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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| US$5.29億 | +US$1977萬 | +4% | 3.6% | 26.3% | 134 | 9.7% | 4.2 |
|
| 2127 |
2127
Beese Fulmer Investment Management
Canton,
Ohio
| US$5.28億 | +US$2088萬 | +4% | 4.71% | 124% | 191 | 12.04% | 3.8 |
|
| 2128 |
2128
Tandem Investment Advisors
Charleston,
South Carolina
| US$5.28億 | +US$7382萬 | +16% | 4.72% | 10.4% | 72 | 13.89% | 1.9 |
|
| 2129 |
2129
Richard C. Young & Co
Newport,
Rhode Island
| US$5.28億 | +US$369萬 | +0.7% | 3.96% | 137% | 69 | 5.8% | 3 |
|
| 2130 |
MAM
2130
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$5.27億 | +US$92.2萬 | +0.2% | 6.69% | 54.9% | 134 | 9.7% | 3 |
|
| 2131 |
SFG
2131
Sather Financial Group
Victoria,
Texas
| US$5.27億 | +US$3337萬 | +7% | 7.07% | 70% | 56 | 8.93% | 3.4 |
|
| 2132 |
2132
Cassaday & Co
Mclean,
Virginia
| US$5.26億 | +US$3928萬 | +8% | 3.01% | 62.7% | 39 | 5.13% | 3 |
|
| 2133 |
2133
Oakworth Capital
Birmingham,
Alabama
| US$5.25億 | +US$3647萬 | +7% | 3.16% | 64.3% | 678 | 14.6% | 3.3 |
|
| 2134 |
2134
Axar Capital Management
New York
| US$5.25億 | -US$2.41億 | -31% | 39.3% | 680% | 6 | 33.33% | 1.9 |
|
| 2135 |
MCM
2135
Mason Capital Management
New York
| US$5.24億 | +US$5828萬 | +13% | 1.44% | 18.5% | 12 | 50% | 1.2 |
|
| 2136 |
AIC
2136
AWM Investment Company
New York
| US$5.23億 | +US$1488萬 | +3% | 3.81% | 778% | 96 | 15.63% | 2.1 |
|
| 2137 |
2137
Osborne Partners Capital Management
San Francisco,
California
| US$5.23億 | +US$1058萬 | +2% | 4.06% | 60.8% | 173 | 10.4% | 4.4 |
|
| 2138 |
2138
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$5.23億 | +US$1986萬 | +4% | 3.52% | 112% | 319 | 17.24% | 1.3 |
|
| 2139 |
2139
Global Retirement Partners
San Rafael,
California
| US$5.22億 | +US$1.09億 | +26% | 3.9% | – | 1,774 | 20.74% | 1.6 |
|
| 2140 |
2140
Krilogy Financial
St. Louis,
Missouri
| US$5.22億 | +US$4916萬 | +10% | 3.29% | 79% | 179 | 7.82% | 2.4 |
|
| 2141 |
2141
Fort LP
Chevy Chase,
Maryland
| US$5.21億 | +US$2456萬 | +5% | 5.94% | 56.8% | 523 | 34.99% | 0.8 |
|
| 2142 |
2142
Hengehold Capital Management
Cincinnati,
Ohio
| US$5.21億 | +US$9517萬 | +22% | 2.99% | 54.5% | 131 | 9.16% | 2.9 |
|
| 2143 |
2143
Cutler Investment Counsel
Jacksonville,
Oregon
| US$5.21億 | +US$916萬 | +2% | 3.59% | 56.2% | 96 | 8.33% | 3.4 |
|
| 2144 |
2144
Community Bank
Dewitt,
New York
| US$5.2億 | +US$2491萬 | +5% | 2.54% | 73.5% | 491 | 13.24% | 3.3 |
|
| 2145 |
2145
Magnus Financial Group
New York
| US$5.19億 | +US$2772萬 | +6% | 3.94% | 78.2% | 604 | 25.66% | 0.4 |
|
| 2146 |
2146
Merriman Wealth Management
Seattle,
Washington
| US$5.19億 | -US$899萬 | -2% | 3.83% | 18.3% | 225 | 24.44% | 1.2 |
|
| 2147 |
XS
2147
XR Securities
Chicago,
Illinois
| US$5.18億 | -US$2.45億 | -32% | 1.59% | 17% | 391 | 65.22% | 0.3 |
|
| 2148 |
2148
J.M. Forbes & Co
Boston,
Massachusetts
| US$5.18億 | +US$5126萬 | +11% | 4.8% | 112% | 105 | 3.81% | 4.4 |
|
| 2149 |
2149
Tairen Capital
Hong Kong
| US$5.18億 | -US$3.76億 | -42% | 2.27% | 462% | 45 | 64.44% | 0.3 |
|
| 2150 |
ICM
2150
Indaba Capital Management
San Francisco,
California
| US$5.17億 | +US$2714萬 | +6% | 0.37% | 66.7% | 26 | 30.77% | 0.8 |
|