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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 |
KCP
2701
KDI Capital Partners
Raleigh,
North Carolina
| US$3.14億 | +US$711萬 | +2% | 2.95% | 77.1% | 82 | 28.05% | 1.5 |
|
| 2702 |
IA
2702
Independence Advisors
Wayne,
Pennsylvania
| US$3.13億 | +US$968萬 | +3% | 1.52% | 24.4% | 81 | 7.41% | 1.5 |
|
| 2703 |
2703
Alaska Wealth Advisors
Anchorage,
Alaska
| US$3.13億 | +US$2432萬 | +8% | 0.6% | 44.3% | 54 | 18.52% | 0.4 |
|
| 2704 |
2704
Montecito Bank & Trust
Santa Barbara,
California
| US$3.12億 | +US$685萬 | +2% | 1.81% | – | 204 | 14.22% | 2.6 |
|
| 2705 |
RCM
2705
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| US$3.12億 | +US$434萬 | +1% | 2.56% | 31.2% | 37 | 5.41% | 2.7 |
|
| 2706 |
2706
Lenox Wealth Management
Cincinnati,
Ohio
| US$3.11億 | +US$72.1萬 | +0.2% | 0.35% | 24.7% | 639 | 29.26% | 1.4 |
|
| 2707 |
2707
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$3.11億 | +US$475萬 | +2% | 3.92% | 63.2% | 441 | 64.4% | 2.7 |
|
| 2708 |
HA
2708
Harbor Advisors
West Palm Beach,
Florida
| US$3.11億 | +US$1363萬 | +5% | 4.87% | 125% | 184 | 13.59% | 1.1 |
|
| 2709 |
2709
Advanced Asset Management Advisors
Dublin,
Ohio
| US$3.1億 | +US$888萬 | +3% | 2.96% | 93.6% | 142 | 25.35% | 0.4 |
|
| 2710 |
2710
NextCapital Advisers
Chicago,
Illinois
| US$3.1億 | +US$1.19億 | +63% | 1.25% | 6.89% | 15 | 0% | 0.3 |
|
| 2711 |
VHMC
2711
Value Holdings Management Company
Hampton Bays,
New York
| US$3.1億 | +US$895萬 | +3% | 3.88% | 125% | 35 | 17.14% | 3.1 |
|
| 2712 |
2712
Wealth Architects
Mountain View,
California
| US$3.09億 | +US$699萬 | +2% | 3.66% | 80.1% | 133 | 6.77% | 2.6 |
|
| 2713 |
DCM
2713
Divisar Capital Management
San Francisco,
California
| US$3.09億 | +US$1566萬 | +5% | 8.57% | 194% | 30 | 13.33% | 1 |
|
| 2714 |
2714
Raytheon Master Pension Trust
Waltham,
Massachusetts
| US$3.08億 | +US$710萬 | +2% | 2.44% | 36.3% | 5 | 0% | 1.9 |
|
| 2715 |
2715
RWWM Inc
Rocklin,
California
| US$3.08億 | +US$1501萬 | +5% | 0.78% | 40.6% | 12 | 8.33% | 3.3 |
|
| 2716 |
2716
Veritas Investment Management (UK)
London,
United Kingdom
| US$3.08億 | +US$1325萬 | +4% | 3.86% | 151% | 40 | 12.5% | 2.9 |
|
| 2717 |
ACM
2717
Accipiter Capital Management
Palm Beach Gardens,
Florida
| US$3.08億 | +US$2.6億 | +550% | 8.64% | 55.9% | 9 | 66.67% | 1.1 |
|
| 2718 |
2718
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$3.07億 | -US$1582萬 | -5% | 0.37% | 78.9% | 135 | 8.15% | 3.2 |
|
| 2719 |
PCMK
2719
Paragon Capital Management (Kansas)
Overland Park,
Kansas
| US$3.07億 | +US$2941萬 | +11% | 3.02% | 87.5% | 66 | 3.03% | 3.5 |
|
| 2720 |
2720
America First Investment Advisors
Omaha,
Nebraska
| US$3.07億 | +US$3688萬 | +14% | 3.84% | 78.2% | 106 | 7.55% | 3.7 |
|
| 2721 |
2721
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$3.07億 | -US$1315萬 | -4% | 3.51% | 106% | 19 | 15.79% | 2.1 |
|
| 2722 |
2722
GVO Asset Management
Zug,
Switzerland
| US$3.07億 | -US$9830萬 | -24% | 8.89% | 71.2% | 28 | 42.86% | 0.7 |
|
| 2723 |
2723
Arrow Investment Advisors
Laurel,
Maryland
| US$3.06億 | -US$3407萬 | -10% | 3.78% | 36.3% | 102 | 51.96% | 1.1 |
|
| 2724 |
JCM
2724
JS Capital Management
New York
| US$3.06億 | +US$3060萬 | +11% | 10.9% | 52.4% | 31 | 35.48% | 0.5 |
|
| 2725 |
2725
Greenline Partners
New York
| US$3.05億 | +US$424萬 | +1% | 2.82% | 69.6% | 68 | 11.76% | 0.5 |
|