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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
Gerber Kawasaki Wealth & Investment Management
Santa Monica,
California
| US$14.9億 | +US$2.24億 | +18% | 10.1% | 102% | 281 | 16.01% | 2.5 |
|
| 1402 |
1402
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
| US$14.9億 | +US$1.72億 | +13% | 9.18% | 104% | 102 | 10.78% | 4.5 |
|
| 1403 |
1403
Alpha Cubed Investments
Irvine,
California
| US$14.8億 | +US$1.01億 | +7% | 9.9% | 126% | 290 | 11.72% | 4.1 |
|
| 1404 |
1404
Chai Trust Company
Chicago,
Illinois
| US$14.8億 | +US$7.21億 | +95% | 4.24% | 12.7% | 27 | 51.85% | 3.1 |
|
| 1405 |
1405
Element Capital Management
New York
| US$14.8億 | +US$1.54億 | +12% | 2.7% | 49.4% | 234 | 41.88% | 0.2 |
|
| 1406 |
1406
Nippon Life Global Investors Americas
New York
| US$14.8億 | -US$8501萬 | -5% | 13.7% | 190% | 145 | 18.62% | 2.9 |
|
| 1407 |
1407
Leavell Investment Management
Mobile,
Alabama
| US$14.7億 | +US$7035萬 | +5% | 6.58% | 84.5% | 465 | 6.02% | 5.7 |
|
| 1408 |
1408
GenTrust
Miami,
Florida
| US$14.7億 | +US$8333萬 | +6% | 3.06% | 58.9% | 147 | 11.56% | 1.9 |
|
| 1409 |
1409
Gratus Capital
Atlanta,
Georgia
| US$14.7億 | +US$1.55億 | +12% | 8.15% | 51.4% | 261 | 22.99% | 3.3 |
|
| 1410 |
1410
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$14.7億 | -US$1.73億 | -11% | 7.28% | 96% | 121 | 17.36% | 2.9 |
|
| 1411 |
1411
Empire Life Investments
Toronto,
Ontario, Canada
| US$14.6億 | +US$5769萬 | +4% | 4.21% | 103% | 96 | 6.25% | 3.8 |
|
| 1412 |
1412
Nicholas Investment Partners
Rancho Santa Fe,
California
| US$14.6億 | +US$1.47億 | +11% | 25.2% | 397% | 215 | 24.65% | 1.2 |
|
| 1413 |
1413
Greenvale Capital
London,
United Kingdom
| US$14.6億 | -US$1.27億 | -8% | 3.73% | 101% | 23 | 30.43% | 1.3 |
|
| 1414 |
1414
Darlington Partners Capital Management
Greenbrae,
California
| US$14.6億 | +US$1.28億 | +10% | 5.2% | 18.1% | 19 | 26.32% | 1.3 |
|
| 1415 |
1415
Moody National Bank Trust Division
Galveston,
Texas
| US$14.6億 | +US$2.89億 | +25% | 29.4% | 115% | 632 | 8.39% | 3.4 |
|
| 1416 |
1416
Alta Capital Management
Salt Lake City,
Utah
| US$14.6億 | +US$9716萬 | +7% | 9.07% | 89.2% | 90 | 3.33% | 5.2 |
|
| 1417 |
1417
BloombergSen
Toronto,
Ontario, Canada
| US$14.6億 | -US$208萬 | -0.1% | 6.2% | 46.9% | 33 | 9.09% | 3 |
|
| 1418 |
1418
Alua Capital Management
New York
| US$14.6億 | +US$2.65億 | +22% | 14% | 99.4% | 22 | 9.09% | 1.1 |
|
| 1419 |
1419
CWA Asset Management Group
Naples,
Florida
| US$14.5億 | +US$1.08億 | +8% | 5.23% | – | 375 | 19.73% | 2.4 |
|
| 1420 |
1420
Independent Financial Group
San Diego,
California
| US$14.5億 | +US$2億 | +16% | 10.5% | 149% | 936 | 17.09% | 1.8 |
|
| 1421 |
1421
Vivo Capital
Palo Alto,
California
| US$14.5億 | +US$766萬 | +0.5% | 15.7% | 7,491% | 53 | 18.87% | 1.9 |
|
| 1422 |
1422
GAM Holding
Zurich,
Switzerland
| US$14.5億 | +US$721萬 | +0.5% | 10.2% | 138% | 231 | 25.54% | 3.6 |
|
| 1423 |
1423
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| US$14.5億 | +US$4238萬 | +3% | 4.77% | 58.1% | 713 | 23.98% | 4.3 |
|
| 1424 |
1424
Janney Capital Management
Pittsburgh,
Pennsylvania
| US$14.4億 | +US$1.14億 | +9% | 3.83% | 70.7% | 247 | 13.36% | 3.5 |
|
| 1425 |
1425
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| US$14.4億 | +US$1.27億 | +10% | 6.11% | 135% | 174 | 20.69% | 3.8 |
|