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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
Oxford Financial Group
Carmel,
Indiana
| US$17.7億 | +US$8457萬 | +5% | 4.54% | 77.2% | 283 | 9.89% | 3.7 |
|
| 1602 |
1602
Advisornet Financial
Minnetonka,
Minnesota
| US$17.7億 | +US$2.16億 | +14% | 6.84% | 71.2% | 2,352 | 10.25% | 3.6 |
|
| 1603 |
1603
Grandfield & Dodd
New York
| US$17.6億 | +US$5516萬 | +3% | 4.63% | 80.6% | 215 | 3.26% | 7.5 |
|
| 1604 |
1604
NXG Investment Management
Dallas,
Texas
| US$17.6億 | +US$3533萬 | +2% | 4.45% | 121% | 72 | 23.61% | 3.7 |
|
| 1605 |
1605
Granite Investment Partners
El Segundo,
California
| US$17.6億 | -US$2.88億 | -14% | 10.4% | 138% | 274 | 16.06% | 5.1 |
|
| 1606 |
1606
Burkehill Global Management
New York
| US$17.6億 | +US$4.06億 | +30% | 15% | – | 152 | 47.37% | 0.2 |
|
| 1607 |
1607
Parsons Capital Management
Providence,
Rhode Island
| US$17.6億 | +US$1.31億 | +8% | 9.24% | 97.4% | 468 | 8.55% | 6.7 |
|
| 1608 |
1608
Consulta
London,
United Kingdom
| US$17.6億 | +US$1.94億 | +12% | 3.87% | 30.7% | 12 | 16.67% | 2.7 |
|
| 1609 |
KNB
1609
Khazanah Nasional Berhad
Kuala Lumpur,
| US$17.5億 | +US$1.18億 | +7% | 8.08% | 73.6% | 14 | 0% | 1.6 |
|
| 1610 |
1610
Meeder Asset Management
Dublin,
Ohio
| US$17.5億 | +US$1.26億 | +8% | 9.76% | 156% | 977 | 30.81% | 1.6 |
|
| 1611 |
1611
Rivernorth Capital Management
West Palm Beach,
Florida
| US$17.5億 | -US$5451萬 | -3% | 3.22% | 9.04% | 571 | 53.59% | 1 |
|
| 1612 |
1612
Traynor Capital Management
Malvern,
Pennsylvania
| US$17.5億 | +US$3.43億 | +24% | 11.8% | 244% | 384 | 37.24% | 2.6 |
|
| 1613 |
1613
Jordan Park Group
San Francisco,
California
| US$17.5億 | +US$2.12億 | +14% | 6.51% | 47.8% | 74 | 16.22% | 2.3 |
|
| 1614 |
1614
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$17.5億 | +US$1.46億 | +9% | 11% | 80.4% | 59 | 10.17% | 3.8 |
|
| 1615 |
1615
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$17.5億 | +US$9581萬 | +6% | 10.2% | 149% | 418 | 21.53% | 2.2 |
|
| 1616 |
1616
Courier Capital
Buffalo,
New York
| US$17.5億 | +US$9829萬 | +6% | 7.18% | 70.8% | 399 | 5.51% | 5.9 |
|
| 1617 |
1617
Sage Mountain Advisors
Atlanta,
Georgia
| US$17.5億 | +US$2.08億 | +14% | 7.49% | 67% | 575 | 18.96% | 2.1 |
|
| 1618 |
SC
1618
SRB Corp
Boston,
Massachusetts
| US$17.4億 | +US$7788萬 | +5% | 6.47% | 87.3% | 23 | 0% | 4 |
|
| 1619 |
1619
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| US$17.4億 | +US$7713萬 | +5% | 5.46% | 83.9% | 380 | 11.32% | 2.8 |
|
| 1620 |
1620
Smith Group Asset Management
Dallas,
Texas
| US$17.4億 | +US$2.15億 | +14% | 14.9% | 222% | 190 | 20.53% | 2.4 |
|
| 1621 |
1621
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| US$17.4億 | +US$1.06億 | +7% | 8.29% | 99.5% | 269 | 7.43% | 6.5 |
|
| 1622 |
1622
Finepoint Capital
Boston,
Massachusetts
| US$17.4億 | +US$3.83億 | +28% | 9.15% | 27.4% | 11 | 27.27% | 1.2 |
|
| 1623 |
1623
Financiere des Professionnels
Montreal,
Quebec, Canada
| US$17.4億 | +US$8068萬 | +5% | 7.58% | 91.8% | 449 | 33.18% | 0.7 |
|
| 1624 |
1624
Verdence Capital Advisors
Hunt Valley,
Maryland
| US$17.4億 | +US$2.72億 | +19% | 7.99% | 104% | 743 | 15.21% | 3.2 |
|
| 1625 |
1625
Franklin Street Advisors
Chapel Hill,
North Carolina
| US$17.4億 | +US$1.22億 | +8% | 11.1% | 130% | 182 | 11.54% | 6.1 |
|