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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1676 |
6CM
1676
683 Capital Management
New York
| US$5.61億 | -US$1.7億 | -23% | 1.34% | 311% | 110 | 46.36% | 0.7 |
|
| 1677 |
1677
Lapides Asset Management
Greenwich,
Connecticut
| US$5.61億 | -US$1050萬 | -2% | 4.06% | 63% | 97 | 28.87% | 1.5 |
|
| 1678 |
1678
Balasa Dinverno & Foltz
| US$5.6億 | -US$3537萬 | -6% | 0.39% | 23.2% | 208 | 19.23% | 2 |
|
| 1679 |
1679
Folger Nolan Fleming Douglas Capital Management
Washington,
District of Columbia
| US$5.59億 | -US$268萬 | -0.5% | 0.99% | 77.5% | 173 | 4.05% | 2.4 |
|
| 1680 |
1680
Rockland Trust
Hanover,
Massachusetts
| US$5.57億 | -US$1054萬 | -2% | 3.32% | 61.5% | 169 | 16.57% | 1.9 |
|
| 1681 |
1681
Baldwin Wealth Partners
Marion,
Massachusetts
| US$5.57億 | -US$5706萬 | -9% | 0.19% | 94.5% | 541 | 63.59% | 0.8 |
|
| 1682 |
1682
Alexandria Capital
Arlington,
Virginia
| US$5.57億 | +US$1.59億 | +40% | 0.95% | 66.8% | 707 | 15.7% | 1.9 |
|
| 1683 |
JCM
1683
JS Capital Management
New York
| US$5.57億 | +US$1.36億 | +32% | 0.79% | 52.4% | 56 | 58.93% | 0.8 |
|
| 1684 |
1684
Zions Bancorporation
Salt Lake City,
Utah
| US$5.56億 | -US$1645萬 | -3% | 1.15% | 22.9% | 932 | 11.7% | 0.6 |
|
| 1685 |
1685
Efficient Advisors
Mason,
Ohio
| US$5.56億 | +US$9742萬 | +21% | 1.34% | 30.6% | 59 | 28.81% | 1.4 |
|
| 1686 |
1686
TCV Trust & Wealth Management
Richmond,
Virginia
| US$5.56億 | -US$771萬 | -1% | 1.75% | 75.3% | 169 | 11.24% | 2.3 |
|
| 1687 |
1687
NS Partners
London,
United Kingdom
| US$5.55億 | -US$464萬 | -0.8% | 1.76% | 109% | 123 | 17.89% | 0.6 |
|
| 1688 |
DAM
1688
Davis Asset Management
Sausalito,
California
| US$5.54億 | +US$3646萬 | +7% | 3.99% | 97.3% | 24 | 0% | 1.8 |
|
| 1689 |
1689
Moors & Cabot
Boston,
Massachusetts
| US$5.54億 | +US$788萬 | +1% | 3.01% | 124% | 575 | 19.83% | 1.5 |
|
| 1690 |
1690
Main Management
San Francisco,
California
| US$5.54億 | -US$829萬 | -1% | 0.39% | 64.1% | 54 | 20.37% | 1.9 |
|
| 1691 |
1691
LGT Capital Partners
Pfaeffikon,
Switzerland
| US$5.54億 | +US$1.1億 | +25% | 3.5% | 67.2% | 59 | 20.34% | 1 |
|
| 1692 |
1692
E. Ohman J:or Asset Management
Stockholm,
Sweden
| US$5.52億 | -US$1837萬 | -3% | 0.29% | 110% | 543 | 3.31% | 2.4 |
|
| 1693 |
PAM
1693
Private Asset Management
San Diego,
California
| US$5.52億 | -US$44.8萬 | -0.1% | 1.55% | 38.2% | 147 | 10.88% | 2.2 |
|
| 1694 |
1694
USCA RIA
Houston,
Texas
| US$5.51億 | +US$8843萬 | +19% | 3.42% | 60.6% | 416 | 27.16% | 1.6 |
|
| 1695 |
1695
Bellevue Group
Kuesnacht,
Switzerland
| US$5.51億 | – | – | 10.7% | 159% | 130 | – | 0 |
|
| 1696 |
1696
Bridges Investment Management
Omaha,
Nebraska
| US$5.5億 | -US$936萬 | -2% | 0.97% | 77.9% | 134 | 8.96% | 2.3 |
|
| 1697 |
1697
Coldstream Capital Management
Bellevue,
Washington
| US$5.49億 | +US$8837萬 | +19% | 0.53% | 71% | 295 | 40.68% | 0.9 |
|
| 1698 |
1698
Adams Street Partners
Chicago,
Illinois
| US$5.48億 | -US$821萬 | -1% | 12.9% | 399% | 25 | 60% | 0.7 |
|
| 1699 |
1699
IQ EQ Fund Management
Dublin 2,
Ireland
| US$5.47億 | -US$3592萬 | -6% | 1.93% | 109% | 96 | 13.54% | 0.9 |
|
| 1700 |
1700
Constellation Investments
Montgomery,
Ohio
| US$5.47億 | +US$1249萬 | +2% | 0.9% | – | 451 | 7.76% | 2.2 |
|