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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2151 |
2151
Vantage Investment Partners
Kansas City,
Missouri
| US$3.42億 | +US$2864萬 | +9% | 7.58% | 66.8% | 43 | 2.33% | 1 |
|
| 2152 |
2152
Coldstream Capital Management
Bellevue,
Washington
| US$3.41億 | +US$3204萬 | +10% | 4.62% | 71% | 221 | 19.91% | 0.8 |
|
| 2153 |
2153
Fairfield, Bush & Co
Darien,
Connecticut
| US$3.41億 | +US$1.28億 | +60% | 4.84% | 112% | 169 | 27.22% | 0.7 |
|
| 2154 |
TCOT
2154
Trust Company of Toledo
Holland,
Ohio
| US$3.4億 | +US$991萬 | +3% | 3.21% | 109% | 189 | 7.94% | 0.9 |
|
| 2155 |
2155
Zevin Asset Management
Boston,
Massachusetts
| US$3.4億 | +US$2283萬 | +7% | 2.02% | 71.7% | 150 | 22% | 0.8 |
|
| 2156 |
2156
Patriot Financial Partners
Radnor,
Pennsylvania
| US$3.39億 | +US$6319萬 | +23% | 0.37% | 16.6% | 18 | 16.67% | 0.7 |
|
| 2157 |
2157
GW & Wade
Wellesley,
Massachusetts
| US$3.39億 | +US$3014萬 | +10% | 4.71% | 32.2% | 78 | 10.26% | 0.9 |
|
| 2158 |
2158
GHP Investment Advisors
Denver,
Colorado
| US$3.39億 | +US$2543萬 | +8% | 4.43% | 81.4% | 277 | 5.42% | 0.9 |
|
| 2159 |
2159
Boltwood Capital Management
Walnut Creek,
California
| US$3.39億 | +US$2102萬 | +7% | 4.31% | 63% | 91 | 6.59% | 0.9 |
|
| 2160 |
2160
Parthenon LLC
Louisville,
Kentucky
| US$3.38億 | +US$599萬 | +2% | 2.96% | 80.8% | 97 | 11.34% | 0.9 |
|
| 2161 |
2161
Rhenman & Partners Asset Management
Stockholm,
Sweden
| US$3.37億 | +US$384萬 | +1% | 8.21% | 131% | 109 | 28.44% | 0.4 |
|
| 2162 |
2162
Paradice Investment Management
Denver,
Colorado
| US$3.36億 | +US$2344萬 | +7% | 1.37% | 72.2% | 31 | 9.68% | 0.5 |
|
| 2163 |
2163
Twele Capital Management
Minnetonka,
Minnesota
| US$3.36億 | +US$553萬 | +2% | 3.06% | 37.1% | 63 | 4.76% | 0.9 |
|
| 2164 |
2164
Phillips Financial Management
Fort Wayne,
Indiana
| US$3.35億 | +US$1678萬 | +5% | 3.4% | 45.6% | 67 | 5.97% | 0.9 |
|
| 2165 |
2165
Catterton Management Company
Greenwich,
Connecticut
| US$3.34億 | -US$1.79億 | -35% | 12% | 13.2% | 2 | 0% | 1 |
|
| 2166 |
2166
Fosun International
Hong Kong,
China
| US$3.34億 | +US$882萬 | +3% | 3.19% | 41.3% | 14 | 14.29% | 0.4 |
|
| 2167 |
2167
Fiduciary Trust International
Lincoln,
Massachusetts
| US$3.34億 | -US$2099萬 | -6% | 5.52% | 36.8% | 149 | 22.15% | 0.9 |
|
| 2168 |
2168
Essex Financial Services
Essex,
Connecticut
| US$3.34億 | +US$2784萬 | +9% | 4.42% | 87.7% | 317 | 14.2% | 0.8 |
|
| 2169 |
2169
AT Bancorp
Dubuque,
Iowa
| US$3.34億 | +US$920萬 | +3% | 4.12% | 21.8% | 205 | 18.05% | 0.8 |
|
| 2170 |
SCC
2170
Second Curve Capital
Radnor,
Pennsylvania
| US$3.33億 | -US$9675萬 | -22% | 7.55% | 160% | 30 | 30% | 0.8 |
|
| 2171 |
CCMD
2171
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$3.33億 | +US$1286萬 | +4% | 2.76% | 25.6% | 52 | 11.54% | 0.8 |
|
| 2172 |
LIC
2172
Lodestar Investment Counsel
Chicago,
Illinois
| US$3.33億 | +US$1378萬 | +4% | 4.53% | 45.1% | 120 | 5% | 0.8 |
|
| 2173 |
2173
ACK Asset Management
Greenwich,
Connecticut
| US$3.33億 | +US$2907萬 | +10% | 1.93% | 132% | 41 | 48.78% | 0.4 |
|
| 2174 |
2174
Kings Point Capital Management
Great Neck,
New York
| US$3.33億 | +US$2554萬 | +8% | 6.71% | 80.1% | 341 | 25.22% | 0.7 |
|
| 2175 |
2175
Oakwood Capital Management
Los Angeles,
California
| US$3.32億 | +US$2778萬 | +9% | 2.66% | 72.7% | 77 | 10.39% | 0.8 |
|