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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
3AM
2176
3D Asset Management
Hartford,
Connecticut
| US$3.29億 | -US$1607萬 | -5% | 2.77% | 0.82% | 47 | 23.4% | 1 |
|
| 2177 |
2177
Spirit of America Management Corp
Syosset,
New York
| US$3.29億 | +US$7786萬 | +31% | 0.61% | 113% | 352 | 21.88% | 0.5 |
|
| 2178 |
2178
USCA RIA
Houston,
Texas
| US$3.28億 | +US$2992萬 | +10% | 0.36% | 60.6% | 352 | 25.57% | 0.8 |
|
| 2179 |
2179
Strategic Investment Management
Arlington,
Virginia
| US$3.28億 | -US$8724萬 | -21% | 3.72% | 53.4% | 146 | 55.48% | 0.3 |
|
| 2180 |
LIC
2180
Lodestar Investment Counsel
Chicago,
Illinois
| US$3.27億 | -US$548萬 | -2% | 0.01% | 45.1% | 115 | 0.87% | 1.1 |
|
| 2181 |
2181
Joel Isaacson & Co
New York
| US$3.27億 | +US$764萬 | +2% | 0.32% | 72.5% | 676 | 16.86% | 0.9 |
|
| 2182 |
2182
Altai Capital Management
West Hollywood,
California
| US$3.26億 | -US$1.89億 | -37% | 21.7% | 24.9% | 6 | 16.67% | 0.6 |
|
| 2183 |
2183
Greenwood Capital Associates
Greenwood,
South Carolina
| US$3.26億 | +US$344萬 | +1% | 0.39% | 81.3% | 164 | 31.1% | 0.7 |
|
| 2184 |
2184
Lucas Capital Management
Red Bank,
New Jersey
| US$3.26億 | +US$1041萬 | +3% | 7.34% | 44.5% | 155 | 8.39% | 1 |
|
| 2185 |
2185
Biondo Investment Advisors
Milford,
Pennsylvania
| US$3.25億 | +US$835萬 | +3% | 2.78% | 83.4% | 94 | 15.96% | 1.1 |
|
| 2186 |
2186
Mather Group
Chicago,
Illinois
| US$3.25億 | +US$1689萬 | +5% | 0.56% | 54.1% | 26 | 19.23% | 0.8 |
|
| 2187 |
2187
Carroll Financial Associates
Charlotte,
North Carolina
| US$3.24億 | -US$3315萬 | -9% | 0.1% | 79.9% | 1,053 | 19.56% | 0.9 |
|
| 2188 |
2188
Stelac Advisory Services
New York
| US$3.23億 | +US$5650萬 | +21% | 2.62% | 84.9% | 35 | 8.57% | 1.1 |
|
| 2189 |
2189
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$3.23億 | -US$616萬 | -2% | 0.62% | 80% | 140 | 3.57% | 1 |
|
| 2190 |
2190
Callahan Advisors
Houston,
Texas
| US$3.23億 | +US$806萬 | +3% | 2.03% | 87.7% | 124 | 5.65% | 1.1 |
|
| 2191 |
2191
LG Capital Management
Owings Mills,
Maryland
| US$3.23億 | +US$3910萬 | +14% | 1.51% | – | 56 | 60.71% | 0.3 |
|
| 2192 |
2192
Chatham Capital Group
Savannah,
Georgia
| US$3.22億 | +US$6657萬 | +26% | 1.2% | 97% | 153 | 33.33% | 0.8 |
|
| 2193 |
2193
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| US$3.21億 | +US$410萬 | +1% | 0.57% | 26.3% | 180 | 7.78% | 1.1 |
|
| 2194 |
2194
13D Management
New York
| US$3.21億 | +US$4661萬 | +17% | 3.68% | 157% | 42 | 33.33% | 0.6 |
|
| 2195 |
RPGK
2195
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$3.21億 | -US$964萬 | -3% | 3.41% | 54.7% | 70 | 11.43% | 1.1 |
|
| 2196 |
2196
ARGA Investment Management
Stamford,
Connecticut
| US$3.21億 | +US$6004萬 | +23% | 4.95% | 78.1% | 42 | 26.19% | 0.7 |
|
| 2197 |
2197
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$3.2億 | -US$990萬 | -3% | 0.16% | 87.2% | 199 | 9.05% | 1 |
|
| 2198 |
CCMD
2198
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$3.19億 | -US$1330萬 | -4% | 2.23% | 25.6% | 60 | 25% | 0.9 |
|
| 2199 |
2199
SFMG Wealth Advisors
Plano,
Texas
| US$3.19億 | +US$2879萬 | +10% | 0.23% | 76.1% | 100 | 24% | 0.9 |
|
| 2200 |
2200
Washington Trust Bank
Spokane,
Washington
| US$3.19億 | -US$1.73億 | -35% | 1.64% | 80.5% | 913 | 15.55% | 0.5 |
|