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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
Asset Advisors Corp
Augusta,
Georgia
| US$4.18億 | +US$6663萬 | +19% | 10.1% | 41.4% | 162 | 16.67% | 0.5 |
|
| 1877 |
1877
Rafferty Asset Management
New York
| US$4.18億 | -US$9964萬 | -19% | 1.84% | 238% | 314 | 62.1% | 0.2 |
|
| 1878 |
1878
Dean Investment Associates
Beavercreek,
Ohio
| US$4.18億 | +US$3559萬 | +9% | 9.4% | 63.5% | 239 | 16.32% | 0.4 |
|
| 1879 |
1879
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$4.18億 | +US$236萬 | +0.6% | 10.5% | 116% | 90 | 12.22% | 0.5 |
|
| 1880 |
1880
BLB&B Advisors
Montgomeryville,
Pennsylvania
| US$4.18億 | +US$3817萬 | +10% | 9.39% | 82% | 258 | 9.3% | 0.5 |
|
| 1881 |
1881
Appleton Partners
Boston,
Massachusetts
| US$4.17億 | +US$4404萬 | +12% | 10.7% | 110% | 178 | 12.92% | 0.4 |
|
| 1882 |
1882
Catawba Capital Management
Roanoke,
Virginia
| US$4.17億 | +US$3518萬 | +9% | 8.16% | 33.1% | 249 | 8.43% | 0.4 |
|
| 1883 |
1883
Penn Davis McFarland
Dallas,
Texas
| US$4.17億 | -US$171萬 | -0.4% | 11% | 100% | 30 | 10% | 0.5 |
|
| 1884 |
1884
Pacer Advisors
Malvern,
Pennsylvania
| US$4.16億 | – | – | 9.42% | 58.4% | 510 | – | 0 |
|
| 1885 |
1885
Corda Investment Management
Houston,
Texas
| US$4.16億 | +US$4911萬 | +13% | 6.44% | 85% | 51 | 7.84% | 0.4 |
|
| 1886 |
1886
Rockland Trust
Hanover,
Massachusetts
| US$4.15億 | +US$3700萬 | +10% | 8.62% | 61.5% | 130 | 13.85% | 0.4 |
|
| 1887 |
1887
Deltec Asset Management
New York
| US$4.15億 | +US$3317萬 | +9% | 10.8% | 127% | 165 | 28.48% | 0.4 |
|
| 1888 |
MCTIC
1888
MacGuire Cheswick & Tuttle Investment Counsel
Darien,
Connecticut
| US$4.15億 | +US$5122萬 | +14% | 11.6% | 38.8% | 96 | 7.29% | 0.4 |
|
| 1889 |
1889
Deer VII & Co
Larchmont,
New York
| US$4.14億 | +US$3.65億 | +731% | 35.8% | 241% | 7 | 42.86% | 0.3 |
|
| 1890 |
1890
Washington Capital Management
Seattle,
Washington
| US$4.14億 | +US$3704萬 | +10% | 10.5% | 81.8% | 200 | 15% | 0.4 |
|
| 1891 |
1891
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$4.14億 | +US$4856萬 | +13% | 9.58% | 76.8% | 156 | 7.69% | 0.5 |
|
| 1892 |
1892
Efficient Advisors
Mason,
Ohio
| US$4.13億 | +US$2315萬 | +6% | 3.93% | 30.6% | 22 | 9.09% | 0.5 |
|
| 1893 |
1893
Oberweis Asset Management
Lisle,
Illinois
| US$4.13億 | +US$6085萬 | +17% | 16.4% | 485% | 170 | 30% | 0.4 |
|
| 1894 |
1894
Bragg Financial Advisors
Charlotte,
North Carolina
| US$4.12億 | +US$2787萬 | +7% | 8.73% | 101% | 251 | 11.95% | 0.5 |
|
| 1895 |
RCM
1895
Ratan Capital Management
Miami Beach,
Florida
| US$4.11億 | +US$7455萬 | +22% | 25.8% | 616% | 33 | 54.55% | 0.3 |
|
| 1896 |
1896
First Interstate Bank
Billings,
Montana
| US$4.1億 | +US$3879萬 | +10% | 8.01% | 49.7% | 107 | 11.21% | 0.4 |
|
| 1897 |
1897
Bainco International Investors
Boston,
Massachusetts
| US$4.1億 | +US$923萬 | +2% | 8.75% | 69.4% | 90 | 12.22% | 0.4 |
|
| 1898 |
1898
Vigilant Capital Management
Portland,
Maine
| US$4.09億 | +US$5593萬 | +16% | 6.14% | 48.8% | 252 | 21.03% | 0.4 |
|
| 1899 |
SH
1899
Scepter Holdings
Fort Worth,
Texas
| US$4.09億 | -US$1.34億 | -25% | 8.89% | – | 100 | 55% | 0.2 |
|
| 1900 |
1900
Reilly Financial Advisors
La Mesa,
California
| US$4.08億 | +US$4853萬 | +13% | 9.19% | 99% | 904 | 26% | 0.4 |
|