我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3101 |
3101
Torray Investment Partners
Bethesda,
Maryland
| US$7.41億 | +US$5961萬 | +9% | 11.4% | 97.2% | 94 | 9.57% | 4.4 |
|
| 3102 |
3102
Newbrook Capital Advisors
New York
| US$7.41億 | +US$1.8億 | +32% | 37.2% | 299% | 22 | 63.64% | 0.9 |
|
| 3103 |
3103
Triasima Portfolio Management
Montreal,
Quebec, Canada
| US$7.4億 | +US$7887萬 | +12% | 23.5% | 224% | 156 | 30.77% | 1.3 |
|
| 3104 |
3104
Bearing Point Capital
Bloomington,
Minnesota
| US$7.4億 | +US$1.02億 | +16% | 18.1% | – | 208 | 22.6% | 1 |
|
| 3105 |
CC
3105
Copos Capital
Luxembourg,
| US$7.4億 | – | – | 27.1% | – | 42 | – | 0.4 |
|
| 3106 |
3106
Estabrook Capital Management
New York
| US$7.39億 | +US$5336萬 | +8% | 12.9% | 87.2% | 392 | 15.31% | 7.9 |
|
| 3107 |
3107
Everest Financial Group
Minneapolis,
Minnesota
| US$7.38億 | +US$1.31億 | +22% | 35.3% | – | 221 | 15.84% | 0.3 |
|
| 3108 |
3108
Barton Investment Management
West Conshohocken,
Pennsylvania
| US$7.38億 | -US$5914萬 | -7% | 0.9% | 124% | 61 | 13.11% | 6.4 |
|
| 3109 |
3109
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$7.38億 | +US$6959萬 | +10% | 14.7% | 98.7% | 137 | 15.33% | 8.5 |
|
| 3110 |
3110
Herald Investment Management
London,
United Kingdom
| US$7.37億 | +US$1966萬 | +3% | 84.6% | 493% | 97 | 5.15% | 5.5 |
|
| 3111 |
3111
GFI Investment Counsel
Toronto,
Ontario, Canada
| US$7.37億 | +US$578萬 | +0.8% | 5.97% | 41.8% | 31 | 25.81% | 2.9 |
|
| 3112 |
3112
Kingsway Capital Partners
London,
| US$7.36億 | – | – | 30.6% | – | 5 | – | 0 |
|
| 3113 |
3113
Walmart Inc
Bentonville,
Arkansas
| US$7.36億 | -US$1.04億 | -12% | 10.2% | – | 3 | 0% | 1.3 |
|
| 3114 |
3114
GR Financial Group
Tucson,
Arizona
| US$7.36億 | +US$4.34億 | +144% | 14.6% | 75.4% | 42 | 59.52% | 1.1 |
|
| 3115 |
3115
S-Bank Fund Management
Helsinki,
Finland
| US$7.36億 | +US$6469萬 | +10% | 18.4% | – | 303 | 59.08% | 0.6 |
|
| 3116 |
CCM
3116
Cohen Capital Management
Corte Madera,
California
| US$7.35億 | +US$9109萬 | +14% | 24.2% | 91.5% | 159 | 7.55% | 6.9 |
|
| 3117 |
3117
Daido Life Insurance Company
Osaka,
Japan
| US$7.35億 | +US$5718萬 | +8% | 15.7% | 68.7% | 7 | 28.57% | 5.5 |
|
| 3118 |
3118
Virtus Wealth Solutions
Cranford,
New Jersey
| US$7.35億 | +US$2.1億 | +40% | 106% | – | 67 | 40.3% | 0.9 |
|
| 3119 |
GF
3119
Greenfield FTC
Reno,
Nevada
| US$7.35億 | +US$2.1億 | +40% | 14.9% | 75.4% | 4 | 25% | 2.9 |
|
| 3120 |
3120
Balboa Wealth Partners
Scottsdale,
Arizona
| US$7.34億 | +US$1.38億 | +23% | 32% | 214% | 508 | 21.65% | 1.5 |
|
| 3121 |
3121
Loftus Peak
Sydney,
Australia
| US$7.34億 | – | – | 45.5% | – | 26 | – | 0 |
|
| 3122 |
3122
MainStreet Investment Advisors
Chicago,
Illinois
| US$7.34億 | +US$6973萬 | +10% | 13.1% | 61% | 170 | 9.41% | 4.2 |
|
| 3123 |
3123
Graham Holdings Co Master Retirement Trust
Arlington,
Virginia
| US$7.34億 | +US$2772萬 | +4% | 3.93% | 46% | 2 | 0% | 3.8 |
|
| 3124 |
3124
Smithbridge Asset Management
Chadds Ford,
Pennsylvania
| US$7.34億 | +US$5983萬 | +9% | 18.6% | – | 192 | 6.77% | 4.1 |
|
| 3125 |
3125
Keywise Capital Management (HK)
Hong Kong
| US$7.34億 | +US$1.04億 | +17% | 35.2% | 684% | 16 | 37.5% | 1.5 |
|