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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Venturi Wealth Management
Austin,
Texas
| US$11.2億 | +US$7725萬 | +7% | 5.98% | 101% | 346 | 22.83% | 1.6 |
|
| 1752 |
1752
Perigon Wealth Management
San Francisco,
California
| US$11.2億 | +US$1.44億 | +15% | 8.13% | 104% | 538 | 13.38% | 2.1 |
|
| 1753 |
BFS
1753
Bard Financial Services
Branford,
Connecticut
| US$11.2億 | +US$9313萬 | +9% | 6.73% | 90.1% | 283 | 8.83% | 0.5 |
|
| 1754 |
1754
RFG Advisory
Birmingham,
Alabama
| US$11.2億 | +US$2.06億 | +22% | 5.62% | 52.3% | 458 | 12.01% | 2.1 |
|
| 1755 |
1755
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$11.2億 | +US$2034萬 | +2% | 5.05% | 42.8% | 36 | 2.78% | 3.4 |
|
| 1756 |
1756
Kimelman & Baird
New York
| US$11.2億 | – | – | 8.9% | – | 117 | – | 4.8 |
|
| 1757 |
1757
Beryl Capital Management
Redondo Beach,
California
| US$11.2億 | +US$3.38億 | +43% | 4.82% | 3,932% | 310 | 71.94% | 0.2 |
|
| 1758 |
1758
2Xideas
Kusnacht,
Switzerland
| US$11.2億 | +US$2.14億 | +24% | 11.6% | 40.6% | 70 | 5.71% | 0.5 |
|
| 1759 |
1759
First Horizon Corporation
Memphis,
Tennessee
| US$11.2億 | +US$6598萬 | +6% | 7.48% | – | 1,293 | 6.34% | 2.4 |
|
| 1760 |
BIC
1760
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$11.2億 | -US$699萬 | -0.6% | 5.79% | 36% | 180 | 12.22% | 4.2 |
|
| 1761 |
1761
EJF Capital
Arlington,
Virginia
| US$11.1億 | -US$2.7億 | -19% | 0.01% | 127% | 462 | 57.14% | 0.5 |
|
| 1762 |
1762
Zazove Associates
Incline Village,
Nevada
| US$11.1億 | +US$2.67億 | +32% | 4.64% | 11% | 158 | 17.72% | 1.1 |
|
| 1763 |
TP
1763
Thunderbird Partners
London,
United Kingdom
| US$11.1億 | -US$7224萬 | -6% | 6.25% | 38% | 17 | 23.53% | 1.1 |
|
| 1764 |
1764
Clarius Group LLC
Seattle,
Washington
| US$11.1億 | +US$9345萬 | +9% | 7.1% | 92.1% | 429 | 11.66% | 1.7 |
|
| 1765 |
1765
Kerrisdale Advisers
Miami,
Florida
| US$11.1億 | -US$1.9億 | -15% | 11% | 78.8% | 64 | 32.81% | 0.8 |
|
| 1766 |
1766
Atwood & Palmer
Kansas City,
Missouri
| US$11.1億 | +US$7372萬 | +7% | 5.7% | 90% | 466 | 15.88% | 3.7 |
|
| 1767 |
1767
Cederberg Capital
London,
United Kingdom
| US$11.1億 | -US$2.48億 | -18% | 4.11% | 273% | 12 | 16.67% | 1.1 |
|
| 1768 |
1768
Lowe Brockenbrough & Co
Richmond,
Virginia
| US$11.1億 | +US$8180萬 | +8% | 7.36% | 78.8% | 224 | 3.13% | 5.4 |
|
| 1769 |
1769
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| US$11.1億 | +US$8466萬 | +8% | 8.49% | 94.2% | 130 | 6.15% | 5.2 |
|
| 1770 |
1770
HHR Asset Management
Berkeley Heights,
New Jersey
| US$11.1億 | -US$272萬 | -0.2% | 7.63% | 76.3% | 36 | 19.44% | 2.1 |
|
| 1771 |
1771
Ashford Capital Management
Wilmington,
Delaware
| US$11.1億 | +US$3814萬 | +4% | 7.54% | 150% | 115 | 13.91% | 3.2 |
|
| 1772 |
1772
Montag & Caldwell
Atlanta,
Georgia
| US$11.1億 | +US$1496萬 | +1% | 8.73% | 91.3% | 73 | 13.7% | 3.9 |
|
| 1773 |
1773
Capital Growth Management
Boston,
Massachusetts
| US$11.1億 | +US$1348萬 | +1% | 14.6% | 422% | 91 | 76.92% | 0.2 |
|
| 1774 |
1774
Quest Investment Management
Lake Oswego,
Oregon
| US$11.1億 | +US$1603萬 | +1% | 10.8% | 105% | 101 | 6.93% | 4.1 |
|
| 1775 |
1775
Quantitative Investment Management
Charlottesville,
Virginia
| US$11.1億 | -US$7433萬 | -6% | 8.27% | 24.6% | 647 | 69.24% | 0.2 |
|