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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
Chilton Capital Management
Houston,
Texas
| US$10.9億 | +US$5540萬 | +5% | 6.34% | 95.3% | 188 | 14.89% | 2.8 |
|
| 1302 |
1302
Avantax Planning Partners
Dubuque,
Iowa
| US$10.9億 | -US$1.77億 | -14% | 5.19% | 51% | 375 | 20.27% | 0.9 |
|
| 1303 |
1303
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| US$10.9億 | +US$8354萬 | +8% | 3.3% | 58.1% | 226 | 48.67% | 1.1 |
|
| 1304 |
1304
F.L. Putnam Investment Management
Lynnfield,
Massachusetts
| US$10.9億 | +US$4192萬 | +4% | 7% | 95.6% | 237 | 11.81% | 2.3 |
|
| 1305 |
RIG
1305
Roosevelt Investment Group
New York
| US$10.9億 | +US$515萬 | +0.5% | 6.34% | 57.6% | 192 | 11.46% | 2.3 |
|
| 1306 |
1306
Marcato Capital Management
San Francisco,
California
| US$10.9億 | +US$2.12億 | +24% | 15.5% | 142% | 26 | 30.77% | 1.2 |
|
| 1307 |
1307
Teton Advisors
Rye,
New York
| US$10.9億 | +US$907萬 | +0.8% | 4.24% | 139% | 439 | 5.92% | 3.3 |
|
| 1308 |
LFM
1308
Lumina Fund Management
New York
| US$10.8億 | +US$1.09億 | +11% | 5.68% | 28.1% | 55 | 34.55% | 2 |
|
| 1309 |
1309
Turtle Creek Asset Management
Toronto,
Ontario, Canada
| US$10.8億 | +US$7806萬 | +8% | 7.9% | 2.37% | 28 | 10.71% | 1.3 |
|
| 1310 |
1310
Avenir Corporation
Alexandria,
Virginia
| US$10.8億 | -US$8065萬 | -7% | 7.14% | 34.4% | 73 | 16.44% | 3 |
|
| 1311 |
1311
Verition Fund Management
Greenwich,
Connecticut
| US$10.8億 | -US$1.59億 | -13% | 4.08% | 110% | 1,437 | 62.84% | 0.4 |
|
| 1312 |
1312
Locust Wood Capital Advisers
New York
| US$10.8億 | +US$2716萬 | +3% | 6.65% | 111% | 44 | 31.82% | 1.6 |
|
| 1313 |
1313
WestEnd Advisors
Charlotte,
North Carolina
| US$10.8億 | -US$5810萬 | -5% | 5.94% | 59.9% | 47 | 21.28% | 2 |
|
| 1314 |
1314
Quantbot Technologies
New York
| US$10.8億 | +US$3658萬 | +4% | 3.12% | 33.6% | 1,690 | 63.73% | 0.3 |
|
| 1315 |
1315
Trust Company of Vermont
Brattleboro,
Vermont
| US$10.8億 | +US$7108萬 | +7% | 6.43% | – | 1,047 | 14.8% | 2.8 |
|
| 1316 |
1316
RGM Capital
Naples,
Florida
| US$10.8億 | +US$1.07億 | +11% | 4.25% | 48.6% | 19 | 15.79% | 2.4 |
|
| 1317 |
1317
New York Life Insurance Company
New York
| US$10.7億 | +US$2.17億 | +25% | 5.37% | 61.5% | 15 | 40% | 0.5 |
|
| 1318 |
1318
Capital International Sarl
Los Angeles,
California
| US$10.7億 | -US$1.33億 | -11% | 4.87% | 149% | 148 | 17.57% | 2.4 |
|
| 1319 |
1319
GW Henssler & Associates
Kennesaw,
Georgia
| US$10.7億 | +US$7315萬 | +7% | 6.76% | 62.4% | 151 | 15.23% | 2.8 |
|
| 1320 |
1320
LGT Capital Partners
Pfaeffikon,
Switzerland
| US$10.7億 | +US$7629萬 | +8% | 5.49% | 67.2% | 66 | 13.64% | 2 |
|
| 1321 |
MPAM
1321
Monarch Partners Asset Management
Boston,
Massachusetts
| US$10.7億 | +US$3233萬 | +3% | 6.73% | 136% | 223 | 38.57% | 0.7 |
|
| 1322 |
1322
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| US$10.7億 | +US$1.01億 | +10% | 8.2% | 307% | 167 | 22.75% | 0.8 |
|
| 1323 |
SGCIA
1323
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$10.6億 | +US$1.1億 | +12% | 3% | 56.9% | 134 | 3.73% | 3.5 |
|
| 1324 |
1324
Truepoint Inc
Cincinnati,
Ohio
| US$10.6億 | +US$4357萬 | +4% | 4% | 43.4% | 113 | 24.78% | 1.9 |
|
| 1325 |
1325
Hahn Capital Management
Walnut Creek,
California
| US$10.6億 | +US$5036萬 | +5% | 8.35% | 53.6% | 35 | 5.71% | 3.3 |
|