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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Harbor Investment Advisory
Lutherville,
Maryland
| US$6.07億 | -US$1692萬 | -3% | 4.12% | 97.5% | 1,432 | 7.61% | 2.1 |
|
| 2252 |
2252
CloudAlpha Capital Management
Hong Kong
| US$6.07億 | -US$1.67億 | -22% | 4.97% | 2,704% | 29 | 72.41% | 0.4 |
|
| 2253 |
2253
Main Street Financial Solutions
Newtown,
Pennsylvania
| US$6.07億 | -US$1.67億 | -22% | 4.49% | 75.4% | 482 | 18.05% | 1.3 |
|
| 2254 |
2254
Sentinel Trust
Houston,
Texas
| US$6.07億 | -US$4231萬 | -7% | 5.03% | 79.2% | 128 | 18.75% | 2.1 |
|
| 2255 |
2255
Circle Wealth Management
Summit,
New Jersey
| US$6.06億 | -US$2235萬 | -4% | 4.46% | 71.8% | 166 | 4.82% | 2.9 |
|
| 2256 |
2256
Ally Financial
Detroit,
Michigan
| US$6.06億 | -US$1.27億 | -17% | 8.17% | 9.35% | 117 | 5.98% | 1.9 |
|
| 2257 |
2257
Endurance Wealth Management
Providence,
Rhode Island
| US$6.05億 | -US$5292萬 | -8% | 4.93% | 59% | 656 | 6.86% | 5 |
|
| 2258 |
2258
Southern Farm Bureau Life Insurance
Jackson,
Mississippi
| US$6.05億 | -US$7130萬 | -11% | 6.66% | 52.3% | 31 | 45.16% | 1.4 |
|
| 2259 |
2259
Makaira Partners
La Jolla,
California
| US$6.04億 | +US$1.61億 | +36% | 8.85% | 22% | 10 | 10% | 3.3 |
|
| 2260 |
2260
Curi Wealth Management
Raleigh,
North Carolina
| US$6.04億 | +US$8414萬 | +16% | 5.54% | 16.2% | 755 | 78.54% | 1 |
|
| 2261 |
2261
Quantitative Investment Management
Charlottesville,
Virginia
| US$6.02億 | -US$5426萬 | -8% | 7.13% | 24.6% | 340 | 61.18% | 0.2 |
|
| 2262 |
2262
JTC Employer Solutions Trustee
St Helier,
Jersey
| US$6.02億 | -US$1.63億 | -21% | 15.7% | 88.7% | 327 | 9.48% | 1.1 |
|
| 2263 |
2263
Griffin Asset Management
New York
| US$6.02億 | -US$2478萬 | -4% | 2.99% | 88.9% | 217 | 8.29% | 4.6 |
|
| 2264 |
2264
Cutler Investment Counsel
Jacksonville,
Oregon
| US$6.02億 | -US$3342萬 | -5% | 4.83% | 61.8% | 129 | 6.2% | 4.2 |
|
| 2265 |
PWMAG
2265
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$6.02億 | -US$1858萬 | -3% | 5.3% | 90.7% | 309 | 16.5% | 3.1 |
|
| 2266 |
2266
Gemmer Asset Management
Walnut Creek,
California
| US$6億 | -US$3930萬 | -6% | 3.19% | 96.8% | 121 | 16.53% | 5.6 |
|
| 2267 |
2267
Strategic Global Advisors
Newport Beach,
California
| US$6億 | -US$5591萬 | -9% | 5.02% | 137% | 154 | 14.29% | 1.8 |
|
| 2268 |
WCM
2268
Wallace Capital Management
Dallas,
Texas
| US$6億 | -US$6385萬 | -10% | 6.39% | 62.3% | 73 | 10.96% | 5 |
|
| 2269 |
2269
Makena Capital Management
Menlo Park,
California
| US$6億 | -US$1290萬 | -2% | 1.3% | 78.7% | 50 | 22% | 1.3 |
|
| 2270 |
2270
Cypress Capital Group
Palm Beach,
Florida
| US$6億 | -US$5647萬 | -9% | 4.95% | 97.8% | 291 | 9.62% | 4.6 |
|
| 2271 |
2271
Graves Light Lenhart Wealth
Harrisonburg,
Virginia
| US$6億 | -US$5529萬 | -8% | 5.57% | 47.7% | 642 | 73.36% | 3.1 |
|
| 2272 |
2272
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$6億 | -US$9540萬 | -14% | 8.47% | 140% | 28 | 3.57% | 4.4 |
|
| 2273 |
2273
Fort Point Capital Partners
San Francisco,
California
| US$5.99億 | -US$1311萬 | -2% | 4.7% | 62.2% | 285 | 10.18% | 2.4 |
|
| 2274 |
2274
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$5.99億 | -US$864萬 | -1% | 4.39% | 83.4% | 315 | 8.57% | 4.6 |
|
| 2275 |
2275
Progeny 3 Inc
Kirkland,
Washington
| US$5.99億 | +US$1.03億 | +21% | 4.42% | 96.8% | 31 | 41.94% | 1.2 |
|