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
LBMC Investment Advisors
Brentwood,
Tennessee
| US$5.79億 | +US$998萬 | +2% | 3.88% | 52.8% | 81 | 9.88% | 2.7 |
|
| 1877 |
1877
First Merchants Corp
Muncie,
Indiana
| US$5.79億 | +US$2.17億 | +60% | 4.41% | 55.6% | 222 | 36.94% | 2.2 |
|
| 1878 |
1878
Bardin Hill Management Partners
New York
| US$5.77億 | +US$1.43億 | +33% | 6.2% | 214% | 37 | 51.35% | 0.3 |
|
| 1879 |
1879
Pier Capital
Stamford,
Connecticut
| US$5.77億 | -US$268萬 | -0.5% | 13.5% | 223% | 144 | 45.14% | 0.6 |
|
| 1880 |
1880
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$5.76億 | +US$1.12億 | +24% | 1.05% | 57.2% | 67 | 10.45% | 2.7 |
|
| 1881 |
1881
Sonora Investment Management
Tucson,
Arizona
| US$5.76億 | +US$4631萬 | +9% | 2.2% | 32.8% | 1,352 | 34.76% | 1.1 |
|
| 1882 |
1882
RTW Investments
New York
| US$5.74億 | +US$9982萬 | +21% | 30.3% | 467% | 31 | 22.58% | 1.4 |
|
| 1883 |
1883
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$5.74億 | +US$1374萬 | +2% | 3.49% | 68% | 114 | 5.26% | 3 |
|
| 1884 |
1884
ACG Wealth
Atlanta,
Georgia
| US$5.74億 | -US$3460萬 | -6% | 5.4% | 45.5% | 343 | 21.28% | 2 |
|
| 1885 |
1885
Coastline Trust
Providence,
Rhode Island
| US$5.73億 | +US$2177萬 | +4% | 3.31% | 106% | 303 | 7.26% | 3.1 |
|
| 1886 |
1886
Hilton Capital Management
Garden City,
New York
| US$5.73億 | +US$3603萬 | +7% | 2.93% | 58.2% | 138 | 17.39% | 1.4 |
|
| 1887 |
AIC
1887
AWM Investment Company
New York
| US$5.73億 | +US$704萬 | +1% | 13% | 778% | 105 | 27.62% | 1.5 |
|
| 1888 |
1888
Thomas White International
Chicago,
Illinois
| US$5.72億 | -US$859萬 | -1% | 5.76% | 34.9% | 276 | 21.01% | 1.8 |
|
| 1889 |
1889
Solus Alternative Asset Management
Summit,
New Jersey
| US$5.72億 | +US$3529萬 | +7% | 6.62% | 79.3% | 13 | 15.38% | 1.1 |
|
| 1890 |
CC
1890
Cornerstone Capital
Palo Alto,
California
| US$5.72億 | +US$4593萬 | +9% | 4.98% | 91.2% | 87 | 16.09% | 3.2 |
|
| 1891 |
1891
Doyle Wealth Management
St. Petersburg,
Florida
| US$5.71億 | +US$3132萬 | +6% | 4.7% | 32.3% | 156 | 11.54% | 0.4 |
|
| 1892 |
1892
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$5.7億 | +US$1209萬 | +2% | 4.64% | 34% | 107 | 14.02% | 2.9 |
|
| 1893 |
1893
Parus Finance (UK)
London,
United Kingdom
| US$5.7億 | +US$468萬 | +0.8% | 7.08% | 199% | 16 | 0% | 2 |
|
| 1894 |
1894
Berkshire Partners
Boston,
Massachusetts
| US$5.69億 | +US$4099萬 | +8% | 3.86% | 79% | 2 | 0% | 2.3 |
|
| 1895 |
PFMOSF
1895
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$5.69億 | +US$1182萬 | +2% | 1.47% | 209% | 48 | 56.25% | 0.7 |
|
| 1896 |
1896
Front Barnett Associates
Chicago,
Illinois
| US$5.69億 | +US$2020萬 | +4% | 4.92% | 40.5% | 125 | 2.4% | 3.5 |
|
| 1897 |
1897
Novare Capital Management
Charlotte,
North Carolina
| US$5.68億 | +US$1.24億 | +28% | 3.15% | 76.5% | 161 | 29.19% | 2 |
|
| 1898 |
1898
Cormorant Asset Management
Boston,
Massachusetts
| US$5.66億 | -US$3694萬 | -6% | 38.6% | 3,977% | 76 | 39.47% | 1.5 |
|
| 1899 |
WDA
1899
Wendell David Associates
Portsmouth,
New Hampshire
| US$5.66億 | +US$3518萬 | +7% | 3.75% | 46% | 160 | 13.13% | 3.3 |
|
| 1900 |
1900
Kentucky Retirement Systems Insurance Trust Fund
Frankfort,
Kentucky
| US$5.65億 | +US$261萬 | +0.5% | 4.72% | 115% | 475 | 5.26% | 3.4 |
|