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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Weatherly Asset Management
Del Mar,
California
| US$2.39億 | +US$2323萬 | +11% | 5.94% | 116% | 207 | 34.3% | 0.6 |
|
| 2552 |
2552
Meristem Family Wealth
Minnetonka,
Minnesota
| US$2.38億 | +US$998萬 | +4% | 3.92% | 67.7% | 113 | 9.73% | 0.9 |
|
| 2553 |
2553
Van Cleef Asset Management
Beachwood,
Ohio
| US$2.38億 | +US$995萬 | +4% | 5.1% | 104% | 103 | 10.68% | 0.9 |
|
| 2554 |
2554
Barnett & Company
Chattanooga,
Tennessee
| US$2.38億 | +US$1491萬 | +7% | 6.56% | 65.9% | 204 | 9.31% | 0.9 |
|
| 2555 |
RTIM
2555
Round Table Investment Management
Charlotte,
North Carolina
| US$2.38億 | +US$6648萬 | +39% | 2.35% | – | 64 | 50% | 0.3 |
|
| 2556 |
2556
Caledonia Investments plc (UK)
London England,
United Kingdom
| US$2.38億 | +US$2742萬 | +13% | 5.28% | 61.9% | 13 | 7.69% | 0.9 |
|
| 2557 |
2557
Stonerise Capital Management
San Francisco,
California
| US$2.37億 | -US$3024萬 | -11% | 4.18% | 0.77% | 12 | 25% | 0.7 |
|
| 2558 |
GCM
2558
Grisanti Capital Management
New York
| US$2.37億 | +US$751萬 | +3% | 2.26% | 17.9% | 63 | 6.35% | 0.7 |
|
| 2559 |
2559
PL Capital Advisors
Naples,
Florida
| US$2.37億 | +US$4072萬 | +21% | 1.65% | 100% | 56 | 21.43% | 0.8 |
|
| 2560 |
2560
Huntington Steele
Oaks,
Pennsylvania
| US$2.37億 | +US$1595萬 | +7% | 4.43% | 69.8% | 71 | 11.27% | 0.9 |
|
| 2561 |
2561
Advisory Services Network
Atlanta,
Georgia
| US$2.36億 | +US$4228萬 | +22% | 5.17% | 105% | 272 | 34.56% | 0.5 |
|
| 2562 |
CAM
2562
CG Asset Management
New York
| US$2.36億 | +US$1401萬 | +6% | 8.75% | 62.7% | 150 | 26.67% | 0.4 |
|
| 2563 |
2563
General Pension Society PZU Joint Stock
Warsaw,
Poland
| US$2.36億 | +US$1196萬 | +5% | 5.63% | 116% | 16 | 0% | 0.9 |
|
| 2564 |
2564
Axis Capital Holdings
Pembroke,
| US$2.35億 | +US$8151萬 | +53% | 4.04% | 67% | 5 | 0% | 1 |
|
| 2565 |
NAMP
2565
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$2.35億 | +US$1679萬 | +8% | 5.36% | 73.1% | 111 | 12.61% | 0.8 |
|
| 2566 |
KIA
2566
King Investment Advisors
Houston,
Texas
| US$2.35億 | +US$1696萬 | +8% | 6.91% | – | 118 | 14.41% | 0.8 |
|
| 2567 |
2567
Exencial Wealth Advisors
Oklahoma City,
Oklahoma
| US$2.35億 | -US$425萬 | -2% | 5.66% | 58% | 156 | 12.18% | 0.9 |
|
| 2568 |
2568
Bar Harbor Trust Services
Ellsworth,
Maine
| US$2.35億 | +US$1080萬 | +5% | 3.65% | 86.4% | 95 | 14.74% | 0.8 |
|
| 2569 |
2569
Xponance
Philadelphia,
Pennsylvania
| US$2.35億 | -US$238萬 | -1% | 2.51% | 144% | 62 | 32.26% | 0.3 |
|
| 2570 |
2570
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| US$2.35億 | +US$2303萬 | +11% | 4.6% | 85.6% | 43 | 2.33% | 0.3 |
|
| 2571 |
2571
Alexandria Capital
Arlington,
Virginia
| US$2.34億 | +US$667萬 | +3% | 4.03% | 66.8% | 636 | 12.58% | 0.9 |
|
| 2572 |
HF
2572
Hoxton Financial
Shepherdstown,
West Virginia
| US$2.34億 | -US$240萬 | -1% | 2.88% | 15.3% | 348 | 11.78% | 0.7 |
|
| 2573 |
2573
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$2.34億 | +US$1622萬 | +7% | 7.35% | 25.1% | 3 | 0% | 0.5 |
|
| 2574 |
2574
SVA Wealth Management
Madison,
Wisconsin
| US$2.34億 | +US$2205萬 | +10% | 3.95% | 44.5% | 171 | 11.11% | 0.4 |
|
| 2575 |
2575
Capital Investment Counsel Inc
Raleigh,
North Carolina
| US$2.34億 | +US$791萬 | +4% | 4.13% | 174% | 167 | 13.77% | 0.9 |
|