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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
CLA (CliftonLarsonAllen) Wealth Advisors
Minneapolis,
Minnesota
| US$5.01億 | +US$5183萬 | +12% | 1.34% | 45.9% | 171 | 56.73% | 0.7 |
|
| 1852 |
1852
Giverny Capital
Montreal,
Quebec, Canada
| US$5億 | +US$4358萬 | +10% | 3.44% | 69.2% | 25 | 8% | 0.2 |
|
| 1853 |
JCM
1853
JS Capital Management
New York
| US$5億 | +US$1.05億 | +27% | 4.99% | 52.4% | 71 | 25.35% | 0.7 |
|
| 1854 |
1854
Independent Portfolio Consultants
Boca Raton,
Florida
| US$5億 | +US$1096萬 | +2% | 0.38% | 32.4% | 1,120 | 32.86% | 1 |
|
| 1855 |
QAM
1855
Quentec Asset Management
New York
| US$4.99億 | +US$1757萬 | +4% | 0.21% | 43.5% | 60 | 46.67% | 0.7 |
|
| 1856 |
1856
Osborn Williams & Donohoe
Cincinnati,
Ohio
| US$4.98億 | -US$1678萬 | -3% | 0.07% | 23.7% | 238 | 9.24% | 1.7 |
|
| 1857 |
1857
Mazama Capital Management
Portland,
Oregon
| US$4.97億 | +US$1078萬 | +2% | 3.01% | – | 334 | 34.43% | 0.9 |
|
| 1858 |
1858
White Mountains Insurance Group
Hanover,
New Hampshire
| US$4.97億 | +US$2665萬 | +6% | 3.03% | 105% | 1 | 0% | 2 |
|
| 1859 |
1859
Arrow Investment Advisors
Laurel,
Maryland
| US$4.97億 | -US$4831萬 | -9% | 0.94% | 36.3% | 88 | 46.59% | 0.9 |
|
| 1860 |
1860
Courier Capital
Buffalo,
New York
| US$4.97億 | -US$950萬 | -2% | 0.46% | 70.8% | 307 | 11.73% | 1.6 |
|
| 1861 |
1861
Tufton Capital Management
Hunt Valley,
Maryland
| US$4.95億 | -US$5058萬 | -9% | 0.28% | 96.1% | 124 | 9.68% | 1.8 |
|
| 1862 |
1862
Permian Investment Partners
Dallas,
Texas
| US$4.94億 | +US$2.38億 | +93% | 1.23% | 78.6% | 20 | 55% | 0.4 |
|
| 1863 |
1863
SCF Partners
Houston,
Texas
| US$4.92億 | +US$1650萬 | +3% | 3.47% | 2.1% | 1 | 0% | 2 |
|
| 1864 |
AAM
1864
AO Asset Management
New York
| US$4.91億 | +US$3154萬 | +7% | 12% | 127% | 38 | 47.37% | 0.3 |
|
| 1865 |
1865
Lebenthal Holdings
New York
| US$4.9億 | +US$6504萬 | +15% | 0.69% | – | 348 | 27.3% | 0.3 |
|
| 1866 |
1866
SeaBridge Investment Advisors
Summit,
New Jersey
| US$4.89億 | -US$766萬 | -2% | 1.72% | 128% | 247 | 18.22% | 1.4 |
|
| 1867 |
1867
Capital Analysts LLC
Fort Washington,
Pennsylvania
| US$4.89億 | +US$891萬 | +2% | 0.73% | 51.3% | 409 | 17.36% | 1.4 |
|
| 1868 |
GWI
1868
Grace & White Inc
Ny,
New York
| US$4.89億 | -US$1285萬 | -3% | 2.58% | 61.5% | 148 | 3.38% | 1.8 |
|
| 1869 |
1869
Main Street Research
Lakeville,
Connecticut
| US$4.88億 | +US$2330萬 | +5% | 0.18% | 232% | 142 | 11.27% | 1.6 |
|
| 1870 |
1870
McGowan Group Asset Management
Dallas,
Texas
| US$4.88億 | -US$693萬 | -1% | 2.58% | 69.8% | 137 | 13.14% | 0.4 |
|
| 1871 |
PAI
1871
ProQuest Associates IV
Naples,
Florida
| US$4.87億 | +US$1.8億 | +59% | 76.1% | 113% | 6 | 0% | 0.5 |
|
| 1872 |
DAM
1872
Davis Asset Management
Sausalito,
California
| US$4.87億 | +US$4989萬 | +11% | 7.63% | 97.3% | 26 | 7.69% | 1.2 |
|
| 1873 |
1873
Bulldog Investors
Saddle Brook,
New Jersey
| US$4.85億 | +US$3685萬 | +8% | 1.35% | 22.5% | 91 | 35.16% | 0.8 |
|
| 1874 |
DMK
1874
David M. Knott
| US$4.83億 | +US$1912萬 | +4% | 6.96% | 81% | 88 | 9.09% | 1.3 |
|
| 1875 |
1875
Academy Capital Management
Waco,
Texas
| US$4.83億 | -US$2646萬 | -5% | 0.18% | 71.2% | 46 | 13.04% | 1.4 |
|