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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3026 |
SA
3026
Strategic Advisors
New York
| US$2.19億 | +US$702萬 | +3% | 2.4% | 106% | 153 | 18.3% | 2.2 |
|
| 3027 |
3027
Oarsman Capital
Milwaukee,
Wisconsin
| US$2.19億 | +US$387萬 | +2% | 1.9% | 70.6% | 189 | 3.7% | 2.7 |
|
| 3028 |
3028
Montgomery Investment Management
Rockville,
Maryland
| US$2.19億 | -US$1391萬 | -6% | 0.19% | 98.4% | 105 | 16.19% | 2.8 |
|
| 3029 |
DCM
3029
Divisar Capital Management
San Francisco,
California
| US$2.18億 | +US$3448萬 | +19% | 2.18% | 194% | 30 | 16.67% | 0.4 |
|
| 3030 |
3030
Foresite Capital Management II
Larkspur,
California
| US$2.18億 | -US$1485萬 | -6% | 0.11% | 66.2% | 16 | 37.5% | 1.3 |
|
| 3031 |
MPEM
3031
Marathon Partners Equity Management
New York
| US$2.18億 | +US$651萬 | +3% | 4.95% | – | 36 | 19.44% | 2 |
|
| 3032 |
3032
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$2.18億 | +US$586萬 | +3% | 2.91% | 52% | 552 | 11.59% | 3 |
|
| 3033 |
3033
Paragon Capital Management (Colorado)
Denver,
Colorado
| US$2.18億 | -US$646萬 | -3% | 2.77% | 109% | 202 | 42.57% | 1.2 |
|
| 3034 |
3034
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$2.18億 | -US$2879萬 | -12% | 7.27% | 106% | 17 | 5.88% | 1.6 |
|
| 3035 |
MG
3035
Magnolia Group
Omaha,
Nebraska
| US$2.18億 | +US$1.23億 | +129% | 0.85% | 9.52% | 9 | 33.33% | 0.9 |
|
| 3036 |
HEC
3036
Hudson Executive Capital
New York
| US$2.18億 | -US$1.47億 | -40% | 11% | 127% | 11 | 54.55% | 0.6 |
|
| 3037 |
3037
Goldstein Munger & Associates
San Ramon,
California
| US$2.17億 | -US$1015萬 | -4% | 2.78% | 11.9% | 40 | 15% | 2.8 |
|
| 3038 |
3038
Global Alpha Capital Management
Montreal,
Quebec, Canada
| US$2.17億 | +US$2687萬 | +14% | 2.87% | 80.4% | 38 | 7.89% | 1.8 |
|
| 3039 |
3039
St Louis Trust
Saint Louis,
Missouri
| US$2.17億 | -US$1655萬 | -7% | 2.16% | 71.4% | 57 | 7.02% | 1.3 |
|
| 3040 |
3040
Cowen Prime Advisors
New York
| US$2.17億 | +US$2276萬 | +12% | 10.5% | 116% | 199 | 9.05% | 2.6 |
|
| 3041 |
3041
Crestone Asset Management
Boulder,
Colorado
| US$2.17億 | -US$507萬 | -2% | 2.15% | 6.65% | 49 | 26.53% | 0.8 |
|
| 3042 |
3042
TSP Capital Management Group
Summit,
New Jersey
| US$2.17億 | +US$647萬 | +3% | 8.26% | 186% | 59 | 0% | 2.3 |
|
| 3043 |
3043
Trust Company
Manhattan,
Kansas
| US$2.16億 | -US$377萬 | -2% | 1.79% | 40.6% | 352 | 9.94% | 1.8 |
|
| 3044 |
3044
BlueSky Wealth Advisors
New Bern,
North Carolina
| US$2.16億 | +US$682萬 | +3% | 1.58% | 42.9% | 51 | 1.96% | 0.5 |
|
| 3045 |
TAA
3045
TB Alternative Assets
Grand Cayman,
Cayman Islands
| US$2.15億 | +US$7608萬 | +55% | 14.5% | 312% | 26 | 57.69% | 0.2 |
|
| 3046 |
3046
Schnieders Capital Management
Pasadena,
California
| US$2.15億 | +US$665萬 | +3% | 1.88% | 103% | 162 | 11.11% | 2.4 |
|
| 3047 |
3047
Spitfire Capital
Mill Valley,
California
| US$2.15億 | +US$1084萬 | +5% | 6.71% | 25.9% | 21 | 9.52% | 2.6 |
|
| 3048 |
3048
River Wealth Advisors
Camp Hill,
Pennsylvania
| US$2.15億 | +US$877萬 | +4% | 2.7% | 80.3% | 161 | 6.21% | 1.9 |
|
| 3049 |
3049
Lexington Advisors
New York
| US$2.14億 | -US$6170萬 | -22% | 5.44% | 27% | 6 | 16.67% | 1.3 |
|
| 3050 |
SH
3050
Sandia Holdings
Greenwich,
Connecticut
| US$2.14億 | +US$1587萬 | +8% | 5.5% | – | 27 | 25.93% | 0.4 |
|