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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1651 |
1651
F/M Investments
Washington,
District of Columbia
| US$19.7億 | +US$4.62億 | +31% | 16.6% | 101% | 381 | 20.21% | 1.5 |
|
| 1652 |
1652
Easterly Investment Partners
Beverly,
Massachusetts
| US$19.7億 | +US$6.58億 | +50% | 13.6% | 57.6% | 260 | 39.23% | 1.6 |
|
| 1653 |
1653
Symmetry Partners
Glastonbury,
Connecticut
| US$19.6億 | +US$2.11億 | +12% | 11.4% | 58.5% | 313 | 38.98% | 1.8 |
|
| 1654 |
1654
Berger Financial Group
Plymouth,
Minnesota
| US$19.6億 | +US$1.72億 | +10% | 12% | 59.9% | 512 | 9.77% | 2.6 |
|
| 1655 |
PGP
1655
Prescott General Partners
Boca Raton,
Florida
| US$19.6億 | +US$5.92億 | +43% | 45.3% | 76.8% | 10 | 0% | 5.5 |
|
| 1656 |
1656
Greenhouse Funds
Baltimore,
Maryland
| US$19.6億 | -US$2.77億 | -12% | 32% | 90.7% | 39 | 33.33% | 2 |
|
| 1657 |
1657
Meeder Asset Management
Dublin,
Ohio
| US$19.6億 | +US$2.11億 | +12% | 26.3% | 156% | 1,065 | 29.11% | 1.7 |
|
| 1658 |
1658
Sun Life Financial
Toronto,
Ontario, Canada
| US$19.5億 | +US$1.91億 | +11% | 16.7% | 65.7% | 46 | 6.52% | 3.9 |
|
| 1659 |
1659
Granite Investment Partners
El Segundo,
California
| US$19.5億 | +US$3.26億 | +20% | 25.9% | 131% | 300 | 20% | 4.5 |
|
| 1660 |
1660
Founders Financial Securities
Towson,
Maryland
| US$19.5億 | +US$1.8億 | +10% | 13.1% | 64.3% | 580 | 12.93% | 2.7 |
|
| 1661 |
1661
Cormorant Asset Management
Boston,
Massachusetts
| US$19.5億 | -US$3964萬 | -2% | 19.8% | 3,977% | 59 | 35.59% | 1.5 |
|
| 1662 |
1662
Adell Harriman & Carpenter
Houston,
Texas
| US$19.5億 | +US$3.12億 | +19% | 33.4% | 176% | 168 | 8.93% | 7 |
|
| 1663 |
1663
BOK Financial Private Wealth
Denver,
Colorado
| US$19.5億 | +US$2.94億 | +18% | 11.9% | 61.8% | 815 | 49.33% | 2.2 |
|
| 1664 |
1664
MUFG Securities Americas
New York
| US$19.5億 | +US$3.95億 | +25% | 27% | – | 512 | 2.34% | 1.4 |
|
| 1665 |
1665
Trinity Street Asset Management
London,
United Kingdom
| US$19.4億 | +US$4.84億 | +33% | 24.5% | 76.9% | 23 | 4.35% | 2.6 |
|
| 1666 |
1666
Lakewood Capital Management
New York
| US$19.4億 | +US$3.58億 | +23% | 13.8% | 45.4% | 80 | 32.5% | 2 |
|
| 1667 |
1667
McKinley Carter Wealth Services
Wheeling,
West Virginia
| US$19.4億 | +US$2.05億 | +12% | 12.2% | 63.2% | 328 | 8.84% | 5.1 |
|
| 1668 |
TCM
1668
Tao Capital Management
San Francisco,
California
| US$19.4億 | +US$18.2億 | +1,533% | 9.69% | 314% | 9 | 44.44% | 4.3 |
|
| 1669 |
1669
Progeny 3 Inc
Kirkland,
Washington
| US$19.4億 | +US$6824萬 | +4% | 6.05% | 96.8% | 33 | 15.15% | 2.8 |
|
| 1670 |
1670
Community Trust & Investment
Versailles,
Kentucky
| US$19.4億 | +US$9666萬 | +5% | 16.5% | 123% | 148 | 8.11% | 4.4 |
|
| 1671 |
1671
Evensky & Katz
Coral Gables,
Florida
| US$19.4億 | +US$1.78億 | +10% | 12.1% | 57.1% | 72 | 0% | 7.6 |
|
| 1672 |
1672
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| US$19.4億 | +US$2.07億 | +12% | 18.2% | 99.5% | 284 | 8.45% | 6.5 |
|
| 1673 |
1673
Sofinnova Investments
Menlo Park,
California
| US$19.3億 | -US$6.97億 | -26% | 23% | 450% | 87 | 49.43% | 1.5 |
|
| 1674 |
1674
Standard Investments
New York
| US$19.3億 | +US$1.02億 | +6% | 0.14% | 29.6% | 14 | 14.29% | 3.2 |
|
| 1675 |
1675
Segment Wealth Management
Houston,
Texas
| US$19.3億 | +US$2.23億 | +13% | 15% | 102% | 319 | 5.33% | 4.5 |
|