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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
Cannell & Spears
New York
| US$11.7億 | -US$5924萬 | -5% | 2.5% | 113% | 233 | 16.31% | 4.9 |
|
| 1602 |
1602
Paradice Investment Management
Denver,
Colorado
| US$11.7億 | -US$1.77億 | -13% | 4.95% | 72.2% | 44 | 13.64% | 3.4 |
|
| 1603 |
1603
Clearline Capital
New York
| US$11.6億 | -US$5.61億 | -32% | 6.92% | 57.4% | 149 | 39.6% | 1 |
|
| 1604 |
1604
TruWealth Advisors
Metairie,
Louisiana
| US$11.6億 | -US$163萬 | -0.1% | 1.63% | 56.3% | 156 | 11.54% | 1.8 |
|
| 1605 |
MCM
1605
Mason Capital Management
New York
| US$11.6億 | +US$1.36億 | +13% | 1.18% | 18.5% | 11 | 36.36% | 1 |
|
| 1606 |
1606
Baldwin Wealth Partners
Marion,
Massachusetts
| US$11.6億 | -US$5701萬 | -5% | 2.07% | 94.5% | 782 | 5.5% | 4.2 |
|
| 1607 |
1607
Legacy Private Trust
Neenah,
Wisconsin
| US$11.6億 | -US$4781萬 | -4% | 3.32% | 71.1% | 240 | 9.58% | 5.3 |
|
| 1608 |
1608
First Interstate Bank
Billings,
Montana
| US$11.6億 | -US$5017萬 | -4% | 2.46% | 49.7% | 174 | 7.47% | 4.3 |
|
| 1609 |
1609
Sepio Capital
Salt Lake City,
Utah
| US$11.6億 | -US$7366萬 | -6% | 3.46% | 92% | 353 | 19.83% | 3.1 |
|
| 1610 |
1610
Oxford Financial Group
Carmel,
Indiana
| US$11.6億 | +US$1.05億 | +10% | 0.72% | 77.2% | 306 | 17.97% | 2.6 |
|
| 1611 |
1611
Full Sail Capital
Oklahoma City,
Oklahoma
| US$11.5億 | -US$1958萬 | -2% | 3.88% | 55.4% | 155 | 8.39% | 3.2 |
|
| 1612 |
1612
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$11.5億 | -US$5833萬 | -5% | 3.44% | 68% | 173 | 4.05% | 3.9 |
|
| 1613 |
1613
Centaurus Financial
Anaheim,
California
| US$11.5億 | +US$814萬 | +0.7% | 3.34% | 83.5% | 814 | 16.71% | 2.9 |
|
| 1614 |
1614
CSM Advisors
Warrendale,
Pennsylvania
| US$11.5億 | -US$1.76億 | -13% | 2.01% | 105% | 149 | 10.07% | 1.9 |
|
| 1615 |
1615
Dorsey & Whitney Trust
Sioux Falls,
South Dakota
| US$11.5億 | -US$6313萬 | -5% | 3.81% | 86% | 622 | 12.06% | 4.1 |
|
| 1616 |
DCM
1616
Dupont Capital Management
Wilmington,
Delaware
| US$11.5億 | -US$8.85億 | -44% | 2.64% | 100% | 635 | 64.88% | 3.7 |
|
| 1617 |
1617
Koch Industries
Wichita,
Kansas
| US$11.5億 | +US$2999萬 | +3% | 13.8% | 56.9% | 11 | 18.18% | 2.1 |
|
| 1618 |
1618
Norris Perne & French
Grand Rapids,
Michigan
| US$11.4億 | -US$4298萬 | -4% | 3.29% | 91.1% | 134 | 7.46% | 5 |
|
| 1619 |
1619
Redwood Investment Management
Scottsdale,
Arizona
| US$11.4億 | +US$1.75億 | +18% | 1.91% | 62.5% | 362 | 49.17% | 0.8 |
|
| 1620 |
1620
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$11.4億 | -US$3722萬 | -3% | 3.74% | 50.4% | 20 | 10% | 5.6 |
|
| 1621 |
1621
BOK Financial Private Wealth
Denver,
Colorado
| US$11.4億 | -US$8383萬 | -7% | 3.56% | 61.8% | 399 | 15.29% | 2.7 |
|
| 1622 |
1622
City of London Investment Management
London,
United Kingdom
| US$11.4億 | -US$9410萬 | -8% | 4.58% | 104% | 117 | 21.37% | 3 |
|
| 1623 |
1623
Atwood & Palmer
Kansas City,
Missouri
| US$11.4億 | +US$2268萬 | +2% | 1.62% | 90% | 437 | 11.44% | 4.8 |
|
| 1624 |
1624
Zions Bancorporation
Salt Lake City,
Utah
| US$11.4億 | -US$4296萬 | -4% | 3.95% | 22.9% | 923 | 4.77% | 4.2 |
|
| 1625 |
1625
FORA Capital
Miami,
Florida
| US$11.4億 | +US$4.35億 | +62% | 7.63% | 162% | 620 | 77.42% | 0.1 |
|