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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1951 |
1951
Tran Capital Management
San Rafael,
California
| US$7.91億 | +US$924萬 | +1% | 6.74% | 173% | 40 | 10% | 2.5 |
|
| 1952 |
1952
Criteria Caixa
Barcelona,
Spain
| US$7.9億 | +US$8865萬 | +13% | 13% | 35.5% | 57 | 42.11% | 1.6 |
|
| 1953 |
1953
Globeflex Capital
San Diego,
California
| US$7.9億 | +US$2.08億 | +36% | 14.9% | 186% | 546 | 22.89% | 1.9 |
|
| 1954 |
1954
Salomon & Ludwin
Richmond,
Virginia
| US$7.89億 | +US$1.22億 | +18% | 8.28% | 58.7% | 167 | 15.57% | 1.8 |
|
| 1955 |
1955
First Command Bank
Fort Worth,
Texas
| US$7.88億 | +US$1億 | +15% | 10.2% | 34.1% | 425 | 16.71% | 3.7 |
|
| 1956 |
1956
First Command Financial Services
Fort Worth,
Texas
| US$7.88億 | +US$1億 | +15% | 10.2% | 34.4% | 425 | 16.71% | 3.7 |
|
| 1957 |
1957
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$7.88億 | +US$7736萬 | +11% | 9.25% | 66.1% | 91 | 98.9% | 0 |
|
| 1958 |
1958
Security Benefit Life Insurance Company
Topeka,
Kansas
| US$7.87億 | -US$2.77億 | -26% | 0.8% | 61.7% | 109 | 22.02% | 0.8 |
|
| 1959 |
1959
Petrus Trust Company
Dallas,
Texas
| US$7.87億 | +US$8425萬 | +12% | 5.4% | 36.9% | 570 | 76.32% | 0.3 |
|
| 1960 |
1960
Taurus Asset Management
New York
| US$7.87億 | +US$3985萬 | +5% | 8.98% | 26.9% | 90 | 3.33% | 6.2 |
|
| 1961 |
1961
Harvey Partners
Tarrytown,
New York
| US$7.87億 | +US$1.04億 | +15% | 22.2% | 174% | 44 | 36.36% | 1.7 |
|
| 1962 |
1962
Naples Global Advisors
Naples,
Florida
| US$7.87億 | +US$6030萬 | +8% | 9.51% | 111% | 392 | 7.4% | 4.9 |
|
| 1963 |
SC
1963
Sasco Capital
Fairfield,
Connecticut
| US$7.86億 | +US$1.14億 | +17% | 17.5% | 15.5% | 52 | 11.54% | 3.5 |
|
| 1964 |
1964
Core Alternative Capital
Peachtree Corners,
Georgia
| US$7.86億 | +US$1.59億 | +25% | 10.9% | 74.5% | 450 | 14% | 1.2 |
|
| 1965 |
1965
E-L Financial Corp
Toronto,
Ontario, Canada
| US$7.86億 | +US$3771萬 | +5% | 7.02% | 78.5% | 1 | 0% | 6 |
|
| 1966 |
1966
Foster Victor Wealth Advisors
Greenville,
South Carolina
| US$7.86億 | +US$9981萬 | +15% | 10.3% | 78.2% | 172 | 23.84% | 2.1 |
|
| 1967 |
1967
RVW Wealth
Los Angeles,
California
| US$7.85億 | +US$7247萬 | +10% | 8.75% | 65.8% | 156 | 23.72% | 1.8 |
|
| 1968 |
1968
Sound Income Strategies
Ft Lauderdale,
Florida
| US$7.85億 | +US$9713萬 | +14% | 9.82% | 31.4% | 1,036 | 12.64% | 2.9 |
|
| 1969 |
1969
CVI Holdings
Wilmington,
Delaware
| US$7.84億 | -US$5.07億 | -39% | 0.67% | 25.8% | 914 | 36.21% | 1.1 |
|
| 1970 |
1970
Zhang Financial
Portage,
Michigan
| US$7.84億 | +US$1.21億 | +18% | 8.3% | 67.9% | 240 | 15% | 3.1 |
|
| 1971 |
1971
Ninepoint Partners
Toronto,
Ontario, Canada
| US$7.83億 | -US$1888萬 | -2% | 9.55% | 82.6% | 98 | 37.76% | 1.2 |
|
| 1972 |
1972
Bowie Capital Management
Richardson,
Texas
| US$7.82億 | -US$1.68億 | -18% | 10.1% | 31.6% | 44 | 18.18% | 3 |
|
| 1973 |
1973
Wealthcare Capital Management
Richmond,
Virginia
| US$7.82億 | -US$936萬 | -1% | 4.33% | 46.2% | 73 | 15.07% | 4.7 |
|
| 1974 |
CC
1974
Cornerstone Capital
Palo Alto,
California
| US$7.81億 | +US$6896萬 | +10% | 8.6% | 102% | 96 | 16.67% | 5.2 |
|
| 1975 |
1975
Hilltop Holdings
Dallas,
Texas
| US$7.8億 | +US$4135萬 | +6% | 7.81% | 96.7% | 566 | 16.43% | 3.3 |
|