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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
WBH Advisory
Baltimore,
Maryland
| US$8.15億 | -US$6193萬 | -7% | 4.29% | 64.5% | 328 | 11.28% | 4.7 |
|
| 2152 |
2152
Simplicity Solutions
Minneapolis,
Minnesota
| US$8.14億 | -US$8115萬 | -9% | 3.08% | 37.1% | 657 | 35.46% | 1.6 |
|
| 2153 |
2153
Bristlecone Advisors
Bellevue,
Washington
| US$8.14億 | -US$1877萬 | -2% | 5.91% | 103% | 240 | 10% | 3 |
|
| 2154 |
2154
Trust Asset Management
Houston,
Texas
| US$8.13億 | +US$397萬 | +0.5% | 4.06% | 104% | 218 | 11.47% | 1.5 |
|
| 2155 |
2155
BTR Capital Management
Oakland,
California
| US$8.13億 | -US$7322萬 | -8% | 2.37% | 35% | 179 | 8.94% | 5 |
|
| 2156 |
2156
Cypress Capital Group
Palm Beach,
Florida
| US$8.12億 | +US$1336萬 | +2% | 2.62% | 111% | 347 | 21.04% | 3.9 |
|
| 2157 |
2157
Montanaro Asset Management
London,
United Kingdom
| US$8.11億 | -US$1.8億 | -18% | 16.5% | 59.3% | 49 | 10.2% | 1 |
|
| 2158 |
2158
Lutz Financial Services
Omaha,
Nebraska
| US$8.11億 | -US$318萬 | -0.4% | 3.6% | 37.2% | 64 | 6.25% | 3.4 |
|
| 2159 |
2159
Archon Capital Management
Seattle,
Washington
| US$8.11億 | +US$4984萬 | +7% | 12.8% | 222% | 37 | 16.22% | 1.5 |
|
| 2160 |
2160
Community Bank
Dewitt,
New York
| US$8.1億 | -US$5705萬 | -7% | 1.69% | 86.3% | 462 | 7.79% | 4.7 |
|
| 2161 |
2161
SpiderRock Advisors
Wilimington,
Delaware
| US$8.1億 | -US$9216萬 | -10% | – | – | 171 | 0% | 1.7 |
|
| 2162 |
2162
Prospector Partners
Guilford,
Connecticut
| US$8.09億 | -US$5620萬 | -6% | 2.49% | 53.6% | 116 | 15.52% | 3.9 |
|
| 2163 |
2163
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| US$8.08億 | -US$9407萬 | -10% | 12.6% | 29.9% | 34 | 5.88% | 5.4 |
|
| 2164 |
TFP
2164
Triple Frond Partners
San Francisco,
California
| US$8.08億 | -US$7957萬 | -9% | 7.9% | 92.9% | 10 | 0% | 3.5 |
|
| 2165 |
2165
Spearhead Capital Advisors
Wellington,
Florida
| US$8.08億 | -US$2081萬 | -3% | 5.97% | 25.2% | 237 | 43.88% | 1.6 |
|
| 2166 |
2166
Marble Harbor Investment Counsel
Boston,
Massachusetts
| US$8.05億 | -US$5330萬 | -6% | 3.35% | 80.2% | 199 | 7.04% | 5.2 |
|
| 2167 |
2167
Blue Chip Partners
Farmington Hills,
Michigan
| US$8.04億 | +US$758萬 | +1% | 1.79% | 88.7% | 187 | 16.04% | 3.9 |
|
| 2168 |
2168
Pekin Hardy Strauss
Chicago,
Illinois
| US$8.04億 | +US$6526萬 | +9% | 8.48% | 105% | 373 | 21.98% | 3.2 |
|
| 2169 |
2169
Clear Street
New York
| US$8.04億 | -US$28.3億 | -78% | 7.71% | 297% | 671 | 84.8% | 0.1 |
|
| 2170 |
2170
Phocas Financial Corp
Alameda,
California
| US$8.04億 | +US$1797萬 | +2% | 1.35% | – | 227 | 22.91% | 2.4 |
|
| 2171 |
2171
Cadence Bank
Tupelo,
Mississippi
| US$8.03億 | +US$104萬 | +0.1% | 5.14% | 70.9% | 210 | 13.33% | 2.9 |
|
| 2172 |
SC
2172
Sasco Capital
Fairfield,
Connecticut
| US$8.03億 | -US$6772萬 | -8% | 0.48% | 15.5% | 49 | 8.16% | 3.7 |
|
| 2173 |
2173
Essex Investment Management
Boston,
Massachusetts
| US$8.02億 | -US$7086萬 | -8% | 3.68% | 370% | 429 | 14.45% | 2.7 |
|
| 2174 |
2174
Private Ocean
San Rafael,
California
| US$8.02億 | -US$5272萬 | -6% | 5.85% | 2.82% | 767 | 27.25% | 2.3 |
|
| 2175 |
2175
HSG Holding
Na,
Hong Kong
| US$8.01億 | -US$3.15億 | -28% | 31.7% | 6.36% | 22 | 9.09% | 2.4 |
|