| 5065 |
HAG
5065
HF Advisory Group
Annapolis,
Maryland
| US$3.23億 | +US$3004萬 | +10% | 8.78% | 73.2% | 174 | 8.05% | 2.8 |
|
| 5066 |
OCM
5066
Orion Capital Management
Coronado,
California
| US$3.23億 | +US$3321萬 | +11% | 15.2% | 75.3% | 534 | 14.04% | 1.9 |
|
| 5067 |
SIM
5067
Sims Investment Management
Cincinnati,
Ohio
| US$3.23億 | +US$5130萬 | +19% | 16.1% | – | 184 | 80.98% | 0.3 |
|
| 5068 |
NWMG
5068
National Wealth Management Group
Cincinnati,
Ohio
| US$3.23億 | +US$5492萬 | +20% | 22.9% | 123% | 247 | 21.46% | 1.6 |
|
| 5069 |
UCB
5069
United Community Bank
Greenville,
South Carolina
| US$3.23億 | +US$2348萬 | +8% | 10.7% | 66.2% | 584 | 11.82% | 2.2 |
|
| 5070 |
WFS
5070
Walker Financial Services
Bowling Green,
Kentucky
| US$3.23億 | +US$3097萬 | +11% | 4.99% | 18.9% | 48 | 16.67% | 2.1 |
|
| 5071 |
ILI
5071
Invesco LLC (Illinois)
Des Plaines,
Illinois
| US$3.23億 | +US$3766萬 | +13% | 19.8% | 113% | 138 | 7.97% | 2.4 |
|
| 5072 |
NC
5072
Naman Capital
Sao Paulo,
Brazil
| US$3.23億 | -US$3673萬 | -10% | 15.7% | 89.9% | 14 | 28.57% | 2.7 |
|
| 5073 |
GM
5073
Granger Management
New York
| US$3.23億 | -US$3539萬 | -10% | 13.1% | 69.9% | 15 | 60% | 1.9 |
|
| 5074 |
FWP
5074
Forefront Wealth Partners
Austin,
Texas
| US$3.23億 | +US$8383萬 | +35% | 21.2% | – | 190 | 21.58% | 0.8 |
|
| 5075 |
SG
5075
Sharper & Granite
El Segundo,
California
| US$3.23億 | +US$3002萬 | +10% | 11% | 47.1% | 109 | 1.83% | 2.9 |
|