我們已在上線!
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
Stewart & Patten Company
Lafayette,
California
| US$5.17億 | -US$4225萬 | -8% | 3.8% | 27.5% | 104 | 9.62% | 3.8 |
|
| 2077 |
MG
2077
Mitchell Group
Houston,
Texas
| US$5.17億 | -US$6775萬 | -12% | 6.96% | 0.96% | 30 | 10% | 2.9 |
|
| 2078 |
2078
Peconic Partners
New York
| US$5.17億 | -US$1.79億 | -26% | 5.43% | 300% | 63 | 53.97% | 1.6 |
|
| 2079 |
2079
John G. Ullman & Associates
Corning,
New York
| US$5.17億 | +US$1590萬 | +3% | 1.15% | 162% | 119 | 7.56% | 3 |
|
| 2080 |
2080
CapWealth Advisors
Franklin,
Tennessee
| US$5.17億 | -US$3850萬 | -7% | 0.96% | 152% | 110 | 11.82% | 3.1 |
|
| 2081 |
2081
Algert Global
San Francisco,
California
| US$5.16億 | +US$9258萬 | +22% | 4.87% | 194% | 412 | 47.57% | 0.6 |
|
| 2082 |
2082
Buckingham Strategic Wealth
Clayton,
Missouri
| US$5.14億 | +US$3398萬 | +7% | 1.29% | 16.3% | 355 | 23.38% | 2.3 |
|
| 2083 |
2083
Land & Buildings Investment Management
Stamford,
Connecticut
| US$5.13億 | +US$1276萬 | +3% | 10.8% | 53.9% | 19 | 31.58% | 0.9 |
|
| 2084 |
2084
CCM Investment Advisers
Columbia,
South Carolina
| US$5.13億 | -US$599萬 | -1% | 0.2% | 170% | 85 | 11.76% | 2.9 |
|
| 2085 |
2085
Cutler Investment Counsel
Jacksonville,
Oregon
| US$5.12億 | -US$446萬 | -0.9% | 2.24% | 61.8% | 104 | 8.65% | 2.5 |
|
| 2086 |
2086
KLS Diversified Asset Management
New York
| US$5.12億 | -US$2104萬 | -4% | 12.9% | 156% | 20 | 60% | 0.1 |
|
| 2087 |
2087
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$5.12億 | -US$8719萬 | -15% | 1.14% | 31.3% | 1,693 | 27.05% | 1.7 |
|
| 2088 |
2088
Insight Holdings Group
New York
| US$5.12億 | +US$5873萬 | +13% | 18.8% | 111% | 5 | 0% | 1.1 |
|
| 2089 |
2089
Clear Harbor Asset Management
Stamford,
Connecticut
| US$5.12億 | -US$1981萬 | -4% | 0.66% | 106% | 258 | 14.73% | 2.8 |
|
| 2090 |
2090
Alphadyne Asset Management
New York
| US$5.1億 | -US$2.71億 | -35% | 2.54% | 159% | 79 | 93.67% | 0.2 |
|
| 2091 |
2091
Silverback Asset Management
Chapel Hill,
North Carolina
| US$5.1億 | -US$1708萬 | -3% | 2.6% | 92.1% | 52 | 21.15% | 0.5 |
|
| 2092 |
2092
Essex Financial Services
Essex,
Connecticut
| US$5.1億 | +US$8924萬 | +21% | 1.34% | 87.7% | 372 | 28.23% | 2.6 |
|
| 2093 |
2093
Edgestream Partners
Princeton,
New Jersey
| US$5.1億 | +US$4.26億 | +509% | 4.91% | 44.5% | 267 | 78.65% | 0.3 |
|
| 2094 |
2094
One Capital Management
Westlake Village,
California
| US$5.09億 | +US$1027萬 | +2% | 1.08% | 50.5% | 162 | 10.49% | 2.6 |
|
| 2095 |
2095
Merit Financial Group
Alpharetta,
Georgia
| US$5.09億 | +US$3917萬 | +8% | 0.09% | 76.4% | 125 | 27.2% | 0.2 |
|
| 2096 |
2096
Connable Office Inc
Kalamazoo,
Michigan
| US$5.09億 | -US$518萬 | -1% | 1.27% | 75.1% | 183 | 10.93% | 2.6 |
|
| 2097 |
2097
MCF Advisors
Covington,
Kentucky
| US$5.09億 | -US$3080萬 | -6% | 1.6% | 55.2% | 526 | 16.92% | 2.7 |
|
| 2098 |
2098
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$5.07億 | -US$9222萬 | -15% | 0.05% | 115% | 472 | 6.36% | 3.9 |
|
| 2099 |
2099
Tufton Capital Management
Hunt Valley,
Maryland
| US$5.07億 | -US$1230萬 | -2% | 2.52% | 96.1% | 132 | 6.82% | 3.2 |
|
| 2100 |
TC
2100
Tyvor Capital
Oak Brook,
Illinois
| US$5.06億 | +US$1.88億 | +59% | 3.62% | 20.6% | 57 | 64.91% | 0.4 |
|