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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Dowling & Yahnke
San Diego,
California
| US$21.5億 | +US$2190萬 | +1% | 4.54% | 34.8% | 387 | 6.98% | 5.5 |
|
| 1002 |
KL
1002
KIM LLC
Wichita,
Kansas
| US$21.5億 | +US$6005萬 | +3% | 14.1% | 51.1% | 898 | 10.69% | 0.2 |
|
| 1003 |
1003
Private Management Group
Irvine,
California
| US$21.5億 | -US$1.35億 | -6% | 6.58% | 62.2% | 187 | 10.7% | 3.8 |
|
| 1004 |
1004
Miracle Mile Advisors
Los Angeles,
California
| US$21.4億 | +US$1653萬 | +0.8% | 5.31% | 56% | 474 | 14.98% | 2.1 |
|
| 1005 |
1005
Clifford Swan Investment Counsel
Pasadena,
California
| US$21.3億 | -US$1.8億 | -8% | 4.8% | 73.2% | 320 | 5.31% | 6.5 |
|
| 1006 |
1006
Signature Estate & Investment Advisors
Los Angeles,
California
| US$21.3億 | +US$1.48億 | +7% | 4.95% | 84.4% | 177 | 14.12% | 3.3 |
|
| 1007 |
CL
1007
CSS LLC
Chicago,
Illinois
| US$21.3億 | -US$3.26億 | -13% | 2.58% | 128% | 1,396 | 48.57% | 0.9 |
|
| 1008 |
PCM
1008
Palestra Capital Management
New York
| US$21.3億 | +US$1055萬 | +0.5% | 1.12% | 236% | 24 | 45.83% | 1.3 |
|
| 1009 |
1009
Nicholas Hoffman & Company
Atlanta,
Georgia
| US$21.2億 | -US$1334萬 | -0.6% | 1.75% | 71.9% | 268 | 7.84% | 3.8 |
|
| 1010 |
1010
First Trust Capital Management
Chicago,
Illinois
| US$21.2億 | +US$6.86億 | +48% | 9.26% | 214% | 527 | 37.19% | 0.4 |
|
| 1011 |
1011
NewEdge Wealth
Pittsburgh,
Pennsylvania
| US$21.1億 | -US$8706萬 | -4% | 5.04% | 98.9% | 613 | 25.77% | 0.9 |
|
| 1012 |
1012
Cambridge Trust
Cambridge,
Massachusetts
| US$21.1億 | -US$1.75億 | -8% | 4.37% | 42.9% | 926 | 14.04% | 2.1 |
|
| 1013 |
1013
Robert Wood Johnson Foundation
Princeton,
New Jersey
| US$21.1億 | -US$2.09億 | -9% | 8.14% | 3.79% | 5 | 0% | 3.2 |
|
| 1014 |
1014
Metropolitan Life Insurance Company (MetLife)
New York
| US$21.1億 | -US$1.7億 | -7% | 4.05% | 50.8% | 2,409 | 5.65% | 5.6 |
|
| 1015 |
1015
Kingsview Wealth Management
Grants Pass,
Oregon
| US$21.1億 | +US$1768萬 | +0.8% | 4.78% | 71.5% | 899 | 19.47% | 2.4 |
|
| 1016 |
1016
Valley Forge Capital Management
Miami,
Florida
| US$21.1億 | -US$1.29億 | -6% | 5.02% | 49% | 10 | 0% | 4.4 |
|
| 1017 |
1017
Van Berkom & Associates
Montreal,
Quebec, Canada
| US$21億 | -US$2.85億 | -12% | 2.14% | 45% | 68 | 14.71% | 4.3 |
|
| 1018 |
1018
Shelton Capital Management
Denver,
Colorado
| US$21億 | -US$1.2億 | -5% | 2.93% | 161% | 741 | 11.74% | 4.7 |
|
| 1019 |
1019
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| US$21億 | -US$2.38億 | -10% | 7.68% | 83.9% | 146 | 9.59% | 3.4 |
|
| 1020 |
1020
Leeward Investments
Boston,
Massachusetts
| US$21億 | -US$9269萬 | -4% | 1.27% | 88% | 150 | 11.33% | 0.5 |
|
| 1021 |
1021
Novo Holdings A/S
Hellerup,
Denmark
| US$21億 | +US$6656萬 | +3% | 1.97% | 205% | 56 | 10.71% | 1.6 |
|
| 1022 |
1022
Carnegie Investment Counsel
Pepper Pike,
Ohio
| US$21億 | -US$1.17億 | -5% | 3.92% | 112% | 493 | 8.32% | 4.5 |
|
| 1023 |
1023
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| US$20.9億 | +US$3.78億 | +22% | 5.85% | 602% | 46 | 56.52% | 0.8 |
|
| 1024 |
1024
J. Goldman & Co
New York
| US$20.9億 | +US$3684萬 | +2% | 2.54% | 106% | 541 | 66.36% | 0.5 |
|
| 1025 |
1025
Timucuan Asset Management
Jacksonville,
Florida
| US$20.9億 | -US$6124萬 | -3% | 1.81% | 61.6% | 33 | 0% | 3.9 |
|