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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Northern Capital Management (Wisconsin)
Madison,
Wisconsin
| US$2.69億 | +US$1782萬 | +7% | 2.85% | 12.8% | 154 | 11.04% | 2 |
|
| 2727 |
2727
Periscope Capital
Toronto,
Ontario, Canada
| US$2.69億 | +US$2376萬 | +10% | 0.28% | 28.8% | 88 | 36.36% | 0.3 |
|
| 2728 |
2728
Wealth Architects
Mountain View,
California
| US$2.69億 | +US$1704萬 | +7% | 3.29% | 80.1% | 127 | 7.87% | 2 |
|
| 2729 |
2729
America First Investment Advisors
Omaha,
Nebraska
| US$2.68億 | +US$142萬 | +0.5% | 2.79% | 78.2% | 149 | 28.19% | 3.2 |
|
| 2730 |
LYV
2730
Live Your Vision
West Conshohocken,
Pennsylvania
| US$2.68億 | +US$1296萬 | +5% | 2.18% | 17.9% | 336 | 11.61% | 1.1 |
|
| 2731 |
2731
Greenhouse Funds
Baltimore,
Maryland
| US$2.68億 | +US$2975萬 | +12% | 4.05% | 90.7% | 44 | 29.55% | 0.4 |
|
| 2732 |
OA
2732
Outfitter Advisors
Mclean,
Virginia
| US$2.68億 | +US$139萬 | +0.5% | 1.8% | 35.6% | 140 | 7.14% | 3.1 |
|
| 2733 |
2733
Focused Wealth Management
Newburgh,
New York
| US$2.68億 | +US$1218萬 | +5% | 2.45% | 73.9% | 781 | 10.76% | 2.7 |
|
| 2734 |
2734
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.67億 | +US$1407萬 | +6% | 3.55% | 128% | 103 | 19.42% | 1.7 |
|
| 2735 |
WA
2735
WealthTrust Axiom
Wayne,
Pennsylvania
| US$2.66億 | -US$690萬 | -3% | 0.99% | 125% | 240 | 10.83% | 2.9 |
|
| 2736 |
2736
McCutchen Group
Seattle,
Washington
| US$2.66億 | +US$1428萬 | +6% | 3.04% | 2.54% | 21 | 19.05% | 3 |
|
| 2737 |
2737
Dalton Investments
Las Vegas,
Nevada
| US$2.66億 | +US$2485萬 | +10% | 1.21% | 95.1% | 30 | 6.67% | 2.3 |
|
| 2738 |
ASA
2738
Armstrong Shaw Associates
New Canaan,
Connecticut
| US$2.65億 | -US$1.35億 | -34% | 4.22% | 51.2% | 44 | 9.09% | 2.3 |
|
| 2739 |
2739
Edgestream Partners
Princeton,
New Jersey
| US$2.65億 | +US$3824萬 | +17% | 6.66% | 41.7% | 163 | 39.88% | 0.6 |
|
| 2740 |
2740
PVG Asset Management
Golden,
Colorado
| US$2.65億 | -US$5828萬 | -18% | 3.47% | – | 102 | 47.06% | 1 |
|
| 2741 |
2741
Brookmont Capital Management
Dallas,
Texas
| US$2.65億 | -US$524萬 | -2% | 2.18% | 36.6% | 61 | 16.39% | 2.8 |
|
| 2742 |
2742
Alley Company
Lake Forest,
Illinois
| US$2.65億 | +US$1180萬 | +5% | 3.11% | 88.2% | 78 | 3.85% | 3 |
|
| 2743 |
2743
Spectrum Management Group
Indianapolis,
Indiana
| US$2.65億 | -US$657萬 | -2% | 2.56% | 44% | 93 | 22.58% | 1.4 |
|
| 2744 |
2744
Barry Investment Advisors
New Bedford,
Massachusetts
| US$2.65億 | -US$449萬 | -2% | 0.2% | 66.7% | 74 | 10.81% | 1.8 |
|
| 2745 |
2745
Ironwood Investment Counsel
Scottsdale,
Arizona
| US$2.65億 | +US$2650萬 | +11% | 1.25% | 64% | 158 | 5.06% | 2.8 |
|
| 2746 |
2746
EFG Asset Management (Americas)
Miami,
Florida
| US$2.65億 | +US$600萬 | +2% | 2.58% | 112% | 143 | 23.08% | 1.4 |
|
| 2747 |
2747
Probity Advisors
Dallas,
Texas
| US$2.65億 | +US$700萬 | +3% | 1.93% | 55.8% | 143 | 6.29% | 0.9 |
|
| 2748 |
SCM
2748
Stonehill Capital Management
New York
| US$2.65億 | +US$3619萬 | +16% | 1.54% | 117% | 20 | 40% | 1 |
|
| 2749 |
2749
Wright Investors Service
Shelton,
Connecticut
| US$2.65億 | +US$1766萬 | +7% | 4.73% | 146% | 254 | 22.44% | 1.9 |
|
| 2750 |
2750
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.64億 | +US$434萬 | +2% | 1.28% | 13.4% | 3 | 0% | 2.5 |
|