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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 |
2226
LVM Capital Management
Portage,
Michigan
| US$3.62億 | +US$5158萬 | +17% | 3.14% | 121% | 142 | 38.73% | 2.4 |
|
| 2227 |
2227
Regal Investment Advisors
Kentwood,
Michigan
| US$3.62億 | +US$926萬 | +3% | 2.54% | 64.7% | 277 | 19.13% | 2.4 |
|
| 2228 |
2228
Stairway Partners
Chicago,
Illinois
| US$3.61億 | +US$4510萬 | +14% | 0.03% | 48.1% | 9 | 0% | 3.2 |
|
| 2229 |
AIS
2229
AlphaOne Investment Services
West Chester,
Pennsylvania
| US$3.61億 | +US$5614萬 | +18% | 17.5% | 77.1% | 107 | 26.17% | 1.8 |
|
| 2230 |
2230
NewEdge Advisors
New Orleans,
Louisiana
| US$3.61億 | +US$4352萬 | +14% | 1.63% | 88% | 297 | 41.08% | 0.5 |
|
| 2231 |
2231
Steel Partners Holdings
New York
| US$3.61億 | +US$3594萬 | +11% | 14.7% | – | 9 | 22.22% | 2.6 |
|
| 2232 |
IA
2232
IPL Advisers
New York
| US$3.61億 | – | – | 7.87% | – | 18 | – | 0 |
|
| 2233 |
2233
Halbert Hargrove Global Advisors
Long Beach,
California
| US$3.6億 | +US$460萬 | +1% | 1.28% | 68.2% | 77 | 15.58% | 2.4 |
|
| 2234 |
2234
Evanson Asset Management
Carmel,
California
| US$3.59億 | +US$834萬 | +2% | 1.95% | 66.6% | 225 | 15.11% | 2.1 |
|
| 2235 |
MCG
2235
Meru Capital Group
New York
| US$3.59億 | +US$79.6萬 | +0.2% | 8.26% | – | 65 | 46.15% | 0.6 |
|
| 2236 |
2236
Sound Point Capital Management
New York
| US$3.59億 | +US$8731萬 | +32% | 2.98% | 61.5% | 31 | 32.26% | 0.6 |
|
| 2237 |
2237
Red Mountain Capital Partners
Los Angeles,
California
| US$3.58億 | +US$2723萬 | +8% | 5.31% | 37.4% | 8 | 25% | 2.7 |
|
| 2238 |
2238
Francisco Partners Management
San Francisco,
California
| US$3.58億 | +US$6989萬 | +24% | 0.67% | 14.3% | 7 | 14.29% | 1.1 |
|
| 2239 |
TCOT
2239
Trust Company of Toledo
Holland,
Ohio
| US$3.57億 | +US$731萬 | +2% | 2.34% | 109% | 189 | 6.88% | 2.8 |
|
| 2240 |
2240
LaFleur & Godfrey
Grand Rapids,
Michigan
| US$3.57億 | +US$1008萬 | +3% | 2.5% | 85.2% | 76 | 9.21% | 2.8 |
|
| 2241 |
2241
10-15 Associates
Goshen,
New York
| US$3.56億 | -US$325萬 | -0.9% | 5.9% | 33% | 118 | 20.34% | 2.4 |
|
| 2242 |
2242
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$3.56億 | +US$169萬 | +0.5% | 3.6% | 83.4% | 309 | 25.89% | 1.9 |
|
| 2243 |
2243
Venturi Wealth Management
Austin,
Texas
| US$3.56億 | +US$5463萬 | +18% | 3.21% | 101% | 168 | 29.76% | 0.7 |
|
| 2244 |
2244
TD Ameritrade Trust
Denver,
Colorado
| US$3.55億 | +US$309萬 | +0.9% | 0.58% | 21.7% | 44 | 2.27% | 2.4 |
|
| 2245 |
CC
2245
Carve Capital
Stockholm,
Sweden
| US$3.55億 | – | – | 8.88% | 84.3% | 7 | – | 0 |
|
| 2246 |
2246
Fort LP
Chevy Chase,
Maryland
| US$3.55億 | +US$6462萬 | +22% | 5.86% | 56.8% | 62 | 16.13% | 0.9 |
|
| 2247 |
BIM
2247
Bridgecreek Investment Management
Tulsa,
Oklahoma
| US$3.54億 | +US$1998萬 | +6% | 2.91% | 48.4% | 109 | 12.84% | 2.3 |
|
| 2248 |
2248
Starwood Capital Group Management
Miami Beach,
Florida
| US$3.54億 | -US$3025萬 | -8% | 6.82% | 16.2% | 5 | 0% | 1.7 |
|
| 2249 |
2249
Greenwood Capital Associates
Greenwood,
South Carolina
| US$3.54億 | +US$2461萬 | +7% | 4.85% | 81.3% | 206 | 31.07% | 1.2 |
|
| 2250 |
2250
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$3.54億 | +US$1984萬 | +6% | 14.4% | 141% | 19 | 0% | 2.7 |
|