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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 |
QCI
2551
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$3.12億 | +US$52萬 | +0.2% | 4.27% | 107% | 24 | 8.33% | 2.1 |
|
| 2552 |
CDIA
2552
Capital Directions Investment Advisors
Atlanta,
Georgia
| US$3.11億 | +US$1812萬 | +6% | 4.52% | 7.53% | 125 | 29.6% | 2.1 |
|
| 2553 |
2553
Dorchester Wealth Management
Montreal,
Quebec, Canada
| US$3.11億 | +US$2132萬 | +7% | 5.37% | 18.3% | 113 | 10.62% | 1.8 |
|
| 2554 |
2554
Bronson Point Management
Fairfield,
Connecticut
| US$3.11億 | +US$8706萬 | +39% | 6.67% | 7.56% | 66 | 65.15% | 0.3 |
|
| 2555 |
2555
LVZ Inc
Holland,
Michigan
| US$3.11億 | +US$2220萬 | +8% | 4.2% | 52.9% | 73 | 15.07% | 1.4 |
|
| 2556 |
NTCM
2556
Nine Ten Capital Management
Chicago,
Illinois
| US$3.11億 | -US$1619萬 | -5% | 8.09% | 166% | 9 | 0% | 2 |
|
| 2557 |
2557
Blue Chip Partners
Farmington Hills,
Michigan
| US$3.11億 | +US$2366萬 | +8% | 5.06% | 81.2% | 129 | 3.1% | 2.2 |
|
| 2558 |
TAM
2558
Taylor Asset Management
Toronto,
Ontario, Canada
| US$3.1億 | +US$799萬 | +3% | 3.1% | 12.9% | 32 | 28.13% | 1.2 |
|
| 2559 |
2559
Lee Financial
Dallas,
Texas
| US$3.1億 | +US$3824萬 | +14% | 2.78% | 75% | 556 | 19.42% | 0.6 |
|
| 2560 |
2560
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$3.09億 | +US$2668萬 | +9% | 4.37% | 60.2% | 73 | 5.48% | 3 |
|
| 2561 |
2561
Herald Investment Management
London,
United Kingdom
| US$3.09億 | +US$1718萬 | +6% | 8.06% | 493% | 95 | 10.53% | 2.6 |
|
| 2562 |
ARMC
2562
American Research & Management Company
Marion,
Massachusetts
| US$3.09億 | +US$426萬 | +1% | 2.57% | 35.1% | 365 | 8.77% | 3.1 |
|
| 2563 |
TCM
2563
Tradition Capital Management
Summit,
New Jersey
| US$3.09億 | +US$667萬 | +2% | 5.89% | 43.5% | 167 | 11.38% | 2.8 |
|
| 2564 |
2564
Zebra Capital Management
Stamford,
Connecticut
| US$3.09億 | -US$1384萬 | -4% | 4.18% | 142% | 309 | 28.8% | 1.4 |
|
| 2565 |
2565
Flagship Harbor Advisors
Boston,
Massachusetts
| US$3.08億 | +US$2019萬 | +7% | 4.18% | 68.3% | 370 | 13.51% | 0.6 |
|
| 2566 |
2566
Perigon Wealth Management
San Francisco,
California
| US$3.08億 | -US$1.51億 | -33% | 4.84% | 93.8% | 765 | 37.12% | 1.1 |
|
| 2567 |
2567
Bristlecone Advisors
Bellevue,
Washington
| US$3.08億 | +US$1307萬 | +4% | 4.22% | 103% | 295 | 51.86% | 0.7 |
|
| 2568 |
2568
AJ Wealth Strategies
New York
| US$3.08億 | +US$4419萬 | +17% | 3.74% | 32.2% | 81 | 8.64% | 0.6 |
|
| 2569 |
2569
Spectrum Management Group
Indianapolis,
Indiana
| US$3.08億 | +US$4249萬 | +16% | 4.56% | 44% | 482 | 81.12% | 0.3 |
|
| 2570 |
2570
Institute for Wealth Management
Denver,
Colorado
| US$3.08億 | -US$5595萬 | -15% | 5.19% | 137% | 430 | 46.51% | 0.5 |
|
| 2571 |
2571
CenturyLink Investment Management
Denver,
Colorado
| US$3.07億 | +US$1118萬 | +4% | 3.84% | – | 190 | 15.26% | 2.3 |
|
| 2572 |
2572
Martin & Co
Knoxville,
Tennessee
| US$3.07億 | -US$1727萬 | -5% | 3.39% | 67.8% | 109 | 3.67% | 3.5 |
|
| 2573 |
AIM
2573
Advantage Investment Management
Cedar Rapids,
Iowa
| US$3.07億 | +US$2037萬 | +7% | 3.56% | 28.6% | 1,175 | 18.21% | 1.8 |
|
| 2574 |
2574
Versor Investments
New York
| US$3.06億 | -US$6298萬 | -17% | 13.3% | 205% | 262 | 57.63% | 0.2 |
|
| 2575 |
2575
Intrust Bank
Wichita,
Kansas
| US$3.06億 | +US$1259萬 | +4% | 5.66% | 102% | 395 | 12.91% | 2.3 |
|