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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 |
2301
John G. Ullman & Associates
Corning,
New York
| US$6.23億 | -US$9857萬 | -14% | 9.73% | 156% | 177 | 16.38% | 3.5 |
|
| 2302 |
2302
Tompkins Financial
Ithaca,
New York
| US$6.22億 | -US$8715萬 | -12% | 10.9% | 84.4% | 627 | 9.57% | 3.3 |
|
| 2303 |
2303
CCM Investment Advisers
Columbia,
South Carolina
| US$6.22億 | -US$1.11億 | -15% | 14.3% | 170% | 68 | 7.35% | 4.3 |
|
| 2304 |
2304
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$6.22億 | +US$4676萬 | +8% | 9.11% | 48.3% | 211 | 35.07% | 2.7 |
|
| 2305 |
HVM
2305
Harvest Volatility Management
Norwalk,
Connecticut
| US$6.21億 | -US$2.64億 | -30% | 19.8% | 24.3% | 141 | 1.42% | 1.1 |
|
| 2306 |
PWMAG
2306
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$6.2億 | -US$7377萬 | -11% | 13.2% | 90.7% | 311 | 18.65% | 3 |
|
| 2307 |
2307
Essex Investment Management
Boston,
Massachusetts
| US$6.19億 | -US$1.83億 | -23% | 17.2% | 370% | 451 | 19.51% | 2.6 |
|
| 2308 |
2308
Resources Management Corp
West Hartford,
Connecticut
| US$6.19億 | -US$9688萬 | -14% | 12.2% | 78.5% | 535 | 7.29% | 2.8 |
|
| 2309 |
2309
Amplius Wealth Advisors
Blue Bell,
Pennsylvania
| US$6.18億 | -US$3180萬 | -5% | 13.5% | 58% | 204 | 29.9% | 0.4 |
|
| 2310 |
LP
2310
LGL Partners
Philadelphia,
Pennsylvania
| US$6.18億 | -US$1.29億 | -17% | 14.8% | 68.9% | 106 | 10.38% | 3 |
|
| 2311 |
2311
Arosa Capital Management
Miami Beach,
Florida
| US$6.17億 | +US$3261萬 | +6% | 15.4% | 536% | 91 | 61.54% | 0.3 |
|
| 2312 |
2312
Aozora Bank
Tokyo,
Japan
| US$6.16億 | +US$2.87億 | +87% | 10% | 5.45% | 4 | 50% | 2.2 |
|
| 2313 |
PAM
2313
Private Asset Management
San Diego,
California
| US$6.16億 | -US$1.22億 | -17% | 14.1% | 38.2% | 148 | 5.41% | 5.2 |
|
| 2314 |
2314
Hills Bank & Trust
North Liberty,
Iowa
| US$6.15億 | -US$8664萬 | -12% | 14.6% | 52.8% | 267 | 11.61% | 4.2 |
|
| 2315 |
2315
Vista Capital Partners
Portland,
Oregon
| US$6.14億 | -US$1.58億 | -20% | 16.1% | 61.2% | 98 | 22.45% | 4.4 |
|
| 2316 |
2316
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$6.14億 | -US$1.26億 | -17% | 13.4% | 127% | 501 | 5.19% | 5.6 |
|
| 2317 |
2317
Financial Synergies Wealth Advisors
Houston,
Texas
| US$6.14億 | -US$2122萬 | -3% | 14.8% | 79% | 495 | 88.28% | 0.3 |
|
| 2318 |
2318
Lyell Wealth Management
Menlo Park,
California
| US$6.13億 | -US$1.64億 | -21% | 19.6% | 128% | 203 | 8.37% | 2.8 |
|
| 2319 |
2319
Makena Capital Management
Menlo Park,
California
| US$6.13億 | -US$2.11億 | -26% | 21.6% | 78.7% | 48 | 16.67% | 1.3 |
|
| 2320 |
2320
Permian Investment Partners
Dallas,
Texas
| US$6.13億 | -US$2.22億 | -27% | 17.7% | 78.6% | 21 | 47.62% | 1.2 |
|
| 2321 |
2321
Mane Global Capital Management
New York
| US$6.13億 | +US$7904萬 | +15% | 8.99% | 423% | 43 | 76.74% | 0.2 |
|
| 2322 |
2322
Fort Point Capital Partners
San Francisco,
California
| US$6.12億 | -US$1.05億 | -15% | 14.4% | 62.2% | 308 | 17.21% | 2.2 |
|
| 2323 |
2323
St. James Investment Company
Southlake,
Texas
| US$6.12億 | -US$4351萬 | -7% | 10.9% | 43.8% | 29 | 0% | 3 |
|
| 2324 |
2324
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$6.11億 | -US$1.06億 | -15% | 13.4% | 81.4% | 96 | 14.58% | 1.5 |
|
| 2325 |
2325
Heritage Trust
Oklahoma City,
Oklahoma
| US$6.11億 | -US$9676萬 | -14% | 13.3% | – | 261 | 13.41% | 3.4 |
|