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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 |
KFS
2151
Kurt F. Somerville
| US$5億 | +US$4649萬 | +10% | 9.98% | 92.9% | 111 | 10.81% | 3.7 |
|
| 2152 |
2152
SPC Financial Inc
Rockville,
Maryland
| US$5億 | +US$4157萬 | +9% | 5.51% | 65.1% | 138 | 10.87% | 2.5 |
|
| 2153 |
2153
PKO Investment Management Joint-Stock
Warsaw,
Poland
| US$4.99億 | +US$2034萬 | +4% | 7.93% | 145% | 99 | 11.11% | 1.9 |
|
| 2154 |
2154
Private Capital Group
West Hartford,
Connecticut
| US$4.99億 | +US$3703萬 | +8% | 5.7% | 30.1% | 2,506 | 9.38% | 0.6 |
|
| 2155 |
2155
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$4.99億 | +US$7322萬 | +17% | 5.7% | 50.4% | 13 | 7.69% | 3.2 |
|
| 2156 |
MRCP
2156
Manor Road Capital Partners
New York
| US$4.98億 | -US$1.42億 | -22% | 7.88% | 78.3% | 17 | 47.06% | 1.1 |
|
| 2157 |
2157
Skye Global Management
West Palm Beach,
Florida
| US$4.98億 | +US$3385萬 | +7% | 13.5% | 77.8% | 56 | 67.86% | 0.2 |
|
| 2158 |
2158
INCA Investments
Miami,
Florida
| US$4.97億 | +US$8451萬 | +20% | 2.1% | 128% | 12 | 8.33% | 2.3 |
|
| 2159 |
SFG
2159
Sather Financial Group
Victoria,
Texas
| US$4.97億 | +US$4502萬 | +10% | 6.58% | 70% | 72 | 22.22% | 3 |
|
| 2160 |
2160
Glynn Capital Management
Menlo Park,
California
| US$4.97億 | +US$3330萬 | +7% | 15% | 252% | 42 | 11.9% | 3.7 |
|
| 2161 |
2161
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$4.97億 | +US$3789萬 | +8% | 7.06% | 80.1% | 186 | 8.6% | 3.2 |
|
| 2162 |
2162
Clear Harbor Asset Management
Stamford,
Connecticut
| US$4.96億 | -US$3933萬 | -7% | 6.59% | 98.6% | 290 | 22.41% | 2.8 |
|
| 2163 |
2163
Dundas Partners
Edinburgh,
United Kingdom
| US$4.95億 | +US$2.02億 | +69% | 6.84% | 87.6% | 36 | 11.11% | 0.5 |
|
| 2164 |
2164
KG Funds Management
New York
| US$4.95億 | +US$4370萬 | +10% | 10.2% | 45.8% | 9 | 22.22% | 1.5 |
|
| 2165 |
2165
Credential Qtrade Securities
Vancouver,
| US$4.94億 | – | – | 5.08% | 27.7% | 288 | – | 0 |
|
| 2166 |
2166
Crestview Partners III
New York
| US$4.94億 | +US$5116萬 | +12% | 9.24% | 51.2% | 2 | 0% | 0.8 |
|
| 2167 |
2167
Modera Wealth Management
Westwood,
New Jersey
| US$4.94億 | +US$1938萬 | +4% | 2.54% | 68.2% | 147 | 10.88% | 2.8 |
|
| 2168 |
2168
Kingsview Wealth Management
Grants Pass,
Oregon
| US$4.93億 | +US$7444萬 | +18% | 5.92% | 71.5% | 470 | 33.19% | 0.9 |
|
| 2169 |
2169
Lenox Wealth Advisors
New York
| US$4.92億 | +US$3968萬 | +9% | 3.98% | 35.7% | 599 | 36.23% | 1.1 |
|
| 2170 |
2170
American Assets Capital Advisers
San Diego,
California
| US$4.92億 | -US$3189萬 | -6% | 4.52% | 73.5% | 28 | 17.86% | 2.5 |
|
| 2171 |
2171
Evanson Asset Management
Carmel,
California
| US$4.92億 | -US$1224萬 | -2% | 1.95% | 66.6% | 257 | 9.73% | 3 |
|
| 2172 |
2172
Strategy Asset Managers
Pasadena,
California
| US$4.92億 | +US$1873萬 | +4% | 7.73% | 115% | 162 | 44.44% | 1.9 |
|
| 2173 |
2173
Caprock Group
Boise,
Idaho
| US$4.92億 | +US$1897萬 | +4% | 7.37% | – | 477 | 22.01% | 1.6 |
|
| 2174 |
2174
Convergence Investment Partners
Palm Beach Gardens,
Florida
| US$4.91億 | -US$2.26億 | -32% | 8.78% | 284% | 383 | 41.25% | 1.3 |
|
| 2175 |
2175
Private Trust Company
Cleveland,
Ohio
| US$4.9億 | +US$2879萬 | +6% | 7.02% | 87.7% | 395 | 11.9% | 3.1 |
|