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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
FJ Capital Management
Mclean,
Virginia
| US$8.24億 | +US$3255萬 | +4% | 5.11% | 97.9% | 119 | 29.41% | 1.6 |
|
| 1502 |
1502
GW & Wade
Wellesley,
Massachusetts
| US$8.24億 | +US$3490萬 | +4% | 3.89% | 32.2% | 251 | 11.95% | 2.3 |
|
| 1503 |
1503
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$8.22億 | +US$6133萬 | +8% | 7.35% | 142% | 232 | 18.53% | 1.8 |
|
| 1504 |
1504
Mather Group
Chicago,
Illinois
| US$8.22億 | +US$6882萬 | +9% | 3.44% | 54.1% | 38 | 2.63% | 1.8 |
|
| 1505 |
1505
Legacy Private Trust
Neenah,
Wisconsin
| US$8.22億 | +US$3108萬 | +4% | 3.54% | 71.1% | 253 | 17% | 2.4 |
|
| 1506 |
1506
First Midwest Bank Trust Division
Joliet,
Illinois
| US$8.21億 | +US$787萬 | +1% | 4.83% | 107% | 476 | 17.65% | 2.5 |
|
| 1507 |
1507
ARK Investment Management
St. Petersburg,
Florida
| US$8.19億 | +US$3.06億 | +60% | 12.4% | 251% | 148 | 28.38% | 0.5 |
|
| 1508 |
1508
Seven Eight Capital
New York
| US$8.19億 | +US$1.23億 | +18% | 5.45% | 13.6% | 710 | 63.8% | 0.4 |
|
| 1509 |
CCM
1509
Contrarian Capital Management
Greenwich,
Connecticut
| US$8.15億 | +US$3億 | +58% | 15.4% | 29.4% | 35 | 45.71% | 0.6 |
|
| 1510 |
LIC
1510
Lodestar Investment Counsel
Chicago,
Illinois
| US$8.14億 | +US$2953萬 | +4% | 3.44% | 45.1% | 168 | 6.55% | 2.9 |
|
| 1511 |
HSC
1511
Harbor Spring Capital
New York
| US$8.13億 | -US$1599萬 | -2% | 3.8% | – | 21 | 23.81% | 1 |
|
| 1512 |
1512
Engaged Capital
Newport Beach,
California
| US$8.13億 | +US$1.39億 | +21% | 5.35% | 26.2% | 25 | 48% | 1 |
|
| 1513 |
1513
Cobblestone Capital Advisors
Rochester,
New York
| US$8.11億 | +US$4167萬 | +5% | 4.37% | 83.3% | 212 | 12.74% | 3 |
|
| 1514 |
1514
Leavell Investment Management
Mobile,
Alabama
| US$8.1億 | +US$2071萬 | +3% | 3.78% | 84.5% | 379 | 6.07% | 3.3 |
|
| 1515 |
1515
SVA Wealth Management
Madison,
Wisconsin
| US$8.09億 | +US$3760萬 | +5% | 4.18% | 44.5% | 211 | 6.64% | 2.7 |
|
| 1516 |
1516
Transamerica Financial Advisors
St. Petersburg,
Florida
| US$8.09億 | +US$7208萬 | +10% | 3.03% | 77.1% | 440 | 13.64% | 2.4 |
|
| 1517 |
1517
Daido Life Insurance Company
Osaka,
Japan
| US$8.07億 | +US$1.04億 | +15% | 4.29% | 68.7% | 7 | 0% | 0.8 |
|
| 1518 |
1518
Basso Capital Management
Stamford,
Connecticut
| US$8.07億 | +US$3986萬 | +5% | 0.14% | 85.5% | 216 | 32.87% | 0.5 |
|
| 1519 |
TM
1519
Thiel Macro
Los Angeles,
California
| US$8.06億 | +US$3.8億 | +89% | 4.36% | – | 22 | 50% | 0.4 |
|
| 1520 |
CDH
1520
Charles D. Hyman
| US$8.05億 | +US$2162萬 | +3% | 3.7% | 36.8% | 161 | 5.59% | 3.1 |
|
| 1521 |
1521
Sargent Bickham Lagudis
Boulder,
Colorado
| US$8.05億 | +US$1983萬 | +3% | 3.38% | 19.1% | 885 | 13.22% | 1.1 |
|
| 1522 |
1522
Atlantic Investment Management
New York
| US$8.04億 | -US$1.7億 | -17% | 2.33% | 28.8% | 20 | 30% | 1.1 |
|
| 1523 |
1523
Sandler Capital Management
New York
| US$8.03億 | -US$1.18億 | -13% | 11.7% | 325% | 177 | 62.71% | 0.5 |
|
| 1524 |
1524
Boston Common Asset Management
Boston,
Massachusetts
| US$8.02億 | +US$4285萬 | +6% | 8.27% | 61.2% | 202 | 13.86% | 2.6 |
|
| 1525 |
GLRA
1525
Gerald L. Ray & Associates
Dallas,
Texas
| US$8.02億 | +US$2669萬 | +3% | 3.98% | 38.2% | 337 | 7.12% | 3 |
|