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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
Montgomery Investment Management
Rockville,
Maryland
| US$2.43億 | +US$451萬 | +2% | 2.9% | 98.4% | 95 | 4.21% | 3.6 |
|
| 3077 |
3077
Franklin, Parlapiano, Turner & Welch
Houston,
Texas
| US$2.43億 | +US$797萬 | +3% | 4.08% | 41.6% | 46 | 4.35% | 4.2 |
|
| 3078 |
3078
Greencape Capital
Melbourne,
Australia
| US$2.42億 | -US$3138萬 | -11% | 9.81% | 98.1% | 6 | 16.67% | 1.1 |
|
| 3079 |
NAMP
3079
NorthStar Asset Management (Pennsylvania)
Blue Bell,
Pennsylvania
| US$2.42億 | +US$346萬 | +1% | 2.88% | 90.2% | 112 | 6.25% | 3.6 |
|
| 3080 |
3080
SFE Investment Counsel
Los Angeles,
California
| US$2.42億 | +US$4876萬 | +25% | 2.97% | 105% | 129 | 22.48% | 2.7 |
|
| 3081 |
3081
Segantii Capital Management
Hong Kong
| US$2.41億 | -US$1.64億 | -41% | 2.16% | 33.1% | 65 | 84.62% | 0.1 |
|
| 3082 |
3082
Clean Yield Group
Norwich,
Vermont
| US$2.41億 | +US$463萬 | +2% | 3.93% | 65% | 136 | 6.62% | 3.4 |
|
| 3083 |
3083
Court Place Advisors
Ellicott City,
Maryland
| US$2.41億 | +US$217萬 | +0.9% | 2.6% | 92% | 179 | 8.38% | 3.1 |
|
| 3084 |
3084
Clarius Group LLC
Seattle,
Washington
| US$2.41億 | +US$2174萬 | +10% | 3.25% | 92.1% | 92 | 31.52% | 1.4 |
|
| 3085 |
SFSIG
3085
San Francisco Sentry Investment Group
San Francisco,
California
| US$2.41億 | -US$1.07億 | -31% | 1.17% | 436% | 942 | 22.29% | 1.5 |
|
| 3086 |
3086
Kerrisdale Advisers
Miami,
Florida
| US$2.41億 | +US$9695萬 | +67% | 205% | 78.8% | 20 | 40% | 0.8 |
|
| 3087 |
3087
Lagoda Investment Management
New York
| US$2.41億 | -US$2430萬 | -9% | 12.5% | 250% | 39 | 7.69% | 2.3 |
|
| 3088 |
3088
Cable Hill Partners
Portland,
Oregon
| US$2.4億 | +US$927萬 | +4% | 1.27% | 20.3% | 962 | 11.23% | 1.9 |
|
| 3089 |
WC
3089
Whitnell & Co
Oak Brook,
Illinois
| US$2.4億 | +US$94.8萬 | +0.4% | 2.88% | 36.6% | 422 | 14.45% | 2.6 |
|
| 3090 |
3090
Beddow Capital Management
Jackson,
Wyoming
| US$2.4億 | -US$821萬 | -3% | 2.22% | 50.7% | 46 | 6.52% | 3.6 |
|
| 3091 |
3091
IMA Advisory Services
Denver,
Colorado
| US$2.4億 | +US$1536萬 | +7% | 3.26% | 74.5% | 482 | 77.8% | 0.6 |
|
| 3092 |
3092
Elm Ridge Management
Briarcliff Manor,
New York
| US$2.4億 | +US$3124萬 | +15% | 36.7% | 93.6% | 28 | 21.43% | 2.4 |
|
| 3093 |
3093
JGP Wealth Management
Bend,
Oregon
| US$2.4億 | – | – | 1.23% | 87.8% | 117 | – | 0 |
|
| 3094 |
3094
CFO4Life Group
Coppell,
Texas
| US$2.4億 | +US$1.21億 | +103% | 3.35% | 56.7% | 137 | 40.15% | 0.7 |
|
| 3095 |
EGA
3095
E&G Advisors
Houston,
Texas
| US$2.39億 | +US$682萬 | +3% | 0.6% | 97.7% | 207 | 15.46% | 1.8 |
|
| 3096 |
3096
Arkansas Financial Group
Little Rock,
Arkansas
| US$2.39億 | +US$422萬 | +2% | 1.3% | 39.1% | 23 | 0% | 3.5 |
|
| 3097 |
3097
Rothschild Capital Partners
New York
| US$2.39億 | -US$1536萬 | -6% | 6.11% | 90.8% | 47 | 6.38% | 2.3 |
|
| 3098 |
AIP
3098
Ahrens Investment Partners
Lafayette,
Louisiana
| US$2.39億 | +US$679萬 | +3% | 3.92% | 82.3% | 181 | 17.13% | 1.1 |
|
| 3099 |
3099
McRae Capital Management
Morristown,
New Jersey
| US$2.39億 | +US$1753萬 | +8% | 3.25% | 78.2% | 101 | 11.88% | 3.3 |
|
| 3100 |
3100
Shikiar Asset Management
New York
| US$2.39億 | +US$1924萬 | +9% | 8.59% | 117% | 98 | 22.45% | 2.4 |
|