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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2176 |
2176
OneDigital Investment Advisors
Overland Park,
Kansas
| US$4.77億 | +US$2149萬 | +5% | 2.21% | 57.3% | 1,422 | 10.13% | 0.8 |
|
| 2177 |
2177
Asia Research & Capital Management
Hong Kong
| US$4.75億 | -US$7935萬 | -14% | 18.1% | – | 6 | 66.67% | 0.2 |
|
| 2178 |
VCM
2178
V3 Capital Management
Dallas,
Texas
| US$4.75億 | -US$9309萬 | -16% | 10.5% | 20.5% | 22 | 63.64% | 0.8 |
|
| 2179 |
2179
Speece Thorson Capital Group
Minnetonka,
Minnesota
| US$4.75億 | +US$350萬 | +0.7% | 6.6% | 34.2% | 41 | 2.44% | 3.8 |
|
| 2180 |
2180
Modera Wealth Management
Westwood,
New Jersey
| US$4.74億 | -US$764萬 | -2% | 0.51% | 68.2% | 138 | 7.25% | 2.8 |
|
| 2181 |
2181
Phillips Financial Management
Fort Wayne,
Indiana
| US$4.74億 | +US$1204萬 | +3% | 1.09% | 45.6% | 70 | 1.43% | 3.9 |
|
| 2182 |
2182
Otter Creek Advisors
Palm Beach Gardens,
Florida
| US$4.73億 | -US$27.3萬 | -0.1% | 3.72% | 173% | 94 | 60.64% | 0.7 |
|
| 2183 |
2183
Strategy Asset Managers
Pasadena,
California
| US$4.73億 | +US$1173萬 | +3% | 0.23% | 115% | 122 | 22.13% | 2.1 |
|
| 2184 |
2184
Fiduciary Group
Savannah,
Georgia
| US$4.73億 | +US$1168萬 | +3% | 3.22% | 67.1% | 174 | 2.3% | 2.6 |
|
| 2185 |
2185
JNBA Financial Advisors
Bloomington,
Minnesota
| US$4.73億 | +US$595萬 | +1% | 1.46% | 61.8% | 559 | 14.31% | 2.8 |
|
| 2186 |
2186
Everence Capital Management
Goshen,
Indiana
| US$4.73億 | +US$2104萬 | +5% | 5.16% | 108% | 451 | 10.86% | 2.7 |
|
| 2187 |
SFM
2187
Signature Financial Management
Norfolk,
Virginia
| US$4.73億 | -US$773萬 | -2% | 0.52% | 20.8% | 180 | 18.89% | 2.2 |
|
| 2188 |
2188
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$4.73億 | -US$1695萬 | -3% | 1.14% | 58.7% | 31 | 9.68% | 3.2 |
|
| 2189 |
2189
Caprock Group
Boise,
Idaho
| US$4.73億 | +US$435萬 | +0.9% | 3.36% | – | 496 | 20.97% | 1.4 |
|
| 2190 |
2190
De Burlo Group
Boston,
Massachusetts
| US$4.72億 | +US$1308萬 | +3% | 14.1% | 147% | 121 | 27.27% | 2.2 |
|
| 2191 |
2191
YCG LLC
Austin,
Texas
| US$4.72億 | +US$1518萬 | +3% | 3.16% | 27% | 36 | 5.56% | 3.6 |
|
| 2192 |
2192
Hilltop Holdings
Dallas,
Texas
| US$4.72億 | -US$9987萬 | -17% | 3.34% | 96.7% | 489 | 33.54% | 1.8 |
|
| 2193 |
2193
Centiva Capital
New York
| US$4.72億 | +US$5280萬 | +13% | 4.09% | 65.1% | 131 | 83.97% | 0.1 |
|
| 2194 |
2194
Tikehau Investment Management
Paris,
France
| US$4.71億 | +US$1.07億 | +29% | 4.69% | 102% | 30 | 26.67% | 0.2 |
|
| 2195 |
2195
Sowell Financial Services
North Little Rock,
Arkansas
| US$4.71億 | +US$7098萬 | +18% | 2.64% | 95.6% | 316 | 19.94% | 1 |
|
| 2196 |
2196
Periscope Capital
Toronto,
Ontario, Canada
| US$4.71億 | +US$4312萬 | +10% | 0.95% | 28.8% | 188 | 32.98% | 0.5 |
|
| 2197 |
2197
Petrus Trust Company
Dallas,
Texas
| US$4.71億 | +US$4119萬 | +10% | 5.94% | 36.9% | 320 | 62.81% | 0.7 |
|
| 2198 |
2198
Lapides Asset Management
Greenwich,
Connecticut
| US$4.7億 | +US$1455萬 | +3% | 4.85% | 63% | 91 | 16.48% | 2.6 |
|
| 2199 |
2199
Atalan Capital Partners
New York
| US$4.7億 | +US$4847萬 | +11% | 7.07% | 319% | 14 | 28.57% | 0.9 |
|
| 2200 |
2200
JLB & Associates
Plymouth,
Michigan
| US$4.7億 | +US$516萬 | +1% | 2.93% | 69.5% | 71 | 5.63% | 3.8 |
|