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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2201 |
2201
SG Capital Management
Chicago,
Illinois
| US$3.51億 | -US$5628萬 | -14% | 13.5% | 250% | 96 | 78.13% | 0.2 |
|
| 2202 |
CC
2202
Cognios Capital
Leawood,
Kansas
| US$3.5億 | +US$3587萬 | +11% | 0.82% | 28.5% | 115 | 17.39% | 1.3 |
|
| 2203 |
TCOT
2203
Trust Company of Toledo
Holland,
Ohio
| US$3.5億 | +US$257萬 | +0.7% | 1.03% | 109% | 186 | 9.68% | 2.6 |
|
| 2204 |
2204
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$3.5億 | -US$1207萬 | -3% | 2.39% | 54.8% | 538 | 14.87% | 1.7 |
|
| 2205 |
AL
2205
Agran Libbie
Santa Monica,
California
| US$3.5億 | -US$5053萬 | -13% | 4.17% | 27.5% | 128 | 17.97% | 2.6 |
|
| 2206 |
2206
Winslow Evans & Crocker
Boston,
Massachusetts
| US$3.49億 | +US$1453萬 | +4% | 4.68% | 76.2% | 1,347 | 8.76% | 2.2 |
|
| 2207 |
2207
Tompkins Financial
Ithaca,
New York
| US$3.49億 | +US$1102萬 | +3% | 4.08% | 84.4% | 545 | 32.11% | 2.3 |
|
| 2208 |
2208
Sage Financial Group
W. Conshohocken,
Pennsylvania
| US$3.49億 | +US$3304萬 | +10% | 3.21% | 62% | 45 | 4.44% | 1.9 |
|
| 2209 |
2209
Woodmont Investment Counsel
Nashville,
Tennessee
| US$3.49億 | +US$1418萬 | +4% | 2.6% | 66.8% | 763 | 76.28% | 0.6 |
|
| 2210 |
2210
Old Mutual Customised Solutions
Pinelands,
South Africa
| US$3.48億 | -US$4916萬 | -12% | 4.57% | 49.7% | 734 | 4.63% | 2.9 |
|
| 2211 |
2211
NBW Capital
Boston,
Massachusetts
| US$3.48億 | +US$2230萬 | +7% | 6.21% | 86% | 82 | 18.29% | 2 |
|
| 2212 |
2212
Sheffield Asset Management
Chicago,
Illinois
| US$3.48億 | +US$1152萬 | +3% | 4.55% | 24.5% | 15 | 26.67% | 0.9 |
|
| 2213 |
2213
BDT Capital Partners
Chicago,
Illinois
| US$3.47億 | +US$5493萬 | +19% | 18.8% | 25.5% | 1 | 0% | 3.3 |
|
| 2214 |
2214
Oberweis Asset Management
Lisle,
Illinois
| US$3.47億 | +US$1092萬 | +3% | 18.4% | 485% | 202 | 49.01% | 1.1 |
|
| 2215 |
AGM
2215
Alpine Global Management
New York
| US$3.47億 | +US$1.29億 | +59% | 5.09% | 149% | 256 | 91.02% | 0.2 |
|
| 2216 |
2216
LaFleur & Godfrey
Grand Rapids,
Michigan
| US$3.47億 | +US$898萬 | +3% | 5.15% | 85.2% | 73 | 4.11% | 2.7 |
|
| 2217 |
PAM
2217
PineView Asset Management
Greenwich,
Connecticut
| US$3.46億 | +US$1.09億 | +46% | 2.18% | – | 36 | 58.33% | 0.3 |
|
| 2218 |
2218
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$3.46億 | -US$534萬 | -2% | 1.24% | – | 208 | 6.73% | 2.6 |
|
| 2219 |
2219
Algert Global
San Francisco,
California
| US$3.46億 | +US$9918萬 | +40% | 16.6% | 194% | 492 | 55.28% | 0.6 |
|
| 2220 |
MHAM
2220
Monroe Hall Asset Management
New York
| US$3.45億 | -US$1369萬 | -4% | 3.89% | – | 26 | 57.69% | 0.6 |
|
| 2221 |
2221
SNS Financial Group
Minneapolis,
Minnesota
| US$3.45億 | -US$5318萬 | -13% | 3.85% | 54.2% | 141 | 17.73% | 1.6 |
|
| 2222 |
2222
Equitec Specialists
Chicago,
Illinois
| US$3.44億 | -US$1.9億 | -36% | 4.32% | 65.4% | 132 | 48.48% | 0.5 |
|
| 2223 |
2223
First Heartland Consultants
Lake St. Louis,
Missouri
| US$3.44億 | -US$5.68億 | -62% | 3.24% | 59.2% | 339 | 15.63% | 1.7 |
|
| 2224 |
2224
Omni Partners
London,
United Kingdom
| US$3.44億 | +US$7966萬 | +30% | 27.1% | 412% | 42 | 88.1% | 0.1 |
|
| 2225 |
2225
Perella Weinberg Partners Capital Management
New York
| US$3.44億 | +US$1.41億 | +69% | 5.95% | 1.52% | 91 | 60.44% | 0.3 |
|