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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
USCA RIA
Houston,
Texas
| US$3.77億 | +US$408萬 | +1% | 1.16% | 60.6% | 371 | 18.6% | 1.2 |
|
| 2152 |
CA
2152
Continental Advisors
Park City,
Utah
| US$3.76億 | -US$7738萬 | -17% | 1.92% | 73.6% | 165 | 27.88% | 1.1 |
|
| 2153 |
2153
Zevin Asset Management
Boston,
Massachusetts
| US$3.75億 | +US$1220萬 | +3% | 1.25% | 71.7% | 148 | 6.76% | 1.5 |
|
| 2154 |
2154
Wexford Capital
West Palm Beach,
Florida
| US$3.75億 | +US$3124萬 | +9% | 0.65% | 128% | 92 | 57.61% | 0.5 |
|
| 2155 |
2155
Connable Office Inc
Kalamazoo,
Michigan
| US$3.74億 | -US$1675萬 | -4% | 0.33% | 68.3% | 232 | 13.36% | 1.5 |
|
| 2156 |
KCP
2156
KDI Capital Partners
Raleigh,
North Carolina
| US$3.73億 | -US$3024萬 | -7% | 0.38% | 77.1% | 46 | 13.04% | 1.3 |
|
| 2157 |
2157
Alpha Cubed Investments
Irvine,
California
| US$3.73億 | +US$5154萬 | +16% | 1.91% | 126% | 200 | 22.5% | 0.8 |
|
| 2158 |
2158
Baystate Wealth Management
Boston,
Massachusetts
| US$3.72億 | +US$1090萬 | +3% | 0.61% | 14.6% | 64 | 25% | 1.1 |
|
| 2159 |
2159
Windward Capital Management
Los Angeles,
California
| US$3.72億 | -US$1471萬 | -4% | 0.59% | 78.5% | 78 | 12.82% | 1.5 |
|
| 2160 |
2160
Sentinel Trust
Houston,
Texas
| US$3.72億 | +US$796萬 | +2% | 0.04% | 79.2% | 159 | 18.24% | 1.3 |
|
| 2161 |
BJCM
2161
Blue Jay Capital Management
Los Angeles,
California
| US$3.72億 | +US$8655萬 | +30% | 8.28% | – | 36 | 63.89% | 0.2 |
|
| 2162 |
2162
J.M. Forbes & Co
Boston,
Massachusetts
| US$3.71億 | -US$580萬 | -2% | 0.67% | 112% | 107 | 14.95% | 1.5 |
|
| 2163 |
2163
TD Ameritrade Trust
Denver,
Colorado
| US$3.71億 | -US$6186萬 | -14% | 1.48% | 21.7% | 50 | 14% | 1.3 |
|
| 2164 |
RCM
2164
Riverloft Capital Management
Miami Beach,
Florida
| US$3.71億 | +US$1.24億 | +50% | 3.07% | – | 66 | 40.91% | 0.3 |
|
| 2165 |
SIA
2165
Spruce Investment Advisors
Stamford,
Connecticut
| US$3.71億 | -US$1832萬 | -5% | 0.1% | 23.5% | 42 | 26.19% | 0.9 |
|
| 2166 |
2166
Neuberger Berman Canada
Toronto,
Ontario, Canada
| US$3.71億 | -US$350萬 | -0.9% | 3.6% | 15.7% | 217 | 40.55% | 0.7 |
|
| 2167 |
2167
Golden Gate Private Equity
San Francisco,
California
| US$3.71億 | -US$414萬 | -1% | 10.2% | 8.72% | 12 | 16.67% | 1.3 |
|
| 2168 |
2168
ARGA Investment Management
Stamford,
Connecticut
| US$3.7億 | +US$1890萬 | +5% | 2.96% | 78.1% | 44 | 25% | 0.9 |
|
| 2169 |
2169
Regal Investment Advisors
Kentwood,
Michigan
| US$3.7億 | -US$3503萬 | -9% | 1.23% | 64.7% | 1,092 | 19.05% | 1.3 |
|
| 2170 |
2170
Arrow Financial
Glens Falls,
New York
| US$3.69億 | -US$249萬 | -0.7% | 0.45% | 66.5% | 411 | 22.87% | 1.6 |
|
| 2171 |
GMCM
2171
Gruber & McBaine Capital Management
San Francisco,
California
| US$3.69億 | -US$638萬 | -2% | 0.39% | – | 218 | 25.69% | 1 |
|
| 2172 |
2172
Tompkins Financial
Ithaca,
New York
| US$3.68億 | -US$3139萬 | -8% | 1% | 84.4% | 569 | 17.22% | 1.5 |
|
| 2173 |
2173
First Heartland Consultants
Lake St. Louis,
Missouri
| US$3.68億 | +US$1.05億 | +40% | 6.49% | 59.2% | 277 | 13% | 1.4 |
|
| 2174 |
2174
Hilltop Holdings
Dallas,
Texas
| US$3.67億 | -US$2394萬 | -6% | 1.22% | 96.7% | 372 | 25% | 1 |
|
| 2175 |
2175
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$3.66億 | -US$227萬 | -0.6% | 0.14% | 68.7% | 163 | 9.2% | 1.7 |
|