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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Astor Investment Management
Chicago,
Illinois
| US$5.55億 | -US$2960萬 | -5% | 2.12% | 23.3% | 37 | 29.73% | 1.6 |
|
| 1702 |
1702
Bragg Financial Advisors
Charlotte,
North Carolina
| US$5.55億 | +US$3476萬 | +7% | 2.47% | 101% | 258 | 6.98% | 2.4 |
|
| 1703 |
1703
Ledyard National Bank
| US$5.55億 | -US$820萬 | -1% | 3.04% | 80.7% | 718 | 20.33% | 2.3 |
|
| 1704 |
1704
Mizuho Asset Management
Tokyo,
Japan
| US$5.55億 | +US$1.75億 | +46% | 4.38% | 41.7% | 752 | 23.14% | 2.4 |
|
| 1705 |
1705
Twin Securities
New York
| US$5.54億 | -US$2.47億 | -31% | 13.2% | 506% | 41 | 58.54% | 0.7 |
|
| 1706 |
1706
Atwood & Palmer
Kansas City,
Missouri
| US$5.53億 | -US$920萬 | -2% | 0.1% | 90% | 331 | 7.85% | 1.8 |
|
| 1707 |
1707
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$5.53億 | +US$632萬 | +1% | 3.44% | 173% | 93 | 47.31% | 0.5 |
|
| 1708 |
1708
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
| US$5.53億 | +US$5943萬 | +12% | 2.6% | 85.5% | 130 | 25.38% | 1 |
|
| 1709 |
1709
Summit Partners Public Asset Management
Boston,
Massachusetts
| US$5.51億 | +US$7911萬 | +17% | 8.98% | 1,167% | 125 | 69.6% | 0.3 |
|
| 1710 |
1710
Altarock Partners
West Palm Beach,
Florida
| US$5.5億 | +US$797萬 | +1% | 3.64% | 58.1% | 9 | 11.11% | 1.2 |
|
| 1711 |
1711
Buckhead Capital Management
Atlanta,
Georgia
| US$5.5億 | +US$1315萬 | +2% | 1.98% | 67.6% | 188 | 7.98% | 2.2 |
|
| 1712 |
1712
Godsey & Gibb Inc
Richmond,
Virginia
| US$5.5億 | +US$3202萬 | +6% | 4.54% | 87.5% | 59 | 5.08% | 2.4 |
|
| 1713 |
1713
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$5.49億 | +US$6973萬 | +15% | 4.21% | 116% | 100 | 21% | 2 |
|
| 1714 |
1714
Permian Investment Partners
Dallas,
Texas
| US$5.49億 | -US$1.19億 | -18% | 1.33% | 78.6% | 26 | 61.54% | 0.6 |
|
| 1715 |
1715
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$5.49億 | +US$1143萬 | +2% | 2.63% | 57.2% | 74 | 10.81% | 2.3 |
|
| 1716 |
1716
Pier Capital
Stamford,
Connecticut
| US$5.49億 | +US$2974萬 | +6% | 11.1% | 223% | 146 | 45.89% | 0.6 |
|
| 1717 |
WFI
1717
West Family Investments
Carlsbad,
California
| US$5.49億 | -US$6129萬 | -10% | 6.61% | 116% | 127 | 11.81% | 2 |
|
| 1718 |
1718
Light Street Capital Management
Palo Alto,
California
| US$5.48億 | -US$3960萬 | -7% | 3.85% | 377% | 31 | 51.61% | 0.9 |
|
| 1719 |
1719
Kimelman & Baird
New York
| US$5.47億 | +US$1179萬 | +2% | 4.69% | – | 115 | 14.78% | 2.3 |
|
| 1720 |
1720
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$5.46億 | +US$1899萬 | +4% | 2.9% | – | 190 | 6.32% | 2.6 |
|
| 1721 |
1721
Reilly Financial Advisors
La Mesa,
California
| US$5.45億 | -US$3977萬 | -7% | 1.31% | 99% | 1,485 | 58.52% | 1.3 |
|
| 1722 |
TC
1722
TFS Capital
West Chester,
Pennsylvania
| US$5.44億 | -US$1.5億 | -22% | 5.11% | 53.8% | 1,403 | 63.15% | 0.4 |
|
| 1723 |
CK
1723
Cohen Klingenstein
New York
| US$5.44億 | +US$1307萬 | +2% | 3.23% | 99.1% | 161 | 1.24% | 2.7 |
|
| 1724 |
1724
ProVise Management Group
Clearwater,
Florida
| US$5.44億 | +US$5675萬 | +12% | 3.72% | 66.8% | 324 | 18.83% | 2.1 |
|
| 1725 |
1725
North Star Investment Management
Chicago,
Illinois
| US$5.44億 | +US$2148萬 | +4% | 3.67% | 80.6% | 852 | 14.79% | 1.8 |
|