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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2476 |
VCM
2476
Violich Capital Management
San Francisco,
California
| US$6.21億 | +US$3379萬 | +6% | 8.39% | 111% | 113 | 11.5% | 6.2 |
|
| 2477 |
2477
Cortland Associates
St Louis,
Missouri
| US$6.2億 | -US$764萬 | -1% | 5.99% | 58.4% | 53 | 3.77% | 5.8 |
|
| 2478 |
PRC
2478
Pearl River Capital
Niles,
Michigan
| US$6.2億 | -US$955萬 | -2% | 6.52% | 20.3% | 647 | 54.25% | 0.5 |
|
| 2479 |
2479
Parker Investment Management
Menlo Park,
California
| US$6.2億 | +US$1.19億 | +24% | 15% | 208% | 30 | 23.33% | 3.3 |
|
| 2480 |
2480
Twele Capital Management
Minnetonka,
Minnesota
| US$6.2億 | +US$850萬 | +1% | 3.11% | 37.1% | 41 | 7.32% | 7.7 |
|
| 2481 |
2481
Wedgewood Partners
St Louis,
Missouri
| US$6.2億 | +US$3062萬 | +5% | 9.29% | 78.1% | 41 | 19.51% | 4.6 |
|
| 2482 |
2482
Glassman Wealth Services
Vienna,
Virginia
| US$6.2億 | +US$4463萬 | +8% | 8.07% | 62.6% | 2,050 | 14.88% | 3.4 |
|
| 2483 |
2483
Hendershot Investments
Centreville,
Virginia
| US$6.2億 | +US$2507萬 | +4% | 6.57% | 61.9% | 144 | 2.78% | 4.2 |
|
| 2484 |
2484
Alley Investment Management Company
Lake Forest,
Illinois
| US$6.2億 | +US$2056萬 | +3% | 4.17% | 54.6% | 81 | 0% | 1.2 |
|
| 2485 |
2485
Robotti Robert
| US$6.19億 | +US$5152萬 | +9% | 21.7% | 107% | 65 | 10.77% | 4.5 |
|
| 2486 |
2486
Pinnacle Wealth Planning Services
Mansfield,
Ohio
| US$6.19億 | +US$1746萬 | +3% | 6.11% | 84.5% | 518 | 19.88% | 2.4 |
|
| 2487 |
2487
Mark Asset Management
New York
| US$6.19億 | +US$7167萬 | +13% | 18.5% | 325% | 59 | 27.12% | 2.6 |
|
| 2488 |
2488
Olstein Capital Management
Purchase,
New York
| US$6.18億 | -US$1987萬 | -3% | 2.82% | 16.6% | 101 | 2.97% | 5.3 |
|
| 2489 |
2489
Cahill Financial Advisors
Edina,
Minnesota
| US$6.18億 | +US$5469萬 | +10% | 4.89% | 55.9% | 247 | 9.31% | 4.2 |
|
| 2490 |
FCP
2490
Fine Capital Partners
New York
| US$6.18億 | +US$6605萬 | +12% | 14.5% | 95.5% | 2 | 0% | 7.9 |
|
| 2491 |
2491
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$6.17億 | +US$2300萬 | +4% | 5.64% | – | 271 | 8.49% | 5.8 |
|
| 2492 |
2492
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$6.16億 | +US$9068萬 | +17% | 5.75% | 52% | 913 | 14.79% | 4.3 |
|
| 2493 |
2493
Adams Natural Resources Fund
Baltimore,
Maryland
| US$6.16億 | -US$586萬 | -0.9% | 0.42% | 50.6% | 58 | 8.62% | 5.9 |
|
| 2494 |
OP
2494
ORG Partners
Roanoke,
Indiana
| US$6.16億 | +US$2.06億 | +50% | 3.49% | 69.5% | 1,415 | 75.9% | 0 |
|
| 2495 |
2495
Teza Capital Management
Chicago,
Illinois
| US$6.16億 | +US$1.53億 | +33% | 6.22% | 133% | 766 | 65.14% | 0.3 |
|
| 2496 |
2496
GDS Wealth Management
Flower Mound,
Texas
| US$6.16億 | +US$5027萬 | +9% | 4.08% | 95.1% | 124 | 12.9% | 1.1 |
|
| 2497 |
2497
Mattern Capital Management
Lakewood,
Colorado
| US$6.16億 | +US$4920萬 | +9% | 3.69% | 39.8% | 135 | 11.85% | 2.5 |
|
| 2498 |
2498
Thompson Investment Management
Madison,
Wisconsin
| US$6.16億 | +US$2470萬 | +4% | 6.05% | 100% | 425 | 7.06% | 2.7 |
|
| 2499 |
2499
Teamwork Financial Advisors
San Antonio,
Texas
| US$6.15億 | +US$7449萬 | +14% | 9.66% | 134% | 212 | 24.53% | 1.6 |
|
| 2500 |
2500
Institutional & Family Asset Management
Fort Collins,
Colorado
| US$6.15億 | +US$793萬 | +1% | 2.37% | 19% | 803 | 15.44% | 3.6 |
|