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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
Waldron Private Wealth
Bridgeville,
Pennsylvania
| US$3.58億 | +US$4272萬 | +14% | 3.84% | 68.7% | 164 | 16.46% | 2 |
|
| 2402 |
2402
Lathrop Investment Management
Little Rock,
Arkansas
| US$3.57億 | +US$699萬 | +2% | 1.29% | 72.2% | 63 | 3.17% | 3.3 |
|
| 2403 |
TCGI
2403
Three Corner Global Investors
New York
| US$3.57億 | +US$1516萬 | +4% | 8.45% | 57.5% | 34 | 50% | 0.5 |
|
| 2404 |
2404
WealthPLAN Partners
Omaha,
Nebraska
| US$3.56億 | +US$829萬 | +2% | 4.12% | 71.6% | 208 | 18.75% | 1.4 |
|
| 2405 |
2405
MV Capital Management
Bethesda,
Maryland
| US$3.56億 | +US$1781萬 | +5% | 2.79% | 67.6% | 385 | 14.29% | 1.9 |
|
| 2406 |
2406
Isthmus Partners
Madison,
Wisconsin
| US$3.56億 | +US$1432萬 | +4% | 6.47% | 73.7% | 329 | 20.36% | 1.9 |
|
| 2407 |
2407
RKL Wealth Management
Lancaster,
Pennsylvania
| US$3.56億 | +US$4073萬 | +13% | 4.43% | 76.8% | 151 | 11.26% | 1.4 |
|
| 2408 |
2408
First National Bank & Trust Co of Newtown
Newtown,
Pennsylvania
| US$3.56億 | +US$1287萬 | +4% | 2.47% | 55.7% | 122 | 4.92% | 3.5 |
|
| 2409 |
2409
Academy Capital Management
Waco,
Texas
| US$3.55億 | -US$735萬 | -2% | 3.84% | 71.2% | 41 | 19.51% | 2.7 |
|
| 2410 |
2410
Cubic Asset Management
Boston,
Massachusetts
| US$3.55億 | +US$1305萬 | +4% | 2.72% | 40.5% | 173 | 6.36% | 2.9 |
|
| 2411 |
2411
Chanos & Company
New York
| US$3.55億 | +US$2600萬 | +8% | 4.87% | – | 46 | 13.04% | 1.3 |
|
| 2412 |
2412
SOL Capital Management
Rockville,
Maryland
| US$3.54億 | -US$930萬 | -3% | 5.18% | 56.6% | 255 | 7.06% | 3.1 |
|
| 2413 |
2413
Casdin Capital
New York
| US$3.54億 | +US$8380萬 | +31% | 42.5% | 370% | 35 | 25.71% | 1.2 |
|
| 2414 |
2414
VCU Investment Management
Richmond,
Virginia
| US$3.54億 | -US$1.18億 | -25% | 3.54% | – | 9 | 22.22% | 0.5 |
|
| 2415 |
2415
Invesco Private Capital
New York
| US$3.54億 | +US$5753萬 | +19% | 22.7% | 41.9% | 4 | 0% | 3.8 |
|
| 2416 |
2416
Chatham Capital Group
Savannah,
Georgia
| US$3.53億 | -US$782萬 | -2% | 4.16% | 97% | 155 | 8.39% | 2.9 |
|
| 2417 |
FRM
2417
Fox Run Management
Greenwich,
Connecticut
| US$3.53億 | +US$6384萬 | +22% | 5.36% | 64% | 999 | 75.08% | 0.1 |
|
| 2418 |
2418
Pacific Ridge Capital Partners
Lake Oswego,
Oregon
| US$3.53億 | +US$1187萬 | +3% | 10.3% | 149% | 143 | 6.29% | 2.6 |
|
| 2419 |
2419
First Wilshire Securities Management
Pasadena,
California
| US$3.53億 | +US$249萬 | +0.7% | 6.79% | 135% | 127 | 7.09% | 2.9 |
|
| 2420 |
2420
Barber Financial Group
Lenexa,
Kansas
| US$3.53億 | +US$4525萬 | +15% | 3.22% | 39% | 115 | 33.91% | 0.5 |
|
| 2421 |
2421
Smith, Moore & Co
Clayton,
Missouri
| US$3.52億 | +US$5337萬 | +18% | 3.7% | 67% | 312 | 23.72% | 1.7 |
|
| 2422 |
2422
Globeflex Capital
San Diego,
California
| US$3.51億 | -US$5424萬 | -13% | 9.03% | 186% | 444 | 21.62% | 1.1 |
|
| 2423 |
RPGK
2423
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$3.5億 | +US$1755萬 | +5% | 3.08% | 54.7% | 49 | 4.08% | 3.7 |
|
| 2424 |
CM
2424
Capital Management
Glen Allen,
Virginia
| US$3.5億 | +US$1512萬 | +5% | 5.6% | 52.5% | 97 | 7.22% | 2.4 |
|
| 2425 |
2425
Roundview Capital
Princeton,
New Jersey
| US$3.5億 | +US$680萬 | +2% | 4.67% | 77.7% | 246 | 26.02% | 2.1 |
|