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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Aston Asset Management
Chicago,
Illinois
| US$3.68億 | +US$1148萬 | +3% | 4.84% | 26.1% | 152 | 19.08% | 0.2 |
|
| 1877 |
1877
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$3.68億 | +US$630萬 | +2% | 8.9% | 69.3% | 629 | 15.1% | 0.2 |
|
| 1878 |
1878
De Burlo Group
Boston,
Massachusetts
| US$3.67億 | +US$2948萬 | +9% | 8.04% | 147% | 103 | 15.53% | 0.2 |
|
| 1879 |
1879
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$3.67億 | +US$326萬 | +0.9% | 3.78% | 40.2% | 84 | 7.14% | 0.2 |
|
| 1880 |
1880
Provident Investment Management
Novi,
Michigan
| US$3.67億 | +US$3088萬 | +9% | 8.91% | 90.8% | 47 | 8.51% | 0.2 |
|
| 1881 |
1881
Corda Investment Management
Houston,
Texas
| US$3.67億 | +US$7238萬 | +25% | 3.5% | 85% | 48 | 18.75% | 0.2 |
|
| 1882 |
BL
1882
Bolton LP
Greenwich,
Connecticut
| US$3.66億 | – | – | 13.5% | – | 265 | – | 0 |
|
| 1883 |
BP
1883
Boston Provident
Englewood,
New Jersey
| US$3.66億 | +US$1.11億 | +44% | 13.4% | – | 50 | 34% | 0.2 |
|
| 1884 |
1884
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$3.65億 | -US$963萬 | -3% | 1.92% | 76.8% | 150 | 5.33% | 0.2 |
|
| 1885 |
AIM
1885
Allen Investment Management
New York
| US$3.65億 | +US$1.06億 | +41% | 10.7% | 92.4% | 72 | 33.33% | 0.2 |
|
| 1886 |
WCM
1886
Wallace Capital Management
Dallas,
Texas
| US$3.65億 | +US$3271萬 | +10% | 6.69% | 62.3% | 67 | 8.96% | 0.2 |
|
| 1887 |
1887
McDaniel Terry & Co
Austin,
Texas
| US$3.65億 | +US$2739萬 | +8% | 7.31% | 57.9% | 50 | 4% | 0.2 |
|
| 1888 |
MCTIC
1888
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$3.64億 | +US$1462萬 | +4% | 8.01% | 38.8% | 91 | 27.47% | 0.2 |
|
| 1889 |
1889
C.M. Bidwell & Associates
Honolulu,
Hawaii
| US$3.63億 | +US$2306萬 | +7% | 9.09% | 70.6% | 289 | 42.56% | 0.2 |
|
| 1890 |
1890
Keywise Capital Management
Grand Cayman,
Cayman Islands
| US$3.63億 | +US$1.63億 | +81% | 68.2% | 219% | 8 | 25% | 0.2 |
|
| 1891 |
JEW
1891
Jamison Eaton & Wood
Bedminster,
New Jersey
| US$3.63億 | +US$1624萬 | +5% | 3.93% | – | 257 | 59.14% | 0.1 |
|
| 1892 |
NAM
1892
Nichols Asset Management
Sudbury,
Massachusetts
| US$3.63億 | +US$3258萬 | +10% | 14.7% | 43.8% | 135 | 13.33% | 0.2 |
|
| 1893 |
1893
Atwood & Palmer
Kansas City,
Missouri
| US$3.62億 | -US$731萬 | -2% | 4.03% | 90% | 115 | 10.43% | 0.2 |
|
| 1894 |
PS
1894
Presima Securities
Montreal,
Quebec, Canada
| US$3.62億 | -US$3374萬 | -9% | 4.89% | 10.3% | 22 | 0% | 0.3 |
|
| 1895 |
1895
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$3.62億 | +US$1883萬 | +5% | 7.05% | 34.2% | 43 | 6.98% | 0.2 |
|
| 1896 |
1896
Foundation Asset Management
White Plains,
New York
| US$3.62億 | +US$9479萬 | +36% | 9.11% | 126% | 26 | 38.46% | 0.2 |
|
| 1897 |
1897
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| US$3.61億 | +US$1764萬 | +5% | 10.7% | 307% | 139 | 49.64% | 0.2 |
|
| 1898 |
1898
Reynders McVeigh Capital Management
Boston,
Massachusetts
| US$3.6億 | +US$2316萬 | +7% | 6.52% | 108% | 154 | 8.44% | 0.2 |
|
| 1899 |
1899
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$3.6億 | +US$1億 | +39% | 16% | 96% | 154 | 32.47% | 0.2 |
|
| 1900 |
1900
Partners Group Holding
Baar-Zug,
Switzerland
| US$3.6億 | +US$7928萬 | +28% | 3.4% | 23.3% | 68 | 33.82% | 0.2 |
|