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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
RTIM
2501
Round Table Investment Management
Charlotte,
North Carolina
| US$2.67億 | +US$1.1億 | +70% | 1.45% | – | 51 | 50.98% | 0.6 |
|
| 2502 |
SCM
2502
Summit Capital Management
Seattle,
Washington
| US$2.67億 | -US$1624萬 | -6% | 3.86% | 12.4% | 77 | 40.26% | 0.7 |
|
| 2503 |
2503
Claar Advisors
New York
| US$2.67億 | -US$757萬 | -3% | 10.7% | 65.5% | 34 | 50% | 0.4 |
|
| 2504 |
2504
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$2.66億 | +US$6455萬 | +32% | 2.87% | 67% | 46 | 30.43% | 0.6 |
|
| 2505 |
2505
One Capital Management
Westlake Village,
California
| US$2.66億 | -US$1284萬 | -5% | 2.86% | 50.5% | 599 | 77.13% | 0.7 |
|
| 2506 |
2506
Checchi Capital Advisers
Beverly Hills,
California
| US$2.66億 | +US$2272萬 | +9% | 1.6% | 68% | 346 | 23.7% | 0.6 |
|
| 2507 |
GCM
2507
Grisanti Capital Management
New York
| US$2.66億 | +US$1841萬 | +7% | 11.9% | 17.9% | 72 | 27.78% | 0.9 |
|
| 2508 |
WC
2508
Whitnell & Co
Oak Brook,
Illinois
| US$2.66億 | +US$1507萬 | +6% | 4.39% | 36.6% | 293 | 10.92% | 1.3 |
|
| 2509 |
2509
Private Capital Advisors
Darien,
Connecticut
| US$2.66億 | -US$4338萬 | -14% | 3.34% | 132% | 127 | 22.83% | 1.2 |
|
| 2510 |
EGA
2510
Emerging Global Advisors
New York
| US$2.65億 | -US$2808萬 | -10% | 5.42% | 0.93% | 29 | 0% | 0.7 |
|
| 2511 |
2511
WBH Advisory
Baltimore,
Maryland
| US$2.65億 | -US$1941萬 | -7% | 4.33% | 57.6% | 221 | 9.95% | 1.3 |
|
| 2512 |
2512
Metalmark Management II
New York
| US$2.65億 | -US$1.71億 | -39% | 39.2% | 81.7% | 1 | 0% | 1.3 |
|
| 2513 |
2513
FSI Group
Cincinnati,
Ohio
| US$2.65億 | -US$501萬 | -2% | 9.59% | 44.1% | 90 | 56.67% | 0.7 |
|
| 2514 |
MAA
2514
Mraz Amerine & Associates
Modesto,
California
| US$2.65億 | +US$495萬 | +2% | 1.15% | 63.2% | 157 | 10.83% | 1.2 |
|
| 2515 |
2515
Allworth Financial
Folsom,
California
| US$2.64億 | +US$717萬 | +3% | 2.83% | 53.3% | 133 | 39.1% | 0.7 |
|
| 2516 |
2516
Harrison Street Securities
Chicago,
Illinois
| US$2.64億 | +US$2803萬 | +12% | 12.7% | 41.2% | 39 | 38.46% | 0.7 |
|
| 2517 |
2517
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.64億 | – | – | 0.8% | 13.4% | 3 | – | 0 |
|
| 2518 |
2518
Monarch Capital Management
Fort Wayne,
Indiana
| US$2.64億 | +US$1361萬 | +5% | 5.72% | 77% | 101 | 3.96% | 1.3 |
|
| 2519 |
2519
Savant Capital
Rockford,
Illinois
| US$2.64億 | +US$2880萬 | +12% | 3.35% | 61.2% | 214 | 9.81% | 1.2 |
|
| 2520 |
GJCM
2520
Grand Jean Capital Management
San Francisco,
California
| US$2.64億 | +US$1249萬 | +5% | 8.53% | 61.4% | 45 | 24.44% | 1 |
|
| 2521 |
2521
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$2.63億 | -US$4391萬 | -14% | 3.77% | 167% | 80 | 61.25% | 0.5 |
|
| 2522 |
2522
PL Capital Advisors
Naples,
Florida
| US$2.63億 | +US$2036萬 | +8% | 9.16% | 100% | 42 | 4.76% | 1.2 |
|
| 2523 |
MPEM
2523
Marathon Partners Equity Management
New York
| US$2.63億 | -US$12.1萬 | -0% | 2.48% | – | 30 | 16.67% | 0.7 |
|
| 2524 |
GIM
2524
Greystone Investment Management
Cincinnati,
Ohio
| US$2.63億 | +US$812萬 | +3% | 2.64% | 32.8% | 62 | 16.13% | 1.1 |
|
| 2525 |
2525
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$2.63億 | +US$5471萬 | +26% | 7.48% | 60.2% | 69 | 8.7% | 1.4 |
|