我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Trustmark National Bank Trust Department
Jackson,
Mississippi
| US$7.28億 | +US$1383萬 | +2% | 4.29% | 58.6% | 361 | 14.4% | 1.7 |
|
| 1452 |
1452
WealthTrust Fairport
Cleveland,
Ohio
| US$7.28億 | +US$5167萬 | +8% | 4.38% | 31.4% | 148 | 14.86% | 1.6 |
|
| 1453 |
1453
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| US$7.26億 | +US$2846萬 | +4% | 5.64% | 135% | 167 | 11.38% | 1.8 |
|
| 1454 |
MG
1454
Mitchell Group
Houston,
Texas
| US$7.25億 | -US$6289萬 | -8% | 4.45% | 0.96% | 25 | 0% | 2 |
|
| 1455 |
1455
Majedie Asset Management
London,
United Kingdom
| US$7.24億 | +US$7481萬 | +12% | 5.76% | 126% | 71 | 12.68% | 1.1 |
|
| 1456 |
1456
Patten & Patten
Chattanooga,
Tennessee
| US$7.23億 | +US$6809萬 | +10% | 4.68% | 85.7% | 230 | 16.96% | 1.9 |
|
| 1457 |
1457
Truepoint Inc
Cincinnati,
Ohio
| US$7.22億 | +US$5112萬 | +8% | 4.47% | 43.4% | 79 | 34.18% | 0.8 |
|
| 1458 |
SBCM
1458
Schwerin Boyle Capital Management
Springfield,
Massachusetts
| US$7.2億 | +US$2357萬 | +3% | 4.87% | 72.3% | 73 | 8.22% | 1.9 |
|
| 1459 |
1459
Bank of the West
Monterey Park,
California
| US$7.19億 | +US$9190萬 | +15% | 5.49% | 35.4% | 295 | 10.51% | 1.8 |
|
| 1460 |
1460
Stock Yards Bank & Trust
Louisville,
Kentucky
| US$7.18億 | +US$6330萬 | +10% | 6.53% | 82.8% | 227 | 8.81% | 2 |
|
| 1461 |
1461
Chemical Bank
Detroit,
Michigan
| US$7.18億 | +US$2304萬 | +3% | 8.04% | 36.5% | 340 | 9.12% | 2 |
|
| 1462 |
1462
Gerstein Fisher
New York
| US$7.17億 | +US$4838萬 | +7% | 2.96% | 28.7% | 442 | 16.29% | 1.6 |
|
| 1463 |
1463
Ally Financial
Detroit,
Michigan
| US$7.17億 | -US$2.69億 | -27% | 2.83% | 9.35% | 148 | 24.32% | 1.1 |
|
| 1464 |
1464
Indus Capital Partners
New York
| US$7.15億 | -US$3362萬 | -4% | 13.2% | 117% | 48 | 43.75% | 0.7 |
|
| 1465 |
1465
Sigma Planning Corp
Ann Arbor,
Michigan
| US$7.14億 | +US$8315萬 | +13% | 4.38% | 97.5% | 772 | 22.67% | 0.8 |
|
| 1466 |
CCM
1466
Cupps Capital Management
Chicago,
Illinois
| US$7.13億 | -US$3876萬 | -5% | 12.8% | 213% | 218 | 32.57% | 1 |
|
| 1467 |
1467
Governors Lane
New York
| US$7.12億 | – | – | 6.44% | 133% | 26 | – | 0 |
|
| 1468 |
1468
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| US$7.11億 | +US$2440萬 | +4% | 6.45% | 99.5% | 216 | 13.43% | 1.9 |
|
| 1469 |
1469
Thomas White International
Chicago,
Illinois
| US$7.11億 | +US$4328萬 | +6% | 6.1% | 34.9% | 351 | 15.67% | 1.5 |
|
| 1470 |
1470
State of Alaska Department of Revenue
Juneau,
Alaska
| US$7.11億 | +US$2.53億 | +55% | 6.68% | 131% | 367 | 41.96% | 1.2 |
|
| 1471 |
1471
Parsons Capital Management
Providence,
Rhode Island
| US$7.11億 | +US$2528萬 | +4% | 5.62% | 84.9% | 346 | 8.09% | 1.9 |
|
| 1472 |
1472
Eagle Boston Investment Management
Boston,
Massachusetts
| US$7.1億 | -US$3558萬 | -5% | 3.78% | 71.5% | 129 | 6.98% | 2.1 |
|
| 1473 |
GA
1473
GRS Advisors
Chicago,
Illinois
| US$7.09億 | -US$1.37億 | -16% | 5.2% | 54.3% | 33 | 33.33% | 1 |
|
| 1474 |
1474
Rand Wealth
Baltimore,
Maryland
| US$7.08億 | +US$2526萬 | +4% | 4.52% | 40.4% | 219 | 6.39% | 2 |
|
| 1475 |
BA
1475
Broadview Advisors
Milwaukee,
Wisconsin
| US$7.08億 | -US$1260萬 | -2% | 3.73% | 65.3% | 110 | 28.18% | 1.3 |
|