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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2626 |
2626
Bridgewater Wealth & Financial Management
Bethesda,
Maryland
| US$2.64億 | -US$695萬 | -3% | 0.09% | 30.8% | 119 | 13.45% | 1.4 |
|
| 2627 |
SCC
2627
Second Curve Capital
Radnor,
Pennsylvania
| US$2.64億 | +US$8936萬 | +51% | 36.9% | 160% | 25 | 20% | 2 |
|
| 2628 |
2628
Edge Wealth Management
New York
| US$2.64億 | +US$2886萬 | +12% | 3.28% | 75.3% | 557 | 24.24% | 1.8 |
|
| 2629 |
2629
Intrust Bank
Wichita,
Kansas
| US$2.64億 | +US$1277萬 | +5% | 5.86% | 102% | 363 | 11.85% | 1.9 |
|
| 2630 |
2630
Crestwood Capital Management
New York
| US$2.64億 | -US$7545萬 | -22% | 4.52% | 203% | 23 | 21.74% | 1.2 |
|
| 2631 |
2631
Mitchell Capital Management
Leawood,
Kansas
| US$2.63億 | -US$386萬 | -1% | 3.05% | 219% | 66 | 19.7% | 1.1 |
|
| 2632 |
2632
American Financial Group Inc 401(K) Retirement & Savings Plan
Cincinnati,
Ohio
| US$2.63億 | +US$3914萬 | +18% | 17.5% | 17.8% | 1 | 0% | 3.5 |
|
| 2633 |
GJCM
2633
Grand Jean Capital Management
San Francisco,
California
| US$2.63億 | +US$2836萬 | +12% | 5.2% | 61.4% | 39 | 15.38% | 2.2 |
|
| 2634 |
2634
Cardinal Capital Management Inc (North Carolina)
Raleigh,
North Carolina
| US$2.63億 | +US$764萬 | +3% | 3.37% | 86.4% | 120 | 5% | 2.7 |
|
| 2635 |
2635
Steinberg Asset Management
New York
| US$2.63億 | -US$1.08億 | -29% | 4.17% | 130% | 43 | 23.26% | 2.1 |
|
| 2636 |
2636
Exchange Capital Management
Ann Arbor,
Michigan
| US$2.62億 | +US$784萬 | +3% | 5.19% | 57.8% | 241 | 14.52% | 1.3 |
|
| 2637 |
2637
Smith, Moore & Co
Clayton,
Missouri
| US$2.62億 | +US$1351萬 | +5% | 2.2% | 67% | 230 | 12.61% | 1.7 |
|
| 2638 |
2638
Buffington Mohr McNeal
Boise,
Idaho
| US$2.62億 | +US$2391萬 | +10% | 2.34% | 29.3% | 181 | 18.78% | 1.4 |
|
| 2639 |
LHC
2639
Levy Harkins & Co
New York
| US$2.62億 | +US$885萬 | +3% | 5.99% | 62.9% | 20 | 0% | 2.6 |
|
| 2640 |
2640
Lafayette Investments
Ashton,
Maryland
| US$2.61億 | +US$1303萬 | +5% | 6.19% | 77.9% | 68 | 4.41% | 2.9 |
|
| 2641 |
2641
ABS Capital Partners V Trust
Baltimore,
Maryland
| US$2.6億 | – | – | 3.57% | – | 1 | – | 0 |
|
| 2642 |
YP
2642
YG Partners
New York
| US$2.6億 | +US$4669萬 | +22% | 4.93% | – | 38 | 26.32% | 0.5 |
|
| 2643 |
FAG
2643
Financial Advisory Group
Houston,
Texas
| US$2.59億 | +US$2626萬 | +11% | 2.89% | 20.6% | 66 | 10.61% | 2.4 |
|
| 2644 |
FIMG
2644
Financial & Investment Management Group
Traverse City,
Michigan
| US$2.59億 | -US$4624萬 | -15% | 6.01% | 18.9% | 106 | 19.81% | 1.7 |
|
| 2645 |
2645
SFE Investment Counsel
Los Angeles,
California
| US$2.59億 | +US$5080萬 | +24% | 2.59% | 105% | 109 | 20.18% | 2.5 |
|
| 2646 |
2646
WrapManager Inc
Mill Valley,
California
| US$2.59億 | +US$313萬 | +1% | 0.21% | 64.6% | 249 | 20.48% | 0.9 |
|
| 2647 |
2647
Diana Davis Spencer Foundation
Bethesda,
Maryland
| US$2.59億 | -US$1292萬 | -5% | 4.75% | 13.4% | 3 | 0% | 2 |
|
| 2648 |
2648
Boxer Capital
San Diego,
California
| US$2.59億 | +US$3541萬 | +16% | 3.27% | 262% | 34 | 35.29% | 0.6 |
|
| 2649 |
2649
NFC Investments
Memphis,
Tennessee
| US$2.58億 | +US$3555萬 | +16% | 18.1% | – | 43 | 13.95% | 2.4 |
|
| 2650 |
IMIM
2650
Irving Magee Investment Management
Conshohocken,
Pennsylvania
| US$2.58億 | +US$3742萬 | +17% | 15.4% | 39.9% | 52 | 7.69% | 2.7 |
|