我們已在上線!
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
Dudley & Shanley
Palm Beach,
Florida
| US$4.51億 | -US$5244萬 | -10% | 9.9% | 67.9% | 30 | 16.67% | 1.6 |
|
| 1852 |
1852
Carroll Financial Associates
Charlotte,
North Carolina
| US$4.51億 | +US$405萬 | +0.9% | 7.01% | 79.9% | 1,252 | 16.37% | 1.2 |
|
| 1853 |
1853
GW & Wade
Wellesley,
Massachusetts
| US$4.51億 | -US$5460萬 | -11% | 6.29% | 32.2% | 245 | 15.51% | 1 |
|
| 1854 |
1854
Crescent Park Management
East Palo Alto,
California
| US$4.5億 | +US$2760萬 | +7% | 8.53% | 87% | 15 | 6.67% | 0.5 |
|
| 1855 |
1855
Arbor Capital Management (Minnesota)
Minneapolis,
Minnesota
| US$4.5億 | -US$7774萬 | -15% | 3.72% | 97.7% | 193 | 18.65% | 1.2 |
|
| 1856 |
1856
Pacific Global Investment Management
Glendale,
California
| US$4.49億 | -US$8106萬 | -15% | 11.4% | 48% | 229 | 10.48% | 1.9 |
|
| 1857 |
1857
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$4.48億 | -US$5945萬 | -12% | 10.3% | 96% | 120 | 15% | 1.3 |
|
| 1858 |
NAM
1858
Nichols Asset Management
Sudbury,
Massachusetts
| US$4.48億 | -US$1.13億 | -20% | 1.82% | 43.8% | 143 | 28.67% | 1.6 |
|
| 1859 |
1859
Efficient Advisors
Mason,
Ohio
| US$4.47億 | -US$3180萬 | -7% | 5.95% | 30.6% | 43 | 2.33% | 1.4 |
|
| 1860 |
1860
Palisade Asset Management
Minneapolis,
Minnesota
| US$4.47億 | -US$5538萬 | -11% | 7.12% | 61.8% | 136 | 4.41% | 2.1 |
|
| 1861 |
1861
Vision Capital Management
Portland,
Oregon
| US$4.47億 | -US$8997萬 | -17% | 7.36% | 78.4% | 83 | 36.14% | 1.2 |
|
| 1862 |
1862
Stewart & Patten Company
Lafayette,
California
| US$4.47億 | -US$2804萬 | -6% | 6.35% | 27.5% | 98 | 8.16% | 2 |
|
| 1863 |
1863
Junto Capital Management
New York
| US$4.47億 | +US$1429萬 | +3% | 1.96% | 122% | 29 | 68.97% | 0.2 |
|
| 1864 |
1864
Compass Capital Management
Minneapolis,
Minnesota
| US$4.46億 | -US$2791萬 | -6% | 5.96% | 50.8% | 47 | 12.77% | 2 |
|
| 1865 |
OCMI
1865
Oaktop Capital Management II
Chatham,
New Jersey
| US$4.45億 | -US$2729萬 | -6% | 9.01% | 451% | 21 | 4.76% | 2 |
|
| 1866 |
1866
Dean Investment Associates
Beavercreek,
Ohio
| US$4.44億 | +US$280萬 | +0.6% | 6.57% | 63.5% | 253 | 26.88% | 1.4 |
|
| 1867 |
1867
Connors Investor Services
Wyomissing,
Pennsylvania
| US$4.43億 | -US$3964萬 | -8% | 7.6% | 125% | 166 | 16.27% | 1.6 |
|
| 1868 |
1868
LBMC Investment Advisors
Brentwood,
Tennessee
| US$4.42億 | -US$2914萬 | -6% | 7.49% | 52.8% | 61 | 8.2% | 1.7 |
|
| 1869 |
1869
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$4.42億 | +US$394萬 | +0.9% | 5.27% | 64.6% | 371 | 19.41% | 1.6 |
|
| 1870 |
CWA
1870
Convergent Wealth Advisors
Potomac,
Maryland
| US$4.42億 | +US$942萬 | +2% | 8.57% | – | 44 | 40.91% | 1.1 |
|
| 1871 |
NAM
1871
Netols Asset Management
Mequon,
Wisconsin
| US$4.42億 | -US$6540萬 | -13% | 9.82% | 41.7% | 73 | 8.22% | 1.7 |
|
| 1872 |
1872
Signet Financial Management
Parsippany,
New Jersey
| US$4.42億 | +US$686萬 | +2% | 7.48% | 65.2% | 215 | 29.3% | 0.5 |
|
| 1873 |
1873
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$4.41億 | -US$6301萬 | -13% | 4.87% | 116% | 90 | 10% | 1.9 |
|
| 1874 |
1874
Appleton Partners
Boston,
Massachusetts
| US$4.4億 | -US$658萬 | -1% | 6.09% | 101% | 215 | 20.47% | 1.5 |
|
| 1875 |
1875
Foster & Motley
Cincinnati,
Ohio
| US$4.39億 | -US$1616萬 | -4% | 6.4% | 68.8% | 182 | 10.99% | 1.7 |
|