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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2276 |
2276
Bell Bank
Fargo,
North Dakota
| US$7.58億 | +US$6295萬 | +9% | 6.61% | 71% | 174 | 9.2% | 3.7 |
|
| 2277 |
2277
Jacobi Capital Management
Pittston,
Pennsylvania
| US$7.57億 | +US$7922萬 | +12% | 6.46% | 83.4% | 1,460 | 9.25% | 2.8 |
|
| 2278 |
2278
Third Avenue Management
New York
| US$7.56億 | -US$44萬 | -0.1% | 4.56% | 113% | 62 | 4.84% | 3.8 |
|
| 2279 |
2279
Telos Capital Management
San Diego,
California
| US$7.56億 | +US$5950萬 | +9% | 7.03% | 82.3% | 188 | 7.98% | 4.3 |
|
| 2280 |
2280
Northstar Investment Advisors
Denver,
Colorado
| US$7.55億 | +US$6922萬 | +10% | 8.48% | 85.8% | 164 | 7.93% | 3.4 |
|
| 2281 |
2281
Hazelview Securities
Toronto,
Ontario, Canada
| US$7.55億 | +US$9985萬 | +15% | 9.38% | – | 29 | 24.14% | 1.5 |
|
| 2282 |
BFM
2282
Blacksheep Fund Management
Co. Dublin,
Ireland
| US$7.54億 | +US$2.69億 | +56% | 11.5% | 71.5% | 7 | 0% | 1.1 |
|
| 2283 |
2283
Mizuho Bank
Tokyo,
Japan
| US$7.54億 | +US$1.33億 | +21% | 4.24% | 99.8% | 9 | 66.67% | 3.4 |
|
| 2284 |
2284
Parker Investment Management
Menlo Park,
California
| US$7.54億 | -US$200萬 | -0.3% | 11.8% | 208% | 48 | 25% | 1.7 |
|
| 2285 |
2285
Graypoint LLC
Albany,
New York
| US$7.53億 | +US$9703萬 | +15% | 7% | 72.8% | 259 | 12.36% | 0.9 |
|
| 2286 |
2286
Red Cedar Investment Management
Grand Rapids,
Michigan
| US$7.53億 | -US$2011萬 | -3% | 5.99% | 88.8% | 86 | 16.28% | 0.9 |
|
| 2287 |
2287
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$7.52億 | +US$4905萬 | +7% | 8.5% | 127% | 526 | 4.18% | 4.5 |
|
| 2288 |
2288
Focus Financial Network
Minneapolis,
Minnesota
| US$7.52億 | -US$1.03億 | -12% | 7.26% | 106% | 424 | 12.26% | 1.2 |
|
| 2289 |
2289
Stairway Partners
Chicago,
Illinois
| US$7.51億 | +US$3814萬 | +5% | 5.47% | 48.1% | 10 | 0% | 7.2 |
|
| 2290 |
2290
RP Investment Advisors
Toronto,
Ontario, Canada
| US$7.51億 | +US$412萬 | +0.6% | 0.55% | 17.4% | 139 | 79.86% | 0.1 |
|
| 2291 |
2291
Lutz Financial Services
Omaha,
Nebraska
| US$7.51億 | +US$7517萬 | +11% | 3.72% | 35.3% | 62 | 8.06% | 2.6 |
|
| 2292 |
PAM
2292
Private Asset Management
San Diego,
California
| US$7.51億 | +US$3614萬 | +5% | 6.45% | 38.2% | 164 | 10.37% | 4.4 |
|
| 2293 |
2293
United Asset Strategies
Garden City,
New York
| US$7.5億 | +US$6061萬 | +9% | 7.43% | 111% | 232 | 20.26% | 2.4 |
|
| 2294 |
2294
Cabot Wealth Management
Salem,
Massachusetts
| US$7.49億 | +US$4003萬 | +6% | 5.76% | 75.9% | 167 | 7.19% | 3.5 |
|
| 2295 |
2295
Teton Advisors
Rye,
New York
| US$7.48億 | +US$4405萬 | +6% | 9.09% | 139% | 408 | 5.88% | 4.8 |
|
| 2296 |
ALAM
2296
Asahi Life Asset Management
Tokyo,
Japan
| US$7.48億 | +US$1110萬 | +2% | 6.64% | 122% | 278 | 47.12% | 0.9 |
|
| 2297 |
2297
FourThought Financial
Venice,
Florida
| US$7.47億 | +US$5659萬 | +8% | 6.8% | – | 1,626 | 12.98% | 0.4 |
|
| 2298 |
2298
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$7.47億 | +US$3524萬 | +5% | 6.69% | 73.7% | 154 | 11.69% | 2.9 |
|
| 2299 |
2299
Avestar Capital
New York
| US$7.47億 | +US$2.98億 | +67% | 8.73% | 112% | 484 | 45.25% | 0.8 |
|
| 2300 |
2300
Triodos Investment Management
Driebergen-Rijsenburg,
Netherlands
| US$7.46億 | +US$1.15億 | +18% | 6.13% | 89.9% | 36 | 5.56% | 2.4 |
|