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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 |
KCM
2401
KSA Capital Management
Morristown,
New Jersey
| US$2.54億 | +US$4070萬 | +19% | 4.99% | 109% | 49 | 30.61% | 0.5 |
|
| 2402 |
2402
Brown Advisory Securities
Baltimore,
Maryland
| US$2.54億 | +US$591萬 | +2% | 1.25% | 51% | 313 | 14.7% | 0.6 |
|
| 2403 |
2403
Cutter & Co Brokerage
Ballwin,
Missouri
| US$2.54億 | +US$3866萬 | +18% | 3.06% | 40.4% | 240 | 20.42% | 0.6 |
|
| 2404 |
2404
Everence Capital Management
Goshen,
Indiana
| US$2.54億 | +US$540萬 | +2% | 1.93% | 108% | 275 | 7.64% | 0.7 |
|
| 2405 |
OA
2405
Outfitter Advisors
Mclean,
Virginia
| US$2.53億 | +US$198萬 | +0.8% | 3.29% | 35.6% | 142 | 7.04% | 0.7 |
|
| 2406 |
2406
Hunter Associates Investment Management
Pittsburgh,
Pennsylvania
| US$2.53億 | -US$645萬 | -2% | 4.22% | 76.1% | 174 | 15.52% | 0.7 |
|
| 2407 |
2407
Shelter Insurance Profit Sharing
Columbia,
Missouri
| US$2.53億 | +US$1346萬 | +6% | 0.88% | – | 48 | 8.33% | 0.7 |
|
| 2408 |
2408
Bath Savings Trust
Bath,
Maine
| US$2.53億 | +US$363萬 | +1% | 0.84% | 57.8% | 110 | 7.27% | 0.7 |
|
| 2409 |
DCCA
2409
D.C. Capital Advisors
New York
| US$2.53億 | +US$1092萬 | +5% | 4.34% | 59.9% | 21 | 33.33% | 0.5 |
|
| 2410 |
2410
Monarch Capital Management
Fort Wayne,
Indiana
| US$2.53億 | -US$211萬 | -0.8% | 1.37% | 77% | 88 | 3.41% | 0.7 |
|
| 2411 |
2411
DT Investment Partners
Chadds Ford,
Pennsylvania
| US$2.53億 | +US$843萬 | +3% | 1.76% | 58% | 65 | 20% | 0.6 |
|
| 2412 |
2412
Herald Investment Management
London,
United Kingdom
| US$2.53億 | +US$235萬 | +0.9% | 5.23% | 493% | 88 | 10.23% | 0.7 |
|
| 2413 |
2413
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$2.53億 | +US$1615萬 | +7% | 1.69% | 65.9% | 149 | 15.44% | 0.6 |
|
| 2414 |
2414
Lombard Odier & Cie (Bahamas)
Nassau,
Bahamas
| US$2.53億 | -US$206萬 | -0.8% | 1.41% | – | 132 | 26.52% | 0.2 |
|
| 2415 |
2415
Algert Global
San Francisco,
California
| US$2.53億 | -US$1.21億 | -32% | 5.71% | 194% | 437 | 51.26% | 0.4 |
|
| 2416 |
EGA
2416
Emerging Global Advisors
New York
| US$2.52億 | -US$237萬 | -0.9% | 1.58% | 0.93% | 20 | 60% | 0.3 |
|
| 2417 |
2417
Delphi Financial Group
Wilmington,
Delaware
| US$2.52億 | +US$6552萬 | +35% | 4.45% | 66.3% | 18 | 27.78% | 0.5 |
|
| 2418 |
DCM
2418
Dinsmore Capital Management
Morristown,
New Jersey
| US$2.52億 | +US$549萬 | +2% | 0.61% | – | 139 | 6.47% | 0.5 |
|
| 2419 |
2419
Ensemble Capital Management
San Francisco,
California
| US$2.52億 | +US$336萬 | +1% | 0.79% | 36.2% | 52 | 11.54% | 0.7 |
|
| 2420 |
2420
Modera Wealth Management
Westwood,
New Jersey
| US$2.52億 | -US$1115萬 | -4% | 1.42% | 68.2% | 88 | 31.82% | 0.6 |
|
| 2421 |
2421
South Street Advisors
New York
| US$2.52億 | +US$1254萬 | +5% | 3.78% | 169% | 59 | 11.86% | 0.7 |
|
| 2422 |
2422
First Business Financial Services
Madison,
Wisconsin
| US$2.51億 | +US$1112萬 | +5% | 2.43% | 74% | 75 | 36% | 0.3 |
|
| 2423 |
2423
WBH Advisory
Baltimore,
Maryland
| US$2.51億 | +US$312萬 | +1% | 1.51% | 57.6% | 222 | 11.71% | 0.6 |
|
| 2424 |
KFS
2424
Kurt F. Somerville
| US$2.51億 | -US$994萬 | -4% | 1.9% | 92.9% | 107 | 8.41% | 0.7 |
|
| 2425 |
FSC
2425
Fiduciary Services Corp
Savannah,
Georgia
| US$2.51億 | +US$126萬 | +0.5% | 1.43% | – | 160 | 6.25% | 0.7 |
|