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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
WC
1576
Walthausen & Co
Malta,
New York
| US$7.22億 | -US$3.19億 | -31% | 17.8% | 63.3% | 147 | 14.97% | 1.9 |
|
| 1577 |
1577
Sumitomo Life Insurance
Tokyo,
Japan
| US$7.22億 | -US$1.11億 | -13% | 12.2% | 69.6% | 261 | 3.07% | 4.2 |
|
| 1578 |
1578
Quinn Opportunity Partners
Charlottesville,
Virginia
| US$7.2億 | +US$1669萬 | +2% | 13.6% | 77.6% | 213 | 34.74% | 1.3 |
|
| 1579 |
1579
Fukoku Mutual Life Insurance
Tokyo,
Japan
| US$7.19億 | -US$5862萬 | -8% | 8.67% | 103% | 313 | 5.43% | 4.6 |
|
| 1580 |
1580
Sigma Investment Counselors
Northville,
Michigan
| US$7.19億 | -US$8619萬 | -11% | 12.2% | 59.4% | 157 | 13.38% | 3.7 |
|
| 1581 |
1581
Avity Investment Management
Greenwich,
Connecticut
| US$7.18億 | -US$1.24億 | -15% | 13.6% | 119% | 82 | 14.63% | 3.7 |
|
| 1582 |
1582
Northeast Financial Consultants
Westport,
Connecticut
| US$7.18億 | +US$3.54億 | +97% | 12.1% | 63.8% | 215 | 57.67% | 1.7 |
|
| 1583 |
1583
Parallel Advisors
San Francisco,
California
| US$7.17億 | -US$8789萬 | -11% | 12.8% | 122% | 2,459 | 16.35% | 1.5 |
|
| 1584 |
1584
Bernzott Capital Advisors
Camarillo,
California
| US$7.16億 | -US$1.5億 | -17% | 18.6% | 46.2% | 45 | 4.44% | 3.7 |
|
| 1585 |
1585
Nationwide Fund Advisors
Columbus,
Ohio
| US$7.15億 | -US$1.5億 | -17% | 10.9% | 34.1% | 6 | 16.67% | 1 |
|
| 1586 |
1586
Motley Fool Asset Management
Alexandria,
Virginia
| US$7.15億 | -US$1.07億 | -13% | 15.6% | 135% | 173 | 23.12% | 1.4 |
|
| 1587 |
1587
Cipher Capital
New York
| US$7.14億 | +US$1.79億 | +34% | 14% | – | 719 | 65.79% | 0.4 |
|
| 1588 |
1588
Valeo Financial Advisors
Carmel,
Indiana
| US$7.13億 | -US$2735萬 | -4% | 12.6% | 82.7% | 1,903 | 20.28% | 1 |
|
| 1589 |
1589
Wealthstreet Investment Advisors
Dallas,
Texas
| US$7.13億 | -US$9792萬 | -12% | 13.9% | 75.8% | 362 | 14.64% | 0.9 |
|
| 1590 |
1590
Broadwood Capital
New York
| US$7.13億 | -US$3.64億 | -34% | 27.3% | 110% | 10 | 30% | 3.4 |
|
| 1591 |
1591
Trilogy Global Advisors
Winter Park,
Florida
| US$7.12億 | -US$1.86億 | -21% | 10.3% | 42.3% | 32 | 9.38% | 2.8 |
|
| 1592 |
1592
Aviance Capital Management
Sarasota,
Florida
| US$7.12億 | -US$3.08億 | -30% | 6.48% | 22% | 251 | 23.9% | 1.7 |
|
| 1593 |
1593
Novo Holdings A/S
Hellerup,
Denmark
| US$7.1億 | -US$5.49億 | -44% | 38.8% | 205% | 25 | 16% | 1.3 |
|
| 1594 |
1594
Iconiq Capital
San Francisco,
California
| US$7.1億 | -US$2.4億 | -25% | 17.6% | 0.88% | 52 | 11.54% | 2.6 |
|
| 1595 |
AAA
1595
Adams Asset Advisors
Dallas,
Texas
| US$7.09億 | -US$2.14億 | -23% | 21.1% | 66.8% | 103 | 18.45% | 3.1 |
|
| 1596 |
1596
Gabelli & Co Investment Advisers
Rye,
New York
| US$7.08億 | -US$2.92億 | -29% | 2.62% | 248% | 228 | 52.63% | 1.3 |
|
| 1597 |
1597
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$7.07億 | -US$869萬 | -1% | 13% | 106% | 355 | 24.79% | 2.1 |
|
| 1598 |
1598
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$7.07億 | -US$1.03億 | -13% | 12.1% | – | 697 | 13.34% | 3.4 |
|
| 1599 |
1599
Sowell Financial Services
North Little Rock,
Arkansas
| US$7.06億 | +US$1720萬 | +2% | 9.99% | 95.6% | 582 | 57.73% | 0.6 |
|
| 1600 |
1600
MIG Capital
Newport Beach,
California
| US$7.04億 | -US$4528萬 | -6% | 16.5% | 118% | 42 | 38.1% | 1.6 |
|