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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
Private Trust Company
Cleveland,
Ohio
| US$4.96億 | +US$1516萬 | +3% | 4.23% | 87.7% | 388 | 11.86% | 3.6 |
|
| 2202 |
2202
CKW Financial Group
Honolulu,
Hawaii
| US$4.95億 | -US$4571萬 | -8% | 2.64% | 62.4% | 191 | 16.75% | 4 |
|
| 2203 |
2203
Evanson Asset Management
Carmel,
California
| US$4.95億 | +US$1068萬 | +2% | 4.88% | 66.6% | 251 | 9.16% | 3.5 |
|
| 2204 |
2204
Salomon & Ludwin
Richmond,
Virginia
| US$4.95億 | +US$923萬 | +2% | 2.7% | 52.6% | 292 | 41.1% | 0.4 |
|
| 2205 |
2205
JLB & Associates
Plymouth,
Michigan
| US$4.95億 | +US$2036萬 | +4% | 4.11% | 69.5% | 75 | 8% | 4.2 |
|
| 2206 |
2206
Bowie Capital Management
Richardson,
Texas
| US$4.94億 | +US$1.56億 | +46% | 8.56% | 31.6% | 39 | 33.33% | 1.6 |
|
| 2207 |
2207
Emery Howard Portfolio Management
Burlingame,
California
| US$4.94億 | +US$1370萬 | +3% | 2.47% | 66.5% | 33 | 0% | 5.1 |
|
| 2208 |
2208
Kintegral Advisory
New York
| US$4.93億 | +US$1809萬 | +4% | 4.53% | 143% | 269 | 0% | 0.5 |
|
| 2209 |
2209
TD Capital Management
Memphis,
Tennessee
| US$4.93億 | +US$1816萬 | +4% | 2.62% | 40.5% | 276 | 17.75% | 2.7 |
|
| 2210 |
2210
Jacobi Capital Management
Pittston,
Pennsylvania
| US$4.92億 | +US$1.01億 | +26% | 3.35% | 76.6% | 1,093 | 7.23% | 2 |
|
| 2211 |
2211
Segment Wealth Management
Houston,
Texas
| US$4.92億 | +US$1952萬 | +4% | 3.28% | 102% | 208 | 7.21% | 3 |
|
| 2212 |
2212
SeaCrest Wealth Management
Purchase,
New York
| US$4.91億 | -US$9174萬 | -16% | 3.59% | 153% | 2,226 | 76.86% | 1.4 |
|
| 2213 |
2213
Diameter Capital Partners
New York
| US$4.91億 | +US$2.05億 | +72% | 4.71% | 378% | 24 | 62.5% | 0.4 |
|
| 2214 |
2214
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$4.91億 | -US$956萬 | -2% | 2.1% | 58.7% | 30 | 10% | 3.6 |
|
| 2215 |
2215
JNBA Financial Advisors
Bloomington,
Minnesota
| US$4.91億 | +US$2544萬 | +5% | 3.59% | 61.8% | 716 | 24.16% | 1.7 |
|
| 2216 |
2216
Sunriver Management
Greenwich,
Connecticut
| US$4.9億 | -US$1227萬 | -2% | 7.88% | 9.27% | 23 | 39.13% | 0.9 |
|
| 2217 |
2217
Symmetry Partners
Glastonbury,
Connecticut
| US$4.9億 | -US$9602萬 | -16% | 3.57% | 58.5% | 456 | 37.94% | 0.6 |
|
| 2218 |
2218
Foundation Resource Management
Little Rock,
Arkansas
| US$4.89億 | +US$1259萬 | +3% | 0.08% | 84.5% | 59 | 6.78% | 5 |
|
| 2219 |
2219
Penobscot Investment Management
Boston,
Massachusetts
| US$4.89億 | +US$1695萬 | +4% | 4.3% | 103% | 203 | 11.82% | 4.3 |
|
| 2220 |
2220
Raub Brock Capital Management
Larkspur,
California
| US$4.89億 | +US$1327萬 | +3% | 4.82% | 54.7% | 60 | 38.33% | 2.3 |
|
| 2221 |
2221
Suncoast Equity Management
Tampa,
Florida
| US$4.88億 | +US$3725萬 | +8% | 6.79% | 82.9% | 48 | 25% | 2.4 |
|
| 2222 |
2222
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$4.87億 | +US$2521萬 | +5% | 5.9% | 83.4% | 340 | 16.18% | 2.8 |
|
| 2223 |
2223
AIP LLC
New York
| US$4.87億 | +US$1.17億 | +32% | 31.6% | 54.9% | 1 | 0% | 1.5 |
|
| 2224 |
2224
Capula Management
Grand Cayman,
Cayman Islands
| US$4.86億 | +US$4.11億 | +547% | 3.85% | 90.7% | 106 | 98.11% | 0 |
|
| 2225 |
2225
Incline Global Management
New York
| US$4.85億 | -US$1298萬 | -3% | 0.93% | 40.1% | 30 | 43.33% | 0.8 |
|