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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
PC
2301
Precocity Capital
Stamford,
Connecticut
| US$3.38億 | – | – | 7.38% | – | 35 | – | 0 |
|
| 2302 |
2302
FAS Wealth Partners
Leawood,
Kansas
| US$3.37億 | +US$3200萬 | +10% | 0.53% | 72.3% | 160 | 9.38% | 1.7 |
|
| 2303 |
2303
Berkshire Money Management
Dalton,
Massachusetts
| US$3.37億 | +US$1139萬 | +3% | 3.19% | 61.8% | 29 | 41.38% | 1.6 |
|
| 2304 |
2304
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$3.37億 | +US$1745萬 | +5% | 4.44% | 80.1% | 173 | 13.87% | 2.3 |
|
| 2305 |
2305
Apriem Advisors
Irvine,
California
| US$3.37億 | +US$129萬 | +0.4% | 2.67% | 74.3% | 835 | 28.62% | 1.7 |
|
| 2306 |
2306
Tetrad Corporation
Omaha,
Nebraska
| US$3.36億 | +US$3664萬 | +12% | 13.1% | 45.6% | 8 | 0% | 3.3 |
|
| 2307 |
2307
Corbyn Investment Management
Lutherville,
Maryland
| US$3.36億 | +US$2641萬 | +9% | 10.1% | 71.9% | 60 | 13.33% | 2.1 |
|
| 2308 |
2308
Jaffetilchin Investment Partners
Tampa,
Florida
| US$3.36億 | +US$2081萬 | +7% | 3.18% | 88.1% | 321 | 57.63% | 0.7 |
|
| 2309 |
2309
Pacific Alternative Asset Management Company (PAAMCO)
Irvine,
California
| US$3.35億 | +US$6785萬 | +25% | 4.89% | 87.2% | 68 | 51.47% | 0.5 |
|
| 2310 |
2310
Pensionfund Sabic
Sittard,
Netherlands
| US$3.35億 | +US$393萬 | +1% | 0.79% | 63.6% | 204 | 3.43% | 1.1 |
|
| 2311 |
2311
MDP Global Investors II
Chicago,
Illinois
| US$3.35億 | -US$352萬 | -1% | 1.04% | – | 1 | 0% | 0.5 |
|
| 2312 |
2312
Virtus ETF Advisers
New York
| US$3.35億 | +US$1.28億 | +62% | 1.08% | 177% | 207 | 41.06% | 0.6 |
|
| 2313 |
2313
Oberweis Asset Management
Lisle,
Illinois
| US$3.35億 | -US$1272萬 | -4% | 2.35% | 485% | 158 | 29.11% | 1.2 |
|
| 2314 |
2314
YCG LLC
Austin,
Texas
| US$3.35億 | +US$826萬 | +3% | 2.28% | 27% | 37 | 5.41% | 3 |
|
| 2315 |
2315
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$3.34億 | -US$3943萬 | -11% | 32.4% | 25.1% | 9 | 44.44% | 1.6 |
|
| 2316 |
JPCCM
2316
J&P (China) Capital Management
Hong Kong,
China
| US$3.34億 | -US$3240萬 | -9% | 0.28% | 84.4% | 10 | 10% | 1.9 |
|
| 2317 |
PC
2317
Perry Capital
New York
| US$3.34億 | -US$8011萬 | -19% | 2.31% | 7.3% | 3 | 33.33% | 1.6 |
|
| 2318 |
2318
Pure Financial Advisors
San Diego,
California
| US$3.34億 | +US$2244萬 | +7% | 1.05% | 47.2% | 101 | 6.93% | 1.9 |
|
| 2319 |
2319
PagnatoKarp Partners
Reston,
Virginia
| US$3.33億 | – | – | 2.7% | 2.06% | 115 | – | 0 |
|
| 2320 |
2320
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$3.33億 | +US$7517萬 | +29% | 1.14% | 48.3% | 453 | 39.29% | 1.4 |
|
| 2321 |
2321
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$3.33億 | -US$1311萬 | -4% | 5.33% | – | 215 | 17.67% | 2.8 |
|
| 2322 |
2322
East Coast Asset Management
Essex,
Massachusetts
| US$3.33億 | +US$1.4億 | +73% | 3.05% | 147% | 101 | 9.9% | 2.9 |
|
| 2323 |
2323
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$3.33億 | +US$1599萬 | +5% | 9.34% | 40.2% | 80 | 7.5% | 2.6 |
|
| 2324 |
2324
Allianz Investment Management US
Minneapolis,
Minnesota
| US$3.33億 | – | – | 4.76% | 7.58% | 3 | – | 0 |
|
| 2325 |
2325
SOL Capital Management
Rockville,
Maryland
| US$3.33億 | +US$3397萬 | +11% | 7.22% | 56.6% | 231 | 8.23% | 2.6 |
|