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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2451 |
WPL
2451
WINDACRE PARTNERSHIP LLC
Houston,
Texas
| US$2.7億 | +US$825萬 | +3% | 5.68% | 98.4% | 7 | 42.86% | 0.7 |
|
| 2452 |
CDIA
2452
Capital Directions Investment Advisors
Atlanta,
Georgia
| US$2.69億 | -US$2409萬 | -8% | 0.1% | 7.53% | 77 | 18.18% | 2 |
|
| 2453 |
2453
Advisor Partners
Walnut Creek,
California
| US$2.69億 | -US$2424萬 | -8% | 2.23% | 63.8% | 440 | 37.27% | 1.4 |
|
| 2454 |
WC
2454
Whitnell & Co
Oak Brook,
Illinois
| US$2.69億 | +US$363萬 | +1% | 1.2% | 36.6% | 428 | 16.59% | 1.6 |
|
| 2455 |
2455
D.L. Carlson Investment Group
Concord,
New Hampshire
| US$2.69億 | -US$22.4萬 | -0.1% | 3.69% | 113% | 134 | 16.42% | 1.7 |
|
| 2456 |
2456
Suncoast Equity Management
Tampa,
Florida
| US$2.68億 | +US$2632萬 | +11% | 0.2% | 82.9% | 22 | 9.09% | 1.7 |
|
| 2457 |
2457
Tiptree Advisors
New York
| US$2.68億 | -US$1.54億 | -37% | 6% | – | 45 | 44.44% | 0.9 |
|
| 2458 |
2458
Roundview Capital
Princeton,
New Jersey
| US$2.68億 | +US$1585萬 | +6% | 2.12% | 77.7% | 184 | 17.39% | 1.6 |
|
| 2459 |
DCM
2459
Dynamic Capital Management
St. Helier,
Jersey
| US$2.68億 | +US$5896萬 | +28% | 1.25% | 49.7% | 494 | 69.64% | 0.2 |
|
| 2460 |
2460
Venturi Wealth Management
Austin,
Texas
| US$2.68億 | +US$4801萬 | +22% | 2.42% | 101% | 148 | 28.38% | 0.2 |
|
| 2461 |
2461
Segment Wealth Management
Houston,
Texas
| US$2.68億 | +US$409萬 | +2% | 3.92% | 102% | 169 | 15.38% | 2 |
|
| 2462 |
2462
Schooner Capital
Vero Beach,
Florida
| US$2.68億 | +US$3136萬 | +13% | 25.5% | 31.1% | 2 | 50% | 2.8 |
|
| 2463 |
CC
2463
Cognios Capital
Leawood,
Kansas
| US$2.68億 | +US$7137萬 | +36% | 3.31% | 28.5% | 127 | 25.2% | 1 |
|
| 2464 |
2464
Institutional & Family Asset Management
Fort Collins,
Colorado
| US$2.67億 | -US$6.2萬 | -0% | 2.16% | 19% | 124 | 0.81% | 0.2 |
|
| 2465 |
2465
Penobscot Investment Management
Boston,
Massachusetts
| US$2.67億 | -US$5174萬 | -16% | 3.3% | 103% | 192 | 11.46% | 2.3 |
|
| 2466 |
2466
CKW Financial Group
Honolulu,
Hawaii
| US$2.67億 | -US$890萬 | -3% | 0.53% | 62.4% | 167 | 7.78% | 1.9 |
|
| 2467 |
2467
Algert Global
San Francisco,
California
| US$2.67億 | +US$5262萬 | +25% | 2.1% | 194% | 434 | 46.31% | 0.7 |
|
| 2468 |
2468
Napier Park Global Capital (US)
New York
| US$2.66億 | +US$8387萬 | +46% | 1.03% | 237% | 59 | 38.98% | 0.6 |
|
| 2469 |
2469
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.66億 | +US$880萬 | +3% | 3.43% | 13.4% | 3 | 0% | 1.3 |
|
| 2470 |
2470
Parker Investment Management
Menlo Park,
California
| US$2.66億 | – | – | 1.79% | 208% | 34 | – | 0 |
|
| 2471 |
2471
INCA Investments
Miami,
Florida
| US$2.66億 | +US$1.08億 | +68% | 37.6% | 128% | 9 | 11.11% | 1.9 |
|
| 2472 |
2472
Security National Trust
Wheeling,
West Virginia
| US$2.66億 | +US$1097萬 | +4% | 2.25% | 58.3% | 506 | 11.86% | 2.3 |
|
| 2473 |
2473
American National Bank & Trust
Wichita Falls,
Texas
| US$2.66億 | +US$809萬 | +3% | 1.41% | 102% | 236 | 15.68% | 1.6 |
|
| 2474 |
2474
Nelson Capital Management
Menlo Park,
California
| US$2.65億 | +US$524萬 | +2% | 1.22% | 121% | 280 | 12.5% | 1.9 |
|
| 2475 |
2475
Waldron Private Wealth
Bridgeville,
Pennsylvania
| US$2.65億 | -US$325萬 | -1% | 1.58% | 68.7% | 192 | 25% | 1.2 |
|