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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
SMA
1551
Simply Money Advisors
Cincinnati,
Ohio
| US$6.91億 | +US$1534萬 | +2% | 2.36% | 11.5% | 27 | 25.93% | 1.2 |
|
| 1552 |
1552
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| US$6.91億 | +US$7927萬 | +13% | 2.41% | 68.2% | 191 | 22.51% | 1.2 |
|
| 1553 |
1553
Arden Trust
Wilmington,
Delaware
| US$6.88億 | -US$3557萬 | -5% | 1.5% | 22.5% | 495 | 48.08% | 0.9 |
|
| 1554 |
1554
Trust Company of Vermont
Brattleboro,
Vermont
| US$6.87億 | +US$148萬 | +0.2% | 0.66% | – | 860 | 10.93% | 1.5 |
|
| 1555 |
1555
Park West Asset Management
San Francisco,
California
| US$6.86億 | +US$5536萬 | +9% | 13.9% | 181% | 61 | 42.62% | 0.6 |
|
| 1556 |
1556
Basso Capital Management
Stamford,
Connecticut
| US$6.85億 | +US$5890萬 | +9% | 0.11% | 85.5% | 159 | 32.08% | 0.5 |
|
| 1557 |
1557
Raytheon Master Pension Trust
Waltham,
Massachusetts
| US$6.82億 | +US$807萬 | +1% | 1.07% | 36.3% | 10 | 50% | 0.4 |
|
| 1558 |
1558
Legacy Private Trust
Neenah,
Wisconsin
| US$6.82億 | -US$16.4萬 | -0% | 2.32% | 71.1% | 270 | 15.93% | 1.2 |
|
| 1559 |
1559
Sterne Agee Group
Birmingham,
Alabama
| US$6.81億 | +US$3614萬 | +6% | 1.02% | – | 344 | 18.02% | 1 |
|
| 1560 |
1560
SC XI Management
Menlo Park,
California
| US$6.8億 | +US$8093萬 | +14% | 15.2% | 117% | 3 | 0% | 1.8 |
|
| 1561 |
1561
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$6.79億 | -US$2991萬 | -4% | 3.22% | 140% | 29 | 27.59% | 1.1 |
|
| 1562 |
1GA
1562
1st Global Advisors
Dallas,
Texas
| US$6.79億 | -US$1999萬 | -3% | 2.84% | 23.5% | 529 | 26.65% | 1.1 |
|
| 1563 |
1563
Baldwin Wealth Partners
Marion,
Massachusetts
| US$6.79億 | -US$1279萬 | -2% | 2.13% | 94.5% | 268 | 13.81% | 1.2 |
|
| 1564 |
1564
Investment Centers of America
Bismarck,
North Dakota
| US$6.78億 | +US$2.15億 | +46% | 1.19% | 23.2% | 499 | 25.45% | 1 |
|
| 1565 |
1565
Murphy Capital Management
Bedminster,
New Jersey
| US$6.78億 | +US$2169萬 | +3% | 2.25% | 41.6% | 364 | 18.68% | 1.3 |
|
| 1566 |
1566
Oakmont Corp
Los Angeles,
California
| US$6.77億 | +US$5320萬 | +9% | 4.21% | 70.2% | 20 | 20% | 0.8 |
|
| 1567 |
1567
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$6.77億 | -US$2259萬 | -3% | 1.16% | 57.2% | 76 | 6.58% | 1.6 |
|
| 1568 |
CAM
1568
Centre Asset Management
New York
| US$6.74億 | +US$2842萬 | +4% | 2.2% | 45.3% | 125 | 30.4% | 0.9 |
|
| 1569 |
1569
Oxbow Advisors
Austin,
Texas
| US$6.72億 | -US$4296萬 | -6% | 1% | 66.3% | 227 | 14.54% | 1.4 |
|
| 1570 |
1570
Summit Creek Advisors
Minneapolis,
Minnesota
| US$6.69億 | +US$1970萬 | +3% | 7.7% | 68.8% | 53 | 15.09% | 1.3 |
|
| 1571 |
1571
Gradient Investments
Arden Hills,
Minnesota
| US$6.69億 | +US$6188萬 | +10% | 0.52% | 67.6% | 741 | 31.44% | 1 |
|
| 1572 |
1572
Clearline Capital
New York
| US$6.68億 | +US$2345萬 | +4% | 2.91% | 57.4% | 85 | 56.47% | 0.5 |
|
| 1573 |
1573
Vision Capital Management
Portland,
Oregon
| US$6.68億 | -US$2億 | -23% | 2.73% | 78.4% | 72 | 29.17% | 1.2 |
|
| 1574 |
1574
Davidson Investment Advisors
Great Falls,
Montana
| US$6.68億 | +US$152萬 | +0.2% | 2.09% | 79% | 185 | 10.27% | 1.4 |
|
| 1575 |
1575
S&T Bank
Indiana,
Pennsylvania
| US$6.68億 | -US$2080萬 | -3% | 1.78% | 193% | 90 | 14.44% | 1.5 |
|