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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 7576 |
RCM
7576
RMR Capital Management
Tustin,
California
| US$1.45億 | +US$679萬 | +5% | 5.95% | 57% | 78 | 6.41% | 2 |
|
| 7577 |
7577
Schubert & Co
Mckinney,
Texas
| US$1.45億 | +US$2243萬 | +18% | 12% | 47.3% | 87 | 26.44% | 1.9 |
|
| 7578 |
7578
Cushing Capital Partners
Delafield,
Wisconsin
| US$1.45億 | +US$1509萬 | +12% | 7.16% | – | 101 | 6.93% | 1.1 |
|
| 7579 |
7579
McLaughlin Asset Management
Danville,
Illinois
| US$1.45億 | +US$4056萬 | +39% | 27.7% | – | 103 | 18.45% | 0.4 |
|
| 7580 |
7580
Global Trust Wealth Management
West Palm Beach,
Florida
| US$1.45億 | +US$1282萬 | +10% | 11.2% | – | 87 | 18.39% | 0.5 |
|
| 7581 |
7581
Anchor Capital Management Group
Aliso Viejo,
California
| US$1.45億 | +US$130萬 | +0.9% | 20.8% | – | 16 | 6.25% | 1.3 |
|
| 7582 |
7582
LightSquare Wealth Management
Bingham Farms,
Michigan
| US$1.45億 | +US$1156萬 | +9% | 15.1% | – | 110 | 21.82% | 0.2 |
|
| 7583 |
7583
Dara Capital US
Miami,
Florida
| US$1.45億 | +US$3959萬 | +38% | 56.8% | – | 143 | 39.86% | 0.4 |
|
| 7584 |
7584
VUB Generali dochodkova spravcovska spolocnost
Bratislava,
| US$1.45億 | +US$1824萬 | +14% | 24.7% | – | 91 | 0% | 0.5 |
|
| 7585 |
7585
Clarity Retirement & Wealth
New Bedford,
Massachusetts
| US$1.45億 | +US$2094萬 | +17% | 11.4% | – | 33 | 21.21% | 0.4 |
|
| 7586 |
MCM
7586
Magnolia Capital Management
Cold Spring,
New York
| US$1.45億 | -US$341萬 | -2% | 16.5% | 85.9% | 77 | 6.49% | 4.3 |
|
| 7587 |
7587
SWP Investment Management
Independence,
Ohio
| US$1.45億 | +US$1091萬 | +8% | 10.1% | – | 50 | 22% | 1 |
|
| 7588 |
7588
Pangea Capital Gestao de Recursos
Rio De Janeiro,
| US$1.45億 | +US$1328萬 | +10% | 5.29% | 54.4% | 11 | 18.18% | 1.4 |
|
| 7589 |
7589
Elizabeth Park Capital Advisors
Pepper Pike,
Ohio
| US$1.45億 | +US$1484萬 | +11% | 16.8% | 119% | 49 | 16.33% | 2.2 |
|
| 7590 |
7590
Gilpin Wealth Management
Denver,
Colorado
| US$1.45億 | +US$1845萬 | +15% | 20.2% | – | 1,112 | 14.48% | 0.4 |
|
| 7591 |
7591
Jacobs Equity
Draper,
Utah
| US$1.45億 | +US$3054萬 | +27% | 13.9% | – | 126 | 20.63% | 0.4 |
|
| 7592 |
PWAM
7592
Pinnacle West Asset Management
Casper,
Wyoming
| US$1.45億 | -US$241萬 | -2% | 20.8% | 100% | 116 | 12.07% | 2.9 |
|
| 7593 |
7593
Snowwater Investment Partners
Fairfield,
Connecticut
| US$1.45億 | +US$3858萬 | +36% | 23.6% | – | 102 | 16.67% | 0.4 |
|
| 7594 |
7594
Clifford Group
Wayland,
Massachusetts
| US$1.45億 | +US$1478萬 | +11% | 15.6% | 67.9% | 91 | 17.58% | 2.3 |
|
| 7595 |
7595
Post Resch Tallon Group
Pittsford,
New York
| US$1.45億 | +US$2086萬 | +17% | 15.8% | – | 145 | 22.07% | 1 |
|
| 7596 |
WSA
7596
Warm Springs Advisors
Larkspur,
California
| US$1.45億 | +US$2678萬 | +23% | 30.5% | – | 54 | 27.78% | 1.1 |
|
| 7597 |
7597
NorthLanding Financial Partners
Rochester,
New York
| US$1.45億 | +US$2052萬 | +17% | 10.9% | 54.7% | 45 | 8.89% | 2.9 |
|
| 7598 |
7598
Sierra Ocean
Ripon,
California
| US$1.44億 | +US$2266萬 | +19% | 16.9% | – | 73 | 19.18% | 1.1 |
|
| 7599 |
RBDF
7599
Robert B. Daugherty Foundation
Omaha,
Nebraska
| US$1.44億 | +US$4442萬 | +44% | 44.6% | – | 1 | 0% | 0.5 |
|
| 7600 |
7600
Blueline Advisors
Exeter,
New Hampshire
| US$1.44億 | +US$1545萬 | +12% | 8.07% | – | 262 | 20.61% | 0.4 |
|