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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1626 |
AAA
1626
Adams Asset Advisors
Dallas,
Texas
| US$5.94億 | +US$2220萬 | +4% | 5.57% | 66.8% | 87 | 31.03% | 0.8 |
|
| 1627 |
1627
TCV Trust & Wealth Management
Richmond,
Virginia
| US$5.92億 | -US$1944萬 | -3% | 1.47% | 75.3% | 176 | 6.25% | 1.1 |
|
| 1628 |
1628
Truepoint Inc
Cincinnati,
Ohio
| US$5.91億 | +US$2258萬 | +4% | 1.44% | 43.4% | 32 | 50% | 0.6 |
|
| 1629 |
JC
1629
Joho Capital
New York
| US$5.9億 | -US$6486萬 | -10% | 5.88% | 80.2% | 12 | 8.33% | 1 |
|
| 1630 |
1630
Tiptree Advisors
New York
| US$5.9億 | +US$1.14億 | +24% | 1.61% | – | 34 | 23.53% | 0.7 |
|
| 1631 |
1631
Majedie Asset Management
London,
United Kingdom
| US$5.89億 | +US$1.55億 | +36% | 5.33% | 126% | 70 | 34.29% | 0.2 |
|
| 1632 |
ZAM
1632
Zenit Asset Management
Stockholm,
Sweden
| US$5.89億 | -US$2.87億 | -33% | 0.96% | – | 52 | 55.77% | 0.4 |
|
| 1633 |
1633
Pekin Hardy Strauss
Chicago,
Illinois
| US$5.89億 | -US$4761萬 | -7% | 4.08% | 102% | 147 | 8.16% | 1 |
|
| 1634 |
1634
Bank of the West
Monterey Park,
California
| US$5.89億 | -US$5278萬 | -8% | 0.06% | 35.4% | 271 | 14.02% | 1 |
|
| 1635 |
1635
Moors & Cabot
Boston,
Massachusetts
| US$5.88億 | -US$526萬 | -0.9% | 0.47% | 124% | 582 | 15.46% | 0.4 |
|
| 1636 |
1636
Avity Investment Management
Greenwich,
Connecticut
| US$5.88億 | +US$384萬 | +0.7% | 0.53% | 119% | 66 | 4.55% | 1 |
|
| 1637 |
1637
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$5.86億 | -US$3065萬 | -5% | 3.61% | 106% | 19 | 0% | 0.6 |
|
| 1638 |
1638
Summit Creek Advisors
Minneapolis,
Minnesota
| US$5.84億 | -US$1435萬 | -2% | 2.66% | 68.8% | 55 | 16.36% | 1 |
|
| 1639 |
1639
Clarkston Capital Partners
Rochester,
Michigan
| US$5.82億 | +US$3857萬 | +7% | 0.24% | 8.43% | 139 | 10.79% | 0.9 |
|
| 1640 |
1640
W.R. Berkley Corp
Greenwich,
Connecticut
| US$5.81億 | – | – | 3.97% | 38.7% | 89 | – | 0 |
|
| 1641 |
1641
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$5.8億 | -US$2823萬 | -5% | 0.76% | 115% | 475 | 4.63% | 1 |
|
| 1642 |
1642
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| US$5.79億 | -US$748萬 | -1% | 3.54% | 68.2% | 145 | 5.52% | 1.1 |
|
| 1643 |
1643
Maryland Capital Management
Towson,
Maryland
| US$5.79億 | +US$825萬 | +1% | 2.04% | 44.5% | 195 | 9.23% | 1.1 |
|
| 1644 |
1644
Freestone Capital Holdings
Seattle,
Washington
| US$5.78億 | -US$6160萬 | -10% | 1.22% | 86.9% | 223 | 45.29% | 0.9 |
|
| 1645 |
1645
Mount Lucas Management
Newtown,
Pennsylvania
| US$5.78億 | -US$1.84億 | -24% | 0.82% | 109% | 123 | 35.77% | 0.6 |
|
| 1646 |
1646
Alerus Investment Advisors
Wayzata,
Minnesota
| US$5.78億 | -US$206萬 | -0.4% | 0% | 32.7% | 162 | 8.02% | 1.2 |
|
| 1647 |
1647
Buckhead Capital Management
Atlanta,
Georgia
| US$5.77億 | -US$1.3億 | -18% | 1.22% | 67.6% | 215 | 16.74% | 1 |
|
| 1648 |
1648
Chemical Bank
Detroit,
Michigan
| US$5.76億 | -US$1250萬 | -2% | 0.11% | 36.5% | 306 | 8.5% | 1.1 |
|
| 1649 |
1649
RGM Capital
Naples,
Florida
| US$5.74億 | -US$2613萬 | -4% | 5.91% | 48.6% | 22 | 18.18% | 0.9 |
|
| 1650 |
1650
Makaira Partners
La Jolla,
California
| US$5.73億 | -US$3045萬 | -5% | 0.22% | 22% | 10 | 0% | 1.1 |
|