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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 |
CDH
1601
Charles D. Hyman
| US$6.06億 | +US$3486萬 | +6% | 6.29% | 36.8% | 147 | 1.36% | 2.2 |
|
| 1602 |
1602
Berkshire Asset Management
Wilkes Barre,
Pennsylvania
| US$6.05億 | +US$4410萬 | +8% | 7.24% | 70.4% | 161 | 9.94% | 1.9 |
|
| 1603 |
1603
Tributary Capital Management
Omaha,
Nebraska
| US$6.05億 | +US$436萬 | +0.7% | 6.36% | 82.3% | 200 | 13.5% | 1.5 |
|
| 1604 |
1604
Glovista Investments
Jersey City,
New Jersey
| US$6.03億 | -US$8852萬 | -13% | 3.14% | 2.48% | 90 | 47.78% | 1.1 |
|
| 1605 |
SRCM
1605
Sterling Ridge Capital Management
New York
| US$6.02億 | +US$4.49億 | +292% | 11.3% | – | 110 | 80.91% | 0.2 |
|
| 1606 |
1606
Zweig Advisers
Hartford,
Connecticut
| US$6.02億 | +US$2367萬 | +4% | 6.54% | 38% | 90 | 46.67% | 1.1 |
|
| 1607 |
1607
Davidson Investment Advisors
Great Falls,
Montana
| US$6.01億 | +US$4857萬 | +9% | 7.15% | 79% | 227 | 11.89% | 1.6 |
|
| 1608 |
1608
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$6.01億 | +US$314萬 | +0.5% | 4.6% | 140% | 30 | 3.33% | 1.6 |
|
| 1609 |
OCBV
1609
Ownership Capital B.V.
Amsterdam,
Netherlands
| US$6億 | +US$2982萬 | +5% | 7.35% | 62.8% | 15 | 0% | 0.3 |
|
| 1610 |
1610
Alerus Investment Advisors
Wayzata,
Minnesota
| US$5.99億 | +US$3443萬 | +6% | 5.04% | 32.7% | 198 | 14.65% | 1.9 |
|
| 1611 |
1611
Darrell & King
Charlottesville,
Virginia
| US$5.99億 | – | – | 8.14% | – | 52 | – | 0 |
|
| 1612 |
1612
First Midwest Bank Trust Division
Joliet,
Illinois
| US$5.99億 | +US$2445萬 | +4% | 7.46% | 107% | 425 | 16.71% | 1.8 |
|
| 1613 |
1613
Summit Creek Advisors
Minneapolis,
Minnesota
| US$5.99億 | -US$1747萬 | -3% | 7.24% | 68.8% | 54 | 14.81% | 1.7 |
|
| 1614 |
THSP
1614
Taube Hodson Stonex Partners
London,
United Kingdom
| US$5.98億 | -US$416萬 | -0.7% | 0.09% | 8.82% | 17 | 0% | 1.3 |
|
| 1615 |
LT
1615
LJ Trust
Reno,
Nevada
| US$5.97億 | +US$5630萬 | +10% | 10.6% | 19.3% | 13 | 0% | 1.8 |
|
| 1616 |
1616
Balasa Dinverno & Foltz
| US$5.96億 | +US$2985萬 | +5% | 5.85% | 23.2% | 212 | 13.68% | 1.7 |
|
| 1617 |
1617
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| US$5.95億 | +US$6279萬 | +12% | 2.66% | 45.9% | 122 | 18.03% | 1.3 |
|
| 1618 |
SCI
1618
S&CO Inc
Boston,
Massachusetts
| US$5.95億 | +US$1492萬 | +3% | 5.47% | 68.8% | 145 | 6.21% | 2 |
|
| 1619 |
1619
Ecofin Advisors
London,
United Kingdom
| US$5.95億 | +US$7465萬 | +14% | 15.2% | 77% | 43 | 25.58% | 1.1 |
|
| 1620 |
1620
EP Wealth Advisors
Torrance,
California
| US$5.95億 | +US$7030萬 | +13% | 5.09% | – | 165 | 27.88% | 1.5 |
|
| 1621 |
1621
Broadwood Capital
New York
| US$5.94億 | +US$8570萬 | +17% | 14.9% | 110% | 9 | 22.22% | 1.4 |
|
| 1622 |
1622
P2 Capital Partners
New York
| US$5.93億 | +US$7634萬 | +15% | 20.2% | 7.96% | 16 | 18.75% | 1.8 |
|
| 1623 |
1623
Opus Capital Group
Cincinnati,
Ohio
| US$5.92億 | +US$3.1萬 | +0% | 4.47% | 49.7% | 286 | 24.48% | 1.1 |
|
| 1624 |
1624
Intermede Investment Partners
London,
United Kingdom
| US$5.91億 | – | – | 7.69% | 76.7% | 26 | – | 0 |
|
| 1625 |
1625
Wellington Shields Capital Management
New York
| US$5.9億 | +US$890萬 | +2% | 1.19% | 137% | 350 | 22% | 1.7 |
|