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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Compass Capital Management
Minneapolis,
Minnesota
| US$5.36億 | +US$302萬 | +0.6% | 0.35% | 50.8% | 43 | 4.65% | 2.8 |
|
| 1802 |
1802
LBMC Investment Advisors
Brentwood,
Tennessee
| US$5.34億 | +US$1288萬 | +2% | 2.73% | 52.8% | 75 | 4% | 2.4 |
|
| 1803 |
1803
Gladius Capital Management
Chicago,
Illinois
| US$5.34億 | +US$3.53億 | +195% | 3.91% | 78% | 3 | 33.33% | 2 |
|
| 1804 |
1804
Osborn Williams & Donohoe
Cincinnati,
Ohio
| US$5.32億 | +US$933萬 | +2% | 3.83% | 23.7% | 231 | 8.23% | 2.8 |
|
| 1805 |
1805
Oribel Capital Management
New York
| US$5.32億 | – | – | 3.82% | 337% | 104 | – | 0 |
|
| 1806 |
1806
Sessa Capital
New York
| US$5.32億 | +US$8022萬 | +18% | 16.8% | 147% | 37 | 37.84% | 0.9 |
|
| 1807 |
1807
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$5.32億 | +US$7375萬 | +16% | 2.58% | 34% | 120 | 15% | 2.1 |
|
| 1808 |
1808
Sector Gamma AS
Oslo,
Norway
| US$5.32億 | -US$3967萬 | -7% | 3.13% | 35.3% | 28 | 10.71% | 1.8 |
|
| 1809 |
1809
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$5.3億 | +US$542萬 | +1% | 0.73% | 50.7% | 70 | 4.29% | 2.5 |
|
| 1810 |
1810
North Point Portfolio Managers
Orange Village,
Ohio
| US$5.29億 | +US$451萬 | +0.9% | 5.41% | 72.8% | 90 | 15.56% | 2.5 |
|
| 1811 |
PWM
1811
Patriot Wealth Management
Houston,
Texas
| US$5.29億 | +US$1116萬 | +2% | 3.76% | 24.3% | 70 | 12.86% | 2.5 |
|
| 1812 |
1812
GVO Asset Management
Zug,
Switzerland
| US$5.29億 | -US$2.1億 | -28% | 6.97% | 71.2% | 25 | 28% | 1.2 |
|
| 1813 |
1813
Blackhill Capital
Morristown,
New Jersey
| US$5.28億 | -US$7176萬 | -12% | 2.36% | 212% | 89 | 3.37% | 2.8 |
|
| 1814 |
1814
Carret Asset Management
New York
| US$5.28億 | -US$678萬 | -1% | 3.95% | 94.4% | 260 | 10% | 2.9 |
|
| 1815 |
1815
Mount Lucas Management
Newtown,
Pennsylvania
| US$5.27億 | -US$3476萬 | -6% | 6.52% | 109% | 185 | 37.3% | 0.6 |
|
| 1816 |
1816
Buckhead Capital Management
Atlanta,
Georgia
| US$5.27億 | +US$202萬 | +0.4% | 7.84% | 67.6% | 181 | 8.84% | 2.6 |
|
| 1817 |
1817
Martin Investment Management
Palm Beach Gardens,
Florida
| US$5.27億 | -US$8031萬 | -13% | 0.48% | 44.7% | 38 | 10.53% | 2.6 |
|
| 1818 |
1818
Verde Servicos Internacionais
Sao Paulo,
Brazil
| US$5.26億 | -US$4.43億 | -46% | 5.31% | 120% | 83 | 36.14% | 0.6 |
|
| 1819 |
JA
1819
JVL Advisors
Houston,
Texas
| US$5.25億 | +US$1328萬 | +3% | 12.8% | 89.4% | 18 | 27.78% | 1.7 |
|
| 1820 |
1820
Stewart & Patten Company
Lafayette,
California
| US$5.25億 | +US$1331萬 | +3% | 4.65% | 27.5% | 91 | 4.4% | 3.1 |
|
| 1821 |
1821
Windward Capital Management
Los Angeles,
California
| US$5.25億 | -US$1123萬 | -2% | 0.5% | 78.5% | 96 | 10.42% | 2.3 |
|
| 1822 |
1822
Courier Capital
Buffalo,
New York
| US$5.25億 | +US$1929萬 | +4% | 3.53% | 70.8% | 281 | 11.39% | 2.7 |
|
| 1823 |
1823
Foster & Motley
Cincinnati,
Ohio
| US$5.23億 | +US$433萬 | +0.8% | 2.15% | 68.8% | 187 | 15.51% | 2.3 |
|
| 1824 |
1824
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$5.22億 | +US$4791萬 | +10% | 4.12% | 48.1% | 41 | 26.83% | 2.1 |
|
| 1825 |
1825
Palisade Asset Management
Minneapolis,
Minnesota
| US$5.22億 | -US$1560萬 | -3% | 2.14% | 61.8% | 135 | 3.7% | 3.1 |
|