我們已在上線!
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
Caledonia Investments plc (UK)
London England,
United Kingdom
| US$8.31億 | +US$5652萬 | +7% | 3.35% | 61.9% | 14 | 7.14% | 6.1 |
|
| 2302 |
1SP
2302
140 Summer Partners
New York
| US$8.31億 | +US$2500萬 | +3% | 0.1% | 202% | 19 | 10.53% | 0.9 |
|
| 2303 |
2303
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$8.3億 | -US$1122萬 | -1% | 1.14% | 68.7% | 225 | 8% | 5.2 |
|
| 2304 |
2304
Southernsun Asset Management
Memphis,
Tennessee
| US$8.29億 | -US$6889萬 | -8% | 2.74% | 54.7% | 28 | 7.14% | 5.9 |
|
| 2305 |
2305
Forte Capital
Rochester,
New York
| US$8.28億 | +US$2003萬 | +2% | 3.8% | 98.3% | 245 | 11.02% | 3.9 |
|
| 2306 |
2306
Global Strategic Investment Solutions
Scottsdale,
Arizona
| US$8.28億 | -US$3413萬 | -4% | 1.15% | 56.8% | 155 | 9.68% | 3.1 |
|
| 2307 |
2307
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$8.27億 | +US$2301萬 | +3% | 1.4% | 59.5% | 127 | 5.51% | 5.5 |
|
| 2308 |
2308
Great Mountain Partners
New Haven,
Connecticut
| US$8.26億 | -US$1.28億 | -13% | 2.09% | 98.7% | 2 | 0% | 3 |
|
| 2309 |
2309
Clear Creek Financial Management
Silverdale,
Washington
| US$8.25億 | +US$4385萬 | +6% | 2.8% | 86.1% | 464 | 13.36% | 1.6 |
|
| 2310 |
2310
L. Roy Papp & Associates
Phoenix,
Arizona
| US$8.25億 | -US$1486萬 | -2% | 0.87% | 80.1% | 180 | 6.67% | 6.6 |
|
| 2311 |
2311
Kiltearn Partners
Edinburgh,
United Kingdom
| US$8.25億 | -US$2.57億 | -24% | 8.88% | 41% | 35 | 20% | 2.7 |
|
| 2312 |
2312
MainStreet Investment Advisors
Chicago,
Illinois
| US$8.24億 | -US$862萬 | -1% | 1.19% | 61% | 184 | 23.91% | 4 |
|
| 2313 |
2313
Retirement Investment Advisors
Oklahoma City,
Oklahoma
| US$8.24億 | – | – | 1.05% | – | 54 | – | 1.1 |
|
| 2314 |
2314
Berkshire Money Management
Dalton,
Massachusetts
| US$8.24億 | -US$494萬 | -0.6% | 2.25% | 61.8% | 85 | 55.29% | 3.6 |
|
| 2315 |
2315
Lincluden Management
Mississauga,
Ontario, Canada
| US$8.23億 | -US$1943萬 | -2% | 3.33% | 67.7% | 74 | 4.05% | 6.2 |
|
| 2316 |
2316
Legacy Advisors
Plymouth Meeting,
Pennsylvania
| US$8.23億 | +US$3122萬 | +4% | 5.66% | – | 348 | 15.52% | 2.4 |
|
| 2317 |
2317
Richard C. Young & Co
Newport,
Rhode Island
| US$8.23億 | +US$2612萬 | +3% | 2.21% | 152% | 82 | 15.85% | 4.4 |
|
| 2318 |
2318
Index Venture Associates VI
St. Helier, Channel Islands,
Jersey
| US$8.22億 | -US$5320萬 | -6% | 12.8% | 312% | 3 | 33.33% | 1.5 |
|
| 2319 |
2319
Rockwood Wealth Management
New Hope,
Pennsylvania
| US$8.21億 | +US$4655萬 | +6% | 0.12% | 52.6% | 93 | 19.35% | 1.6 |
|
| 2320 |
2320
MHR Fund Management
New York
| US$8.21億 | -US$2.14億 | -21% | 14.4% | 332% | 10 | 10% | 5.4 |
|
| 2321 |
2321
Investure LLC
Charlottesville,
Virginia
| US$8.2億 | +US$2.49億 | +44% | 3.83% | 55.4% | 15 | 6.67% | 4.5 |
|
| 2322 |
SIA
2322
Strategic Investment Advisors
Farmington Hills,
Michigan
| US$8.2億 | +US$4103萬 | +5% | 2.72% | 66.1% | 252 | 11.51% | 2.1 |
|
| 2323 |
2323
FORA Capital
Miami,
Florida
| US$8.2億 | -US$3.95億 | -32% | 2.07% | 162% | 565 | 69.56% | 0.3 |
|
| 2324 |
2324
Wealth Architects
Mountain View,
California
| US$8.19億 | +US$5977萬 | +8% | 1.31% | 85.1% | 219 | 8.22% | 4.9 |
|
| 2325 |
2325
Irenic Capital Management
New York
| US$8.17億 | +US$3.27億 | +67% | 1.1% | 93.6% | 27 | 48.15% | 0.6 |
|