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 |
SC
2126
Selz Capital
New York
| US$5.7億 | +US$1.73億 | +43% | 13.5% | 10.2% | 78 | 58.97% | 1 |
|
| 2127 |
2127
Sunriver Management
Greenwich,
Connecticut
| US$5.7億 | +US$5346萬 | +10% | 9.73% | 9.27% | 22 | 31.82% | 1 |
|
| 2128 |
2128
Oakworth Capital
Birmingham,
Alabama
| US$5.7億 | +US$5408萬 | +10% | 8.61% | 70% | 601 | 6.32% | 4.1 |
|
| 2129 |
2129
Kays Financial Advisory
Atlanta,
Georgia
| US$5.69億 | +US$2371萬 | +4% | 6.19% | 23.3% | 123 | 25.2% | 2.5 |
|
| 2130 |
2130
Oslo Pensjonsforsikring
Oslo,
| US$5.68億 | +US$6061萬 | +12% | 13.2% | 79% | 16 | 0% | 2.5 |
|
| 2131 |
2131
Community Bank
Dewitt,
New York
| US$5.68億 | +US$4162萬 | +8% | 7.48% | 86.3% | 460 | 12.61% | 3.6 |
|
| 2132 |
2132
SNS Financial Group
Minneapolis,
Minnesota
| US$5.68億 | +US$4244萬 | +8% | 6% | 60.1% | 235 | 17.87% | 2.4 |
|
| 2133 |
2133
Hikari Tsushin Inc
Tokyo,
Japan
| US$5.67億 | +US$8284萬 | +17% | 8.9% | 58.7% | 52 | 9.62% | 3.3 |
|
| 2134 |
2134
Fort LP
Chevy Chase,
Maryland
| US$5.67億 | +US$3055萬 | +6% | 6.87% | 56.8% | 539 | 38.96% | 1 |
|
| 2135 |
2135
Freshford Capital Management
Rye Brook,
New York
| US$5.67億 | +US$1956萬 | +4% | 4.79% | 97.3% | 19 | 21.05% | 1.3 |
|
| 2136 |
2136
Eversept Partners
New York
| US$5.66億 | +US$2.44億 | +76% | 50.5% | 321% | 83 | 44.58% | 0.7 |
|
| 2137 |
2137
Invesco Senior Secured Management
New York
| US$5.66億 | +US$4.26億 | +305% | 6.9% | 18.1% | 21 | 9.52% | 1.4 |
|
| 2138 |
2138
Money Design
Tokyo,
Japan
| US$5.65億 | +US$8934萬 | +19% | 3.32% | 26.4% | 60 | 13.33% | 1.3 |
|
| 2139 |
2139
Berkshire Partners
Boston,
Massachusetts
| US$5.65億 | -US$3.49億 | -38% | 15.3% | 79% | 2 | 0% | 4.5 |
|
| 2140 |
TEC
2140
Tiger Eye Capital
Nashville,
Tennessee
| US$5.64億 | +US$1.83億 | +48% | 12.2% | 116% | 50 | 32% | 1.6 |
|
| 2141 |
2141
Lutz Financial Services
Omaha,
Nebraska
| US$5.63億 | +US$4127萬 | +8% | 4.95% | 37.2% | 67 | 2.99% | 1.5 |
|
| 2142 |
2142
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$5.62億 | +US$5546萬 | +11% | 5.16% | 27.9% | 1,002 | 33.43% | 1.2 |
|
| 2143 |
2143
Professional Advisory Services
Vero Beach,
Florida
| US$5.61億 | +US$3534萬 | +7% | 8.57% | 69.3% | 74 | 12.16% | 4.1 |
|
| 2144 |
2144
Cypress Capital Group
Palm Beach,
Florida
| US$5.61億 | +US$4226萬 | +8% | 7.04% | 111% | 247 | 8.5% | 3.8 |
|
| 2145 |
2145
IBM Retirement Fund
Armonk,
New York
| US$5.6億 | +US$2858萬 | +5% | 9.71% | 54.4% | 430 | 5.12% | 4.6 |
|
| 2146 |
2146
TRG Investments
Richmond,
Virginia
| US$5.6億 | +US$1.14億 | +26% | 25.6% | 70.5% | 2 | 0% | 4 |
|
| 2147 |
2147
Kovack Advisors
Ft. Lauderdale,
Florida
| US$5.59億 | +US$7204萬 | +15% | 7.18% | 118% | 589 | 31.75% | 2 |
|
| 2148 |
2148
Caprock Group
Boise,
Idaho
| US$5.59億 | +US$4681萬 | +9% | 9.34% | – | 397 | 17.38% | 2.3 |
|
| 2149 |
2149
Visionary Wealth Advisors
O'fallon,
Illinois
| US$5.59億 | – | – | 6.89% | 75.4% | 207 | – | 0 |
|
| 2150 |
2150
Adams Natural Resources Fund
Baltimore,
Maryland
| US$5.58億 | +US$545萬 | +1% | 5.33% | 50.6% | 62 | 8.06% | 3.2 |
|