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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1376 |
BTP
1376
Bloom Tree Partners
New York
| US$9.04億 | -US$1.26億 | -12% | 11.9% | 20.4% | 38 | 50% | 0.8 |
|
| 1377 |
1377
E.S. Barr & Co
Lexington,
Kentucky
| US$8.98億 | +US$2145萬 | +2% | 3.14% | 73.5% | 89 | 7.87% | 3.1 |
|
| 1378 |
1378
Mountain Pacific Investment Advisers
Boise,
Idaho
| US$8.98億 | +US$3666萬 | +4% | 4.65% | 79.5% | 105 | 4.76% | 3.4 |
|
| 1379 |
1379
Aristotle Capital Boston
Boston,
Massachusetts
| US$8.96億 | +US$1.46億 | +20% | 5.81% | 72.2% | 130 | 8.46% | 1.8 |
|
| 1380 |
1380
Grimes & Company
Westborough,
Massachusetts
| US$8.96億 | -US$1652萬 | -2% | 2.5% | 66.2% | 224 | 12.05% | 2.3 |
|
| 1381 |
1381
Close Asset Management
London,
United Kingdom
| US$8.96億 | -US$5180萬 | -5% | 4.97% | 114% | 218 | 7.34% | 0.4 |
|
| 1382 |
1382
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| US$8.96億 | +US$216萬 | +0.2% | 2.01% | 45.9% | 137 | 8.03% | 2.1 |
|
| 1383 |
1383
Community Trust & Investment
Versailles,
Kentucky
| US$8.95億 | +US$3178萬 | +4% | 1.79% | 123% | 111 | 8.11% | 2.6 |
|
| 1384 |
1384
TPH Asset Management
Houston,
Texas
| US$8.93億 | -US$8168萬 | -8% | 11.5% | 8.46% | 95 | 22.11% | 1.7 |
|
| 1385 |
1385
Simmons Bank
Pine Bluff,
Arkansas
| US$8.92億 | -US$1428萬 | -2% | 1.76% | 92.9% | 307 | 11.4% | 1 |
|
| 1386 |
1386
Montag & Associates
Atlanta,
Georgia
| US$8.92億 | -US$214萬 | -0.2% | 3.05% | 82.9% | 253 | 9.09% | 3 |
|
| 1387 |
1387
Lee, Danner & Bass
Nashville,
Tennessee
| US$8.91億 | +US$435萬 | +0.5% | 0.85% | – | 168 | 3.57% | 3.3 |
|
| 1388 |
1388
Steward Partners Investment Advisory
New York
| US$8.9億 | +US$2.29億 | +35% | 3.28% | 88.5% | 1,797 | 15.86% | 0.3 |
|
| 1389 |
AAM
1389
Amerigo Asset Management
George Town,
Cayman Islands
| US$8.9億 | +US$1.36億 | +18% | 6.12% | 368% | 9 | 33.33% | 0.6 |
|
| 1390 |
1390
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| US$8.87億 | +US$6212萬 | +8% | 7.12% | 307% | 177 | 38.42% | 0.6 |
|
| 1391 |
SAM
1391
Symphony Asset Management
San Francisco,
California
| US$8.86億 | -US$1.7億 | -16% | 1.7% | 21.6% | 417 | 25.42% | 1.3 |
|
| 1392 |
1392
Landscape Capital Management
Englewood,
New Jersey
| US$8.84億 | -US$1.4億 | -14% | 3.78% | 92.5% | 585 | 61.88% | 0.8 |
|
| 1393 |
1393
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| US$8.82億 | +US$6312萬 | +8% | 2.97% | 68.2% | 228 | 10.53% | 2.3 |
|
| 1394 |
1394
Donaldson Capital Management
Evansville,
Indiana
| US$8.82億 | +US$2107萬 | +2% | 3.33% | 77.7% | 170 | 10.59% | 2.5 |
|
| 1395 |
DF
1395
Donoghue Forlines
Boston,
Massachusetts
| US$8.81億 | – | – | 0.56% | 199% | 87 | – | 0 |
|
| 1396 |
1396
Rothschild Investment LLC
Chicago,
Illinois
| US$8.81億 | +US$2174萬 | +3% | 2.25% | 99.4% | 525 | 16.38% | 2.6 |
|
| 1397 |
1397
Tower Research Capital (TRC)
New York
| US$8.81億 | -US$1.21億 | -12% | 2.16% | 144% | 4,106 | 57.14% | 0.8 |
|
| 1398 |
TI
1398
TRG Investments
Richmond,
Virginia
| US$8.8億 | +US$1.93億 | +28% | 28% | 70.5% | 2 | 0% | 1.5 |
|
| 1399 |
1399
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| US$8.79億 | +US$3650萬 | +4% | 1.83% | 70.4% | 199 | 8.04% | 2.5 |
|
| 1400 |
1400
Polaris Wealth Advisory Group
San Rafael,
California
| US$8.79億 | -US$3773萬 | -4% | 4.31% | 64% | 140 | 38.57% | 0.9 |
|