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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Steelhead Partners
Seattle,
Washington
| US$15.8億 | +US$4214萬 | +3% | 0% | 0.4% | 46 | 0% | 0.8 |
|
| 1352 |
1352
Bogart Wealth LLC
Mclean,
Virginia
| US$15.8億 | +US$7975萬 | +5% | 2.8% | 60.5% | 1,156 | 13.41% | 2.4 |
|
| 1353 |
1353
P. Schoenfeld Asset Management (PSAM)
New York
| US$15.8億 | +US$4.46億 | +39% | 1.49% | 367% | 168 | 50.6% | 1 |
|
| 1354 |
1354
Sabal Trust
St. Petersburg,
Florida
| US$15.7億 | +US$1.39億 | +10% | 1.96% | 18.4% | 212 | 31.13% | 3.8 |
|
| 1355 |
1355
Allstate Corporation
Northbrook,
Illinois
| US$15.7億 | +US$2.24億 | +17% | 1.57% | 59.7% | 220 | 13.18% | 3.8 |
|
| 1356 |
1356
Trilogy Capital
Irvine,
California
| US$15.7億 | +US$1.61億 | +11% | 2.49% | 57.6% | 273 | 15.02% | 1.6 |
|
| 1357 |
1357
Tokio Marine Asset Management
Tokyo,
Japan
| US$15.6億 | +US$1.29億 | +9% | 10.4% | 142% | 583 | 6.35% | 3.2 |
|
| 1358 |
1358
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| US$15.6億 | +US$8418萬 | +6% | 7.04% | 64.4% | 142 | 10.56% | 5.1 |
|
| 1359 |
1359
Cary Street Partners Investment Advisory
Richmond,
Virginia
| US$15.6億 | +US$1.64億 | +12% | 5.74% | 84.1% | 1,811 | 10.77% | 0.8 |
|
| 1360 |
1360
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$15.5億 | +US$8443萬 | +6% | 6.35% | 68.1% | 102 | 12.75% | 4.1 |
|
| 1361 |
DCP
1361
Darsana Capital Partners
New York
| US$15.5億 | +US$6448萬 | +4% | 9.98% | 144% | 14 | 50% | 2.2 |
|
| 1362 |
1362
1ST Source Bank
South Bend,
Indiana
| US$15.5億 | +US$4447萬 | +3% | 4.73% | 80.8% | 257 | 7.78% | 6.8 |
|
| 1363 |
1363
Relative Value Partners Group
| US$15.5億 | +US$8236萬 | +6% | 3.22% | 8.9% | 252 | 7.54% | 2.6 |
|
| 1364 |
1364
Lingotto Investment Management
London,
United Kingdom
| US$15.5億 | +US$1.51億 | +11% | 16.2% | 362% | 33 | 39.39% | 1.4 |
|
| 1365 |
1365
Donor Advised Charitable Giving
San Francisco,
California
| US$15.5億 | +US$4.55億 | +42% | 50.7% | 418% | 50 | 50% | 2.7 |
|
| 1366 |
GC
1366
Gobi Capital
San Francisco,
California
| US$15.4億 | +US$1.46億 | +10% | 19.1% | 93.7% | 10 | 0% | 3.1 |
|
| 1367 |
1367
LMCG Investments
Boston,
Massachusetts
| US$15.4億 | +US$4511萬 | +3% | 7.42% | 135% | 303 | 5.94% | 5.5 |
|
| 1368 |
1368
Stadion Money Management
Watkinsville,
Georgia
| US$15.4億 | +US$2.76億 | +22% | 5.15% | 55.3% | 20 | 30% | 3.1 |
|
| 1369 |
1369
Highland Capital Management (Tennessee)
Memphis,
Tennessee
| US$15.4億 | +US$1.88億 | +14% | 8.36% | 160% | 338 | 23.96% | 4.8 |
|
| 1370 |
1370
Avior Wealth Management
Omaha,
Nebraska
| US$15.4億 | +US$7925萬 | +5% | 5.84% | 71.4% | 1,708 | 13.29% | 3 |
|
| 1371 |
1371
Prelude Capital Management
New York
| US$15.4億 | -US$1.35億 | -8% | 9.77% | 198% | 1,512 | 53.17% | 0.7 |
|
| 1372 |
1372
Trust Company of Vermont
Brattleboro,
Vermont
| US$15.3億 | +US$1.02億 | +7% | 6.8% | – | 926 | 15.98% | 3.6 |
|
| 1373 |
1373
Willis Investment Counsel
Gainesville,
Georgia
| US$15.3億 | +US$135萬 | +0.1% | 2.59% | 65.3% | 113 | 5.31% | 5.2 |
|
| 1374 |
1374
Efficient Advisors
Mason,
Ohio
| US$15.3億 | +US$9574萬 | +7% | 2.18% | 30.6% | 72 | 4.17% | 5.5 |
|
| 1375 |
1375
Mizuho Markets Americas
New York
| US$15.3億 | -US$9.6億 | -38% | 6.83% | 121% | 90 | 63.33% | 1.2 |
|