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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Smith Hayes Advisers
Lincoln,
Nebraska
| US$4.8億 | +US$5251萬 | +12% | 5.32% | 35.2% | 326 | 16.26% | 1.1 |
|
| 1877 |
IMOV
1877
Investment Management of Virginia
Richmond,
Virginia
| US$4.8億 | -US$7680萬 | -14% | 1.46% | 93.4% | 164 | 15.85% | 1.3 |
|
| 1878 |
1878
Kelly Lawrence W & Associates
Pasadens,
California
| US$4.8億 | +US$982萬 | +2% | 4.54% | 123% | 140 | 45% | 0.8 |
|
| 1879 |
OFM
1879
Okumus Fund Management
Grand Cayman,
Cayman Islands
| US$4.8億 | -US$5261萬 | -10% | 6.54% | 8.26% | 14 | 50% | 0.4 |
|
| 1880 |
1880
Coastline Trust
Providence,
Rhode Island
| US$4.79億 | +US$9725萬 | +25% | 4.57% | 106% | 273 | 22.34% | 1.1 |
|
| 1881 |
1881
Yorktown Management & Research Company
Forest,
Virginia
| US$4.79億 | -US$4253萬 | -8% | 0.56% | 223% | 519 | 28.9% | 1 |
|
| 1882 |
1882
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$4.78億 | +US$3651萬 | +8% | 3.13% | 48.1% | 44 | 13.64% | 1.2 |
|
| 1883 |
1883
SCGF III Management
Menlo Park,
California
| US$4.77億 | +US$9878萬 | +26% | 27.6% | – | 3 | 0% | 1.3 |
|
| 1884 |
1884
Ashmore Group
London,
United Kingdom
| US$4.77億 | -US$3534萬 | -7% | 5.93% | 103% | 69 | 34.78% | 0.8 |
|
| 1885 |
1885
Simon Property Group
Indianapolis,
Indiana
| US$4.76億 | – | – | 30.7% | – | 1 | – | 0 |
|
| 1886 |
SCM
1886
SIR Capital Management
New York
| US$4.76億 | -US$8513萬 | -15% | 12.5% | 71.1% | 89 | 75.28% | 0.3 |
|
| 1887 |
1887
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| US$4.76億 | -US$4816萬 | -9% | 2.35% | 31% | 2 | 50% | 0.5 |
|
| 1888 |
1888
Strategy Asset Managers
Pasadena,
California
| US$4.76億 | +US$1805萬 | +4% | 5.36% | 115% | 138 | 6.52% | 1.1 |
|
| 1889 |
1889
Needham Investment Management
New York
| US$4.75億 | +US$2312萬 | +5% | 10.3% | 424% | 126 | 11.11% | 1.2 |
|
| 1890 |
1890
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$4.74億 | +US$4649萬 | +11% | 6.62% | 69.3% | 737 | 19% | 1.1 |
|
| 1891 |
1891
Zuckerman Investment Group
Chicago,
Illinois
| US$4.73億 | -US$705萬 | -1% | 4.02% | 111% | 66 | 18.18% | 1 |
|
| 1892 |
1892
Richard C. Young & Co
Newport,
Rhode Island
| US$4.73億 | +US$583萬 | +1% | 2.16% | 137% | 81 | 22.22% | 1 |
|
| 1893 |
1893
BLB&B Advisors
Montgomeryville,
Pennsylvania
| US$4.73億 | +US$1058萬 | +2% | 3.73% | 71.6% | 295 | 9.15% | 1.2 |
|
| 1894 |
1894
Clermont Group
Grand Cayman,
Cayman Islands
| US$4.72億 | -US$5288萬 | -10% | 10.1% | – | 1 | 0% | 1.5 |
|
| 1895 |
1895
Bank Hapoalim BM
Tel Aviv,
Israel
| US$4.71億 | +US$4100萬 | +10% | 4.17% | 76.6% | 174 | 13.79% | 0.8 |
|
| 1896 |
AH
1896
Allen Holding
New York
| US$4.71億 | -US$156萬 | -0.3% | 0.29% | 135% | 13 | 15.38% | 1.4 |
|
| 1897 |
1897
Merion Investment Management
Bay Harbor Islands,
Florida
| US$4.7億 | +US$1153萬 | +3% | 2.1% | 27.6% | 19 | 36.84% | 0.5 |
|
| 1898 |
1898
First Niagara Bank
Lockport,
New York
| US$4.68億 | -US$635萬 | -1% | 4.9% | 38.1% | 254 | 14.17% | 1.2 |
|
| 1899 |
1899
Compass Capital Management
Minneapolis,
Minnesota
| US$4.68億 | -US$5136萬 | -10% | 8.34% | 50.8% | 58 | 24.14% | 1.4 |
|
| 1900 |
1900
Main Street Research
Lakeville,
Connecticut
| US$4.67億 | +US$1788萬 | +4% | 7.79% | 232% | 152 | 25% | 1.2 |
|