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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
AGC
2501
Alden Global Capital
Brandon,
Florida
| US$2.93億 | +US$1.94億 | +196% | 87.3% | 99.8% | 14 | 71.43% | 0.3 |
|
| 2502 |
2502
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| US$2.93億 | +US$1064萬 | +4% | 5.84% | 183% | 86 | 4.65% | 2.6 |
|
| 2503 |
2503
Monroe Bank & Trust
Monroe,
Michigan
| US$2.93億 | +US$1657萬 | +6% | 1.33% | 24.7% | 303 | 62.05% | 1.2 |
|
| 2504 |
2504
Radnor Capital Management
Wayne,
Pennsylvania
| US$2.92億 | – | – | 2.11% | 86.6% | 182 | – | 0 |
|
| 2505 |
2505
Fiduciary Trust International
Lincoln,
Massachusetts
| US$2.92億 | +US$1.75億 | +149% | 1.08% | 36.8% | 100 | 48% | 1.6 |
|
| 2506 |
2506
Private Capital Advisors
Darien,
Connecticut
| US$2.92億 | +US$1166萬 | +4% | 1.84% | 132% | 126 | 16.67% | 2.2 |
|
| 2507 |
ARMC
2507
American Research & Management Company
Marion,
Massachusetts
| US$2.92億 | +US$1767萬 | +6% | 3.11% | 35.1% | 390 | 14.87% | 2.6 |
|
| 2508 |
2508
Lagoda Investment Management
New York
| US$2.91億 | -US$4133萬 | -12% | 4.01% | 250% | 41 | 31.71% | 1.2 |
|
| 2509 |
2509
Waldron Private Wealth
Bridgeville,
Pennsylvania
| US$2.91億 | +US$1514萬 | +5% | 3.57% | 68.7% | 168 | 23.21% | 1.8 |
|
| 2510 |
2510
Rubric Capital Management (New York)
New York
| US$2.91億 | – | – | 10.7% | 251% | 37 | – | 0 |
|
| 2511 |
2511
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$2.91億 | -US$1890萬 | -6% | 4.35% | 69.7% | 73 | 5.48% | 2.7 |
|
| 2512 |
2512
Tortoise Investment Management
White Plains,
New York
| US$2.9億 | -US$448萬 | -2% | 1.2% | 40.2% | 513 | 15.4% | 2.1 |
|
| 2513 |
2513
Tanglewood Wealth Management
Houston,
Texas
| US$2.9億 | +US$1224萬 | +4% | 1.61% | 59.7% | 14 | 21.43% | 1.7 |
|
| 2514 |
2514
Gateway Advisory
Westfield,
New Jersey
| US$2.9億 | +US$1374萬 | +5% | 0.06% | 26% | 61 | 32.79% | 1.1 |
|
| 2515 |
RC
2515
Reik & Co
New York
| US$2.9億 | -US$97萬 | -0.3% | 1.69% | 38.6% | 51 | 5.88% | 3 |
|
| 2516 |
2516
Farmers Trust Company
Youngstown,
Ohio
| US$2.9億 | -US$142萬 | -0.5% | 4.48% | 73.5% | 138 | 12.32% | 2.6 |
|
| 2517 |
2517
Highstreet Asset Management
London,
Ontario, Canada
| US$2.9億 | -US$117萬 | -0.4% | 4.34% | 22.5% | 175 | 27.43% | 1.5 |
|
| 2518 |
2518
Dimension Capital Management
Coral Gables,
Florida
| US$2.9億 | – | – | 0.39% | 65.5% | 39 | – | 0 |
|
| 2519 |
2519
NTV Asset Management
Charleston,
West Virginia
| US$2.9億 | +US$1232萬 | +4% | 3.51% | 97.8% | 163 | 9.2% | 2.8 |
|
| 2520 |
2520
Symmetry Peak Management
Radnor,
Pennsylvania
| US$2.9億 | -US$6.48億 | -69% | 3.11% | 320% | 197 | 77.16% | 0.5 |
|
| 2521 |
SFG
2521
Sather Financial Group
Victoria,
Texas
| US$2.89億 | +US$2770萬 | +11% | 7.14% | 70% | 46 | 13.04% | 2.6 |
|
| 2522 |
2522
Penobscot Investment Management
Boston,
Massachusetts
| US$2.89億 | +US$499萬 | +2% | 2.82% | 103% | 191 | 12.04% | 2.8 |
|
| 2523 |
HJA
2523
Hugh Johnson Advisors
Albany,
New York
| US$2.89億 | +US$1860萬 | +7% | 5.61% | 41.5% | 93 | 5.38% | 2.7 |
|
| 2524 |
2524
Kelso & Company
New York
| US$2.89億 | -US$1125萬 | -4% | 3.75% | – | 1 | 0% | 3 |
|
| 2525 |
2525
M Holdings Securities
Portland,
Oregon
| US$2.89億 | +US$6916萬 | +32% | 3.04% | 83.9% | 280 | 16.43% | 1.7 |
|