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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
1492 Capital Management
Milwaukee,
Wisconsin
| US$1.81億 | -US$1398萬 | -7% | 2.05% | 332% | 149 | 34.9% | 0.5 |
|
| 2852 |
HA
2852
Havens Advisors
New York
| US$1.8億 | +US$4254萬 | +31% | 11.2% | 460% | 73 | 68.49% | 0.3 |
|
| 2853 |
2853
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| US$1.8億 | -US$1.15億 | -39% | 6.31% | 98.1% | 44 | 56.82% | 0.5 |
|
| 2854 |
2854
City Holding Co
Charleston,
West Virginia
| US$1.8億 | +US$661萬 | +4% | 1.2% | 89.2% | 430 | 4.19% | 0.7 |
|
| 2855 |
2855
Mendon Capital Advisors
Key Largo,
Florida
| US$1.8億 | -US$1993萬 | -10% | 2.8% | – | 105 | 47.62% | 0.8 |
|
| 2856 |
SBK
2856
Steven B. Klinsky
| US$1.8億 | -US$3615萬 | -17% | 9.57% | – | 3 | 33.33% | 1.3 |
|
| 2857 |
MM
2857
Midas Management
New York
| US$1.8億 | +US$2493萬 | +16% | 3.39% | 43.3% | 146 | 33.56% | 0.7 |
|
| 2858 |
2858
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
| US$1.8億 | +US$446萬 | +3% | 2.99% | 17.7% | 301 | 11.3% | 0.9 |
|
| 2859 |
2859
Smith, Moore & Co
Clayton,
Missouri
| US$1.79億 | +US$1443萬 | +9% | 3.44% | 67% | 167 | 16.77% | 0.6 |
|
| 2860 |
2860
Stevens First Principles Investment Advisors
Newport Beach,
California
| US$1.79億 | -US$280萬 | -2% | 2.95% | 44% | 254 | 21.65% | 0.9 |
|
| 2861 |
FAG
2861
Financial Advisory Group
Houston,
Texas
| US$1.79億 | +US$310萬 | +2% | 0.46% | 20.6% | 57 | 12.28% | 1 |
|
| 2862 |
2862
FCA Corp
Houston,
Texas
| US$1.79億 | -US$302萬 | -2% | 3.01% | 57.4% | 153 | 10.46% | 0.9 |
|
| 2863 |
2863
M Holdings Securities
Portland,
Oregon
| US$1.79億 | +US$2256萬 | +14% | 1.75% | 83.9% | 554 | 65.7% | 0.2 |
|
| 2864 |
2864
Three Peaks Capital Management
Castle Rock,
Colorado
| US$1.79億 | +US$3386萬 | +23% | 0.31% | 84.5% | 72 | 8.33% | 0.7 |
|
| 2865 |
2865
Arbor Investment Advisors
Winston Salem,
North Carolina
| US$1.78億 | -US$915萬 | -5% | 3.11% | 44.3% | 55 | 18.18% | 1.1 |
|
| 2866 |
2866
Perennial Investment Partners
Sydney,
Australia
| US$1.78億 | -US$4146萬 | -19% | 0.64% | – | 90 | 26.67% | 0.7 |
|
| 2867 |
FBT
2867
Founders Bank & Trust
Grand Rapids,
Michigan
| US$1.78億 | -US$235萬 | -1% | 1.2% | – | 363 | 1.93% | 1.1 |
|
| 2868 |
LA
2868
Lynch & Associates
Newburgh,
Indiana
| US$1.78億 | +US$286萬 | +2% | 0.51% | 73.5% | 97 | 6.19% | 1.1 |
|
| 2869 |
2869
IberiaBank
Lafayette,
Louisiana
| US$1.78億 | -US$112萬 | -0.6% | 0.4% | 39.6% | 187 | 17.65% | 1 |
|
| 2870 |
2870
Verus Financial Partners
Richmond,
Virginia
| US$1.78億 | -US$105萬 | -0.6% | 0.13% | 41.6% | 47 | 6.38% | 1.1 |
|
| 2871 |
2871
West Coast Financial
Santa Barbara,
California
| US$1.78億 | -US$1220萬 | -6% | 0.43% | 22.2% | 92 | 13.04% | 1.1 |
|
| 2872 |
2872
Hendershot Investments
Centreville,
Virginia
| US$1.78億 | +US$775萬 | +5% | 0.44% | 50.5% | 58 | 3.45% | 1.1 |
|
| 2873 |
2873
Guinness Atkinson Asset Management
Pasadena,
California
| US$1.77億 | +US$4247萬 | +31% | 3.72% | 132% | 73 | 13.7% | 1.1 |
|
| 2874 |
2874
Geller Advisors
New York
| US$1.77億 | +US$2762萬 | +18% | 1.74% | 20.4% | 42 | 45.24% | 0.6 |
|
| 2875 |
WPEP
2875
Walnut Private Equity Partners
Omaha,
Nebraska
| US$1.77億 | +US$949萬 | +6% | 0.48% | 48% | 32 | 12.5% | 0.7 |
|