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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3201 |
TWS
3201
Thomas W. Smith
| US$1.3億 | -US$631萬 | -5% | 1.54% | – | 15 | 0% | 0.7 |
|
| 3202 |
3202
Oarsman Capital
Milwaukee,
Wisconsin
| US$1.3億 | +US$499萬 | +4% | 2.26% | 70.6% | 168 | 3.57% | 0.7 |
|
| 3203 |
3203
FS Capital Partners V
Los Angeles,
California
| US$1.3億 | -US$5876萬 | -31% | 31.2% | 89.8% | 1 | 0% | 0.8 |
|
| 3204 |
3204
Peregrine Asset Advisers
Portland,
Oregon
| US$1.29億 | +US$1489萬 | +13% | 5.3% | 182% | 145 | 40% | 0.5 |
|
| 3205 |
3205
Wolf Group Capital Advisors
Fairfax,
Virginia
| US$1.29億 | +US$499萬 | +4% | 0.36% | 28.2% | 99 | 7.07% | 0.2 |
|
| 3206 |
LJHT
3206
Laurie J. Hall Trustee
| US$1.29億 | -US$72.4萬 | -0.6% | 1.18% | 105% | 88 | 4.55% | 0.7 |
|
| 3207 |
3207
Daily Journal Corp
Los Angeles,
California
| US$1.29億 | +US$1045萬 | +9% | 8.96% | 108% | 4 | 0% | 0.3 |
|
| 3208 |
3208
GM Advisory Group
Melville,
New York
| US$1.29億 | +US$3193萬 | +33% | 1.4% | 53.6% | 90 | 34.44% | 0.2 |
|
| 3209 |
3209
Keystone Financial Planning
Cleveland,
Ohio
| US$1.29億 | +US$414萬 | +3% | 2.31% | 46% | 102 | 51.96% | 0.2 |
|
| 3210 |
3210
Alpha Capital Management
Austin,
Texas
| US$1.29億 | +US$486萬 | +4% | 3.48% | 88% | 89 | 26.97% | 0.5 |
|
| 3211 |
PFM
3211
PacWest Financial Management
Phoenix,
Arizona
| US$1.29億 | -US$2.03億 | -61% | 1.11% | 19.2% | 96 | 12.5% | 0.7 |
|
| 3212 |
3212
Guardian Investor Services
New York
| US$1.29億 | -US$275萬 | -2% | 1.91% | – | 506 | 2.37% | 0.7 |
|
| 3213 |
3213
Eclectica Asset Management
London,
United Kingdom
| US$1.29億 | -US$7526萬 | -37% | 2.98% | – | 79 | 41.77% | 0.5 |
|
| 3214 |
3214
CIBC World Markets
New York
| US$1.29億 | -US$7306萬 | -36% | 3.79% | – | 69 | 79.71% | 0.1 |
|
| 3215 |
3215
Forester Capital Management
Lake Forest,
Illinois
| US$1.29億 | +US$295萬 | +2% | 4.02% | 33.2% | 58 | 22.41% | 0.6 |
|
| 3216 |
J
3216
JWest
Carmel,
Indiana
| US$1.28億 | +US$252萬 | +2% | 5.8% | – | 36 | 52.78% | 0.2 |
|
| 3217 |
3217
Citizens & Northern Corp
Wellsboro,
Pennsylvania
| US$1.28億 | -US$367萬 | -3% | 2% | 73.3% | 81 | 6.17% | 0.7 |
|
| 3218 |
3218
Garrison Asset Management
Fayetteville,
Arkansas
| US$1.28億 | +US$544萬 | +4% | 1.24% | 52.1% | 83 | 12.05% | 0.7 |
|
| 3219 |
3219
Peddock Capital Advisors
Braintree,
Massachusetts
| US$1.28億 | -US$114萬 | -0.9% | 0.47% | 113% | 94 | 13.83% | 0.2 |
|
| 3220 |
MG
3220
Meditor Group
Hamilton,
Bermuda
| US$1.28億 | -US$774萬 | -6% | 23.1% | 41.1% | 3 | 0% | 0.8 |
|
| 3221 |
3221
Three Peaks Capital Management
Castle Rock,
Colorado
| US$1.28億 | -US$7186萬 | -36% | 4.89% | 84.5% | 77 | 15.58% | 0.2 |
|
| 3222 |
HRC
3222
Hoertkorn Richard Charles
| US$1.27億 | -US$206萬 | -2% | 0.02% | 172% | 97 | 8.25% | 0.2 |
|
| 3223 |
3223
Rayner & Haynor
Mill Valley,
California
| US$1.27億 | -US$257萬 | -2% | 1.79% | – | 93 | 7.53% | 0.2 |
|
| 3224 |
3224
Courage Miller Partners
Norfolk,
Virginia
| US$1.27億 | +US$913萬 | +8% | 1.92% | 43.5% | 55 | 10.91% | 0.7 |
|
| 3225 |
3225
D'Orazio & Associates
Falls Church,
Virginia
| US$1.27億 | +US$930萬 | +8% | 5.76% | 61.2% | 257 | 8.56% | 0.2 |
|