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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3051 |
3051
Land & Buildings Investment Management
Stamford,
Connecticut
| US$1.76億 | -US$1.07億 | -38% | 6.8% | 53.9% | 44 | 70.45% | 0.7 |
|
| 3052 |
3052
CT Financial Advisors
Chadds Ford,
Pennsylvania
| US$1.76億 | -US$438萬 | -2% | 0.86% | – | 667 | 8.25% | 1 |
|
| 3053 |
3053
ValueWorks
New York
| US$1.76億 | -US$1390萬 | -7% | 2.27% | 190% | 34 | 2.94% | 1.7 |
|
| 3054 |
3054
Monetta Financial Services
Wheaton,
Illinois
| US$1.76億 | -US$1171萬 | -6% | 2.84% | 275% | 110 | 37.27% | 0.6 |
|
| 3055 |
3055
Pensionfund Sabic
Sittard,
Netherlands
| US$1.76億 | -US$173萬 | -1% | 1.56% | 63.6% | 168 | 4.76% | 0.2 |
|
| 3056 |
3056
Eos Management LP
New York
| US$1.75億 | +US$1955萬 | +13% | 13.7% | 149% | 31 | 6.45% | 1.8 |
|
| 3057 |
3057
Kelleher Financial Advisors
New York
| US$1.75億 | -US$585萬 | -3% | 0.62% | 80.3% | 126 | 7.14% | 1.7 |
|
| 3058 |
AR
3058
Argyll Research
Wilmington,
Delaware
| US$1.75億 | -US$1207萬 | -6% | 10.6% | 0.8% | 3 | 0% | 2 |
|
| 3059 |
3059
Highland Management Partners VII
Cambridge,
Massachusetts
| US$1.75億 | +US$1729萬 | +11% | 40.8% | 131% | 4 | 25% | 1.1 |
|
| 3060 |
3060
TCI Wealth Advisors
Tucson,
Arizona
| US$1.75億 | +US$1534萬 | +10% | 0.13% | 68.2% | 1,057 | 20.15% | 1.4 |
|
| 3061 |
3061
Institutional Venture Management XIII
Menlo Park,
California
| US$1.74億 | -US$1264萬 | -7% | 9.77% | – | 7 | 14.29% | 0.9 |
|
| 3062 |
3062
Cranbrook Wealth Management
Bloomfield Hills,
Michigan
| US$1.74億 | +US$371萬 | +2% | 0.99% | 54.3% | 239 | 3.77% | 1.1 |
|
| 3063 |
BCA
3063
Bray Capital Advisors
Naples,
Florida
| US$1.74億 | +US$579萬 | +3% | 0.42% | 36.6% | 432 | 65.28% | 0.2 |
|
| 3064 |
CC
3064
Cognios Capital
Leawood,
Kansas
| US$1.74億 | +US$438萬 | +3% | 1.32% | 28.5% | 105 | 21.9% | 1 |
|
| 3065 |
3065
Matrix VIII US Management
Cambridge,
Massachusetts
| US$1.74億 | +US$1404萬 | +9% | 24.3% | – | 1 | 0% | 0.5 |
|
| 3066 |
3066
Michael & Susan Dell Foundation
New York
| US$1.74億 | +US$1052萬 | +6% | 4% | 238% | 9 | 11.11% | 1 |
|
| 3067 |
3067
Engaged Capital
Newport Beach,
California
| US$1.74億 | +US$3988萬 | +30% | 0.01% | 26.2% | 22 | 59.09% | 0.5 |
|
| 3068 |
3068
Kingfisher Capital
Charlotte,
North Carolina
| US$1.73億 | -US$1966萬 | -10% | 2.05% | 58.5% | 142 | 15.49% | 1.3 |
|
| 3069 |
3069
Camelot Portfolios
Maumee,
Ohio
| US$1.73億 | +US$160萬 | +0.9% | 3.83% | 41.3% | 190 | 20.53% | 1.3 |
|
| 3070 |
ECM
3070
Empire Capital Management
Westport,
Connecticut
| US$1.73億 | -US$1877萬 | -10% | 2.65% | 17.2% | 73 | 76.71% | 0.2 |
|
| 3071 |
3071
Weik Capital Management
Wyomissing,
Pennsylvania
| US$1.73億 | +US$49.3萬 | +0.3% | 0.22% | 66.9% | 109 | 1.83% | 1.7 |
|
| 3072 |
3072
Trafelet Capital Management
New York
| US$1.73億 | -US$568萬 | -3% | 6.93% | 101% | 21 | 52.38% | 0.9 |
|
| 3073 |
3073
Kays Financial Advisory
Atlanta,
Georgia
| US$1.73億 | +US$334萬 | +2% | 1.55% | 23.3% | 66 | 10.61% | 1 |
|
| 3074 |
3074
Strategic Global Advisors
Newport Beach,
California
| US$1.73億 | +US$3763萬 | +28% | 6.87% | 137% | 149 | 18.12% | 0.4 |
|
| 3075 |
3075
Lattice Strategies
Wayne,
Pennsylvania
| US$1.73億 | -US$626萬 | -3% | 1.46% | 19.9% | 97 | 8.25% | 1.6 |
|