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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Capital Investment Advisors
Atlanta,
Georgia
| US$9.45億 | +US$4102萬 | +5% | 0.34% | 62.2% | 414 | 6.28% | 1.1 |
|
| 1302 |
1302
St. James Investment Company
Southlake,
Texas
| US$9.43億 | +US$2503萬 | +3% | 0.72% | 43.8% | 72 | 44.44% | 0.7 |
|
| 1303 |
1303
Canaan Partners VII
Westport,
Connecticut
| US$9.38億 | -US$3.2億 | -25% | 22.1% | 20.7% | 5 | 40% | 0.7 |
|
| 1304 |
1304
Third Rock Ventures
Boston,
Massachusetts
| US$9.38億 | -US$2.85億 | -23% | 52.9% | – | 6 | 33.33% | 0.8 |
|
| 1305 |
1305
Cobalt Capital Management
Short Hills,
New Jersey
| US$9.34億 | +US$1.11億 | +13% | 5.5% | 235% | 88 | 57.95% | 0.5 |
|
| 1306 |
1306
Raymond James Trust
St. Petersburg,
Florida
| US$9.34億 | +US$348萬 | +0.4% | 0.85% | 41.3% | 677 | 12.41% | 1.4 |
|
| 1307 |
1307
Meeder Asset Management
Dublin,
Ohio
| US$9.33億 | +US$1.46億 | +19% | 3.48% | 156% | 622 | 45.82% | 0.7 |
|
| 1308 |
VFS
1308
VSR Financial Services
Overland Park,
Kansas
| US$9.33億 | +US$4670萬 | +5% | 1.69% | 20.7% | 622 | 18.65% | 1.3 |
|
| 1309 |
1309
BancorpSouth
Tupelo,
Mississippi
| US$9.32億 | +US$1331萬 | +1% | 1.19% | 3.86% | 286 | 21.68% | 1.3 |
|
| 1310 |
1310
Linscomb Wealth
Houston,
Texas
| US$9.32億 | +US$2853萬 | +3% | 0.79% | 75.2% | 290 | 17.24% | 1.4 |
|
| 1311 |
WEC
1311
White Elm Capital
Greenwich,
Connecticut
| US$9.31億 | -US$7656萬 | -8% | 3.35% | 103% | 30 | 30% | 1.2 |
|
| 1312 |
1312
Olstein Capital Management
Purchase,
New York
| US$9.26億 | +US$1.07億 | +13% | 1.63% | 16.6% | 129 | 17.83% | 1.2 |
|
| 1313 |
1313
Shelton Capital Management
Denver,
Colorado
| US$9.26億 | +US$6704萬 | +8% | 2.66% | 161% | 846 | 12.77% | 1.4 |
|
| 1314 |
NC
1314
Northpointe Capital
Bloomfield Hills,
Michigan
| US$9.24億 | +US$9174萬 | +11% | 8.3% | 33% | 284 | 34.86% | 0.8 |
|
| 1315 |
1315
Bloom Tree Partners
New York
| US$9.23億 | +US$2.55億 | +38% | 6.91% | 20.4% | 40 | 42.5% | 0.6 |
|
| 1316 |
1316
Destination Wealth Management
Walnut Creek,
California
| US$9.23億 | -US$6578萬 | -7% | 0.79% | 52.7% | 122 | 17.21% | 1.5 |
|
| 1317 |
1317
Makena Capital Management
Menlo Park,
California
| US$9.2億 | -US$4097萬 | -4% | 2.33% | 78.7% | 14 | 7.14% | 1.3 |
|
| 1318 |
GA
1318
GRS Advisors
Chicago,
Illinois
| US$9.2億 | -US$4.03億 | -30% | 5.87% | 54.3% | 34 | 50% | 0.9 |
|
| 1319 |
1319
Two Creeks Capital Management
New York
| US$9.17億 | +US$7845萬 | +9% | 4.25% | 38.8% | 15 | 33.33% | 0.2 |
|
| 1320 |
1320
North Run Capital
Boston,
Massachusetts
| US$9.14億 | -US$2.09億 | -19% | 2.57% | 19.4% | 32 | 40.63% | 1.1 |
|
| 1321 |
1321
Cumberland Partners
Toronto,
Ontario, Canada
| US$9.11億 | -US$4544萬 | -5% | 3.34% | 101% | 70 | 31.43% | 1 |
|
| 1322 |
1322
Virtu Financial
New York
| US$9.09億 | +US$9606萬 | +12% | 0.62% | 160% | 450 | 70.67% | 0.3 |
|
| 1323 |
1323
Cardinal Capital Management Inc (Canada)
Winnipeg,
Manitoba, Canada
| US$9.07億 | -US$858萬 | -0.9% | 7.39% | 85.6% | 45 | 15.56% | 0.8 |
|
| 1324 |
1324
Sumitomo Life Insurance
Tokyo,
Japan
| US$9.07億 | -US$1.01億 | -10% | 1.53% | 69.6% | 299 | 8.7% | 1.5 |
|
| 1325 |
1325
Freedom Investment Management
Hartford,
Connecticut
| US$9.07億 | +US$1.36億 | +18% | 3.14% | 68.5% | 701 | 24.96% | 1 |
|