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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1201 |
1201
Chickasaw Capital Management
Memphis,
Tennessee
| US$22.5億 | +US$1.6億 | +8% | 6.29% | 83.6% | 102 | 9.8% | 5.9 |
|
| 1202 |
1202
Silvant Capital Management
Atlanta,
Georgia
| US$22.5億 | +US$1.59億 | +8% | 10.4% | 168% | 316 | 5.7% | 4.7 |
|
| 1203 |
1203
Geneos Wealth Management
Englewood,
Colorado
| US$22.5億 | +US$6872萬 | +3% | 1.65% | 66.7% | 2,202 | 10.45% | 5.1 |
|
| 1204 |
1204
Altrinsic Global Advisors
Stamford,
Connecticut
| US$22.4億 | +US$2554萬 | +1% | 1.73% | 45% | 47 | 19.15% | 4.2 |
|
| 1205 |
1205
Voyager Global Management
New York
| US$22.4億 | +US$1.73億 | +8% | 5.26% | 56.1% | 14 | 7.14% | 1.8 |
|
| 1206 |
1206
Bragg Financial Advisors
Charlotte,
North Carolina
| US$22.4億 | +US$1175萬 | +0.5% | 1.11% | 101% | 325 | 4.62% | 6.7 |
|
| 1207 |
1207
Capital Counsel
New York
| US$22.4億 | +US$6317萬 | +3% | 4.76% | 94.9% | 57 | 5.26% | 6.4 |
|
| 1208 |
1208
New South Capital Management
Memphis,
Tennessee
| US$22.4億 | -US$1.51億 | -6% | 6.39% | 106% | 61 | 3.28% | 6.7 |
|
| 1209 |
1209
Apella Capital
West Hartford,
Connecticut
| US$22.4億 | +US$2.54億 | +13% | 0.51% | 48.6% | 321 | 12.77% | 2.4 |
|
| 1210 |
1210
Waldron Private Wealth
Bridgeville,
Pennsylvania
| US$22.4億 | +US$1968萬 | +0.9% | 2.42% | 68.7% | 452 | 10.62% | 4.2 |
|
| 1211 |
1211
Chilton Capital Management
Houston,
Texas
| US$22.4億 | +US$1.2億 | +6% | 4.64% | 106% | 687 | 23.58% | 2.5 |
|
| 1212 |
1212
Fullerton Fund Management
Singapore
| US$22.3億 | +US$1.17億 | +6% | 14.8% | 412% | 188 | 45.74% | 0.6 |
|
| 1213 |
DAM
1213
Davis Asset Management
Sausalito,
California
| US$22.3億 | -US$5414萬 | -2% | 0.09% | 97.3% | 34 | 2.94% | 4.9 |
|
| 1214 |
1214
Silicon Valley Community Foundation
Mountain View,
California
| US$22.3億 | -US$5.03億 | -18% | 12.8% | 309% | 20 | 0% | 2.8 |
|
| 1215 |
1215
Level Four Advisory Services
Dallas,
Texas
| US$22.2億 | +US$3.98億 | +22% | 2.12% | 92.2% | 921 | 35.4% | 3.1 |
|
| 1216 |
1216
Pallas Capital Advisors
Braintree,
Massachusetts
| US$22.2億 | -US$1.83億 | -8% | 6.53% | 71.8% | 539 | 26.35% | 1.3 |
|
| 1217 |
HC
1217
Henshaw Capital
Woburn,
Massachusetts
| US$22.2億 | +US$7946萬 | +4% | 5.28% | 128% | 297 | 9.76% | 3.8 |
|
| 1218 |
1218
Heritage Wealth Advisors
Richmond,
Virginia
| US$22.2億 | +US$2379萬 | +1% | 1.4% | 65% | 561 | 6.42% | 4.4 |
|
| 1219 |
1219
NS Partners
London,
United Kingdom
| US$22.1億 | +US$3348萬 | +2% | 5.27% | 109% | 77 | 6.49% | 6.3 |
|
| 1220 |
1220
Sand Hill Global Advisors
Palo Alto,
California
| US$22億 | +US$9410萬 | +4% | 1.71% | 58.6% | 197 | 21.83% | 3.8 |
|
| 1221 |
1221
Balentine LLC
Atlanta,
Georgia
| US$22億 | -US$11.5億 | -34% | 2.91% | 59.8% | 594 | 69.02% | 3.5 |
|
| 1222 |
1222
Saratoga Research & Investment Management
Saratoga,
California
| US$22億 | -US$121萬 | -0.1% | 2.24% | 65.1% | 46 | 10.87% | 7.4 |
|
| 1223 |
1223
Paradigm Capital Management Inc
Albany,
New York
| US$21.9億 | +US$1.07億 | +5% | 7.54% | 237% | 136 | 8.82% | 6.7 |
|
| 1224 |
1224
Summit Financial
Parsippany,
New Jersey
| US$21.9億 | +US$5.01億 | +30% | 2.77% | 81.8% | 501 | 26.75% | 1.6 |
|
| 1225 |
1225
Covea Finance
Paris,
France
| US$21.8億 | +US$6494萬 | +3% | 5.58% | 129% | 110 | 8.18% | 1.6 |
|