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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
Montanaro Asset Management
London,
United Kingdom
| US$7.95億 | +US$1.16億 | +17% | 10.9% | 49.6% | 54 | 22.22% | 0.4 |
|
| 2202 |
2202
Atom Investors
Austin,
Texas
| US$7.95億 | +US$1.97億 | +33% | 6.56% | 83.4% | 371 | 71.97% | 0.3 |
|
| 2203 |
2203
Ulysses Management
New York
| US$7.95億 | -US$1.42億 | -15% | 8.11% | 51.8% | 88 | 48.86% | 1 |
|
| 2204 |
2204
Olstein Capital Management
Purchase,
New York
| US$7.94億 | +US$7883萬 | +11% | 3.95% | 16.6% | 107 | 6.54% | 3.9 |
|
| 2205 |
2205
Prospector Partners
Guilford,
Connecticut
| US$7.94億 | +US$1242萬 | +2% | 5.25% | 53.6% | 121 | 9.92% | 3.6 |
|
| 2206 |
2206
Phocas Financial Corp
Alameda,
California
| US$7.94億 | +US$3574萬 | +5% | 7.93% | – | 230 | 19.57% | 2 |
|
| 2207 |
2207
RKL Wealth Management
Lancaster,
Pennsylvania
| US$7.94億 | +US$4752萬 | +6% | 6.15% | 76.8% | 136 | 9.56% | 3.9 |
|
| 2208 |
2208
Weatherly Asset Management
Del Mar,
California
| US$7.93億 | +US$7227萬 | +10% | 9.22% | 116% | 201 | 5.97% | 5 |
|
| 2209 |
2209
Howe & Rusling
Rochester,
New York
| US$7.93億 | +US$5667萬 | +8% | 6.37% | 82% | 1,056 | 18.28% | 3 |
|
| 2210 |
2210
J.M. Forbes & Co
Boston,
Massachusetts
| US$7.93億 | +US$7527萬 | +10% | 8.26% | 112% | 120 | 11.67% | 4.5 |
|
| 2211 |
2211
Narwhal Capital Management
Marietta,
Georgia
| US$7.92億 | +US$5288萬 | +7% | 8.36% | 93.8% | 175 | 12% | 3.7 |
|
| 2212 |
2212
L. Roy Papp & Associates
Phoenix,
Arizona
| US$7.92億 | +US$9523萬 | +14% | 8.28% | 80.1% | 178 | 9.55% | 4.7 |
|
| 2213 |
2213
Hartline Investment Corp
Winnetka,
Illinois
| US$7.92億 | +US$1.34億 | +20% | 16.9% | 201% | 130 | 11.54% | 3.7 |
|
| 2214 |
2214
GeoWealth Management
Chicago,
Illinois
| US$7.91億 | +US$1.5億 | +23% | 5.33% | 58% | 282 | 31.56% | 0.6 |
|
| 2215 |
2215
Jackson Wealth Management
Lake Mary,
Florida
| US$7.9億 | +US$1.23億 | +18% | 8.27% | 72.1% | 135 | 20.74% | 1.7 |
|
| 2216 |
FCP
2216
Fine Capital Partners
New York
| US$7.9億 | +US$3.59億 | +83% | 90.8% | 95.5% | 3 | 0% | 5.9 |
|
| 2217 |
2217
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$7.9億 | +US$356萬 | +0.5% | 5.98% | 97.9% | 34 | 8.82% | 3.7 |
|
| 2218 |
2218
Vesa Equity Investment
Luxembourg
| US$7.9億 | +US$4179萬 | +6% | 9.56% | 2.97% | 2 | 50% | 0.5 |
|
| 2219 |
2219
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$7.9億 | -US$10億 | -56% | 8.46% | 98.7% | 814 | 79.98% | 6.9 |
|
| 2220 |
2220
Arrow Financial
Glens Falls,
New York
| US$7.88億 | +US$3460萬 | +5% | 7.19% | 71.1% | 335 | 7.46% | 5.4 |
|
| 2221 |
2221
ACG Wealth
Atlanta,
Georgia
| US$7.88億 | +US$3445萬 | +5% | 8.69% | 45.5% | 346 | 15.03% | 3.5 |
|
| 2222 |
2222
Callahan Advisors
Houston,
Texas
| US$7.88億 | +US$4932萬 | +7% | 6.29% | 87.7% | 150 | 7.33% | 4.6 |
|
| 2223 |
2223
Empowered Funds
Havertown,
Pennsylvania
| US$7.88億 | +US$2.66億 | +51% | 7.1% | 127% | 323 | 80.8% | 0.2 |
|
| 2224 |
2224
Richard C. Young & Co
Newport,
Rhode Island
| US$7.87億 | +US$3396萬 | +5% | 3.91% | 137% | 73 | 1.37% | 3.6 |
|
| 2225 |
2225
Technology Crossover Management VII
Menlo Park,
California
| US$7.87億 | +US$1311萬 | +2% | 1.69% | 35.2% | 2 | 0% | 3.5 |
|