我們已在上線!
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
Connable Office Inc
Kalamazoo,
Michigan
| US$3.61億 | +US$1352萬 | +4% | 0.81% | 68.3% | 205 | 20% | 1.7 |
|
| 2127 |
2127
Horan Capital Management
Hunt Valley,
Maryland
| US$3.61億 | +US$9.2萬 | +0% | 1.79% | 69.2% | 72 | 27.78% | 1.5 |
|
| 2128 |
2128
JCIC Asset Management
Toronto,
Ontario, Canada
| US$3.61億 | -US$290萬 | -0.8% | 3.07% | – | 92 | 9.78% | 1.9 |
|
| 2129 |
2129
Phillips Financial Management
Fort Wayne,
Indiana
| US$3.6億 | +US$2977萬 | +9% | 1.93% | 45.6% | 63 | 7.94% | 2.4 |
|
| 2130 |
HC
2130
HHG & Company
Darien,
Connecticut
| US$3.6億 | -US$1048萬 | -3% | 3.85% | 22% | 144 | 13.19% | 1.9 |
|
| 2131 |
2131
Cabot Wealth Management
Salem,
Massachusetts
| US$3.59億 | -US$3200萬 | -8% | 0.15% | 69.3% | 155 | 22.58% | 1.8 |
|
| 2132 |
2132
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$3.59億 | -US$812萬 | -2% | 5.26% | 58.7% | 27 | 7.41% | 2.2 |
|
| 2133 |
2133
SeaTown Holdings
Singapore
| US$3.59億 | -US$5487萬 | -13% | 5.14% | 220% | 34 | 82.35% | 0.2 |
|
| 2134 |
BC
2134
Bruce & Co
Chicago,
Illinois
| US$3.59億 | -US$996萬 | -3% | 3.1% | 94.5% | 49 | 4.08% | 2.2 |
|
| 2135 |
2135
BlueSpruce Investments
Chicago,
Illinois
| US$3.58億 | +US$1120萬 | +3% | 1.54% | 59.6% | 21 | 42.86% | 0.9 |
|
| 2136 |
2136
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$3.58億 | -US$3741萬 | -9% | 8.76% | 106% | 18 | 27.78% | 1.1 |
|
| 2137 |
CBT
2137
Central Bank & Trust
Lexington,
Kentucky
| US$3.58億 | +US$1210萬 | +3% | 0.79% | 118% | 395 | 18.48% | 1.9 |
|
| 2138 |
2138
Independent Portfolio Consultants
Boca Raton,
Florida
| US$3.58億 | +US$2066萬 | +6% | 2.08% | 32.4% | 837 | 21.03% | 1.5 |
|
| 2139 |
2139
SG Capital Management
Chicago,
Illinois
| US$3.57億 | -US$1.05億 | -23% | 6.4% | 250% | 81 | 64.2% | 0.3 |
|
| 2140 |
JPCCM
2140
J&P (China) Capital Management
Hong Kong,
China
| US$3.57億 | -US$9820萬 | -22% | 5.28% | 84.4% | 16 | 18.75% | 1 |
|
| 2141 |
2141
Madison International Realty Holdings
New York
| US$3.57億 | +US$9460萬 | +36% | 3.61% | – | 7 | 42.86% | 0.5 |
|
| 2142 |
2142
TD Ameritrade Trust
Denver,
Colorado
| US$3.56億 | +US$1028萬 | +3% | 2.07% | 21.7% | 49 | 8.16% | 1.9 |
|
| 2143 |
2143
Novare Capital Management
Charlotte,
North Carolina
| US$3.56億 | -US$999萬 | -3% | 1.9% | 76.5% | 129 | 22.48% | 1.9 |
|
| 2144 |
2144
Yale University
New Haven,
Connecticut
| US$3.55億 | +US$1512萬 | +4% | 7% | 33.7% | 8 | 75% | 0.2 |
|
| 2145 |
RCIM
2145
Russell Clark Investment Management
London,
United Kingdom
| US$3.53億 | -US$1642萬 | -4% | 2.74% | 174% | 25 | 20% | 1.3 |
|
| 2146 |
2146
Regal Partners
Sydney, NSW,
Australia
| US$3.53億 | +US$5951萬 | +20% | 2.5% | 146% | 12 | 8.33% | 1.5 |
|
| 2147 |
CA
2147
Continental Advisors
Park City,
Utah
| US$3.53億 | -US$4052萬 | -10% | 7.03% | 73.6% | 166 | 34.34% | 1.4 |
|
| 2148 |
2148
Zevin Asset Management
Boston,
Massachusetts
| US$3.53億 | -US$2653萬 | -7% | 3.21% | 71.7% | 139 | 15.83% | 2 |
|
| 2149 |
2149
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$3.53億 | +US$1714萬 | +5% | 1.96% | 58% | 74 | 24.32% | 1.6 |
|
| 2150 |
2150
Annex Advisory Services
Brookfield,
Wisconsin
| US$3.52億 | +US$1117萬 | +3% | 1.12% | 85.8% | 121 | 12.4% | 1.8 |
|