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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2326 |
2326
Bell Bank
Fargo,
North Dakota
| US$4.45億 | +US$7166萬 | +19% | 2.88% | 71% | 162 | 15.43% | 3.1 |
|
| 2327 |
2327
Whitney & Co
Rochester,
New York
| US$4.45億 | +US$301萬 | +0.7% | 2.81% | 93.2% | 105 | 6.67% | 3.6 |
|
| 2328 |
2328
Smith, Moore & Co
Clayton,
Missouri
| US$4.45億 | +US$2431萬 | +6% | 2.75% | 67% | 332 | 8.13% | 2.8 |
|
| 2329 |
2329
JOYN Advisors
Atlanta,
Georgia
| US$4.45億 | +US$995萬 | +2% | 2.35% | 0.77% | 138 | 23.19% | 1.5 |
|
| 2330 |
2330
Main Street Research
Lakeville,
Connecticut
| US$4.44億 | +US$1.3億 | +41% | 3.68% | 232% | 96 | 11.46% | 3.4 |
|
| 2331 |
2331
Roundview Capital
Princeton,
New Jersey
| US$4.44億 | +US$2319萬 | +6% | 4.39% | 77.7% | 232 | 10.78% | 3.3 |
|
| 2332 |
CBT
2332
Central Bank & Trust
Lexington,
Kentucky
| US$4.44億 | -US$181萬 | -0.4% | 3.53% | 118% | 282 | 13.12% | 4.1 |
|
| 2333 |
2333
Lee Financial
Dallas,
Texas
| US$4.43億 | +US$1563萬 | +4% | 1.86% | 75% | 552 | 8.33% | 1.6 |
|
| 2334 |
2334
Kore Private Wealth
New York
| US$4.43億 | -US$140萬 | -0.3% | 2.35% | 35.9% | 913 | 75.58% | 0.5 |
|
| 2335 |
2335
Fiduciary Trust International
Lincoln,
Massachusetts
| US$4.43億 | +US$4447萬 | +11% | 4.78% | 36.8% | 149 | 48.32% | 2 |
|
| 2336 |
2336
Mechanics Bank - Trust Department
Walnut Creek,
California
| US$4.43億 | +US$387萬 | +0.9% | 2.96% | 76.8% | 158 | 8.23% | 4 |
|
| 2337 |
MRCM
2337
M&R Capital Management
Summit,
New Jersey
| US$4.42億 | +US$331萬 | +0.8% | 3.23% | 52.6% | 528 | 3.41% | 3.3 |
|
| 2338 |
2338
Managed Asset Portfolios
Rochester,
Michigan
| US$4.42億 | +US$3768萬 | +9% | 6.72% | 99.2% | 28 | 7.14% | 3.3 |
|
| 2339 |
2339
LVZ Inc
Holland,
Michigan
| US$4.41億 | +US$1334萬 | +3% | 2.18% | 52.9% | 77 | 7.79% | 1.6 |
|
| 2340 |
VOAM
2340
Vertex One Asset Management
Vancouver,
British Columbia, Canada
| US$4.41億 | -US$2269萬 | -5% | 8.06% | 107% | 158 | 43.67% | 1 |
|
| 2341 |
RPGK
2341
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$4.41億 | +US$2671萬 | +6% | 2.78% | 54.7% | 66 | 1.52% | 3.7 |
|
| 2342 |
2342
University of Notre Dame du Lac
South Bend,
Indiana
| US$4.41億 | -US$720萬 | -2% | 4.08% | – | 77 | 48.05% | 1.1 |
|
| 2343 |
2343
Investure LLC
Charlottesville,
Virginia
| US$4.39億 | -US$8334萬 | -16% | 4.5% | 55.4% | 19 | 42.11% | 1.9 |
|
| 2344 |
2344
Crosslink Capital
Menlo Park,
California
| US$4.39億 | +US$3541萬 | +9% | 11% | 135% | 30 | 30% | 1.7 |
|
| 2345 |
2345
LVM Capital Management
Portage,
Michigan
| US$4.39億 | +US$282萬 | +0.6% | 2.39% | 121% | 114 | 7.02% | 4.1 |
|
| 2346 |
TIM
2346
Total Investment Management
Scottsdale,
Arizona
| US$4.39億 | +US$2284萬 | +5% | 2.3% | 44.4% | 55 | 10.91% | 1.7 |
|
| 2347 |
2347
RFG Advisory
Birmingham,
Alabama
| US$4.38億 | +US$4631萬 | +12% | 3.34% | 52.3% | 335 | 21.49% | 1.2 |
|
| 2348 |
2348
Private Capital Group
West Hartford,
Connecticut
| US$4.38億 | -US$8775萬 | -17% | 2.9% | 30.1% | 2,667 | 25.12% | 1.2 |
|
| 2349 |
PCM
2349
Prime Capital Management
Hong Kong
| US$4.38億 | -US$2606萬 | -6% | 3.21% | 579% | 3 | 0% | 2.6 |
|
| 2350 |
2350
Miller Investment Management
West Conshohocken,
Pennsylvania
| US$4.38億 | +US$5721萬 | +15% | 2.07% | 60.2% | 79 | 5.06% | 4 |
|