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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2076 |
2076
Oberweis Asset Management
Lisle,
Illinois
| US$3.65億 | -US$4050萬 | -10% | 0.59% | 485% | 156 | 26.28% | 0.8 |
|
| 2077 |
2077
LaFleur & Godfrey
Grand Rapids,
Michigan
| US$3.65億 | -US$1120萬 | -3% | 0.68% | 85.2% | 81 | 11.11% | 1.1 |
|
| 2078 |
2078
Kopernik Global Investors
Tampa,
Florida
| US$3.65億 | +US$8370萬 | +30% | 16.9% | 128% | 21 | 14.29% | 0.6 |
|
| 2079 |
2079
Foundation Asset Management
White Plains,
New York
| US$3.65億 | +US$1618萬 | +5% | 2.34% | 126% | 24 | 54.17% | 0.5 |
|
| 2080 |
AP
2080
Archon Partners
Princeton Junction,
New Jersey
| US$3.64億 | -US$1066萬 | -3% | 0.01% | 86% | 64 | 23.44% | 0.9 |
|
| 2081 |
2081
Kelso & Company
New York
| US$3.64億 | -US$1775萬 | -5% | 4.65% | – | 1 | 0% | 0.8 |
|
| 2082 |
WRM
2082
Westport Resources Management
Westport,
Connecticut
| US$3.64億 | -US$414萬 | -1% | 0.59% | 30.5% | 1,084 | 12.27% | 1.1 |
|
| 2083 |
2083
Adell Harriman & Carpenter
Houston,
Texas
| US$3.64億 | US$0 | 0% | 0.64% | 176% | 131 | 0% | 1.1 |
|
| 2084 |
2084
Shelter Mutual Insurance
Columbia,
Missouri
| US$3.63億 | -US$234萬 | -0.6% | 0.13% | 51.2% | 45 | 0% | 1.2 |
|
| 2085 |
VAM
2085
Visionary Asset Management
Houston,
Texas
| US$3.63億 | -US$6413萬 | -15% | 2.41% | 31.9% | 444 | 75.68% | 0.5 |
|
| 2086 |
2086
Jacobus Wealth Management
Milwaukee,
Wisconsin
| US$3.63億 | -US$2798萬 | -7% | 0.65% | 17.2% | 329 | 11.25% | 1 |
|
| 2087 |
2087
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$3.63億 | -US$686萬 | -2% | 1.11% | 68.7% | 166 | 7.23% | 1.1 |
|
| 2088 |
GECH
2088
Garnet Equity Capital Holdings
New York
| US$3.62億 | +US$4060萬 | +13% | 1.4% | 302% | 37 | 24.32% | 0.7 |
|
| 2089 |
2089
Halbert Hargrove Global Advisors
Long Beach,
California
| US$3.62億 | +US$3039萬 | +9% | 3.42% | 68.2% | 167 | 42.51% | 0.7 |
|
| 2090 |
2090
BTR Capital Management
Oakland,
California
| US$3.62億 | -US$214萬 | -0.6% | 1.17% | 35% | 139 | 7.19% | 1.1 |
|
| 2091 |
2091
Callan Capital
La Jolla,
California
| US$3.61億 | -US$1247萬 | -3% | 6.61% | 20.1% | 81 | 28.4% | 0.8 |
|
| 2092 |
CC
2092
Cornerstone Capital
Palo Alto,
California
| US$3.61億 | -US$1046萬 | -3% | 1.04% | 91.2% | 70 | 2.86% | 1.1 |
|
| 2093 |
2093
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| US$3.61億 | -US$7638萬 | -17% | 1.7% | 72.7% | 156 | 69.23% | 1.2 |
|
| 2094 |
2094
Arrow Financial
Glens Falls,
New York
| US$3.6億 | -US$948萬 | -3% | 1.33% | 66.5% | 436 | 23.85% | 0.9 |
|
| 2095 |
2095
JMG Financial Group
Downers Grove,
Illinois
| US$3.6億 | +US$518萬 | +1% | 1.83% | 58.7% | 56 | 3.57% | 1.1 |
|
| 2096 |
2096
Condor Capital Management
Martinsville,
New Jersey
| US$3.59億 | +US$417萬 | +1% | 1.11% | 58.2% | 178 | 7.3% | 1 |
|
| 2097 |
BC
2097
Bruce & Co
Chicago,
Illinois
| US$3.59億 | -US$7482萬 | -17% | 3.62% | 94.5% | 56 | 7.14% | 1.1 |
|
| 2098 |
JEW
2098
Jamison Eaton & Wood
Bedminster,
New Jersey
| US$3.59億 | -US$455萬 | -1% | 0.03% | – | 117 | 6.84% | 1.1 |
|
| 2099 |
2099
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$3.59億 | +US$446萬 | +1% | 1.52% | – | 452 | 8.85% | 1.1 |
|
| 2100 |
2100
Sagard Capital Partners Management
New York
| US$3.58億 | +US$6859萬 | +24% | 5.31% | 37.4% | 10 | 10% | 0.9 |
|