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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
James Investment Research
Alpha,
Ohio
| US$7.82億 | +US$2658萬 | +4% | 7.24% | 110% | 596 | 54.19% | 4.5 |
|
| 2152 |
2152
Keeley-Teton Advisors
Chicago,
Illinois
| US$7.82億 | -US$2708萬 | -3% | 3.78% | 28.6% | 387 | 13.7% | 2.8 |
|
| 2153 |
2153
PDS Planning
Dublin,
Ohio
| US$7.82億 | +US$5679萬 | +8% | 3.88% | 62.7% | 354 | 17.51% | 2 |
|
| 2154 |
2154
Kovack Advisors
Ft. Lauderdale,
Florida
| US$7.8億 | +US$4684萬 | +6% | 9.29% | 118% | 661 | 20.88% | 3.1 |
|
| 2155 |
2155
Advisory Research
Chicago,
Illinois
| US$7.8億 | +US$1.71億 | +28% | 13.4% | 144% | 517 | 48.36% | 1.3 |
|
| 2156 |
2156
Sourcerock Group
Denver,
Colorado
| US$7.8億 | +US$2.38億 | +44% | 2.54% | 59.1% | 32 | 37.5% | 0.9 |
|
| 2157 |
2157
L. Roy Papp & Associates
Phoenix,
Arizona
| US$7.78億 | +US$3798萬 | +5% | 6.85% | 80.1% | 174 | 5.75% | 6.2 |
|
| 2158 |
2158
Anderson Hoagland & Co
St Louis,
Missouri
| US$7.78億 | +US$8169萬 | +12% | 8.31% | 104% | 129 | 12.4% | 3.2 |
|
| 2159 |
2159
Ameritas Advisory Services
Lincoln,
Nebraska
| US$7.78億 | -US$12.1億 | -61% | 7.15% | 68.7% | 2,727 | 80.01% | 1.3 |
|
| 2160 |
2160
Campbell Wealth Management
Alexandria,
Virginia
| US$7.78億 | -US$2010萬 | -3% | 4.78% | 11.2% | 81 | 16.05% | 2.2 |
|
| 2161 |
2161
Hills Bank & Trust
North Liberty,
Iowa
| US$7.78億 | +US$5490萬 | +8% | 6.58% | 52.8% | 258 | 5.43% | 4.8 |
|
| 2162 |
2162
Americana Partners
Houston,
Texas
| US$7.77億 | +US$1.43億 | +23% | 4.94% | 82.9% | 314 | 20.06% | 1.5 |
|
| 2163 |
2163
Vancity Investment Management
Vancouver,
British Columbia, Canada
| US$7.77億 | +US$6447萬 | +9% | 9.59% | – | 73 | 12.33% | 1.4 |
|
| 2164 |
2164
RWWM Inc
Rocklin,
California
| US$7.77億 | +US$478萬 | +0.6% | 1.34% | 40.6% | 16 | 12.5% | 5 |
|
| 2165 |
2165
Dubuque Bank & Trust
Dubuque,
Iowa
| US$7.77億 | -US$281萬 | -0.4% | 3.06% | 24% | 247 | 13.36% | 4.6 |
|
| 2166 |
WMC
2166
Westwood Management Corporation
Chicago,
Illinois
| US$7.76億 | -US$995萬 | -1% | 16% | 44.3% | 75 | 18.67% | 5.2 |
|
| 2167 |
TFP
2167
Triple Frond Partners
San Francisco,
California
| US$7.76億 | +US$9018萬 | +13% | 14% | 92.9% | 10 | 0% | 4.3 |
|
| 2168 |
2168
Webster Bank
Waterbury,
Connecticut
| US$7.74億 | +US$663萬 | +0.9% | 7.38% | 77.5% | 576 | 5.03% | 5.3 |
|
| 2169 |
2169
Strategic Wealth Partners
Independence,
Ohio
| US$7.73億 | +US$1.21億 | +19% | 5.13% | – | 296 | 16.55% | 2.2 |
|
| 2170 |
2170
Tensile Capital Management
Larkspur,
California
| US$7.73億 | +US$3653萬 | +5% | 1.93% | 47.7% | 18 | 16.67% | 2.8 |
|
| 2171 |
2171
KMG Fiduciary Partners
Toledo,
Ohio
| US$7.73億 | +US$7547萬 | +11% | 8.1% | 114% | 234 | 7.69% | 2.5 |
|
| 2172 |
2172
Mayflower Financial Advisors
Boston,
Massachusetts
| US$7.72億 | +US$1132萬 | +1% | 5.01% | 68.7% | 375 | 10.4% | 1.9 |
|
| 2173 |
2173
Vantage Investment Partners
Kansas City,
Missouri
| US$7.72億 | +US$4043萬 | +6% | 5.6% | 66.8% | 73 | 19.18% | 4.5 |
|
| 2174 |
2174
Leuthold Group
Minneapolis,
Minnesota
| US$7.72億 | +US$1461萬 | +2% | 7.95% | 126% | 234 | 33.33% | 1.8 |
|
| 2175 |
2175
First Heartland Consultants
Lake St. Louis,
Missouri
| US$7.71億 | +US$1.07億 | +16% | 4.58% | 59.2% | 406 | 19.7% | 3.3 |
|