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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
1601
Arvest Bank Trust Division
Dewey,
Oklahoma
| US$20.5億 | +US$2.13億 | +12% | 17.5% | – | 251 | 16.33% | 4 |
|
| 1602 |
1602
Capstone Financial Advisors
Downers Grove,
Illinois
| US$20.5億 | +US$1.95億 | +11% | 11.5% | 54.5% | 209 | 18.18% | 4.4 |
|
| 1603 |
1603
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$20.5億 | +US$2.34億 | +13% | 19.9% | 86% | 770 | 12.99% | 5 |
|
| 1604 |
1604
Ribbit Management Company
Palo Alto,
California
| US$20.5億 | +US$3.71億 | +22% | 8.09% | – | 16 | 18.75% | 1.5 |
|
| 1605 |
1605
Sigma Investment Counselors
Northville,
Michigan
| US$20.5億 | +US$1.59億 | +8% | 11.4% | 54.9% | 224 | 16.07% | 6 |
|
| 1606 |
1606
First Western Trust Bank
Denver,
Colorado
| US$20.5億 | +US$7092萬 | +4% | 5.61% | 32% | 224 | 12.5% | 3 |
|
| 1607 |
1607
Rock Springs Capital Management
Baltimore,
Maryland
| US$20.5億 | +US$3.52億 | +21% | 46.7% | 342% | 116 | 24.14% | 2.7 |
|
| 1608 |
1608
Abrams Bison Investments
Bethesda,
Maryland
| US$20.5億 | -US$2.62億 | -11% | 44.4% | 170% | 11 | 0% | 2.4 |
|
| 1609 |
1609
Jacobi Capital Management
Pittston,
Pennsylvania
| US$20.4億 | +US$2.54億 | +14% | 15.2% | 76.6% | 680 | 12.35% | 5 |
|
| 1610 |
1610
Evanson Financial
Mclean,
Virginia
| US$20.4億 | – | – | 10.5% | – | 325 | – | 0 |
|
| 1611 |
1611
Westchester Capital Management (New York)
Valhalla,
New York
| US$20.4億 | -US$1.64億 | -7% | 5.13% | 100% | 386 | 40.16% | 0.5 |
|
| 1612 |
1612
Univest Financial
Souderton,
Pennsylvania
| US$20.4億 | +US$2.56億 | +14% | 20.5% | 82.6% | 280 | 11.07% | 3.3 |
|
| 1613 |
6CM
1613
683 Capital Management
New York
| US$20.4億 | +US$1.2億 | +6% | 21.3% | 311% | 257 | 48.64% | 1.4 |
|
| 1614 |
1614
Siemens Fonds Invest
Munich,
Germany
| US$20.4億 | +US$2.91億 | +17% | 27.4% | 126% | 556 | 4.68% | 3.5 |
|
| 1615 |
1615
CenterBook Partners
Greenwich,
Connecticut
| US$20.4億 | +US$1.74億 | +9% | 22.1% | 62.4% | 906 | 54.19% | 0.6 |
|
| 1616 |
1616
Certuity
North Palm Beach,
Florida
| US$20.3億 | +US$5.05億 | +33% | 56.8% | 190% | 731 | 17.65% | 2 |
|
| 1617 |
1617
Waters Parkerson & Co
New Orleans,
Louisiana
| US$20.3億 | +US$8243萬 | +4% | 9.89% | 54.3% | 202 | 7.92% | 7.7 |
|
| 1618 |
1618
Bank of Hawaii
Honolulu,
Hawaii
| US$20.3億 | +US$1.18億 | +6% | 14.8% | 73.5% | 245 | 13.47% | 6.4 |
|
| 1619 |
1619
Principle Wealth Partners
Madison,
Connecticut
| US$20.3億 | +US$2.76億 | +16% | 15.6% | 79.9% | 407 | 8.85% | 4.2 |
|
| 1620 |
1620
Prosperity Capital Advisors
Westlake,
Ohio
| US$20.3億 | +US$2.69億 | +15% | 14% | 72.2% | 458 | 19.43% | 1.8 |
|
| 1621 |
1621
Aprio Wealth Management
Atlanta,
Georgia
| US$20.2億 | +US$1.93億 | +11% | 13.9% | 60.6% | 669 | 13.3% | 1.6 |
|
| 1622 |
1622
Cambria Investment Management
Manhattan Beach,
California
| US$20.2億 | +US$2.31億 | +13% | 11.7% | 72% | 792 | 26.52% | 1.2 |
|
| 1623 |
1623
Waddell & Associates
Memphis,
Tennessee
| US$20.2億 | +US$2.49億 | +14% | 9.75% | 194% | 588 | 30.61% | 1.3 |
|
| 1624 |
1624
Punch & Associates Investment Management
Edina,
Minnesota
| US$20.2億 | +US$2.88億 | +17% | 20.7% | 97.5% | 175 | 13.14% | 3.9 |
|
| 1625 |
1625
Hamilton Capital
Columbus,
Ohio
| US$20.2億 | +US$8944萬 | +5% | 4.55% | – | 174 | 21.26% | 2.8 |
|