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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2351 |
SFG
2351
Sather Financial Group
Victoria,
Texas
| US$4.01億 | +US$3544萬 | +10% | 10% | 70% | 67 | 5.97% | 2.1 |
|
| 2352 |
2352
Oak Hill Capital Management
New York
| US$4億 | +US$2509萬 | +7% | 6.48% | 1.19% | 4 | 50% | 1.3 |
|
| 2353 |
2353
Koshinski Asset Management
Decatur,
Illinois
| US$4億 | +US$9470萬 | +31% | 5.99% | 76.5% | 439 | 23.92% | 1.4 |
|
| 2354 |
2354
Berkshire Money Management
Dalton,
Massachusetts
| US$3.99億 | +US$1630萬 | +4% | 5.84% | 61.8% | 24 | 4.17% | 2.3 |
|
| 2355 |
GC
2355
Gratia Capital
Los Angeles,
California
| US$3.99億 | +US$1.46億 | +58% | 15.5% | 42.4% | 61 | 62.3% | 0.4 |
|
| 2356 |
2356
Mark Asset Management
New York
| US$3.99億 | -US$6039萬 | -13% | 9.73% | 325% | 61 | 32.79% | 2 |
|
| 2357 |
2357
Laffer Tengler Investments
Nashville,
Tennessee
| US$3.99億 | +US$2019萬 | +5% | 5.44% | 96.5% | 213 | 4.69% | 1.3 |
|
| 2358 |
2358
Zuckerman Investment Group
Chicago,
Illinois
| US$3.99億 | -US$842萬 | -2% | 4.76% | 111% | 55 | 9.09% | 2.4 |
|
| 2359 |
2359
12th Street Asset Management Company
Nashville,
Tennessee
| US$3.99億 | +US$1228萬 | +3% | 8.93% | 106% | 23 | 26.09% | 1.6 |
|
| 2360 |
2360
TA Associates
Boston,
Massachusetts
| US$3.98億 | +US$1.63億 | +69% | 69.4% | – | 1 | 0% | 2.3 |
|
| 2361 |
2361
Crescent Grove Advisors
Lake Forest,
Illinois
| US$3.98億 | +US$799萬 | +2% | 2.49% | 64.1% | 154 | 12.34% | 0.4 |
|
| 2362 |
2362
RBO & Co
Saint Helena,
California
| US$3.98億 | +US$1394萬 | +4% | 7.24% | 27.9% | 56 | 10.71% | 3.3 |
|
| 2363 |
2363
Bath Savings Trust
Bath,
Maine
| US$3.98億 | +US$2360萬 | +6% | 6.64% | 57.8% | 126 | 5.56% | 3.3 |
|
| 2364 |
2364
Calton & Associates
Tampa,
Florida
| US$3.97億 | – | – | 4.88% | 73.9% | 1,551 | – | 0 |
|
| 2365 |
2365
Baker Ellis Asset Management
Vancouver,
Washington
| US$3.97億 | +US$2010萬 | +5% | 6.11% | 91.9% | 253 | 11.86% | 3.3 |
|
| 2366 |
2366
Northcape Capital
Sydney,
Australia
| US$3.97億 | +US$3377萬 | +9% | 9.4% | – | 12 | 0% | 0.9 |
|
| 2367 |
2367
Claar Advisors
New York
| US$3.97億 | +US$1381萬 | +4% | 3.87% | 65.5% | 44 | 47.73% | 0.7 |
|
| 2368 |
MCP
2368
Moab Capital Partners
Southampton,
New York
| US$3.97億 | -US$8346萬 | -17% | 1% | 89.3% | 37 | 48.65% | 1.2 |
|
| 2369 |
2369
Biondo Investment Advisors
Milford,
Pennsylvania
| US$3.96億 | +US$3224萬 | +9% | 6.84% | 83.4% | 104 | 18.27% | 2.4 |
|
| 2370 |
2370
Kovack Advisors
Ft. Lauderdale,
Florida
| US$3.96億 | +US$9423萬 | +31% | 5.67% | 118% | 524 | 42.56% | 1.1 |
|
| 2371 |
2371
NWAM LLC
Mercer Island,
Washington
| US$3.95億 | +US$1012萬 | +3% | 4.73% | 112% | 343 | 10.5% | 2.1 |
|
| 2372 |
2372
American Assets Capital Advisers
San Diego,
California
| US$3.94億 | +US$1.4億 | +55% | 10.8% | 73.5% | 33 | 21.21% | 1.9 |
|
| 2373 |
JWBC
2373
J.W. Burns & Co
Dewitt,
New York
| US$3.94億 | +US$1967萬 | +5% | 6.43% | 95.4% | 165 | 7.27% | 3.4 |
|
| 2374 |
2374
Flagship Pioneering
Cambridge,
Massachusetts
| US$3.94億 | +US$9532萬 | +32% | 18.1% | 13.3% | 6 | 50% | 0.8 |
|
| 2375 |
2375
Jackson Wealth Management
Lake Mary,
Florida
| US$3.94億 | +US$2479萬 | +7% | 5.9% | 72.1% | 99 | 23.23% | 1.1 |
|