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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
2051
Brouwer & Janachowski
Mill Valley,
California
| US$5.33億 | +US$1623萬 | +3% | 3.64% | 41.8% | 57 | 12.28% | 2.4 |
|
| 2052 |
2052
Summit Creek Advisors
Minneapolis,
Minnesota
| US$5.32億 | +US$2479萬 | +5% | 4.93% | 68.8% | 57 | 7.02% | 2.3 |
|
| 2053 |
JMH
2053
J.M. Hartwell
New York
| US$5.32億 | +US$2137萬 | +4% | 6.15% | 72.2% | 92 | 25% | 2.8 |
|
| 2054 |
2054
Clear Harbor Asset Management
Stamford,
Connecticut
| US$5.32億 | +US$2747萬 | +5% | 4.92% | 98.6% | 272 | 19.12% | 2.6 |
|
| 2055 |
2055
Tygh Capital Management
Portland,
Oregon
| US$5.31億 | +US$3096萬 | +6% | 7.22% | 251% | 109 | 31.19% | 0.9 |
|
| 2056 |
2056
Richard C. Young & Co
Newport,
Rhode Island
| US$5.31億 | +US$255萬 | +0.5% | 3.23% | 137% | 69 | 14.49% | 2.7 |
|
| 2057 |
2057
Jay A. Fishman Ltd
Troy,
Michigan
| US$5.3億 | +US$3997萬 | +8% | 9.67% | 105% | 96 | 9.38% | 3.1 |
|
| 2058 |
2058
Garde Capital
Seattle,
Washington
| US$5.3億 | +US$2085萬 | +4% | 4.39% | 57.6% | 174 | 6.9% | 1.8 |
|
| 2059 |
2059
Acuta Capital Partners
Redwood City,
California
| US$5.3億 | -US$2834萬 | -5% | 20.1% | 7,269% | 99 | 60.61% | 0.6 |
|
| 2060 |
2060
BlueSpruce Investments
Chicago,
Illinois
| US$5.3億 | -US$104萬 | -0.2% | 8.32% | 59.6% | 16 | 25% | 1.2 |
|
| 2061 |
2061
Annex Advisory Services
Brookfield,
Wisconsin
| US$5.29億 | +US$4095萬 | +8% | 6.13% | 85.8% | 133 | 15.04% | 2.6 |
|
| 2062 |
2062
Cardan Capital Partners
Denver,
Colorado
| US$5.29億 | +US$2792萬 | +6% | 3.35% | 64% | 128 | 11.72% | 1.4 |
|
| 2063 |
2063
Jacobs Asset Management
New York
| US$5.28億 | +US$401萬 | +0.8% | 3% | 114% | 54 | 29.63% | 1.9 |
|
| 2064 |
2064
Capital International
Los Angeles,
California
| US$5.27億 | -US$9.9億 | -65% | 6.31% | 147% | 156 | 30.77% | 2 |
|
| 2065 |
2065
Baskin Financial Services
Toronto,
Ontario, Canada
| US$5.27億 | +US$1258萬 | +2% | 5.07% | 69.1% | 50 | 6% | 2.9 |
|
| 2066 |
2066
Silverback Asset Management
Chapel Hill,
North Carolina
| US$5.27億 | -US$9787萬 | -16% | 0.33% | 92.1% | 52 | 15.38% | 0.5 |
|
| 2067 |
BCM
2067
Blockhouse Capital Management
New York
| US$5.26億 | +US$1.57億 | +42% | 11.2% | – | 57 | 61.4% | 0.3 |
|
| 2068 |
2068
AdvicePeriod
Los Angeles,
California
| US$5.26億 | – | – | 3.35% | 31.5% | 67 | – | 0 |
|
| 2069 |
2069
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$5.26億 | -US$5040萬 | -9% | 5.97% | 57.2% | 65 | 4.62% | 2.9 |
|
| 2070 |
2070
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$5.25億 | +US$4596萬 | +10% | 5.25% | 87.2% | 157 | 23.57% | 2.5 |
|
| 2071 |
2071
Equitec Specialists
Chicago,
Illinois
| US$5.23億 | -US$1.27億 | -20% | 0.36% | 65.4% | 123 | 37.4% | 0.6 |
|
| 2072 |
2072
Institutional & Family Asset Management
Fort Collins,
Colorado
| US$5.22億 | +US$2455萬 | +5% | 4.83% | 19% | 188 | 16.49% | 1.2 |
|
| 2073 |
2073
First Trust Capital Management
Chicago,
Illinois
| US$5.22億 | -US$1.22億 | -19% | 14.4% | 214% | 79 | 73.42% | 0.3 |
|
| 2074 |
2074
Venturi Wealth Management
Austin,
Texas
| US$5.22億 | +US$4918萬 | +10% | 6.13% | 101% | 204 | 16.18% | 1.1 |
|
| 2075 |
2075
Girard Partners
King Of Prussia,
Pennsylvania
| US$5.22億 | +US$3740萬 | +8% | 6.47% | 25.7% | 290 | 14.48% | 2.1 |
|