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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2226 |
TCOT
2226
Trust Company of Toledo
Holland,
Ohio
| US$3.15億 | -US$2831萬 | -8% | 4.07% | 109% | 187 | 11.76% | 2.1 |
|
| 2227 |
2227
Vestor Capital
Chicago,
Illinois
| US$3.15億 | -US$1824萬 | -5% | 7.31% | 188% | 127 | 29.92% | 1.1 |
|
| 2228 |
2228
First Nebraska Trust
Lincoln,
Nebraska
| US$3.14億 | -US$1295萬 | -4% | 2.62% | 67.9% | 103 | 9.71% | 1.9 |
|
| 2229 |
2229
FormulaFolio Investments
Grand Rapids,
Michigan
| US$3.13億 | -US$4510萬 | -13% | 2.13% | 41.4% | 138 | 51.45% | 0.4 |
|
| 2230 |
BLM
2230
Bennett Lawrence Management
New York
| US$3.13億 | -US$6762萬 | -18% | 6.35% | – | 109 | 31.19% | 0.8 |
|
| 2231 |
2231
Garde Capital
Seattle,
Washington
| US$3.13億 | -US$1979萬 | -6% | 6.96% | 57.6% | 149 | 10.07% | 1 |
|
| 2232 |
2232
Fidelity National Financial
Jacksonville,
Florida
| US$3.12億 | +US$3435萬 | +12% | 2.75% | 2.54% | 27 | 18.52% | 1.2 |
|
| 2233 |
2233
First Business Financial Services
Madison,
Wisconsin
| US$3.12億 | -US$3216萬 | -9% | 5.91% | 74% | 84 | 17.86% | 1.1 |
|
| 2234 |
2234
Canandaigua National Bank & Trust
Canandaigua,
New York
| US$3.12億 | -US$2931萬 | -9% | 6.36% | – | 212 | 8.49% | 1.9 |
|
| 2235 |
2235
Barry Investment Advisors
New Bedford,
Massachusetts
| US$3.12億 | +US$2.13億 | +214% | 6.92% | 66.7% | 80 | 13.75% | 0.7 |
|
| 2236 |
2236
American Assets Inc
San Diego,
California
| US$3.1億 | +US$232萬 | +0.8% | 0.21% | 63.2% | 7 | 42.86% | 0.9 |
|
| 2237 |
2237
JLB & Associates
Plymouth,
Michigan
| US$3.1億 | -US$1269萬 | -4% | 3.79% | 69.5% | 72 | 5.56% | 2.1 |
|
| 2238 |
RCM
2238
Rotella Capital Management
Bellevue,
Washington
| US$3.1億 | +US$1.88億 | +155% | 7.71% | 26.6% | 790 | 80% | 0.2 |
|
| 2239 |
2239
Tompkins Financial
Ithaca,
New York
| US$3.09億 | -US$5860萬 | -16% | 5.36% | 84.4% | 534 | 10.3% | 1.6 |
|
| 2240 |
RCM
2240
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| US$3.09億 | -US$4063萬 | -12% | 7.17% | 31.2% | 35 | 5.71% | 1.1 |
|
| 2241 |
2241
Stearns Financial Services Group
Greensboro,
North Carolina
| US$3.09億 | -US$2106萬 | -6% | 6.49% | 26.1% | 111 | 9.91% | 2.1 |
|
| 2242 |
SLCM
2242
Seven Locks Capital Management
New York
| US$3.09億 | -US$1.02億 | -25% | 7.3% | 50.1% | 38 | 52.63% | 0.8 |
|
| 2243 |
2243
Terril Brothers
St. Louis,
Missouri
| US$3.09億 | -US$1474萬 | -5% | 11.3% | 94.4% | 51 | 7.84% | 0.9 |
|
| 2244 |
2244
CenturyLink Investment Management
Denver,
Colorado
| US$3.09億 | +US$987萬 | +3% | 6.9% | – | 314 | 27.39% | 1.3 |
|
| 2245 |
2245
Hudson Valley Investment Advisors
Goshen,
New York
| US$3.08億 | -US$1193萬 | -4% | 5.03% | 102% | 168 | 19.64% | 1.6 |
|
| 2246 |
2246
HBK Sorce Advisory
Erie,
Pennsylvania
| US$3.08億 | +US$1397萬 | +5% | 7.75% | 58.2% | 205 | 13.17% | 1.4 |
|
| 2247 |
2247
NTV Asset Management
Charleston,
West Virginia
| US$3.08億 | -US$3317萬 | -10% | 7.07% | 110% | 209 | 8.13% | 1.9 |
|
| 2248 |
2248
Annex Advisory Services
Brookfield,
Wisconsin
| US$3.08億 | -US$443萬 | -1% | 6.46% | 85.8% | 123 | 13.82% | 1.4 |
|
| 2249 |
ICM
2249
Indaba Capital Management
San Francisco,
California
| US$3.07億 | +US$6695萬 | +28% | 6.01% | 66.7% | 18 | 50% | 0.3 |
|
| 2250 |
2250
Summit Equities
Parsippany,
New Jersey
| US$3.07億 | -US$2412萬 | -7% | 10.4% | 40.7% | 22 | 4.55% | 1.3 |
|