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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2126 |
2126
Choreo LLC
Rockford,
Illinois
| US$3.54億 | +US$1322萬 | +4% | 4.02% | 74.7% | 153 | 14.38% | 0.2 |
|
| 2127 |
2127
South Street Advisors
New York
| US$3.53億 | +US$1.02億 | +40% | 8.14% | 169% | 60 | 11.67% | 0.9 |
|
| 2128 |
2128
Perigon Wealth Management
San Francisco,
California
| US$3.51億 | +US$1.69億 | +93% | 5.44% | 93.8% | 198 | 35.35% | 0.3 |
|
| 2129 |
2129
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$3.51億 | +US$1372萬 | +4% | 4.54% | 140% | 177 | 22.6% | 0.7 |
|
| 2130 |
2130
Calamos Wealth Management
Naperville,
Illinois
| US$3.51億 | +US$1285萬 | +4% | 4.11% | 102% | 232 | 19.83% | 0.6 |
|
| 2131 |
FIMG
2131
Financial & Investment Management Group
Traverse City,
Michigan
| US$3.5億 | +US$757萬 | +2% | 3.76% | 18.9% | 118 | 13.56% | 0.7 |
|
| 2132 |
KRC
2132
Kingdom Ridge Capital
White Plains,
New York
| US$3.5億 | -US$7297萬 | -17% | 2.87% | 51.6% | 38 | 68.42% | 0.3 |
|
| 2133 |
2133
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$3.49億 | -US$8979萬 | -20% | 4.91% | 76.8% | 162 | 9.26% | 0.9 |
|
| 2134 |
2134
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$3.49億 | -US$529萬 | -1% | 3.47% | 40.2% | 88 | 17.05% | 0.8 |
|
| 2135 |
2135
Foundation Asset Management
White Plains,
New York
| US$3.48億 | -US$1956萬 | -5% | 1.56% | 126% | 20 | 35% | 0.7 |
|
| 2136 |
2136
Encompass Capital Advisors
New York
| US$3.48億 | -US$2999萬 | -8% | 14.8% | 364% | 35 | 82.86% | 0.1 |
|
| 2137 |
AGM
2137
Alpine Global Management
New York
| US$3.48億 | +US$2.32億 | +199% | 3.78% | 149% | 284 | 83.45% | 0.1 |
|
| 2138 |
2138
Red Mountain Capital Partners
Los Angeles,
California
| US$3.48億 | +US$3268萬 | +10% | 4.09% | 37.4% | 12 | 25% | 0.6 |
|
| 2139 |
2139
First Nebraska Trust
Lincoln,
Nebraska
| US$3.47億 | +US$2399萬 | +7% | 4.86% | 67.9% | 104 | 16.35% | 0.8 |
|
| 2140 |
2140
Trinity Street Asset Management
London,
United Kingdom
| US$3.46億 | +US$2856萬 | +9% | 4.05% | 76.9% | 17 | 17.65% | 0.4 |
|
| 2141 |
2141
Aisling Capital
New York
| US$3.46億 | +US$2.02億 | +140% | 4.64% | 386% | 17 | 76.47% | 0.1 |
|
| 2142 |
2142
TD Ameritrade Trust
Denver,
Colorado
| US$3.46億 | +US$1431萬 | +4% | 3.39% | 21.7% | 48 | 10.42% | 0.9 |
|
| 2143 |
2143
Berkshire Partners
Boston,
Massachusetts
| US$3.45億 | -US$3703萬 | -10% | 9.69% | 79% | 1 | 0% | 1 |
|
| 2144 |
2144
Jacobs & Co
San Francisco,
California
| US$3.45億 | +US$2264萬 | +7% | 5.17% | 105% | 125 | 8.8% | 0.9 |
|
| 2145 |
IAA
2145
Ironsides Asset Advisors
Rocky Mount,
North Carolina
| US$3.45億 | – | – | 2.65% | 49.3% | 167 | – | 0 |
|
| 2146 |
3AM
2146
3D Asset Management
Hartford,
Connecticut
| US$3.45億 | +US$1104萬 | +3% | 2.89% | 0.82% | 40 | 2.5% | 1 |
|
| 2147 |
KLC
2147
Knowledge Leaders Capital
Denver,
Colorado
| US$3.44億 | -US$538萬 | -2% | 3.59% | 51.6% | 38 | 2.63% | 0.2 |
|
| 2148 |
2148
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$3.43億 | +US$2372萬 | +7% | 6.28% | 64.5% | 74 | 4.05% | 1 |
|
| 2149 |
2149
Arcadia Investment Management
Kalamazoo,
Michigan
| US$3.43億 | +US$52.5萬 | +0.2% | 3.17% | 83.5% | 104 | 9.62% | 0.9 |
|
| 2150 |
RCP
2150
RPM Capital Partners
New York
| US$3.42億 | +US$8483萬 | +33% | 33% | – | 1 | 0% | 1 |
|