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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
Montecito Bank & Trust
Santa Barbara,
California
| US$3.31億 | +US$378萬 | +1% | 2.93% | – | 217 | 7.37% | 3.1 |
|
| 2727 |
SC
2727
Serenity Capital
Palo Alto,
California
| US$3.3億 | +US$1897萬 | +6% | 5.31% | – | 9 | 33.33% | 1 |
|
| 2728 |
2728
Waddell & Associates
Memphis,
Tennessee
| US$3.3億 | +US$1538萬 | +5% | 2% | 194% | 17 | 17.65% | 0.4 |
|
| 2729 |
2729
Lannebo Fonder
Stockholm,
Sweden
| US$3.3億 | +US$1692萬 | +5% | 3.84% | 49.8% | 24 | 4.17% | 2.8 |
|
| 2730 |
2730
America First Investment Advisors
Omaha,
Nebraska
| US$3.29億 | +US$298萬 | +0.9% | 5.18% | 78.2% | 96 | 11.46% | 4.5 |
|
| 2731 |
2731
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$3.29億 | +US$6042萬 | +23% | 2.98% | 69.3% | 1,508 | 21.02% | 0.6 |
|
| 2732 |
EVM
2732
Evelyn V. Moreno
| US$3.29億 | -US$1001萬 | -3% | 3.66% | 39.4% | 66 | 15.15% | 4.5 |
|
| 2733 |
TA
2733
Tamarack Advisers
Carlsbad,
California
| US$3.29億 | +US$7700萬 | +31% | 8.29% | 46.5% | 27 | 37.04% | 1.3 |
|
| 2734 |
2734
Gladstone Institutional Advisory
Palm Beach Gardens,
Florida
| US$3.28億 | +US$5578萬 | +20% | 2.62% | 85.6% | 298 | 39.26% | 0.3 |
|
| 2735 |
OM
2735
Opaleye Management
Boston,
Massachusetts
| US$3.28億 | -US$3304萬 | -9% | 14.1% | 748% | 63 | 47.62% | 1.2 |
|
| 2736 |
2736
Meristem Family Wealth
Minnetonka,
Minnesota
| US$3.28億 | +US$3194萬 | +11% | 3.08% | 67.7% | 182 | 20.33% | 2.3 |
|
| 2737 |
2737
Parker Investment Management
Menlo Park,
California
| US$3.28億 | +US$436萬 | +1% | 3.03% | 208% | 44 | 29.55% | 1.3 |
|
| 2738 |
2738
Rinet Company
Boston,
Massachusetts
| US$3.28億 | +US$1107萬 | +3% | 1.79% | 33.1% | 25 | 8% | 2.9 |
|
| 2739 |
2739
Relaxing Retirement Coach
Wellesley,
Massachusetts
| US$3.27億 | +US$648萬 | +2% | 1.95% | 28.6% | 51 | 0% | 1.4 |
|
| 2740 |
2740
Pensionfund Sabic
Sittard,
Netherlands
| US$3.27億 | +US$1027萬 | +3% | 2.8% | 63.6% | 229 | 20.96% | 2.1 |
|
| 2741 |
TFM
2741
TPI Fund Managers
London,
United Kingdom
| US$3.27億 | – | – | 6.21% | 49.6% | 35 | – | 0 |
|
| 2742 |
IP
2742
Isomer Partners
New York
| US$3.27億 | -US$540萬 | -2% | 3.09% | 57.2% | 21 | 52.38% | 0.3 |
|
| 2743 |
2743
Mengis Capital Management
Portland,
Oregon
| US$3.27億 | +US$1.48億 | +82% | 3.68% | 104% | 165 | 26.67% | 2.4 |
|
| 2744 |
2744
Night Owl Capital Management
Greenwich,
Connecticut
| US$3.27億 | +US$4742萬 | +17% | 14.1% | 162% | 30 | 3.33% | 2.5 |
|
| 2745 |
2745
Plante Moran Financial Advisors
Southfield,
Michigan
| US$3.26億 | +US$278萬 | +0.9% | 5.61% | 62.8% | 876 | 20.43% | 3.1 |
|
| 2746 |
2746
Trustees of General Electric Pension Trust
Norwalk,
Connecticut
| US$3.25億 | +US$1581萬 | +5% | 5.1% | 184% | 1 | 0% | 2.5 |
|
| 2747 |
2747
McCutchen Group
Seattle,
Washington
| US$3.25億 | +US$2448萬 | +8% | 1.83% | 2.54% | 28 | 10.71% | 3.9 |
|
| 2748 |
2748
Morningstar Investment Management
Chicago,
Illinois
| US$3.24億 | +US$1.26億 | +63% | 0.24% | 48.2% | 23 | 39.13% | 0.3 |
|
| 2749 |
2749
TIAA Kaspick
Boston,
Massachusetts
| US$3.24億 | +US$1886萬 | +6% | 2.73% | 45.9% | 16 | 25% | 0.4 |
|
| 2750 |
RTS
2750
Round Table Services
Westfield,
New Jersey
| US$3.24億 | +US$3439萬 | +12% | 2.24% | 16.1% | 144 | 12.5% | 2 |
|