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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3576 |
3576
Kellner Capital
New York
| US$1.49億 | -US$5065萬 | -25% | 4.13% | 390% | 46 | 63.04% | 0.3 |
|
| 3577 |
3577
Timber Creek Capital Management
Boston,
Massachusetts
| US$1.48億 | +US$314萬 | +2% | 4.02% | 139% | 145 | 16.55% | 2.8 |
|
| 3578 |
3578
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$1.48億 | +US$383萬 | +3% | 3.65% | 137% | 93 | 9.68% | 0.5 |
|
| 3579 |
3579
Simplicity Solutions
Minneapolis,
Minnesota
| US$1.48億 | -US$6.98億 | -82% | 3.82% | 37.1% | 423 | 55.32% | 1.4 |
|
| 3580 |
HA
3580
Havens Advisors
New York
| US$1.48億 | +US$827萬 | +6% | 7.45% | 460% | 42 | 61.9% | 0.6 |
|
| 3581 |
3581
FC Advisory
West Chester,
Pennsylvania
| US$1.48億 | +US$340萬 | +2% | 2.56% | 46.6% | 43 | 6.98% | 1.8 |
|
| 3582 |
MAS
3582
Managed Account Services
Coconut Grove,
Florida
| US$1.48億 | +US$701萬 | +5% | 3.79% | 32.4% | 64 | 3.13% | 0.7 |
|
| 3583 |
3583
Landmark Financial Advisors
Bowling Green,
Kentucky
| US$1.48億 | +US$879萬 | +6% | 4.08% | 11.8% | 54 | 3.7% | 2.3 |
|
| 3584 |
3584
Perennial Advisors
New York
| US$1.48億 | +US$1000萬 | +7% | 5.2% | – | 204 | 8.82% | 0.7 |
|
| 3585 |
3585
Jolley Asset Management
Rocky Mount,
North Carolina
| US$1.47億 | +US$469萬 | +3% | 4.95% | 3.47% | 188 | 15.96% | 2.3 |
|
| 3586 |
3586
Covalent Partners
Concord,
Massachusetts
| US$1.47億 | -US$6389萬 | -30% | 0.57% | 36.6% | 33 | 45.45% | 1.1 |
|
| 3587 |
3587
Clear Investment Research
Alpharetta,
Georgia
| US$1.47億 | +US$1620萬 | +12% | 2.68% | 48.5% | 57 | 5.26% | 1.4 |
|
| 3588 |
3588
Penn Mutual Life Insurance
Horsham,
Pennsylvania
| US$1.47億 | +US$3282萬 | +29% | 0.39% | 1.64% | 25 | 24% | 1.7 |
|
| 3589 |
3589
Weatherstone Capital Management
Denver,
Colorado
| US$1.47億 | -US$452萬 | -3% | 2.1% | 32% | 98 | 21.43% | 1.2 |
|
| 3590 |
3590
Security National Bank
Omaha,
Nebraska
| US$1.46億 | +US$877萬 | +6% | 6.93% | 113% | 69 | 7.25% | 0.5 |
|
| 3591 |
3591
Raine Capital
New York
| US$1.46億 | +US$1896萬 | +15% | 9.49% | 119% | 14 | 0% | 1.3 |
|
| 3592 |
3592
Family Management
New York
| US$1.46億 | +US$57.3萬 | +0.4% | 5.75% | 69% | 79 | 26.58% | 1.9 |
|
| 3593 |
3593
Hayek Kallen Investment Management
Fairhope,
Alabama
| US$1.46億 | -US$199萬 | -1% | 3.72% | 71.9% | 68 | 5.88% | 3.1 |
|
| 3594 |
3594
Oxford Financial Group
Carmel,
Indiana
| US$1.46億 | +US$1580萬 | +12% | 2.27% | 77.2% | 33 | 24.24% | 0.5 |
|
| 3595 |
3595
Institutional Venture Management XIII
Menlo Park,
California
| US$1.46億 | -US$333萬 | -2% | 1.94% | – | 4 | 0% | 2.9 |
|
| 3596 |
3596
Quotient Investors
New York
| US$1.46億 | +US$536萬 | +4% | 4.59% | 24.9% | 174 | 29.89% | 1.6 |
|
| 3597 |
3597
First Capital Advisors Group
Little Silver,
New Jersey
| US$1.46億 | -US$41.7萬 | -0.3% | 3.67% | – | 168 | 25% | 0.5 |
|
| 3598 |
3598
Yost Capital Management
Houston,
Texas
| US$1.46億 | +US$758萬 | +5% | 8.44% | 125% | 10 | 20% | 1.1 |
|
| 3599 |
3599
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$1.46億 | -US$3742萬 | -20% | 13.1% | 167% | 70 | 55.71% | 0.8 |
|
| 3600 |
3600
Marlowe Partners
New York
| US$1.45億 | -US$1546萬 | -10% | 4.95% | 16.3% | 13 | 46.15% | 0.6 |
|