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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 8226 |
8226
Ramsey Quantitative Systems
Louisville,
Kentucky
| US$1.12億 | +US$1501萬 | +16% | 13.4% | 51.1% | 68 | 91.18% | 0.2 |
|
| 8227 |
IMT
8227
Investment Management Trust
Fitchburg,
Massachusetts
| US$1.12億 | +US$897萬 | +9% | 16.4% | – | 89 | 21.35% | 0.2 |
|
| 8228 |
8228
RCW Management
Jacksonville,
Florida
| US$1.12億 | +US$1397萬 | +14% | 15.1% | – | 69 | 2.9% | 0.5 |
|
| 8229 |
8229
MH & Associates Securities Management
Carlsbad,
California
| US$1.12億 | -US$310萬 | -3% | 10.3% | – | 101 | 3.96% | 0.5 |
|
| 8230 |
8230
Layline Advisors
Rochester,
New York
| US$1.11億 | +US$2210萬 | +25% | 10.9% | – | 81 | 19.75% | 0.2 |
|
| 8231 |
8231
Chiron Capital Management
Tallahassee,
Florida
| US$1.11億 | +US$1394萬 | +14% | 4.62% | – | 149 | 30.2% | 1.9 |
|
| 8232 |
8232
Weaver C. Barksdale & Associates
Nashville,
Tennessee
| US$1.11億 | +US$660萬 | +6% | 9.01% | 52.2% | 63 | 3.17% | 6.6 |
|
| 8233 |
8233
Valued Retirements
Houston,
Texas
| US$1.11億 | +US$904萬 | +9% | 13.2% | – | 105 | 18.1% | 1.6 |
|
| 8234 |
GH
8234
GLP Holdings
Cumming,
Georgia
| US$1.11億 | +US$1363萬 | +14% | 14% | – | 4 | 0% | 0.5 |
|
| 8235 |
KAM
8235
Kazazian Asset Management
Fort Lauderdale,
Florida
| US$1.11億 | +US$1975萬 | +22% | 14.6% | – | 55 | 29.09% | 1.9 |
|
| 8236 |
8236
Fortitude Financial
Spokane,
Washington
| US$1.11億 | -US$7770萬 | -41% | 18.7% | – | 41 | 36.59% | 0.8 |
|
| 8237 |
8237
Putney Financial Group
San Rafael,
California
| US$1.11億 | +US$1179萬 | +12% | 27% | – | 90 | 20% | 1.2 |
|
| 8238 |
8238
Dalton Investments
Las Vegas,
Nevada
| US$1.11億 | +US$763萬 | +7% | 6.56% | 95.1% | 17 | 5.88% | 3.1 |
|
| 8239 |
8239
Beryl Capital Management
Redondo Beach,
California
| US$1.11億 | +US$93.7萬 | +0.9% | 12.7% | 3,932% | 16 | 100% | 0 |
|
| 8240 |
8240
Western Pacific Wealth Management
Lake Forest,
Illinois
| US$1.11億 | +US$1225萬 | +12% | 15.6% | 91.4% | 214 | 23.36% | 2.8 |
|
| 8241 |
SM
8241
Sabby Management
Miami Beach,
Florida
| US$1.11億 | +US$6545萬 | +145% | 12.3% | 95.5% | 38 | 65.79% | 0.8 |
|
| 8242 |
IWA
8242
Independent Wealth Advisors
Cary,
North Carolina
| US$1.11億 | +US$867萬 | +9% | 6.17% | – | 80 | 16.25% | 0.4 |
|
| 8243 |
8243
Ballast Financial Advisors
West Chester,
Pennsylvania
| US$1.1億 | +US$1293萬 | +13% | 9.97% | – | 71 | 4.23% | 0.5 |
|
| 8244 |
8244
Zenith Solutions
Philadelphia,
Pennsylvania
| US$1.1億 | – | – | 15.7% | – | 84 | – | 0 |
|
| 8245 |
8245
Karras Company
Roy,
Utah
| US$1.1億 | +US$1173萬 | +12% | 18% | – | 64 | 9.38% | 0.5 |
|
| 8246 |
8246
FinArc Investments
Norwood,
Massachusetts
| US$1.1億 | +US$640萬 | +6% | 7.3% | – | 44 | 4.55% | 0.5 |
|
| 8247 |
8247
Catalyst Investment Management
Windham,
New Hampshire
| US$1.1億 | +US$1999萬 | +22% | 10.6% | – | 76 | 18.42% | 0.4 |
|
| 8248 |
8248
Fund Advisors of America Inc
Orland,
Florida
| US$1.1億 | +US$1151萬 | +12% | 33.9% | – | 128 | 14.06% | 0.4 |
|
| 8249 |
8249
Thayer Financial
Hickory,
North Carolina
| US$1.1億 | +US$1204萬 | +12% | 10.4% | – | 33 | 0% | 0.5 |
|
| 8250 |
8250
FourWorld Capital Management
New York
| US$1.1億 | -US$8612萬 | -44% | 11.7% | 132% | 29 | 34.48% | 1.2 |
|