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全球頂尖投資人與避險基金的最新股票投資組合

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)
Dean Investment Associates
1926
Dean Investment Associates
Ohio
US$4.34億 +US$1822萬 +4% 4.83% 63.5% 242 18.6% 0.8
Foster & Motley
1927
Foster & Motley
Ohio
US$4.33億 +US$2637萬 +6% 3.92% 68.8% 174 13.22% 0.8
Cobiz Wealth
1928
Cobiz Wealth
Colorado
US$4.33億 +US$1387萬 +3% 4.28% 54% 128 8.59% 0.9
Constellation Investments
1929
Constellation Investments
Ohio
US$4.32億 +US$2122萬 +5% 5.94% – 404 5.2% 0.9
Alaska Permanent Capital Management
1930
Alaska Permanent Capital Management
Alaska
US$4.32億 +US$2014萬 +5% 3.77% 42.8% 26 3.85% 0.9
NM
1931
NWI Management
New York
US$4.32億 +US$1.05億 +32% 8.06% 230% 22 9.09% 0.8
Parkwood LLC
1932
Parkwood LLC
Ohio
US$4.31億 +US$1485萬 +4% 5.91% 120% 246 55.28% 0.3
MCTIC
1933
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
US$4.3億 +US$1758萬 +4% 6.14% 38.8% 94 5.32% 0.8
EP Wealth Advisors
1934
EP Wealth Advisors
California
US$4.3億 +US$6469萬 +18% 5.85% – 121 14.05% 0.8
Steinberg Global Asset Management
1935
Steinberg Global Asset Management
Florida
US$4.3億 +US$2912萬 +7% 3.83% 32.8% 195 9.23% 0.9
Quantitative Advantage
1936
Quantitative Advantage
Minnesota
US$4.29億 +US$1258萬 +3% 4.26% 45.9% 58 50% 0.4
CA
1937
Continental Advisors
Utah
US$4.29億 +US$4200萬 +11% 1.79% 73.6% 164 42.68% 0.6
KLCM Advisors
1938
KLCM Advisors
Wisconsin
US$4.28億 +US$5315萬 +14% 5.82% 122% 77 10.39% 0.8
Appleton Partners
1939
Appleton Partners
Massachusetts
US$4.28億 +US$507萬 +1% 3.02% 101% 181 9.39% 0.8
VAM
1940
Visionary Asset Management
Texas
US$4.27億 +US$323萬 +0.8% 4.63% 31.9% 433 78.75% 0.1
Cypress Capital Group
1941
Cypress Capital Group
Florida
US$4.27億 +US$1910萬 +5% 4.66% 97.8% 218 10.55% 0.9
Smith Hayes Advisers
1942
Smith Hayes Advisers
Nebraska
US$4.27億 +US$2260萬 +6% 4.6% 35.2% 293 7.17% 0.8
Garcia Hamilton & Associates
1943
Garcia Hamilton & Associates
Texas
US$4.26億 +US$145萬 +0.3% 4.14% 39.1% 63 22.22% 0.8
MRCM
1944
M&R Capital Management
New Jersey
US$4.26億 +US$1169萬 +3% 4.3% 52.6% 218 9.17% 0.9
First Long Island Investors
1945
First Long Island Investors
New York
US$4.26億 +US$2128萬 +5% 5.03% 85.5% 55 12.73% 0.9
B. Riley Wealth Advisors
1946
B. Riley Wealth Advisors
Florida
US$4.26億 +US$9504萬 +29% 6.87% 118% 2,485 70.62% 0.2
LGT Capital Partners
1947
LGT Capital Partners
Switzerland
US$4.25億 – – 4.55% 67.2% 64 – 0
Main Street Research
1948
Main Street Research
Connecticut
US$4.24億 +US$1242萬 +3% 4.04% 232% 145 11.72% 0.9
Steel Grove Capital Advisors
1949
Steel Grove Capital Advisors
Tennessee
US$4.24億 +US$2084萬 +5% 7.02% 106% 152 23.68% 0.8
Summit Partners
1950
Summit Partners
Massachusetts
US$4.24億 +US$1.28億 +43% 3.03% 13.7% 6 50% 0.6