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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
BDF Gestion
Paris,
France
| US$7.47億 | -US$178萬 | -0.2% | 36.5% | – | 152 | 11.18% | 1.5 |
|
| 3077 |
3077
Permanent Capital Management
Chicago,
Illinois
| US$7.47億 | +US$1.04億 | +16% | 12% | – | 221 | 34.39% | 0.7 |
|
| 3078 |
ECM
3078
EagleClaw Capital Management
Boston,
Massachusetts
| US$7.45億 | +US$3127萬 | +4% | 8.83% | 104% | 154 | 11.69% | 7.1 |
|
| 3079 |
3079
Auxier Asset Management
Aurora,
Oregon
| US$7.45億 | +US$4888萬 | +7% | 13.1% | 71.7% | 186 | 6.45% | 8.3 |
|
| 3080 |
3080
Insight Wealth Partners
Plano,
Texas
| US$7.45億 | +US$3181萬 | +4% | 15.8% | 63.2% | 143 | 21.68% | 2.4 |
|
| 3081 |
3081
CIBC Capital Markets (Europe)
Luxembourg
| US$7.45億 | – | – | 15.5% | – | 10 | – | 1.5 |
|
| 3082 |
3082
Heritage Investment Group
Pompano Beach,
Florida
| US$7.44億 | +US$8362萬 | +13% | 12.1% | 51.2% | 138 | 13.04% | 2.8 |
|
| 3083 |
3083
Commonwealth Financial Services
Vienna,
West Virginia
| US$7.44億 | +US$1.13億 | +18% | 15.3% | 58.2% | 345 | 27.54% | 2.9 |
|
| 3084 |
3084
Helix Partners Management
New York
| US$7.44億 | +US$3.7億 | +99% | 28% | – | 21 | 66.67% | 0.6 |
|
| 3085 |
3085
Regatta Capital Group
El Segundo,
California
| US$7.44億 | +US$8287萬 | +13% | 12.3% | 69.1% | 239 | 16.74% | 2.8 |
|
| 3086 |
3086
Well Done LLC
Holland,
Michigan
| US$7.43億 | +US$6258萬 | +9% | 13.1% | 77% | 219 | 17.81% | 4.5 |
|
| 3087 |
3087
Southernsun Asset Management
Memphis,
Tennessee
| US$7.43億 | +US$5290萬 | +8% | 15.4% | 54.7% | 31 | 6.45% | 5.3 |
|
| 3088 |
3088
CFO4Life Group
Coppell,
Texas
| US$7.43億 | +US$8681萬 | +13% | 14.8% | 56.7% | 245 | 17.55% | 3.7 |
|
| 3089 |
3089
Wilkins Investment Counsel
Boston,
Massachusetts
| US$7.42億 | +US$4379萬 | +6% | 9.17% | 56.2% | 122 | 4.92% | 6.5 |
|
| 3090 |
3090
Tolleson Wealth Management
Dallas,
Texas
| US$7.42億 | +US$5690萬 | +8% | 11% | 56.2% | 99 | 10.1% | 4.2 |
|
| 3091 |
3091
Northcape Capital
Sydney,
Australia
| US$7.42億 | -US$1.25億 | -14% | 1.41% | – | 8 | 0% | 9.2 |
|
| 3092 |
3092
Consolidated Planning Corp
Atlanta,
Georgia
| US$7.42億 | +US$1.25億 | +20% | 13.3% | 82.3% | 165 | 16.36% | 2.6 |
|
| 3093 |
3093
SFE Investment Counsel
Los Angeles,
California
| US$7.42億 | +US$1.07億 | +17% | 24.7% | 105% | 158 | 13.29% | 5.3 |
|
| 3094 |
3094
Lebenthal Global Advisors
Hauppauge,
New York
| US$7.41億 | +US$5366萬 | +8% | 15.3% | 50.8% | 222 | 21.62% | 2.1 |
|
| 3095 |
3095
Torray Investment Partners
Bethesda,
Maryland
| US$7.41億 | +US$5961萬 | +9% | 11.4% | 82.4% | 94 | 9.57% | 4.4 |
|
| 3096 |
3096
Newbrook Capital Advisors
New York
| US$7.41億 | +US$1.8億 | +32% | 37.2% | 299% | 22 | 63.64% | 0.9 |
|
| 3097 |
3097
Triasima Portfolio Management
Montreal,
Quebec, Canada
| US$7.4億 | +US$7887萬 | +12% | 23.5% | 224% | 156 | 30.77% | 1.3 |
|
| 3098 |
3098
Bearing Point Capital
Bloomington,
Minnesota
| US$7.4億 | +US$1.02億 | +16% | 18.1% | – | 208 | 22.6% | 1 |
|
| 3099 |
CC
3099
Copos Capital
Luxembourg,
| US$7.4億 | – | – | 27.1% | – | 42 | – | 0.4 |
|
| 3100 |
3100
Estabrook Capital Management
New York
| US$7.39億 | +US$5336萬 | +8% | 12.9% | 87.2% | 392 | 15.31% | 7.9 |
|