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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1501 |
1501
Leavell Investment Management
Mobile,
Alabama
| US$7.89億 | +US$1021萬 | +1% | 2.71% | 84.5% | 385 | 9.35% | 3.1 |
|
| 1502 |
OCM
1502
Olstein Capital Management
Purchase,
New York
| US$7.88億 | +US$655萬 | +0.8% | 2.58% | 16.6% | 124 | 19.35% | 1.9 |
|
| 1503 |
1503
Sargent Bickham Lagudis
Boulder,
Colorado
| US$7.85億 | +US$1228萬 | +2% | 2.88% | 19.1% | 873 | 18.44% | 1 |
|
| 1504 |
1504
Armistice Capital
New York
| US$7.85億 | +US$3億 | +62% | 8.91% | 79.7% | 72 | 52.78% | 0.5 |
|
| 1505 |
LIC
1505
Lodestar Investment Counsel
Chicago,
Illinois
| US$7.85億 | +US$1497萬 | +2% | 2.54% | 45.1% | 163 | 3.68% | 2.8 |
|
| 1506 |
CPIM
1506
Columbia Partners Investment Management
Alexandria,
Virginia
| US$7.84億 | -US$71.7萬 | -0.1% | 5.74% | 69.7% | 287 | 24.04% | 1.8 |
|
| 1507 |
CDH
1507
Charles D. Hyman
| US$7.83億 | +US$2946萬 | +4% | 3.16% | 36.8% | 161 | 12.42% | 3 |
|
| 1508 |
DAM
1508
Davis Asset Management
Sausalito,
California
| US$7.82億 | +US$1699萬 | +2% | 2.64% | 97.3% | 26 | 0% | 2.5 |
|
| 1509 |
1509
AFAM Capital
Austin,
Texas
| US$7.81億 | +US$6020萬 | +8% | 2.2% | 52.1% | 203 | 14.78% | 2.3 |
|
| 1510 |
1510
Omni Partners
London,
United Kingdom
| US$7.81億 | +US$2.87億 | +58% | 7.82% | 412% | 38 | 71.05% | 0.1 |
|
| 1511 |
1511
USCA RIA
Houston,
Texas
| US$7.81億 | +US$9880萬 | +14% | 1.7% | 60.6% | 441 | 17.23% | 2.1 |
|
| 1512 |
1512
Portolan Capital Management
Boston,
Massachusetts
| US$7.79億 | +US$955萬 | +1% | 9.36% | 738% | 144 | 35.42% | 1 |
|
| 1513 |
NYLIC
1513
New York Life Insurance Company
New York
| US$7.79億 | +US$9435萬 | +14% | 2.6% | 61.5% | 12 | 16.67% | 0.2 |
|
| 1514 |
1514
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$7.78億 | +US$834萬 | +1% | 2.21% | 68.1% | 81 | 4.94% | 2.7 |
|
| 1515 |
1515
First Citizens Bank & Trust
Raleigh,
North Carolina
| US$7.78億 | -US$4723萬 | -6% | 2.94% | 69% | 513 | 25.93% | 1.6 |
|
| 1516 |
1516
Bank of the West
Monterey Park,
California
| US$7.77億 | -US$1675萬 | -2% | 2.74% | 35.4% | 306 | 7.52% | 2.7 |
|
| 1517 |
1517
SouthState Corp
Winter Haven,
Florida
| US$7.77億 | +US$1007萬 | +1% | 2.25% | 78.9% | 272 | 14.34% | 2.6 |
|
| 1518 |
BAC
1518
Boys Arnold & Co
Asheville,
North Carolina
| US$7.76億 | +US$1.42億 | +22% | 2.01% | 11.5% | 282 | 7.09% | 2.3 |
|
| 1519 |
GLRA
1519
Gerald L. Ray & Associates
Dallas,
Texas
| US$7.75億 | +US$4495萬 | +6% | 4.6% | 38.2% | 331 | 7.55% | 2.9 |
|
| 1520 |
1520
Coldstream Capital Management
Bellevue,
Washington
| US$7.75億 | +US$5136萬 | +7% | 2.73% | 71% | 290 | 18.97% | 1.6 |
|
| 1521 |
TAM
1521
THB Asset Management
Norwalk,
Connecticut
| US$7.74億 | -US$2795萬 | -3% | 6.36% | 104% | 191 | 20.94% | 1.6 |
|
| 1522 |
1522
SVA Wealth Management
Madison,
Wisconsin
| US$7.72億 | +US$3439萬 | +5% | 2.55% | 44.5% | 206 | 6.31% | 2.5 |
|
| 1523 |
1523
Beaumont Financial Advisors
Needham,
Massachusetts
| US$7.71億 | +US$4011萬 | +5% | 2.52% | 80.6% | 199 | 20.6% | 1.7 |
|
| 1524 |
1524
Wedbush Securities
Los Angeles,
California
| US$7.71億 | +US$3253萬 | +4% | 2.9% | 99.9% | 916 | 16.38% | 2 |
|
| 1525 |
MFP
1525
Michael F. Price
| US$7.71億 | -US$3661萬 | -5% | 1.31% | 42.6% | 131 | 20.61% | 1.9 |
|