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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2526 |
2526
Bouchey Financial Group
Troy,
New York
| US$3.19億 | +US$745萬 | +2% | 4.46% | 66.7% | 69 | 11.59% | 2.5 |
|
| 2527 |
2527
HeadInvest LLC
Portland,
Maine
| US$3.19億 | +US$1578萬 | +5% | 3.56% | 59.1% | 148 | 4.73% | 3.1 |
|
| 2528 |
2528
Hills Bank & Trust
North Liberty,
Iowa
| US$3.19億 | +US$954萬 | +3% | 3.3% | 52.8% | 134 | 7.46% | 2.9 |
|
| 2529 |
2529
Muhlenkamp & Co
Wexford,
Pennsylvania
| US$3.18億 | -US$168萬 | -0.5% | 7.88% | 107% | 84 | 17.86% | 1.7 |
|
| 2530 |
2530
Lawson Kroeker Investment Management
Omaha,
Nebraska
| US$3.18億 | +US$1906萬 | +6% | 10% | 69.7% | 74 | 4.05% | 3.2 |
|
| 2531 |
2531
M Holdings Securities
Portland,
Oregon
| US$3.17億 | +US$2391萬 | +8% | 3.48% | 83.9% | 320 | 12.5% | 1.9 |
|
| 2532 |
2532
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| US$3.17億 | +US$1430萬 | +5% | 3.06% | 86.4% | 123 | 5.69% | 3.3 |
|
| 2533 |
PL
2533
Polianta Ltd
St Helier,
Jersey
| US$3.16億 | +US$7808萬 | +33% | 5% | 31.6% | 104 | 59.62% | 0.2 |
|
| 2534 |
MAA
2534
Mraz Amerine & Associates
Modesto,
California
| US$3.16億 | -US$514萬 | -2% | 4.12% | 69.8% | 161 | 7.45% | 3.1 |
|
| 2535 |
2535
Southeast Asset Advisors
Thomasville,
Georgia
| US$3.16億 | +US$827萬 | +3% | 5% | 91.5% | 116 | 12.93% | 2.6 |
|
| 2536 |
2536
First Light Asset Management
Edina,
Minnesota
| US$3.16億 | +US$1773萬 | +6% | 18% | 364% | 58 | 15.52% | 2.1 |
|
| 2537 |
RCM
2537
Rockshelter Capital Management
Canonsburg,
Pennsylvania
| US$3.15億 | -US$1240萬 | -4% | 2.81% | 31.2% | 35 | 5.71% | 2.6 |
|
| 2538 |
2538
Mint Tower Capital Management
Amsterdam,
Netherlands
| US$3.15億 | -US$8749萬 | -22% | 0.78% | 40% | 77 | 74.03% | 0.2 |
|
| 2539 |
2539
Tanglewood Wealth Management
Houston,
Texas
| US$3.15億 | -US$1217萬 | -4% | 3.64% | 64.6% | 10 | 0% | 2.3 |
|
| 2540 |
2540
Vision Capital Management
Portland,
Oregon
| US$3.14億 | +US$2293萬 | +8% | 5.7% | 78.4% | 97 | 13.4% | 1.9 |
|
| 2541 |
2541
J.P. Marvel Investment Advisors
Boston,
Massachusetts
| US$3.14億 | +US$1200萬 | +4% | 5.4% | 183% | 87 | 4.6% | 3.1 |
|
| 2542 |
2542
Corbyn Investment Management
Lutherville,
Maryland
| US$3.14億 | -US$552萬 | -2% | 2.01% | 71.9% | 55 | 5.45% | 2.7 |
|
| 2543 |
2543
ArchPoint Investors
Coral Gables,
Florida
| US$3.14億 | -US$2.3萬 | -0% | 5.21% | 111% | 166 | 15.66% | 1.6 |
|
| 2544 |
2544
Kays Financial Advisory
Atlanta,
Georgia
| US$3.14億 | +US$1762萬 | +6% | 2.26% | 23.3% | 87 | 14.94% | 1.9 |
|
| 2545 |
DA
2545
DSC Advisors
Chicago,
Illinois
| US$3.14億 | +US$1026萬 | +3% | 4.96% | 3.18% | 80 | 42.5% | 1 |
|
| 2546 |
2546
BTG Pactual Global Asset Management
Hamilton,
Bermuda
| US$3.13億 | -US$3141萬 | -9% | 7.42% | 88.9% | 74 | 51.35% | 0.6 |
|
| 2547 |
YECIP
2547
YT Extraction Co Investment Partners
New York
| US$3.13億 | +US$3946萬 | +14% | 14.4% | – | 1 | 0% | 0.8 |
|
| 2548 |
2548
Terril Brothers
St. Louis,
Missouri
| US$3.12億 | +US$3118萬 | +11% | 4.19% | 94.4% | 49 | 10.2% | 1.9 |
|
| 2549 |
2549
Forte Capital
Rochester,
New York
| US$3.12億 | +US$868萬 | +3% | 4.13% | 98.3% | 165 | 11.52% | 2.3 |
|
| 2550 |
QCI
2550
Quaker Capital Investments
Mount Lebanon,
Pennsylvania
| US$3.12億 | +US$52萬 | +0.2% | 4.27% | 107% | 24 | 8.33% | 2.1 |
|