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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Grimes & Company
Westborough,
Massachusetts
| US$2.96億 | +US$2143萬 | +8% | 5.15% | 74.7% | 163 | 23.93% | 0.2 |
|
| 2077 |
2077
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$2.95億 | +US$1326萬 | +5% | 4.35% | 80% | 111 | 3.6% | 0.2 |
|
| 2078 |
2078
First Merchants Corp
Muncie,
Indiana
| US$2.95億 | +US$1336萬 | +5% | 5.14% | 55.6% | 129 | 3.1% | 0.2 |
|
| 2079 |
2079
Summit Securities Group
New York
| US$2.94億 | +US$8432萬 | +40% | 9.34% | 136% | 899 | 68.85% | 0.1 |
|
| 2080 |
2080
Lucas Capital Management
Red Bank,
New Jersey
| US$2.93億 | -US$5575萬 | -16% | 6.32% | 44.5% | 161 | 24.22% | 0.2 |
|
| 2081 |
RRC
2081
Red Rocks Capital
Denver,
Colorado
| US$2.93億 | +US$4447萬 | +18% | 9.38% | – | 10 | 10% | 0.2 |
|
| 2082 |
2082
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$2.92億 | -US$214萬 | -0.7% | 5.8% | 118% | 798 | 29.7% | 0.2 |
|
| 2083 |
2083
Aureus Asset Management
Boston,
Massachusetts
| US$2.92億 | +US$1299萬 | +5% | 10.1% | 93.9% | 119 | 18.49% | 0.2 |
|
| 2084 |
2084
Welch Capital Partners
Harrison,
New York
| US$2.92億 | +US$608萬 | +2% | 5.32% | 79.2% | 65 | 44.62% | 0.2 |
|
| 2085 |
2085
Rock Creek Group
Washington,
District of Columbia
| US$2.92億 | +US$1557萬 | +6% | 3.18% | 37.2% | 20 | 25% | 0.2 |
|
| 2086 |
2086
Condor Capital Management
Martinsville,
New Jersey
| US$2.91億 | +US$2579萬 | +10% | 7.59% | 58.2% | 175 | 15.43% | 0.2 |
|
| 2087 |
2087
White Pine Capital
Bloomington,
Minnesota
| US$2.9億 | +US$228萬 | +0.8% | 6.31% | 143% | 241 | 8.3% | 0.2 |
|
| 2088 |
2088
Denali Advisors
San Diego,
California
| US$2.9億 | +US$2185萬 | +8% | 9.1% | 106% | 244 | 22.13% | 0.2 |
|
| 2089 |
FBP
2089
Flippin Bruce & Porter
Lynchburg,
Virginia
| US$2.9億 | +US$1031萬 | +4% | 4.57% | 44.4% | 91 | 9.89% | 0.2 |
|
| 2090 |
2090
Braver Wealth Management
Needham,
Massachusetts
| US$2.9億 | +US$7237萬 | +33% | 4.74% | 20.4% | 80 | 23.75% | 0.2 |
|
| 2091 |
2091
GW & Wade
Wellesley,
Massachusetts
| US$2.89億 | +US$1226萬 | +4% | 3.5% | 32.2% | 82 | 4.88% | 0.2 |
|
| 2092 |
CII
2092
Chapter IV Investors
Charlotte,
North Carolina
| US$2.89億 | +US$2899萬 | +11% | 5.19% | 4.15% | 12 | 0% | 0.3 |
|
| 2093 |
2093
Oslo Asset Management AS
Oslo,
Norway
| US$2.89億 | -US$1131萬 | -4% | 10.8% | 82.7% | 10 | 10% | 0.2 |
|
| 2094 |
2094
West Face Capital
Toronto,
Ontario, Canada
| US$2.89億 | -US$1.55億 | -35% | 18.5% | 10.9% | 9 | 55.56% | 0.3 |
|
| 2095 |
HPBT
2095
High Point Bank & Trust
High Point,
North Carolina
| US$2.88億 | -US$761萬 | -3% | 4.19% | 16.5% | 455 | 10.33% | 0.2 |
|
| 2096 |
2096
First Nebraska Trust
Lincoln,
Nebraska
| US$2.88億 | +US$395萬 | +1% | 0.55% | 76.9% | 92 | 13.04% | 0.2 |
|
| 2097 |
2097
Covalent Partners
Concord,
Massachusetts
| US$2.88億 | +US$202萬 | +0.7% | 7.28% | 36.6% | 33 | 33.33% | 0.2 |
|
| 2098 |
2098
Jacobs & Co
San Francisco,
California
| US$2.88億 | +US$1163萬 | +4% | 5.63% | 105% | 122 | 9.02% | 0.2 |
|
| 2099 |
2099
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$2.88億 | +US$2474萬 | +9% | 10.7% | 52.1% | 181 | 8.29% | 0.2 |
|
| 2100 |
2100
Jacobus Wealth Management
Milwaukee,
Wisconsin
| US$2.86億 | +US$1275萬 | +5% | 2.3% | 17.2% | 262 | 16.41% | 0.2 |
|