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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Lathrop Investment Management
Little Rock,
Arkansas
| US$3.16億 | +US$987萬 | +3% | 1.59% | 72.2% | 60 | 3.33% | 2.3 |
|
| 2252 |
2252
TFG Asset Management
Grand Cayman,
Cayman Islands
| US$3.15億 | +US$2494萬 | +9% | 5.49% | 72.1% | 29 | 20.69% | 0.7 |
|
| 2253 |
2253
LVM Capital Management
Portage,
Michigan
| US$3.15億 | +US$3218萬 | +11% | 4.53% | 121% | 113 | 10.62% | 2.2 |
|
| 2254 |
2254
NBW Capital
Boston,
Massachusetts
| US$3.15億 | -US$1138萬 | -3% | 1.49% | 86% | 80 | 6.25% | 1.8 |
|
| 2255 |
2255
Burnham Asset Management
New York
| US$3.15億 | -US$5079萬 | -14% | 1.42% | 39.5% | 230 | 13.04% | 2.4 |
|
| 2256 |
2256
Martin & Co
Knoxville,
Tennessee
| US$3.15億 | +US$113萬 | +0.4% | 1.75% | 67.8% | 117 | 13.68% | 2.3 |
|
| 2257 |
JWBC
2257
J.W. Burns & Co
Dewitt,
New York
| US$3.15億 | -US$56.8萬 | -0.2% | 1.08% | 95.4% | 154 | 5.84% | 2.2 |
|
| 2258 |
LLC
2258
Latimer Light Capital
New York
| US$3.14億 | +US$1.94億 | +160% | 5.31% | 134% | 24 | 45.83% | 0.1 |
|
| 2259 |
2259
Barry Investment Advisors
New Bedford,
Massachusetts
| US$3.14億 | +US$701萬 | +2% | 0.73% | 66.7% | 79 | 13.92% | 1 |
|
| 2260 |
2260
USA Financial Formulas
Ada,
Michigan
| US$3.14億 | +US$6694萬 | +27% | 4.86% | 104% | 136 | 83.82% | 0.1 |
|
| 2261 |
2261
Fidelity National Financial
Jacksonville,
Florida
| US$3.14億 | +US$1594萬 | +5% | 5.39% | 2.54% | 21 | 0% | 1.7 |
|
| 2262 |
2262
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$3.14億 | +US$1133萬 | +4% | 3.46% | 55.7% | 113 | 4.42% | 2.4 |
|
| 2263 |
2263
Mariner Independent Advisor Network
Overland Park,
Kansas
| US$3.13億 | +US$1.64億 | +110% | 2.34% | 39.5% | 141 | 70.21% | 0.4 |
|
| 2264 |
PCM
2264
Piermont Capital Management
St. Louis,
Missouri
| US$3.13億 | -US$104萬 | -0.3% | 1.33% | 33.2% | 290 | 38.97% | 0.7 |
|
| 2265 |
KCP
2265
KDI Capital Partners
Raleigh,
North Carolina
| US$3.13億 | -US$2355萬 | -7% | 0.69% | 77.1% | 46 | 19.57% | 1.6 |
|
| 2266 |
2266
LVW Advisors
Pittsford,
New York
| US$3.13億 | +US$5759萬 | +23% | 1.34% | 79.1% | 164 | 18.9% | 0.9 |
|
| 2267 |
2267
Toscafund Asset Management
London,
United Kingdom
| US$3.13億 | -US$9325萬 | -23% | 6.88% | 80.9% | 9 | 11.11% | 1.2 |
|
| 2268 |
2268
Coe Capital Management
Highland Park,
Illinois
| US$3.13億 | +US$6126萬 | +24% | 2.46% | 84.4% | 296 | 50.68% | 0.8 |
|
| 2269 |
2269
Farmers Trust Company
Youngstown,
Ohio
| US$3.12億 | +US$1474萬 | +5% | 4.31% | 73.5% | 144 | 14.58% | 2.1 |
|
| 2270 |
2270
Argent Trust
San Antonio,
Texas
| US$3.12億 | +US$762萬 | +3% | 1.38% | 25.8% | 200 | 9% | 0.6 |
|
| 2271 |
2271
Brookmont Capital Management
Dallas,
Texas
| US$3.12億 | -US$3971萬 | -11% | 0.9% | 36.6% | 56 | 5.36% | 2 |
|
| 2272 |
IMAS
2272
ID Management A/S
Randers,
Denmark
| US$3.12億 | +US$181萬 | +0.6% | 2.25% | – | 338 | 25.15% | 0.8 |
|
| 2273 |
2273
Yakira Capital Management
Westport,
Connecticut
| US$3.12億 | -US$1.64億 | -35% | 3.86% | 74.1% | 150 | 48% | 0.8 |
|
| 2274 |
VCM
2274
Violich Capital Management
San Francisco,
California
| US$3.11億 | +US$938萬 | +3% | 3.01% | 111% | 98 | 7.14% | 2.3 |
|
| 2275 |
CCC
2275
Chelsea Counsel Company
Los Angeles,
California
| US$3.11億 | -US$2060萬 | -6% | 5.3% | 106% | 139 | 12.23% | 2 |
|