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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
Opera Trading Capital
Paris,
France
| US$4.77億 | – | – | 1.74% | 11.4% | 113 | – | 0 |
|
| 1852 |
1852
ProVise Management Group
Clearwater,
Florida
| US$4.76億 | +US$4511萬 | +10% | 5.39% | 66.8% | 310 | 17.1% | 1.8 |
|
| 1853 |
1853
Yakira Capital Management
Westport,
Connecticut
| US$4.76億 | +US$2.98億 | +168% | 12.1% | 74.1% | 159 | 50.94% | 0.7 |
|
| 1854 |
1854
GW & Wade
Wellesley,
Massachusetts
| US$4.76億 | +US$2523萬 | +6% | 5.89% | 32.2% | 232 | 11.64% | 1.2 |
|
| 1855 |
1855
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$4.76億 | +US$3397萬 | +8% | 4.24% | 64.6% | 370 | 15.68% | 1.7 |
|
| 1856 |
1856
Smith Hayes Advisers
Lincoln,
Nebraska
| US$4.75億 | +US$1343萬 | +3% | 6% | 35.2% | 320 | 11.56% | 1.9 |
|
| 1857 |
1857
Bulldog Investors
Saddle Brook,
New Jersey
| US$4.74億 | +US$964萬 | +2% | 0.24% | 22.5% | 115 | 42.61% | 0.8 |
|
| 1858 |
1858
JMG Financial Group
Downers Grove,
Illinois
| US$4.74億 | +US$6600萬 | +16% | 3.18% | 58.7% | 57 | 3.51% | 2.2 |
|
| 1859 |
1859
BLB&B Advisors
Montgomeryville,
Pennsylvania
| US$4.73億 | +US$2166萬 | +5% | 6.56% | 82% | 290 | 10.34% | 2 |
|
| 1860 |
1860
Dubuque Bank & Trust
Dubuque,
Iowa
| US$4.73億 | +US$651萬 | +1% | 3.45% | 24% | 778 | 27.89% | 1.2 |
|
| 1861 |
1861
Partners Group Holding
Baar-Zug,
Switzerland
| US$4.73億 | +US$1.22億 | +35% | 1.58% | 23.3% | 45 | 28.89% | 1.6 |
|
| 1862 |
1862
Park Presidio Capital
San Francisco,
California
| US$4.72億 | +US$4810萬 | +11% | 1.76% | 94.1% | 17 | 23.53% | 0.6 |
|
| 1863 |
1863
Compass Capital Management
Minneapolis,
Minnesota
| US$4.72億 | +US$2655萬 | +6% | 4.89% | 50.8% | 44 | 6.82% | 2.2 |
|
| 1864 |
LHC
1864
Lodge Hill Capital
New York
| US$4.72億 | +US$303萬 | +0.6% | 1.28% | 17.9% | 40 | 72.5% | 0.3 |
|
| 1865 |
1865
Park Avenue Securities
New York
| US$4.71億 | +US$6200萬 | +15% | 1.43% | 77.7% | 60 | 41.67% | 0.4 |
|
| 1866 |
1866
Foster & Motley
Cincinnati,
Ohio
| US$4.71億 | +US$3191萬 | +7% | 4.61% | 68.8% | 185 | 12.43% | 1.8 |
|
| 1867 |
1867
Carret Asset Management
New York
| US$4.69億 | +US$1028萬 | +2% | 6.55% | 94.4% | 248 | 6.85% | 2.2 |
|
| 1868 |
1868
Main Street Research
Lakeville,
Connecticut
| US$4.68億 | +US$4172萬 | +10% | 6.79% | 232% | 123 | 9.76% | 1.9 |
|
| 1869 |
1869
Highstreet Asset Management
London,
Ontario, Canada
| US$4.68億 | +US$1.64億 | +54% | 5.04% | 22.5% | 188 | 30.32% | 1.2 |
|
| 1870 |
1870
Chou Associates Management
Toronto,
Ontario, Canada
| US$4.67億 | +US$1.76億 | +60% | 0.5% | 66.4% | 24 | 0% | 2 |
|
| 1871 |
1871
Baystate Wealth Management
Boston,
Massachusetts
| US$4.67億 | +US$8380萬 | +22% | 1.86% | 14.6% | 62 | 24.19% | 1.5 |
|
| 1872 |
1872
Palisade Asset Management
Minneapolis,
Minnesota
| US$4.67億 | +US$1946萬 | +4% | 8.86% | 61.8% | 135 | 8.15% | 2.3 |
|
| 1873 |
1873
Bragg Financial Advisors
Charlotte,
North Carolina
| US$4.66億 | +US$4844萬 | +12% | 6.34% | 101% | 237 | 7.17% | 2.2 |
|
| 1874 |
BCM
1874
Brenham Capital Management
Dallas,
Texas
| US$4.66億 | +US$114萬 | +0.2% | 3.86% | 234% | 15 | 53.33% | 0.5 |
|
| 1875 |
1875
Three Peaks Capital Management
Castle Rock,
Colorado
| US$4.66億 | +US$5998萬 | +15% | 4.79% | 84.5% | 78 | 24.36% | 1.2 |
|