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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
Cobblestone Capital Advisors
Rochester,
New York
| US$16.2億 | +US$3560萬 | +2% | 2.66% | 83.3% | 291 | 7.22% | 6.1 |
|
| 1452 |
1452
Deroy & Devereaux Private Investment Counsel
Bloomfield Hills,
Michigan
| US$16.2億 | -US$1828萬 | -1% | 0.11% | 135% | 178 | 9.55% | 4.5 |
|
| 1453 |
1453
Kimmeridge Energy Management
New York
| US$16.2億 | -US$4.72億 | -23% | 6.56% | 19.7% | 5 | 20% | 1.6 |
|
| 1454 |
1454
First Trust Direct Indexing
Boston,
Massachusetts
| US$16.2億 | +US$2.73億 | +20% | 5.26% | 69% | 941 | 17.32% | 2 |
|
| 1455 |
1455
Mason Investment Advisory Services
Reston,
Virginia
| US$16.2億 | +US$1.69億 | +12% | 1.65% | 76.1% | 73 | 8.22% | 2.9 |
|
| 1456 |
1456
Blackhill Capital
Morristown,
New Jersey
| US$16.1億 | -US$1.29億 | -7% | 5.91% | 212% | 53 | 0% | 8.9 |
|
| 1457 |
1457
Financial Advocates Investment Management
Olympia,
Washington
| US$16.1億 | -US$1.15億 | -7% | 3.68% | 89.9% | 844 | 20.62% | 3 |
|
| 1458 |
1458
CenterBook Partners
Greenwich,
Connecticut
| US$16.1億 | +US$1.6億 | +11% | 3.31% | 59.2% | 479 | 41.13% | 0.9 |
|
| 1459 |
1459
Two Creeks Capital Management
New York
| US$16.1億 | -US$1.26億 | -7% | 0.2% | 38.8% | 18 | 5.56% | 3 |
|
| 1460 |
1460
World Investment Advisors
Santa Barbara,
California
| US$16.1億 | +US$9.07億 | +130% | 2.52% | 65.4% | 635 | 40.31% | 1 |
|
| 1461 |
1461
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$16億 | +US$4.17億 | +35% | 2.52% | 78.9% | 320 | 16.88% | 4.3 |
|
| 1462 |
1462
Accredited Investors
Edina,
Minnesota
| US$16億 | +US$4676萬 | +3% | 0.23% | 81.5% | 233 | 15.45% | 4.6 |
|
| 1463 |
1463
Empirical Finance
Havertown,
Pennsylvania
| US$16億 | -US$2857萬 | -2% | 5.5% | 124% | 527 | 7.21% | 3.3 |
|
| 1464 |
MCI
1464
McDonald Capital Investors
Orinda,
California
| US$16億 | +US$342萬 | +0.2% | 0.43% | 60.1% | 23 | 8.7% | 6.7 |
|
| 1465 |
1465
Sound Income Strategies
Ft Lauderdale,
Florida
| US$16億 | +US$2.61億 | +20% | 0.55% | 31.4% | 1,506 | 19.59% | 2.8 |
|
| 1466 |
1466
Contrarius Investment Management
St. Helier,
Jersey
| US$16億 | -US$1.31億 | -8% | 4.22% | 112% | 54 | 20.37% | 1.5 |
|
| 1467 |
1467
Wilkinson Global Asset Management
New York
| US$16億 | +US$835萬 | +0.5% | 2.76% | 86.5% | 87 | 9.2% | 2.6 |
|
| 1468 |
1468
Sigma Investment Counselors
Northville,
Michigan
| US$16億 | +US$4554萬 | +3% | 1.95% | 59.4% | 199 | 6.53% | 5.7 |
|
| 1469 |
1469
Concourse Financial Group Securities
Birmingham,
Alabama
| US$16億 | +US$4770萬 | +3% | 2.04% | 18.1% | 2,413 | 9.53% | 3.4 |
|
| 1470 |
IFLIT
1470
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV
Bonn,
Germany
| US$16億 | +US$1.2億 | +8% | 13.9% | 45.7% | 21 | 4.76% | 5.4 |
|
| 1471 |
1471
Cryder Capital Partners
London,
United Kingdom
| US$16億 | -US$7.04億 | -31% | 2.53% | 67.8% | 9 | 0% | 7.5 |
|
| 1472 |
1472
JB Capital
Wethersfield,
Connecticut
| US$16億 | +US$9432萬 | +6% | 3.3% | 83.8% | 243 | 20.16% | 1.6 |
|
| 1473 |
1473
Greenvale Capital
London,
United Kingdom
| US$15.9億 | +US$2.89億 | +22% | 2.2% | 101% | 21 | 33.33% | 1.5 |
|
| 1474 |
1474
Alta Capital Management
Salt Lake City,
Utah
| US$15.9億 | -US$3042萬 | -2% | 4.53% | 89.2% | 94 | 7.45% | 5.4 |
|
| 1475 |
1475
BloombergSen
Toronto,
Ontario, Canada
| US$15.9億 | -US$1.35億 | -8% | 5.56% | 46.9% | 35 | 11.43% | 3.1 |
|