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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
Oakworth Capital
Birmingham,
Alabama
| US$3.89億 | +US$2417萬 | +7% | 3.74% | 64.3% | 679 | 4.71% | 2.5 |
|
| 2302 |
2302
Vantage Investment Advisors
State College,
Pennsylvania
| US$3.89億 | +US$4245萬 | +12% | 3.73% | 56.3% | 944 | 18.33% | 2.3 |
|
| 2303 |
2303
Pure Financial Advisors
San Diego,
California
| US$3.89億 | +US$1814萬 | +5% | 3.04% | 47.2% | 112 | 6.25% | 2.4 |
|
| 2304 |
2304
Nexthera Capital
New York
| US$3.89億 | +US$1.59億 | +69% | 23.9% | 161% | 60 | 68.33% | 0.3 |
|
| 2305 |
2305
Fiduciary Trust International
Lincoln,
Massachusetts
| US$3.88億 | +US$144萬 | +0.4% | 2.75% | 36.8% | 114 | 20.18% | 1.6 |
|
| 2306 |
2306
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$3.87億 | +US$2292萬 | +6% | 3.58% | 54.8% | 470 | 13.19% | 2.4 |
|
| 2307 |
2307
HITE Hedge Asset Management
Braintree,
Massachusetts
| US$3.87億 | +US$8834萬 | +30% | 2.61% | 54.4% | 73 | 53.42% | 0.8 |
|
| 2308 |
2308
Bruderman Asset Management
Locust Valley,
New York
| US$3.86億 | +US$1193萬 | +3% | 5.11% | 31.7% | 362 | 67.13% | 2 |
|
| 2309 |
2309
12th Street Asset Management Company
Nashville,
Tennessee
| US$3.86億 | -US$240萬 | -0.6% | 3.43% | 106% | 22 | 18.18% | 1.8 |
|
| 2310 |
SHCM
2310
Stokes & Hubbell Capital Management
New Orleans,
Louisiana
| US$3.86億 | +US$6091萬 | +19% | 3.64% | 31.2% | 117 | 15.38% | 1.4 |
|
| 2311 |
2311
Paradigm Asset Management
New York
| US$3.86億 | -US$1.09億 | -22% | 4.22% | 73.8% | 586 | 29.86% | 1.4 |
|
| 2312 |
2312
Hudson Valley Investment Advisors
Goshen,
New York
| US$3.86億 | +US$2296萬 | +6% | 4.32% | 94.6% | 156 | 5.13% | 3.1 |
|
| 2313 |
2313
Stillwater Capital Advisors
Devon,
Pennsylvania
| US$3.86億 | -US$894萬 | -2% | 2.73% | 121% | 81 | 11.11% | 2.5 |
|
| 2314 |
CAM
2314
Centre Asset Management
New York
| US$3.86億 | +US$1046萬 | +3% | 9.28% | 45.3% | 54 | 42.59% | 1.4 |
|
| 2315 |
2315
Foundation Capital
Palo Alto,
California
| US$3.85億 | +US$403萬 | +1% | 18.4% | – | 5 | 0% | 2.3 |
|
| 2316 |
2316
NWAM LLC
Mercer Island,
Washington
| US$3.85億 | -US$1.9億 | -33% | 3.76% | 112% | 349 | 14.04% | 1.8 |
|
| 2317 |
2317
Symetra Life Insurance
Bellevue,
Washington
| US$3.85億 | +US$1443萬 | +4% | 3.12% | – | 3 | 0% | 1.8 |
|
| 2318 |
2318
InterWest Venture Management
San Francisco,
California
| US$3.84億 | -US$3833萬 | -9% | 4.75% | 57.6% | 12 | 16.67% | 0.8 |
|
| 2319 |
2319
RBO & Co
Saint Helena,
California
| US$3.84億 | +US$1357萬 | +4% | 0.83% | 27.9% | 51 | 1.96% | 3.3 |
|
| 2320 |
2320
Sowell Financial Services
North Little Rock,
Arkansas
| US$3.84億 | +US$3125萬 | +9% | 4.58% | 94.8% | 290 | 23.79% | 0.6 |
|
| 2321 |
MGM
2321
Miura Global Management
New York
| US$3.83億 | -US$7309萬 | -16% | 10.3% | 375% | 18 | 33.33% | 1 |
|
| 2322 |
2322
Berkshire Money Management
Dalton,
Massachusetts
| US$3.83億 | +US$2841萬 | +8% | 3.61% | 61.8% | 24 | 12.5% | 1.9 |
|
| 2323 |
MAM
2323
Marketfield Asset Management
New York
| US$3.83億 | +US$1265萬 | +3% | 8.59% | 61.5% | 42 | 2.38% | 2.1 |
|
| 2324 |
2324
Claar Advisors
New York
| US$3.83億 | +US$3094萬 | +9% | 3.86% | 65.5% | 44 | 43.18% | 0.7 |
|
| 2325 |
2325
KLCM Advisors
Milwaukee,
Wisconsin
| US$3.83億 | +US$1653萬 | +5% | 6.58% | 122% | 96 | 10.42% | 2.3 |
|