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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
FPFS
2101
First Personal Financial Services
Charlotte,
North Carolina
| US$4.74億 | +US$1795萬 | +4% | 4.85% | 31.5% | 901 | 13.54% | 1.5 |
|
| 2102 |
2102
Soma Equity Partners
San Francisco,
California
| US$4.74億 | +US$1.25億 | +36% | 16.5% | 151% | 18 | 38.89% | 0.5 |
|
| 2103 |
AAM
2103
AO Asset Management
New York
| US$4.74億 | +US$6210萬 | +15% | 11.5% | 127% | 33 | 36.36% | 0.9 |
|
| 2104 |
2104
Venturi Wealth Management
Austin,
Texas
| US$4.73億 | +US$3327萬 | +8% | 4.5% | 101% | 202 | 19.8% | 1 |
|
| 2105 |
2105
HSG Holding
Na,
Hong Kong
| US$4.73億 | +US$2454萬 | +5% | 7.36% | 2.73% | 7 | 0% | 2.3 |
|
| 2106 |
CCMD
2106
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$4.72億 | +US$5367萬 | +13% | 6.12% | 25.6% | 137 | 15.33% | 1.5 |
|
| 2107 |
AB
2107
Atlas Brown
Louisville,
Kentucky
| US$4.71億 | +US$3.57億 | +312% | 10% | 115% | 136 | 11.03% | 3 |
|
| 2108 |
GTC
2108
Ghost Tree Capital
New York
| US$4.71億 | -US$1019萬 | -2% | 26.3% | 265% | 94 | 62.77% | 0.5 |
|
| 2109 |
2109
G.F.W. Energy X
Dallas,
Texas
| US$4.7億 | +US$4264萬 | +10% | 10% | 71.3% | 2 | 0% | 0.6 |
|
| 2110 |
2110
BBR Partners
New York
| US$4.7億 | -US$85.2萬 | -0.2% | 7.48% | 63.4% | 77 | 23.38% | 1.9 |
|
| 2111 |
2111
Professional Advisory Services
Vero Beach,
Florida
| US$4.69億 | +US$846萬 | +2% | 2.04% | 69.3% | 62 | 6.45% | 2.9 |
|
| 2112 |
2112
Cypress Capital Group
Palm Beach,
Florida
| US$4.69億 | +US$1765萬 | +4% | 4.54% | 97.8% | 212 | 9.91% | 2.8 |
|
| 2113 |
2113
Rutabaga Capital Management
Boston,
Massachusetts
| US$4.69億 | -US$6632萬 | -12% | 11.7% | 57% | 57 | 17.54% | 2.2 |
|
| 2114 |
2114
North Tide Capital
Boston,
Massachusetts
| US$4.69億 | +US$1947萬 | +4% | 2.03% | 14.8% | 16 | 43.75% | 1.4 |
|
| 2115 |
2115
Evanson Asset Management
Carmel,
California
| US$4.68億 | +US$3323萬 | +8% | 5.84% | 66.6% | 240 | 8.75% | 2.5 |
|
| 2116 |
2116
KLS Professional Advisors Group
New York
| US$4.67億 | +US$1525萬 | +3% | 3.49% | 38% | 7 | 0% | 1.8 |
|
| 2117 |
2117
Seminole Management
New York
| US$4.66億 | +US$5787萬 | +14% | 11.6% | 95.4% | 34 | 73.53% | 0.9 |
|
| 2118 |
2118
INCA Investments
Miami,
Florida
| US$4.66億 | +US$3788萬 | +9% | 11.1% | 128% | 11 | 9.09% | 2.1 |
|
| 2119 |
2119
First Interstate Bank
Billings,
Montana
| US$4.65億 | -US$1824萬 | -4% | 3.75% | 48.2% | 746 | 15.15% | 1.7 |
|
| 2120 |
2120
Buckhead Capital Management
Atlanta,
Georgia
| US$4.65億 | -US$8519萬 | -15% | 4.38% | 67.6% | 176 | 3.98% | 3.1 |
|
| 2121 |
2121
Cypress Asset Management
Houston,
Texas
| US$4.65億 | -US$2346萬 | -5% | 3.71% | 141% | 201 | 10.45% | 3 |
|
| 2122 |
2122
L. Roy Papp & Associates
Phoenix,
Arizona
| US$4.63億 | -US$26.9萬 | -0.1% | 5.05% | 80.1% | 152 | 17.11% | 3.2 |
|
| 2123 |
2123
Brown Advisory Securities
Baltimore,
Maryland
| US$4.62億 | +US$2671萬 | +6% | 4.67% | 51.2% | 390 | 7.69% | 2.4 |
|
| 2124 |
2124
Waverly Advisors
Birmingham,
Alabama
| US$4.61億 | +US$6298萬 | +16% | 3.32% | 67.6% | 241 | 12.03% | 1.5 |
|
| 2125 |
2125
Private Trust Company
Cleveland,
Ohio
| US$4.59億 | +US$91.2萬 | +0.2% | 4.07% | 87.7% | 393 | 13.23% | 2.5 |
|