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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2701 |
BA
2701
Birinyi Associates
Westport,
Connecticut
| US$2.29億 | +US$308萬 | +1% | 0.18% | 113% | 82 | 8.54% | 2.3 |
|
| 2702 |
2702
RPg Family Wealth Advisory
Burlington,
Massachusetts
| US$2.29億 | +US$9939萬 | +77% | 1.98% | 117% | 294 | 26.87% | 0.3 |
|
| 2703 |
2703
Managed Asset Portfolios
Rochester,
Michigan
| US$2.28億 | +US$636萬 | +3% | 0.99% | 99.2% | 32 | 12.5% | 1.9 |
|
| 2704 |
BCM
2704
Birmingham Capital Management
Birmingham,
Alabama
| US$2.28億 | -US$1772萬 | -7% | 4.81% | 103% | 104 | 3.85% | 2.6 |
|
| 2705 |
SM
2705
Sciencast Management
Princeton,
New Jersey
| US$2.28億 | +US$1.01億 | +80% | 2.34% | 72.5% | 406 | 83.25% | 0.1 |
|
| 2706 |
CVSCT
2706
C.V. Starr & Co Trust
New York
| US$2.27億 | +US$2106萬 | +10% | 17.8% | 51.7% | 30 | 0% | 2.4 |
|
| 2707 |
2707
Argent Trust Co
Nashville,
Tennessee
| US$2.27億 | +US$2101萬 | +10% | 3.02% | 86.2% | 262 | 14.89% | 1.1 |
|
| 2708 |
2708
IberiaBank
Lafayette,
Louisiana
| US$2.27億 | +US$1513萬 | +7% | 4.37% | 39.6% | 160 | 17.5% | 1.9 |
|
| 2709 |
BMM
2709
Buffington Mohr McNeal
Boise,
Idaho
| US$2.27億 | -US$67.7萬 | -0.3% | 1.98% | 29.3% | 175 | 10.29% | 1.2 |
|
| 2710 |
MHP
2710
Manatuck Hill Partners
Westport,
Connecticut
| US$2.27億 | -US$5467萬 | -19% | 8.81% | 556% | 115 | 47.83% | 1 |
|
| 2711 |
CIA
2711
Covington Investment Advisors
Ligonier,
Pennsylvania
| US$2.26億 | +US$657萬 | +3% | 2.87% | 100% | 88 | 1.14% | 2.3 |
|
| 2712 |
TB
2712
Terril Brothers
St. Louis,
Missouri
| US$2.26億 | +US$4021萬 | +22% | 0.81% | 94.4% | 43 | 9.3% | 1.5 |
|
| 2713 |
2713
Peak Asset Management
Louisville,
Colorado
| US$2.26億 | +US$1520萬 | +7% | 2.49% | 70.1% | 140 | 15.71% | 1.1 |
|
| 2714 |
2714
Meristem Family Wealth
Minnetonka,
Minnesota
| US$2.26億 | -US$24.8萬 | -0.1% | 2.39% | 67.7% | 114 | 8.77% | 1.6 |
|
| 2715 |
CIC
2715
Chase Investment Counsel
Charlottesville,
Virginia
| US$2.26億 | -US$340萬 | -1% | 3.38% | 350% | 109 | 18.35% | 1.3 |
|
| 2716 |
WCMN
2716
Westchester Capital Management (Nebraska)
Omaha,
Nebraska
| US$2.26億 | +US$366萬 | +2% | 2.41% | 107% | 38 | 18.42% | 2.5 |
|
| 2717 |
TCM
2717
Talara Capital Management
Montclair,
New Jersey
| US$2.26億 | +US$3384萬 | +18% | 13.1% | 17.4% | 20 | 25% | 1 |
|
| 2718 |
2718
LVZ Inc
Holland,
Michigan
| US$2.25億 | +US$1228萬 | +6% | 2.21% | 47.1% | 66 | 25.76% | 0.9 |
|
| 2719 |
2719
Northeast Financial Consultants
Westport,
Connecticut
| US$2.25億 | +US$3415萬 | +18% | 7.82% | 63.8% | 156 | 16.67% | 1.6 |
|
| 2720 |
2720
Noesis Capital Mangement
Boca Raton,
Florida
| US$2.25億 | +US$502萬 | +2% | 0.99% | 128% | 85 | 2.35% | 2.4 |
|
| 2721 |
TCM
2721
Tang Capital Management
San Diego,
California
| US$2.24億 | +US$484萬 | +2% | 9.93% | 493% | 15 | 20% | 1.1 |
|
| 2722 |
2722
City Holding Co
Charleston,
West Virginia
| US$2.24億 | +US$2448萬 | +12% | 2.57% | 89.2% | 604 | 20.86% | 1.6 |
|
| 2723 |
SAM
2723
Shikiar Asset Management
New York
| US$2.24億 | +US$722萬 | +3% | 1.8% | 97.8% | 124 | 16.13% | 1.5 |
|
| 2724 |
PFM
2724
Peak Financial Management
Wellesley,
Massachusetts
| US$2.24億 | – | – | 2.25% | 58.2% | 34 | – | 0.3 |
|
| 2725 |
CRB
2725
Chad R. Baker
| US$2.24億 | +US$396萬 | +2% | 2.8% | 108% | 58 | 0% | 0.5 |
|