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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
Granite Investment Advisors
Concord,
New Hampshire
| US$4.53億 | -US$488萬 | -1% | 4.93% | 55.6% | 102 | 5.88% | 0.9 |
|
| 1877 |
1877
Beacon Financial Group
Dallas,
Texas
| US$4.52億 | -US$3392萬 | -7% | 5.7% | 66.6% | 166 | 5.42% | 0.7 |
|
| 1878 |
1878
Morgan Dempsey Capital Management
Menomonee Falls,
Wisconsin
| US$4.51億 | +US$4774萬 | +12% | 2.31% | 52.1% | 171 | 6.43% | 0.9 |
|
| 1879 |
1879
Vigilant Capital Management
Portland,
Maine
| US$4.51億 | +US$2735萬 | +6% | 5.03% | 48.8% | 285 | 18.95% | 0.8 |
|
| 1880 |
1880
Bank of Kentucky
Crestview Hills,,
Kentucky
| US$4.5億 | +US$1096萬 | +2% | 3.96% | – | 308 | 7.79% | 0.8 |
|
| 1881 |
1881
Polaris Wealth Advisory Group
San Rafael,
California
| US$4.49億 | +US$2188萬 | +5% | 3.81% | 64% | 175 | 66.29% | 0.6 |
|
| 1882 |
SCM
1882
Symons Capital Management
Pittsburgh,
Pennsylvania
| US$4.49億 | +US$1203萬 | +3% | 4.75% | 25.4% | 93 | 17.2% | 0.6 |
|
| 1883 |
1883
Proprium Capital Partners
Stamford,
Connecticut
| US$4.47億 | -US$1.7億 | -28% | 4.9% | 6.09% | 2 | 0% | 0.3 |
|
| 1884 |
1884
Philadelphia International Advisors
Philadelphia,
Pennsylvania
| US$4.46億 | +US$7.8萬 | +0% | 1.93% | – | 93 | 26.88% | 0.8 |
|
| 1885 |
1885
Howe & Rusling
Rochester,
New York
| US$4.45億 | +US$3748萬 | +9% | 6.13% | 82% | 1,004 | 33.07% | 0.7 |
|
| 1886 |
1886
Catawba Capital Management
Roanoke,
Virginia
| US$4.45億 | +US$2511萬 | +6% | 5.96% | 33.1% | 264 | 9.09% | 0.9 |
|
| 1887 |
1887
L. Roy Papp & Associates
Phoenix,
Arizona
| US$4.44億 | +US$1528萬 | +4% | 3.74% | 80.1% | 137 | 2.92% | 0.9 |
|
| 1888 |
1888
TD Capital Management
Memphis,
Tennessee
| US$4.44億 | +US$966萬 | +2% | 2.42% | 40.5% | 176 | 13.64% | 0.8 |
|
| 1889 |
1889
Ospraie Management
New York
| US$4.44億 | +US$1.96億 | +79% | 13.3% | 37.6% | 29 | 55.17% | 0.3 |
|
| 1890 |
1890
Polaris Capital Management
Boston,
Massachusetts
| US$4.43億 | +US$1059萬 | +2% | 0.84% | 94.4% | 60 | 28.33% | 0.9 |
|
| 1891 |
1891
Gavea Investimentos
Rj,
Brazil
| US$4.43億 | +US$1.96億 | +80% | 17.8% | 60.3% | 6 | 83.33% | 0.2 |
|
| 1892 |
MC
1892
MSF Capital
New York
| US$4.43億 | -US$112萬 | -0.3% | 2.36% | – | 52 | 13.46% | 0.8 |
|
| 1893 |
1893
Brighton Jones LLC
Seattle,
Washington
| US$4.43億 | +US$1812萬 | +4% | 4.89% | 97.9% | 199 | 7.04% | 0.8 |
|
| 1894 |
SIG
1894
Schooner Investment Group
Wayne,
Pennsylvania
| US$4.43億 | +US$4398萬 | +11% | 3.42% | 24.3% | 150 | 18.67% | 0.6 |
|
| 1895 |
JA
1895
JVL Advisors
Houston,
Texas
| US$4.42億 | +US$4218萬 | +11% | 14.4% | 89.4% | 27 | 37.04% | 0.3 |
|
| 1896 |
1896
De Burlo Group
Boston,
Massachusetts
| US$4.42億 | +US$2710萬 | +7% | 8.53% | 147% | 111 | 25.23% | 0.7 |
|
| 1897 |
KCA
1897
KR Capital Advisors
New York
| US$4.41億 | +US$1185萬 | +3% | 3.35% | – | 48 | 12.5% | 0.9 |
|
| 1898 |
1898
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$4.41億 | +US$3054萬 | +7% | 5.01% | 69.3% | 711 | 12.66% | 0.8 |
|
| 1899 |
1899
Asset Advisors Corp
Augusta,
Georgia
| US$4.41億 | +US$1824萬 | +4% | 4.57% | 41.4% | 165 | 13.33% | 0.8 |
|
| 1900 |
1900
Rockland Trust
Hanover,
Massachusetts
| US$4.4億 | +US$1494萬 | +4% | 4.49% | 61.5% | 134 | 14.93% | 0.8 |
|