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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2251 |
2251
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$3.35億 | +US$1479萬 | +5% | 5.65% | 87.2% | 201 | 11.94% | 1.2 |
|
| 2252 |
2252
Berkshire Money Management
Dalton,
Massachusetts
| US$3.34億 | +US$9674萬 | +41% | 3.41% | 61.8% | 21 | 33.33% | 0.8 |
|
| 2253 |
2253
Crestview Partners II
New York
| US$3.34億 | +US$2056萬 | +7% | 6.64% | 157% | 2 | 0% | 1.5 |
|
| 2254 |
2254
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$3.34億 | +US$1.2億 | +56% | 8.01% | 25.1% | 4 | 25% | 0.8 |
|
| 2255 |
2255
FundX Investment Group
San Francisco,
California
| US$3.33億 | +US$6850萬 | +26% | 4.9% | 94.6% | 29 | 62.07% | 0.4 |
|
| 2256 |
2256
Stillwater Capital Advisors
Devon,
Pennsylvania
| US$3.33億 | +US$3399萬 | +11% | 5.07% | 121% | 76 | 15.79% | 1.1 |
|
| 2257 |
2257
Perigon Wealth Management
San Francisco,
California
| US$3.33億 | -US$301萬 | -0.9% | 1.62% | 104% | 215 | 12.09% | 0.7 |
|
| 2258 |
2258
Biondo Investment Advisors
Milford,
Pennsylvania
| US$3.32億 | +US$698萬 | +2% | 5.69% | 83.4% | 90 | 14.44% | 1.2 |
|
| 2259 |
2259
Chautauqua Capital Management
Boulder,
Colorado
| US$3.32億 | +US$2614萬 | +9% | 5.99% | – | 23 | 8.7% | 1.2 |
|
| 2260 |
2260
Battery Partners VII
Boston,
Massachusetts
| US$3.32億 | – | – | 39% | – | 1 | – | 0 |
|
| 2261 |
2261
Fund Evaluation Group
Cincinnati,
Ohio
| US$3.31億 | +US$2242萬 | +7% | 5.38% | 51.6% | 13 | 15.38% | 1.2 |
|
| 2262 |
TCOT
2262
Trust Company of Toledo
Holland,
Ohio
| US$3.3億 | +US$2650萬 | +9% | 4.14% | 109% | 189 | 10.05% | 1.3 |
|
| 2263 |
HCM
2263
Hawkeye Capital Management
Miami Beach,
Florida
| US$3.29億 | +US$8024萬 | +32% | 2.05% | – | 16 | 62.5% | 0.4 |
|
| 2264 |
2264
Sageworth Trust
Lancaster,
Pennsylvania
| US$3.29億 | +US$5635萬 | +21% | 0.39% | 64.5% | 104 | 77.88% | 0.3 |
|
| 2265 |
2265
Golden Gate Private Equity
San Francisco,
California
| US$3.28億 | -US$2666萬 | -8% | 3.96% | 8.72% | 19 | 31.58% | 0.8 |
|
| 2266 |
2266
Mizuho Asset Management
Tokyo,
Japan
| US$3.28億 | -US$1.37億 | -30% | 6.01% | 41.7% | 707 | 6.22% | 1.3 |
|
| 2267 |
3AM
2267
3D Asset Management
Hartford,
Connecticut
| US$3.28億 | -US$91.8萬 | -0.3% | 1.96% | 0.82% | 44 | 2.27% | 1.2 |
|
| 2268 |
2268
FJ Capital Management
Mclean,
Virginia
| US$3.28億 | +US$5743萬 | +21% | 9.14% | 97.9% | 91 | 15.38% | 0.7 |
|
| 2269 |
2269
Rail-Splitter Capital Management
Chicago,
Illinois
| US$3.27億 | +US$2294萬 | +8% | 14% | 64.1% | 45 | 44.44% | 0.6 |
|
| 2270 |
2270
Kemper
Chicago,
Illinois
| US$3.26億 | +US$928萬 | +3% | 2.3% | 28.6% | 64 | 9.38% | 1.3 |
|
| 2271 |
2271
Comerica Securities
Detroit,
Michigan
| US$3.26億 | +US$2725萬 | +9% | 3.69% | 25.6% | 317 | 25.24% | 0.6 |
|
| 2272 |
2272
Junto Capital Management
New York
| US$3.26億 | – | – | 8.2% | 122% | 16 | – | 0 |
|
| 2273 |
2273
Woodmont Investment Counsel
Nashville,
Tennessee
| US$3.26億 | -US$2260萬 | -6% | 4.31% | 66.8% | 210 | 25.71% | 1.3 |
|
| 2274 |
2274
MIG Capital
Newport Beach,
California
| US$3.26億 | +US$5588萬 | +21% | 8.25% | 118% | 31 | 32.26% | 0.9 |
|
| 2275 |
2275
Garde Capital
Seattle,
Washington
| US$3.25億 | +US$6954萬 | +27% | 1.55% | 57.6% | 148 | 37.84% | 0.3 |
|