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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2401 |
2401
Ensemble Capital Management
San Francisco,
California
| US$2.49億 | +US$2239萬 | +10% | 10.8% | 36.2% | 52 | 3.85% | 0.5 |
|
| 2402 |
2402
Private Trust Company
Cleveland,
Ohio
| US$2.49億 | +US$2754萬 | +12% | 8.07% | 87.7% | 1,912 | 13.02% | 0.4 |
|
| 2403 |
2403
Robotti Robert
| US$2.49億 | -US$4.6萬 | -0% | 13% | 107% | 63 | 6.35% | 0.5 |
|
| 2404 |
2404
Tealwood Asset Management
Minneapolis,
Minnesota
| US$2.48億 | +US$2261萬 | +10% | 9.09% | 128% | 89 | 16.85% | 0.4 |
|
| 2405 |
2405
WBH Advisory
Baltimore,
Maryland
| US$2.48億 | +US$2485萬 | +11% | 8.95% | 57.6% | 206 | 8.25% | 0.4 |
|
| 2406 |
2406
Everence Capital Management
Goshen,
Indiana
| US$2.48億 | +US$1489萬 | +6% | 10.8% | 108% | 286 | 17.13% | 0.4 |
|
| 2407 |
2407
Stonehage Fleming (UK)
London,
United Kingdom
| US$2.48億 | – | – | 10.8% | – | 266 | – | 0 |
|
| 2408 |
2408
Brown Advisory Securities
Baltimore,
Maryland
| US$2.48億 | +US$2029萬 | +9% | 9.99% | 51% | 302 | 12.25% | 0.4 |
|
| 2409 |
2409
Baskin Financial Services
Toronto,
Ontario, Canada
| US$2.47億 | +US$3780萬 | +18% | 7.61% | 69.1% | 37 | 13.51% | 0.4 |
|
| 2410 |
FIM
2410
Friedberg Investment Management
Houston,
Texas
| US$2.47億 | +US$1689萬 | +7% | 7.5% | 44.8% | 100 | 15% | 0.4 |
|
| 2411 |
DCM
2411
Dinsmore Capital Management
Morristown,
New Jersey
| US$2.47億 | +US$733萬 | +3% | 0.73% | – | 139 | 7.19% | 0.4 |
|
| 2412 |
2412
Cannell Capital
Alta,
Wyoming
| US$2.46億 | +US$4181萬 | +20% | 15.6% | 127% | 82 | 32.93% | 0.4 |
|
| 2413 |
2413
Gunma Bank
Gunma,
Japan
| US$2.46億 | -US$105萬 | -0.4% | 0.37% | 24.5% | 14 | 0% | 0.5 |
|
| 2414 |
2414
American Assets Inc
San Diego,
California
| US$2.46億 | +US$1187萬 | +5% | 5.23% | 49.9% | 2 | 0% | 0.5 |
|
| 2415 |
2415
Argus Investors Counsel
New York
| US$2.46億 | +US$2475萬 | +11% | 10.9% | 132% | 53 | 3.77% | 0.5 |
|
| 2416 |
VCM
2416
V3 Capital Management
Dallas,
Texas
| US$2.45億 | -US$1.03億 | -30% | 6.47% | 20.5% | 19 | 73.68% | 0.2 |
|
| 2417 |
FA
2417
FMA Advisory
Harrisburg,
Pennsylvania
| US$2.45億 | -US$611萬 | -2% | 8.9% | 46.7% | 173 | 32.37% | 0.5 |
|
| 2418 |
2418
FCM Investments
Dallas,
Texas
| US$2.45億 | -US$486萬 | -2% | 5.21% | 40.1% | 116 | 7.76% | 0.5 |
|
| 2419 |
2419
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$2.44億 | +US$13.5萬 | +0.1% | 5.15% | 64.3% | 63 | 12.7% | 0.4 |
|
| 2420 |
ICM
2420
Invicta Capital Management
New York
| US$2.44億 | -US$3178萬 | -12% | 9.92% | – | 30 | 40% | 0.3 |
|
| 2421 |
2421
Man Investments (Switzerland)
Pfaffikon,
Switzerland
| US$2.44億 | +US$2448萬 | +11% | 0.01% | 0.23% | 55 | 0% | 0.4 |
|
| 2422 |
2422
McCutchen Group
Seattle,
Washington
| US$2.44億 | +US$1.04億 | +74% | 4.99% | 2.54% | 11 | 0% | 0.5 |
|
| 2423 |
2423
Meristem Family Wealth
Minnetonka,
Minnesota
| US$2.44億 | +US$2647萬 | +12% | 8.52% | 67.7% | 117 | 11.11% | 0.4 |
|
| 2424 |
2424
Narwhal Capital Management
Marietta,
Georgia
| US$2.43億 | +US$3397萬 | +16% | 9.75% | 93.8% | 147 | 18.37% | 0.4 |
|
| 2425 |
2425
Virtus Investment Advisers
Hartford,
Connecticut
| US$2.43億 | +US$2632萬 | +12% | 9.4% | 172% | 31 | 25.81% | 0.3 |
|