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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2501 |
2501
Lenox Wealth Advisors
New York
| US$3.57億 | +US$3288萬 | +10% | 4.74% | 35.7% | 525 | 75.05% | 0.6 |
|
| 2502 |
LCM
2502
Lonestar Capital Management
San Francisco,
California
| US$3.57億 | -US$9514萬 | -21% | 20% | 260% | 16 | 31.25% | 1 |
|
| 2503 |
2503
Foresite Capital Management III
Larkspur,
California
| US$3.56億 | -US$670萬 | -2% | 11.3% | 444% | 21 | 23.81% | 1 |
|
| 2504 |
2504
Jafra Capital Management
New York
| US$3.56億 | +US$8749萬 | +33% | 11.9% | – | 115 | 64.35% | 0.3 |
|
| 2505 |
2505
Brandywine Managers
Hockessin,
Delaware
| US$3.56億 | +US$1220萬 | +4% | 3.92% | 96.3% | 36 | 13.89% | 0.8 |
|
| 2506 |
2506
PrairieView Partners
St. Paul,
Minnesota
| US$3.56億 | – | – | 3.73% | 34% | 67 | – | 0 |
|
| 2507 |
2507
Yorktown Energy Partners VIII
New York
| US$3.56億 | -US$1361萬 | -4% | 3.63% | 15.2% | 3 | 0% | 1.5 |
|
| 2508 |
2508
Bell Bank
Fargo,
North Dakota
| US$3.56億 | +US$1218萬 | +4% | 5.64% | 71% | 142 | 9.15% | 2.4 |
|
| 2509 |
2509
West Coast Financial
Santa Barbara,
California
| US$3.55億 | -US$1292萬 | -4% | 7.16% | 22.2% | 142 | 24.65% | 2.8 |
|
| 2510 |
2510
New England Private Wealth Advisors
Wellesley,
Massachusetts
| US$3.55億 | +US$1890萬 | +6% | 4.2% | 55.8% | 150 | 9.33% | 2.8 |
|
| 2511 |
CANC
2511
Culbertson A N & Co
Charlottesville,
Virginia
| US$3.55億 | +US$2694萬 | +8% | 7.24% | 87.5% | 103 | 6.8% | 3.3 |
|
| 2512 |
2512
Bramshill Investments
Naples,
Florida
| US$3.54億 | +US$2086萬 | +6% | 2.26% | 3.6% | 139 | 45.32% | 0.3 |
|
| 2513 |
2513
American National Bank & Trust
Wichita Falls,
Texas
| US$3.54億 | +US$2033萬 | +6% | 6.52% | 102% | 261 | 13.03% | 2.5 |
|
| 2514 |
2514
Greenhouse Funds
Baltimore,
Maryland
| US$3.54億 | -US$862萬 | -2% | 2.02% | 90.7% | 42 | 40.48% | 0.7 |
|
| 2515 |
2515
American Assets Inc
San Diego,
California
| US$3.54億 | +US$942萬 | +3% | 0.32% | 63.2% | 2 | 0% | 4.5 |
|
| 2516 |
2516
Forest Hill Capital
Little Rock,
Arkansas
| US$3.53億 | +US$498萬 | +1% | 2.48% | 112% | 56 | 14.29% | 2.4 |
|
| 2517 |
2517
P.J. Schmidt Investment Management (PJS)
Cedarburg,
Wisconsin
| US$3.53億 | +US$1922萬 | +6% | 7.29% | 65.9% | 140 | 7.14% | 3 |
|
| 2518 |
2518
Edge Wealth Management
New York
| US$3.53億 | +US$2256萬 | +7% | 3.57% | 75.3% | 604 | 22.19% | 2.2 |
|
| 2519 |
2519
Marietta Investment Partners
Milwaukee,
Wisconsin
| US$3.52億 | +US$1792萬 | +5% | 6.78% | 160% | 148 | 16.89% | 2.1 |
|
| 2520 |
SCM
2520
Symons Capital Management
Pittsburgh,
Pennsylvania
| US$3.51億 | -US$4487萬 | -11% | 6.64% | 25.4% | 83 | 22.89% | 1.1 |
|
| 2521 |
2521
Northside Capital Management
Hood River,
Oregon
| US$3.51億 | +US$1.13億 | +47% | 7.26% | 99.6% | 68 | 16.18% | 2.1 |
|
| 2522 |
TCGI
2522
Three Corner Global Investors
New York
| US$3.5億 | -US$630萬 | -2% | 11.4% | 57.5% | 30 | 43.33% | 0.6 |
|
| 2523 |
2523
Manitou Investment Management
Toronto,
Ontario, Canada
| US$3.5億 | +US$2063萬 | +6% | 5.61% | 69.3% | 28 | 0% | 1.9 |
|
| 2524 |
2524
Hussman Strategic Advisors
Ellicott City,
Maryland
| US$3.5億 | -US$6284萬 | -15% | 4.77% | 41.6% | 225 | 28.89% | 1.4 |
|
| 2525 |
2525
SOL Capital Management
Rockville,
Maryland
| US$3.5億 | -US$447萬 | -1% | 5.92% | 56.6% | 255 | 11.37% | 3.3 |
|