我們已在上線!
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 |
1576
Everence Capital Management
Goshen,
Indiana
| US$11.2億 | -US$1.85億 | -14% | 12.1% | 108% | 786 | 16.92% | 3.6 |
|
| 1577 |
1577
Venturi Wealth Management
Austin,
Texas
| US$11.2億 | -US$1.85億 | -14% | 12.5% | 101% | 363 | 22.59% | 2.2 |
|
| 1578 |
1578
Legacy Private Trust
Neenah,
Wisconsin
| US$11.2億 | -US$1.71億 | -13% | 13% | 71.1% | 243 | 11.52% | 5.2 |
|
| 1579 |
1579
Neville Rodie & Shaw
New York
| US$11.2億 | -US$2.29億 | -17% | 12.9% | 125% | 269 | 6.32% | 6.4 |
|
| 1580 |
1580
Trustmark National Bank Trust Department
Jackson,
Mississippi
| US$11.2億 | -US$1.43億 | -11% | 8.98% | 58.6% | 275 | 12% | 5.1 |
|
| 1581 |
IAIM
1581
International Assets Investment Management
Orlando,
Florida
| US$11.2億 | +US$5.62億 | +101% | 19.2% | 88.5% | 567 | 31.04% | 1.3 |
|
| 1582 |
1582
Beaumont Financial Advisors
Needham,
Massachusetts
| US$11.1億 | -US$2.01億 | -15% | 10.7% | 93.3% | 373 | 22.79% | 3.6 |
|
| 1583 |
1583
Visionary Wealth Advisors
O'fallon,
Illinois
| US$11.1億 | -US$1.29億 | -10% | 11.9% | 69.4% | 486 | 19.96% | 1.3 |
|
| 1584 |
1584
Parsons Capital Management
Providence,
Rhode Island
| US$11.1億 | -US$2.11億 | -16% | 13.4% | 84.9% | 436 | 8.72% | 5.3 |
|
| 1585 |
1585
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$11.1億 | -US$2.55億 | -19% | 11.6% | 142% | 251 | 21.91% | 4 |
|
| 1586 |
1586
Cannell & Spears
New York
| US$11.1億 | -US$2.38億 | -18% | 15.5% | 113% | 230 | 10.43% | 4.4 |
|
| 1587 |
1587
Banc Funds Company
Chicago,
Illinois
| US$11.1億 | -US$1.67億 | -13% | 7.24% | 69% | 195 | 8.72% | 4.5 |
|
| 1588 |
1588
Genesis Investment Management
London,
United Kingdom
| US$11.1億 | -US$5.95億 | -35% | 6.62% | 47.4% | 19 | 0% | 1.7 |
|
| 1589 |
1589
Sprott Inc
Toronto,
Ontario, Canada
| US$11億 | -US$3.73億 | -25% | 25.8% | 203% | 152 | 13.16% | 3.1 |
|
| 1590 |
1590
E Fund Management
Guangzhou,
China
| US$11億 | -US$19.5億 | -64% | 11.1% | – | 359 | 19.5% | 0.8 |
|
| 1591 |
1591
Stratos Wealth Advisors
Beachwood,
Ohio
| US$11億 | -US$1.29億 | -10% | 11% | 65.7% | 567 | 21.52% | 1.6 |
|
| 1592 |
1592
Sixth Street Partners
Dallas,
Texas
| US$11億 | -US$1.47億 | -12% | 17.3% | 5.31% | 10 | 10% | 1.4 |
|
| 1593 |
1593
North Star Investment Management
Chicago,
Illinois
| US$11億 | -US$1.83億 | -14% | 13.8% | 80.6% | 1,209 | 5.62% | 3.5 |
|
| 1594 |
1594
QV Investors
Calgary,
Alberta, Canada
| US$11億 | -US$3.08億 | -22% | 10.6% | 68.3% | 77 | 7.79% | 2.9 |
|
| 1595 |
1595
Broad Run Investment Management
Arlington,
Virginia
| US$11億 | -US$3.16億 | -22% | 13.4% | 202% | 24 | 8.33% | 5.2 |
|
| 1596 |
ACM
1596
Ashe Capital Management
Englewood Cliffs,
New Jersey
| US$10.9億 | -US$3.37億 | -24% | 21.6% | 70.7% | 12 | 16.67% | 3.7 |
|
| 1597 |
BFS
1597
Bard Financial Services
Branford,
Connecticut
| US$10.9億 | -US$1.34億 | -11% | 11.7% | 90.1% | 315 | 11.11% | 1.3 |
|
| 1598 |
1598
2Xideas
Kusnacht,
Switzerland
| US$10.9億 | -US$3.23億 | -23% | 18.1% | 40.6% | 77 | 9.09% | 1.2 |
|
| 1599 |
1599
CSM Advisors
Warrendale,
Pennsylvania
| US$10.9億 | -US$3.67億 | -25% | 14.1% | 105% | 129 | 7.75% | 1 |
|
| 1600 |
1600
Angeles Investment Advisors
Santa Monica,
California
| US$10.9億 | -US$3.55億 | -25% | 8.95% | 78.3% | 131 | 24.43% | 1.2 |
|