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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
NewSquare Capital
Newtown Square,
Pennsylvania
| US$4.37億 | +US$1949萬 | +5% | 3.83% | 76.5% | 380 | 26.84% | 2.3 |
|
| 2252 |
2252
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$4.37億 | +US$3022萬 | +7% | 7.24% | 80.1% | 187 | 9.09% | 2.7 |
|
| 2253 |
2253
Alpha Wave Global
New York
| US$4.37億 | +US$3555萬 | +9% | 1.87% | 226% | 25 | 48% | 0.9 |
|
| 2254 |
2254
Tompkins Financial
Ithaca,
New York
| US$4.36億 | +US$1402萬 | +3% | 4.43% | 84.4% | 461 | 23.43% | 3 |
|
| 2255 |
2255
Narwhal Capital Management
Marietta,
Georgia
| US$4.35億 | +US$3158萬 | +8% | 5.25% | 93.8% | 157 | 12.74% | 2.8 |
|
| 2256 |
2256
Cynosure Advisors
Salt Lake City,
Utah
| US$4.35億 | – | – | 2.63% | – | 224 | – | 0 |
|
| 2257 |
2257
Rutabaga Capital Management
Boston,
Massachusetts
| US$4.35億 | -US$3419萬 | -7% | 15.8% | 57% | 56 | 19.64% | 2 |
|
| 2258 |
2258
Vantage Investment Advisors
State College,
Pennsylvania
| US$4.35億 | +US$4580萬 | +12% | 5.82% | 56.3% | 993 | 16.72% | 2.4 |
|
| 2259 |
2259
GVO Asset Management
Zug,
Switzerland
| US$4.34億 | -US$5239萬 | -11% | 7.28% | 71.2% | 19 | 36.84% | 1.2 |
|
| 2260 |
2260
Institute for Wealth Management
Denver,
Colorado
| US$4.33億 | +US$1.26億 | +41% | 7.01% | 137% | 426 | 48.59% | 0.4 |
|
| 2261 |
2261
CPWM LLC
Seattle,
Washington
| US$4.33億 | +US$785萬 | +2% | 5.15% | 36.6% | 256 | 14.84% | 2.6 |
|
| 2262 |
RP
2262
RBS Partners
Bay Harbor Islands,
Florida
| US$4.33億 | -US$7926萬 | -15% | 8.12% | 210% | 6 | 0% | 3.7 |
|
| 2263 |
2263
J.M. Forbes & Co
Boston,
Massachusetts
| US$4.33億 | +US$3210萬 | +8% | 6.9% | 112% | 114 | 10.53% | 3 |
|
| 2264 |
2264
Think Investments
San Francisco,
California
| US$4.33億 | +US$3919萬 | +10% | 6.49% | 285% | 21 | 47.62% | 0.7 |
|
| 2265 |
2265
Arrow Financial
Glens Falls,
New York
| US$4.33億 | +US$1113萬 | +3% | 6.14% | 66.5% | 352 | 9.94% | 3.5 |
|
| 2266 |
2266
SPC Financial Inc
Rockville,
Maryland
| US$4.32億 | +US$2795萬 | +7% | 5.6% | 65.1% | 122 | 4.1% | 2.2 |
|
| 2267 |
MRCM
2267
M&R Capital Management
Summit,
New Jersey
| US$4.31億 | +US$1695萬 | +4% | 5.93% | 52.6% | 588 | 7.65% | 2 |
|
| 2268 |
REMS
2268
Real Estate Management Services
| US$4.31億 | -US$5530萬 | -11% | 2.63% | 67.2% | 31 | 16.13% | 1.9 |
|
| 2269 |
3AM
2269
3D Asset Management
Hartford,
Connecticut
| US$4.3億 | +US$950萬 | +2% | 3.46% | 0.82% | 53 | 3.77% | 3.3 |
|
| 2270 |
CCM
2270
Cohen Capital Management
Corte Madera,
California
| US$4.3億 | +US$1710萬 | +4% | 4.88% | 91.5% | 145 | 7.59% | 3.2 |
|
| 2271 |
2271
Greenwood Capital Associates
Greenwood,
South Carolina
| US$4.29億 | +US$2704萬 | +7% | 7.07% | 81.3% | 246 | 31.3% | 1.4 |
|
| 2272 |
2272
Wintrust Investments
Chicago,
Illinois
| US$4.28億 | +US$3268萬 | +8% | 4.76% | 27.5% | 292 | 11.3% | 1 |
|
| 2273 |
2273
Oberweis Asset Management
Lisle,
Illinois
| US$4.28億 | +US$6822萬 | +19% | 7.92% | 485% | 256 | 42.58% | 0.8 |
|
| 2274 |
2274
Jordan Park Group
San Francisco,
California
| US$4.27億 | – | – | 3.22% | 43.2% | 30 | – | 0 |
|
| 2275 |
GTC
2275
Ghost Tree Capital
New York
| US$4.26億 | -US$4447萬 | -9% | 23.2% | 265% | 88 | 72.73% | 0.4 |
|