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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
Welch Group
Birmingham,
Alabama
| US$6.45億 | +US$4650萬 | +8% | 6.76% | 73.2% | 145 | 14.48% | 3.2 |
|
| 1827 |
1827
Denali Advisors
San Diego,
California
| US$6.45億 | +US$4010萬 | +7% | 8.35% | 106% | 312 | 29.17% | 1.5 |
|
| 1828 |
1828
Wellington Shields Capital Management
New York
| US$6.44億 | +US$3510萬 | +6% | 5.62% | 137% | 362 | 19.89% | 2.6 |
|
| 1829 |
1829
Carret Asset Management
New York
| US$6.43億 | +US$2336萬 | +4% | 6.25% | 94.4% | 269 | 7.06% | 3.4 |
|
| 1830 |
1830
Mandatum Life Insurance Company
Helsinki,
Finland
| US$6.43億 | -US$1.01億 | -14% | 5.36% | 95.9% | 198 | 17.17% | 1.5 |
|
| 1831 |
1831
Ashford Capital Management
Wilmington,
Delaware
| US$6.43億 | +US$2133萬 | +3% | 7.8% | 150% | 111 | 13.51% | 2.9 |
|
| 1832 |
1832
Baldwin Wealth Partners
Marion,
Massachusetts
| US$6.42億 | +US$2011萬 | +3% | 6.1% | 94.5% | 523 | 14.15% | 2.1 |
|
| 1833 |
1833
IberiaBank
Lafayette,
Louisiana
| US$6.4億 | +US$3744萬 | +6% | 6.12% | 39.6% | 250 | 16% | 1.8 |
|
| 1834 |
TM
1834
Tiger Management
New York
| US$6.4億 | +US$8740萬 | +16% | 5.98% | – | 89 | 61.8% | 0.8 |
|
| 1835 |
NCM
1835
Numina Capital Management
New York
| US$6.39億 | -US$1.04億 | -14% | 0.51% | 40.2% | 30 | 46.67% | 0.9 |
|
| 1836 |
1836
Mogy Joel R Investment Counsel
Beverly Hills,
California
| US$6.39億 | +US$3810萬 | +6% | 8.33% | 121% | 125 | 7.2% | 3.8 |
|
| 1837 |
1837
SCGE Management
Menlo Park,
California
| US$6.38億 | +US$1.57億 | +33% | 0.87% | 154% | 22 | 45.45% | 1.3 |
|
| 1838 |
SVG
1838
Sun Valley Gold
Sun Valley,
Idaho
| US$6.37億 | -US$5.94億 | -48% | 0.34% | 160% | 23 | 21.74% | 3.1 |
|
| 1839 |
1839
Evermore Global Advisors
Summit,
New Jersey
| US$6.37億 | -US$1085萬 | -2% | 1.8% | 133% | 22 | 18.18% | 0.6 |
|
| 1840 |
1840
E-L Financial Corp
Toronto,
Ontario, Canada
| US$6.37億 | +US$3552萬 | +6% | 5.56% | 68.6% | 2 | 0% | 1 |
|
| 1841 |
1841
Kahn Brothers Group
New York
| US$6.37億 | -US$1795萬 | -3% | 1.68% | 53.4% | 34 | 8.82% | 3.9 |
|
| 1842 |
CPP
1842
Crow Point Partners
Boston,
Massachusetts
| US$6.35億 | +US$1058萬 | +2% | 0.34% | 56.9% | 311 | 48.55% | 0.9 |
|
| 1843 |
1843
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$6.35億 | +US$9892萬 | +18% | 5.76% | 68.7% | 480 | 65.83% | 1 |
|
| 1844 |
1844
NBT Bank
Norwich,
New York
| US$6.35億 | +US$903萬 | +1% | 6.55% | 77% | 206 | 6.8% | 3.8 |
|
| 1845 |
QAM
1845
Quentec Asset Management
New York
| US$6.34億 | -US$3.63億 | -36% | 2.99% | 43.5% | 60 | 60% | 0.8 |
|
| 1846 |
1846
IFM Investors
Melbourne,
Australia
| US$6.33億 | +US$4080萬 | +7% | 7.19% | 147% | 505 | 5.35% | 0.8 |
|
| 1847 |
APA
1847
American Portfolios Advisors
Holbrook,
New York
| US$6.33億 | – | – | 5.13% | 43.6% | 2,261 | – | 0 |
|
| 1848 |
1848
Strategic Financial Services
Utica,
New York
| US$6.32億 | +US$2687萬 | +4% | 5.03% | 58.7% | 123 | 8.13% | 2.9 |
|
| 1849 |
1849
Palisade Asset Management
Minneapolis,
Minnesota
| US$6.32億 | +US$8176萬 | +15% | 6.65% | 61.8% | 169 | 22.49% | 3.2 |
|
| 1850 |
1850
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$6.31億 | +US$3532萬 | +6% | 3.26% | 58% | 98 | 20.41% | 2.1 |
|