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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
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 |
MIM
2051
Marco Investment Management
Atlanta,
Georgia
| US$5.61億 | +US$2207萬 | +4% | 3.52% | 127% | 184 | 7.07% | 4.3 |
|
| 2052 |
2052
Summit Partners
Boston,
Massachusetts
| US$5.6億 | +US$1.08億 | +24% | 3.24% | 13.7% | 9 | 33.33% | 2.4 |
|
| 2053 |
2053
Halsey Associates
New Haven,
Connecticut
| US$5.6億 | -US$4921萬 | -8% | 5.13% | 63.8% | 109 | 12.84% | 4.4 |
|
| 2054 |
2054
Stieven Capital Advisors
St. Louis,
Missouri
| US$5.59億 | +US$1185萬 | +2% | 5.61% | 117% | 64 | 21.88% | 2.6 |
|
| 2055 |
2055
NBT Bank
Norwich,
New York
| US$5.59億 | +US$961萬 | +2% | 2.92% | 77% | 193 | 10.36% | 4.7 |
|
| 2056 |
2056
Pensionfund DSM Netherlands
Sittard,
Netherlands
| US$5.59億 | +US$1430萬 | +3% | 2.38% | 36.9% | 226 | 20.35% | 2.5 |
|
| 2057 |
2057
Horan Capital Management
Hunt Valley,
Maryland
| US$5.59億 | +US$1672萬 | +3% | 5.51% | 69.2% | 73 | 30.14% | 2.5 |
|
| 2058 |
2058
Silvant Capital Management
Atlanta,
Georgia
| US$5.58億 | +US$157萬 | +0.3% | 6.82% | 168% | 343 | 6.12% | 1.1 |
|
| 2059 |
2059
Pure Financial Advisors
San Diego,
California
| US$5.58億 | +US$2735萬 | +5% | 2.22% | 47.2% | 141 | 8.51% | 0.7 |
|
| 2060 |
2060
Avior Wealth Management
Omaha,
Nebraska
| US$5.58億 | +US$8597萬 | +18% | 3.57% | 71.4% | 881 | 27.81% | 2.1 |
|
| 2061 |
2061
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$5.57億 | +US$772萬 | +1% | 4.14% | 127% | 575 | 11.83% | 3.1 |
|
| 2062 |
2062
Callahan Advisors
Houston,
Texas
| US$5.57億 | +US$2002萬 | +4% | 3.93% | 87.7% | 139 | 5.76% | 3.7 |
|
| 2063 |
2063
Prana Capital Management
Greenwich,
Connecticut
| US$5.57億 | -US$9243萬 | -14% | 7.77% | 36.6% | 70 | 55.71% | 0.4 |
|
| 2064 |
2064
Stewart & Patten Company
Lafayette,
California
| US$5.57億 | +US$869萬 | +2% | 2.37% | 27.5% | 98 | 7.14% | 4.4 |
|
| 2065 |
2065
Fiduciary Group
Savannah,
Georgia
| US$5.57億 | +US$1958萬 | +4% | 4.02% | 67.1% | 192 | 6.25% | 3.2 |
|
| 2066 |
CWM
2066
Cornerstone Wealth Management
St. Peters,
Missouri
| US$5.57億 | -US$2.67億 | -32% | 3.09% | 69.8% | 536 | 38.99% | 1.9 |
|
| 2067 |
2067
Nachman Norwood & Parrott
Greenville,
South Carolina
| US$5.56億 | +US$1951萬 | +4% | 3.49% | – | 247 | 10.93% | 0.4 |
|
| 2068 |
2068
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$5.55億 | +US$4112萬 | +8% | 3.17% | 50.4% | 12 | 8.33% | 3.9 |
|
| 2069 |
AIM
2069
Axiom Investment Management
New York
| US$5.54億 | +US$2708萬 | +5% | 4.15% | – | 482 | 15.77% | 0.4 |
|
| 2070 |
2070
Cadinha & Co
Honolulu,
Hawaii
| US$5.53億 | +US$4238萬 | +8% | 5% | 132% | 118 | 13.56% | 3.6 |
|
| 2071 |
2071
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$5.53億 | +US$2555萬 | +5% | 5.03% | 80% | 164 | 12.2% | 3.9 |
|
| 2072 |
2072
Northcape Capital
Sydney,
Australia
| US$5.51億 | +US$6087萬 | +12% | 7.97% | – | 18 | 11.11% | 1.7 |
|
| 2073 |
2073
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$5.51億 | +US$1731萬 | +3% | 1.75% | 44.7% | 191 | 5.24% | 2.3 |
|
| 2074 |
2074
Oberweis Asset Management
Lisle,
Illinois
| US$5.5億 | +US$5240萬 | +11% | 8.75% | 485% | 230 | 27.39% | 1.3 |
|
| 2075 |
JC
2075
JBF Capital
Aspen,
Colorado
| US$5.5億 | -US$1040萬 | -2% | 3.91% | 93.6% | 94 | 31.91% | 1.2 |
|