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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
First Interstate Bank
Billings,
Montana
| US$4.52億 | +US$922萬 | +2% | 2.84% | 48.2% | 718 | 12.26% | 2.2 |
|
| 2252 |
2252
KG Funds Management
New York
| US$4.51億 | +US$2142萬 | +5% | 8.81% | 45.8% | 9 | 22.22% | 1.4 |
|
| 2253 |
2253
Jaffetilchin Investment Partners
Tampa,
Florida
| US$4.5億 | +US$376萬 | +0.8% | 4.13% | 88.1% | 387 | 42.38% | 1.1 |
|
| 2254 |
LLC
2254
Latimer Light Capital
New York
| US$4.49億 | +US$9176萬 | +26% | 11% | 134% | 22 | 36.36% | 0.7 |
|
| 2255 |
2255
Bain Capital Venture Investors
Boston,
Massachusetts
| US$4.49億 | +US$2.49億 | +125% | 20.1% | 34.2% | 5 | 40% | 0.8 |
|
| 2256 |
HEC
2256
Hudson Executive Capital
New York
| US$4.49億 | +US$1.1億 | +32% | 18.8% | 127% | 9 | 44.44% | 1.2 |
|
| 2257 |
2257
Cabot Wealth Management
Salem,
Massachusetts
| US$4.49億 | +US$140萬 | +0.3% | 1.61% | 69.3% | 133 | 13.53% | 3 |
|
| 2258 |
2258
Cobalt Capital Management
Short Hills,
New Jersey
| US$4.48億 | -US$3394萬 | -7% | 5.8% | 235% | 57 | 57.89% | 0.5 |
|
| 2259 |
2259
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| US$4.48億 | +US$4631萬 | +12% | 4.9% | 602% | 21 | 42.86% | 0.8 |
|
| 2260 |
2260
Sentinel Trust
Houston,
Texas
| US$4.47億 | -US$2621萬 | -6% | 2.44% | 79.2% | 125 | 22.4% | 2.7 |
|
| 2261 |
2261
Ironvine Capital Partners
Omaha,
Nebraska
| US$4.47億 | +US$3169萬 | +8% | 2.47% | 58.8% | 83 | 19.28% | 0.5 |
|
| 2262 |
2262
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$4.47億 | +US$8150萬 | +22% | 0.99% | 27.9% | 660 | 66.52% | 0.4 |
|
| 2263 |
2263
Corsair Capital Management
New York
| US$4.47億 | -US$9173萬 | -17% | 0.41% | 435% | 70 | 34.29% | 1.9 |
|
| 2264 |
2264
J.M. Forbes & Co
Boston,
Massachusetts
| US$4.47億 | +US$1728萬 | +4% | 4.23% | 112% | 109 | 3.67% | 3.6 |
|
| 2265 |
RI
2265
RPTC Inc
Jackson,
Wyoming
| US$4.46億 | -US$1.44億 | -24% | 5.39% | 66.4% | 14 | 0% | 0.7 |
|
| 2266 |
2266
Arrow Financial
Glens Falls,
New York
| US$4.45億 | +US$1379萬 | +3% | 4.42% | 66.5% | 352 | 7.1% | 3.7 |
|
| 2267 |
2267
Stanley-Laman Group
Berwyn,
Pennsylvania
| US$4.45億 | +US$622萬 | +1% | 2.94% | 114% | 285 | 15.79% | 1.2 |
|
| 2268 |
2268
10-15 Associates
Goshen,
New York
| US$4.45億 | +US$2435萬 | +6% | 3.34% | 33% | 112 | 9.82% | 2.8 |
|
| 2269 |
2269
Apriem Advisors
Irvine,
California
| US$4.45億 | +US$3525萬 | +9% | 2.41% | 74.3% | 449 | 68.82% | 1.1 |
|
| 2270 |
RIA
2270
RPG Investment Advisory
Pleasanton,
California
| US$4.45億 | +US$774萬 | +2% | 3.7% | 186% | 365 | 20.55% | 1.2 |
|
| 2271 |
BCM
2271
Bayesian Capital Management
Brooklyn,
New York
| US$4.45億 | +US$5145萬 | +13% | 12% | 107% | 846 | 66.43% | 0.2 |
|
| 2272 |
2272
Shepherd Financial Partners
Winchester,
Massachusetts
| US$4.45億 | +US$3850萬 | +9% | 3.66% | 78% | 138 | 25.36% | 1 |
|
| 2273 |
2273
Avior Wealth Management
Omaha,
Nebraska
| US$4.44億 | +US$1129萬 | +3% | 2.67% | 71.4% | 890 | 21.57% | 1.8 |
|
| 2274 |
2274
Mizuho Trust & Banking
Tokyo,
Japan
| US$4.44億 | +US$1.32億 | +42% | 1.17% | 36.1% | 17 | 52.94% | 0.6 |
|
| 2275 |
2275
Evanston Advisors
Schaumburg,
Illinois
| US$4.43億 | +US$1365萬 | +3% | 1.88% | 16% | 74 | 12.16% | 1.8 |
|