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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
3376
Cornerstone Management
Duluth,
Georgia
| US$3.72億 | +US$2259萬 | +6% | 4.12% | 43.6% | 51 | 1.96% | 3 |
|
| 3377 |
3377
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$3.72億 | +US$839萬 | +2% | 5.06% | 58.7% | 28 | 17.86% | 4.1 |
|
| 3378 |
3378
22NW LP
Seattle,
Washington
| US$3.72億 | +US$4749萬 | +15% | 14.6% | 138% | 42 | 33.33% | 1.3 |
|
| 3379 |
3379
Foresite Capital Management II
Larkspur,
California
| US$3.72億 | -US$6329萬 | -15% | 8% | 66.2% | 4 | 0% | 3.2 |
|
| 3380 |
3380
High Falls Advisors
Rochester,
New York
| US$3.72億 | +US$2342萬 | +7% | 5.06% | 56.9% | 126 | 16.67% | 1.6 |
|
| 3381 |
3381
9258 Wealth Management
Blue Ash,
Ohio
| US$3.71億 | +US$3845萬 | +12% | 8.56% | 49.6% | 362 | 11.05% | 1.6 |
|
| 3382 |
3382
KPCB DGF Associates
Menlo Park,
California
| US$3.71億 | – | – | 0% | – | 1 | – | 0 |
|
| 3383 |
3383
Tolleson Wealth Management
Dallas,
Texas
| US$3.71億 | +US$3998萬 | +12% | 7.43% | 56.2% | 75 | 6.67% | 1.7 |
|
| 3384 |
3384
Working Capital Advisors (UK)
London,
United Kingdom
| US$3.7億 | +US$1.32億 | +56% | 21.7% | 24.8% | 1 | 0% | 0.5 |
|
| 3385 |
3385
Accel Growth Fund V Associates
Palo Alto,
California
| US$3.7億 | +US$5452萬 | +17% | 3.53% | 1.17% | 2 | 50% | 0.1 |
|
| 3386 |
EWA
3386
ERTS Wealth Advisors
Marquette,
Michigan
| US$3.7億 | +US$3216萬 | +10% | 5.15% | 39.3% | 93 | 9.68% | 1.6 |
|
| 3387 |
3387
Bayview Asset Management
Coral Gables,
Florida
| US$3.7億 | -US$1.1億 | -23% | 4.14% | 55.4% | 15 | 26.67% | 1.3 |
|
| 3388 |
3388
Rip Road Capital Partners
Boston,
Massachusetts
| US$3.69億 | +US$2638萬 | +8% | 6.25% | 121% | 17 | 11.76% | 1.1 |
|
| 3389 |
WFI
3389
West Family Investments
Carlsbad,
California
| US$3.69億 | +US$9494萬 | +35% | 4.87% | 116% | 389 | 91.52% | 0.3 |
|
| 3390 |
3390
BCM Advisors
Lafayette,
Louisiana
| US$3.69億 | +US$3823萬 | +12% | 5% | 59.3% | 55 | 9.09% | 2.3 |
|
| 3391 |
3391
Hamilton Point Investment Advisors
Chapel Hill,
North Carolina
| US$3.69億 | +US$2326萬 | +7% | 7.3% | 79.3% | 81 | 9.88% | 4.2 |
|
| 3392 |
3392
Wolf Hill Capital Management
Greenwich,
Connecticut
| US$3.69億 | +US$1.24億 | +51% | 20.6% | 384% | 36 | 58.33% | 0.3 |
|
| 3393 |
MAA
3393
Mraz Amerine & Associates
Modesto,
California
| US$3.69億 | +US$2490萬 | +7% | 7.09% | 69.8% | 180 | 7.78% | 4.1 |
|
| 3394 |
VM
3394
Venator Management
Pittsburgh,
Pennsylvania
| US$3.69億 | +US$3070萬 | +9% | 8.49% | 101% | 35 | 31.43% | 0.4 |
|
| 3395 |
3395
Baron Silver Stevens Financial Advisors
Boca Raton,
Florida
| US$3.69億 | +US$1.85億 | +100% | 6.46% | 52.1% | 88 | 46.59% | 0.3 |
|
| 3396 |
3396
Wright Investors Service
Shelton,
Connecticut
| US$3.69億 | +US$3840萬 | +12% | 8.65% | 146% | 160 | 22.5% | 3.1 |
|
| 3397 |
EGA
3397
E&G Advisors
Houston,
Texas
| US$3.69億 | +US$2726萬 | +8% | 6.83% | 97.7% | 210 | 94.76% | 0 |
|
| 3398 |
3398
AlphaCentric Advisors
San Juan,
Puerto Rico
| US$3.68億 | +US$7168萬 | +24% | 3.46% | – | 256 | 37.89% | 0.5 |
|
| 3399 |
3399
Farmers & Merchants Trust Company
Long Beach,
California
| US$3.68億 | +US$7073萬 | +24% | 6% | 79.8% | 181 | 16.57% | 1.8 |
|
| 3400 |
3400
Fairfield, Bush & Co
Darien,
Connecticut
| US$3.68億 | +US$1759萬 | +5% | 9.18% | 112% | 168 | 17.26% | 4.7 |
|