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
Rand Wealth
Baltimore,
Maryland
| US$8.67億 | +US$1.29億 | +17% | 3.43% | 40.4% | 225 | 7.56% | 3.2 |
|
| 1452 |
1452
Vista Equity Partners Management
San Francisco,
California
| US$8.66億 | +US$6.03億 | +229% | 5.33% | 3.45% | 27 | 25.93% | 0.9 |
|
| 1453 |
1453
EP Wealth Advisors
Torrance,
California
| US$8.66億 | +US$5001萬 | +6% | 4.19% | – | 192 | 14.58% | 1.9 |
|
| 1454 |
CA
1454
Cornerstone Advisors
Asheville,
North Carolina
| US$8.64億 | +US$3.19億 | +58% | 5.47% | 108% | 286 | 30.42% | 1.1 |
|
| 1455 |
1455
Relative Value Partners Group
| US$8.63億 | +US$1065萬 | +1% | 1.93% | 8.9% | 131 | 15.27% | 1.5 |
|
| 1456 |
1456
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$8.63億 | +US$8503萬 | +11% | 4.81% | 68.1% | 89 | 17.98% | 2.5 |
|
| 1457 |
1457
Affinity Investment Advisors
Newport Beach,
California
| US$8.63億 | +US$2460萬 | +3% | 5.8% | 189% | 186 | 17.74% | 1.5 |
|
| 1458 |
1458
First National Trust
Hermitage,
Pennsylvania
| US$8.63億 | +US$4456萬 | +5% | 4.1% | 82.9% | 337 | 7.42% | 2.8 |
|
| 1459 |
ALS
1459
Andrew L. Share
| US$8.62億 | +US$6884萬 | +9% | 8.67% | 14.8% | 1 | 0% | 0.8 |
|
| 1460 |
1460
Coldstream Capital Management
Bellevue,
Washington
| US$8.6億 | +US$8445萬 | +11% | 4.41% | 71% | 316 | 16.77% | 1.6 |
|
| 1461 |
1461
Centerbridge Partners
New York
| US$8.59億 | -US$1.49億 | -15% | 2.67% | 15.9% | 22 | 18.18% | 1.4 |
|
| 1462 |
1462
New York Life Insurance Company
New York
| US$8.58億 | +US$7872萬 | +10% | 3.6% | 61.5% | 12 | 0% | 0.5 |
|
| 1463 |
1463
Salem Investment Counselors
Winston Salem,
North Carolina
| US$8.56億 | -US$665萬 | -0.8% | 4.13% | 181% | 721 | 26.21% | 1.4 |
|
| 1464 |
1464
Mizuho Bank
Tokyo,
Japan
| US$8.56億 | +US$2.56億 | +43% | 5.67% | 99.8% | 15 | 46.67% | 1.6 |
|
| 1465 |
1465
Evergreen Capital Management
Bellevue,
Washington
| US$8.55億 | +US$2.35億 | +38% | 1.31% | 77.2% | 210 | 46.19% | 1.3 |
|
| 1466 |
1466
P2 Capital Partners
New York
| US$8.55億 | -US$486萬 | -0.6% | 7.84% | 7.96% | 17 | 29.41% | 1.4 |
|
| 1467 |
1467
Carnegie Investment Counsel
Pepper Pike,
Ohio
| US$8.55億 | +US$3312萬 | +4% | 4.36% | 112% | 359 | 5.29% | 2.7 |
|
| 1468 |
1468
Stock Yards Bank & Trust
Louisville,
Kentucky
| US$8.53億 | +US$2750萬 | +3% | 4.04% | 82.8% | 232 | 11.21% | 3.1 |
|
| 1469 |
1469
NorthCoast Asset Management
Greenwich,
Connecticut
| US$8.51億 | -US$1500萬 | -2% | 4.48% | 34.4% | 208 | 44.23% | 0.6 |
|
| 1470 |
BCM
1470
Bluefin Capital Management
New York
| US$8.5億 | -US$7521萬 | -8% | 4.32% | – | 681 | 58% | 0.6 |
|
| 1471 |
1471
Armistice Capital
New York
| US$8.49億 | +US$6426萬 | +8% | 0.89% | 79.7% | 87 | 57.47% | 0.5 |
|
| 1472 |
1472
Goelzer Investment Management
Carmel,
Indiana
| US$8.48億 | +US$3275萬 | +4% | 4.03% | 97.2% | 204 | 6.37% | 2.9 |
|
| 1473 |
1473
Parsons Capital Management
Providence,
Rhode Island
| US$8.48億 | +US$2792萬 | +3% | 4.14% | 84.9% | 364 | 4.95% | 2.9 |
|
| 1474 |
DAM
1474
Davis Asset Management
Sausalito,
California
| US$8.45億 | +US$6331萬 | +8% | 6.23% | 97.3% | 27 | 11.11% | 2.6 |
|
| 1475 |
1475
Sequoia Financial Advisors
Akron,
Ohio
| US$8.44億 | +US$3729萬 | +5% | 4.19% | 78.3% | 309 | 14.24% | 1.8 |
|