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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2801 |
2801
Herald Investment Management
London,
United Kingdom
| US$2.31億 | -US$3846萬 | -14% | 0.74% | 493% | 87 | 13.79% | 2.5 |
|
| 2802 |
2802
Stratford Consulting
Addison,
Texas
| US$2.31億 | +US$589萬 | +3% | 1.33% | 8.23% | 56 | 5.36% | 2.9 |
|
| 2803 |
2803
Wright Investors Service
Shelton,
Connecticut
| US$2.31億 | -US$884萬 | -4% | 7.05% | 146% | 252 | 30.56% | 1.7 |
|
| 2804 |
2804
Brian C. Broderick
| US$2.31億 | -US$386萬 | -2% | 1.27% | 98.6% | 100 | 8% | 2.7 |
|
| 2805 |
CT
2805
Chicago Trust
Grayslake,
Illinois
| US$2.3億 | +US$128萬 | +0.6% | 5.16% | 85.9% | 167 | 12.57% | 1.5 |
|
| 2806 |
2806
Verus Financial Partners
Richmond,
Virginia
| US$2.3億 | +US$549萬 | +2% | 1.78% | 41.6% | 46 | 4.35% | 2.8 |
|
| 2807 |
2807
Foresite Capital Management III
Larkspur,
California
| US$2.3億 | +US$1617萬 | +8% | 22.1% | 444% | 24 | 45.83% | 0.5 |
|
| 2808 |
2808
Portland Global Advisors
Portland,
Maine
| US$2.3億 | +US$389萬 | +2% | 2.64% | 43.4% | 103 | 6.8% | 2.8 |
|
| 2809 |
2809
KWMG LLC
Overland Park,
Kansas
| US$2.3億 | +US$2413萬 | +12% | 1.69% | 76.2% | 149 | 18.12% | 1.6 |
|
| 2810 |
2810
EFG Asset Management (Americas)
Miami,
Florida
| US$2.3億 | -US$676萬 | -3% | 1.76% | 112% | 128 | 28.13% | 1.6 |
|
| 2811 |
2811
Peak Financial Management
Wellesley,
Massachusetts
| US$2.3億 | -US$136萬 | -0.6% | 2.36% | 58.2% | 44 | 40.91% | 0.5 |
|
| 2812 |
2812
Avidian Wealth Enterprises
Houston,
Texas
| US$2.3億 | -US$1708萬 | -7% | 2.22% | 71.7% | 104 | 47.12% | 0.8 |
|
| 2813 |
2813
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| US$2.29億 | -US$731萬 | -3% | 1.82% | 99.4% | 105 | 7.62% | 1.6 |
|
| 2814 |
ICM
2814
Indaba Capital Management
San Francisco,
California
| US$2.29億 | -US$2088萬 | -8% | 2.84% | 66.7% | 15 | 33.33% | 0.9 |
|
| 2815 |
2815
Harvest Capital Management
Concord,
New Hampshire
| US$2.28億 | +US$905萬 | +4% | 0.64% | 19.5% | 89 | 4.49% | 2.4 |
|
| 2816 |
2816
Point72 Asia (Singapore)
Singapore
| US$2.28億 | +US$790萬 | +4% | 20% | – | 28 | 71.43% | 0.2 |
|
| 2817 |
2817
Shikiar Asset Management
New York
| US$2.28億 | +US$283萬 | +1% | 3.53% | 117% | 121 | 16.53% | 1.8 |
|
| 2818 |
2818
Parkside Financial Bank & Trust
Saint Louis,
Missouri
| US$2.28億 | +US$1020萬 | +5% | 2.13% | 73.6% | 1,593 | 35.97% | 0.9 |
|
| 2819 |
2819
Harber Asset Management
Asheville,
North Carolina
| US$2.28億 | +US$3015萬 | +15% | 0.21% | 63.6% | 56 | 37.5% | 1.1 |
|
| 2820 |
2820
Chubb Ltd
Zurich,
Switzerland
| US$2.28億 | +US$728萬 | +3% | 5.15% | 64.2% | 26 | 11.54% | 0.7 |
|
| 2821 |
TL
2821
TowerView LLC
New York
| US$2.28億 | +US$1006萬 | +5% | 4.66% | 17.9% | 30 | 16.67% | 2.1 |
|
| 2822 |
2822
Alley Company
Lake Forest,
Illinois
| US$2.28億 | +US$330萬 | +1% | 2.47% | 88.2% | 81 | 8.64% | 2.7 |
|
| 2823 |
2823
First Light Asset Management
Edina,
Minnesota
| US$2.28億 | -US$471萬 | -2% | 4.36% | 364% | 75 | 38.67% | 1.9 |
|
| 2824 |
2824
Summit Financial Wealth Advisors
Lafayette,
Louisiana
| US$2.27億 | -US$343萬 | -1% | 2.41% | 71.4% | 154 | 14.29% | 1.3 |
|
| 2825 |
2825
Tokio Marine & Nichido Fire Insurance Company
Tokyo,
Japan
| US$2.27億 | +US$2432萬 | +12% | 3.6% | – | 6 | 16.67% | 1.8 |
|