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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
Symmetry Partners
Glastonbury,
Connecticut
| US$4.84億 | -US$544萬 | -1% | 1.17% | 61.4% | 392 | 34.18% | 0.7 |
|
| 2202 |
2202
Hikari Tsushin Inc
Tokyo,
Japan
| US$4.84億 | +US$2655萬 | +6% | 0.17% | 59.5% | 55 | 7.27% | 2.9 |
|
| 2203 |
2203
Berkshire Money Management
Dalton,
Massachusetts
| US$4.84億 | +US$1074萬 | +2% | 1.3% | 61.8% | 35 | 2.86% | 2.2 |
|
| 2204 |
2204
Darrell & King
Charlottesville,
Virginia
| US$4.82億 | -US$2462萬 | -5% | 0.53% | – | 54 | 12.96% | 2.5 |
|
| 2205 |
2205
Arrow Financial
Glens Falls,
New York
| US$4.82億 | +US$1646萬 | +4% | 1.25% | 71.1% | 349 | 8.6% | 4.6 |
|
| 2206 |
BIM
2206
Bridgecreek Investment Management
Tulsa,
Oklahoma
| US$4.82億 | +US$293萬 | +0.6% | 1.01% | 48.4% | 122 | 12.3% | 3.2 |
|
| 2207 |
BC
2207
Bruce & Co
Chicago,
Illinois
| US$4.82億 | +US$1258萬 | +3% | 4.27% | 94.5% | 42 | 4.76% | 3.8 |
|
| 2208 |
2208
Brightworth
Atlanta,
Georgia
| US$4.81億 | +US$878萬 | +2% | 2.1% | 21.7% | 94 | 9.57% | 1.9 |
|
| 2209 |
2209
Western Wealth Management
Golden,
Colorado
| US$4.8億 | -US$2.81億 | -37% | 1.38% | 82.6% | 432 | 17.13% | 0.6 |
|
| 2210 |
2210
Whitney & Co
Rochester,
New York
| US$4.79億 | +US$3441萬 | +8% | 1.71% | 93.2% | 111 | 13.51% | 3.5 |
|
| 2211 |
2211
Jackson Wealth Management
Lake Mary,
Florida
| US$4.77億 | +US$1773萬 | +4% | 1.86% | 72.1% | 137 | 45.99% | 1.3 |
|
| 2212 |
2212
Money Design
Tokyo,
Japan
| US$4.75億 | +US$5527萬 | +13% | 0.61% | 26.4% | 53 | 1.89% | 1.3 |
|
| 2213 |
2213
Atika Capital Management
New York
| US$4.75億 | -US$3408萬 | -7% | 1.48% | 811% | 95 | 42.11% | 0.9 |
|
| 2214 |
2214
Fairholme Capital Management
South Miami,
Florida
| US$4.75億 | +US$767萬 | +2% | 1.37% | 36.2% | 4 | 25% | 2.1 |
|
| 2215 |
2215
Beacon Pointe Wealth Advisors
Newport Beach,
California
| US$4.75億 | +US$176萬 | +0.4% | 0.94% | – | 299 | 25.75% | 0.6 |
|
| 2216 |
2216
Tufton Capital Management
Hunt Valley,
Maryland
| US$4.74億 | +US$96萬 | +0.2% | 2.95% | 96.1% | 127 | 7.09% | 4.4 |
|
| 2217 |
2217
Cabot Wealth Management
Salem,
Massachusetts
| US$4.73億 | -US$82.2萬 | -0.2% | 1.63% | 69.3% | 137 | 12.41% | 3.6 |
|
| 2218 |
2218
Van Hulzen Asset Management
El Dorado Hills,
California
| US$4.73億 | +US$1547萬 | +3% | 1.93% | 86.3% | 282 | 14.89% | 1.8 |
|
| 2219 |
2219
SPC Financial Inc
Rockville,
Maryland
| US$4.73億 | -US$2347萬 | -5% | 0.96% | 65.1% | 137 | 16.06% | 3.2 |
|
| 2220 |
JCI
2220
Jet Capital Investors
New York
| US$4.73億 | -US$3411萬 | -7% | 0.74% | 147% | 36 | 61.11% | 0.8 |
|
| 2221 |
2221
Foresite Capital Management II
Larkspur,
California
| US$4.73億 | +US$2.95億 | +166% | 6.9% | 66.2% | 8 | 25% | 3.2 |
|
| 2222 |
2222
Gladstone Capital Management
London,
United Kingdom
| US$4.73億 | +US$1.15億 | +32% | 0.94% | 304% | 14 | 50% | 0.9 |
|
| 2223 |
2223
Blue Chip Partners
Farmington Hills,
Michigan
| US$4.73億 | +US$2650萬 | +6% | 4.08% | 81.2% | 143 | 9.09% | 3.4 |
|
| 2224 |
2224
Verity & Verity
Beaufort,
South Carolina
| US$4.72億 | +US$1236萬 | +3% | 3.65% | 90.4% | 120 | 11.67% | 3.1 |
|
| 2225 |
2225
First Fiduciary Investment Counsel
Cleveland,
Ohio
| US$4.72億 | -US$17.5萬 | -0% | 1.07% | 60% | 44 | 4.55% | 3.6 |
|