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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 |
BM
3201
Bislett Management
Palo Alto,
California
| US$1.59億 | +US$138萬 | +0.9% | 3.79% | 19.8% | 29 | 17.24% | 1.3 |
|
| 3202 |
LWM
3202
LBA Wealth Management
Jacksonville,
Florida
| US$1.59億 | +US$762萬 | +5% | 2.17% | 19.2% | 324 | 13.27% | 1 |
|
| 3203 |
3203
SkyTop Capital Management
Rutherford,
New Jersey
| US$1.59億 | -US$2115萬 | -12% | 0.38% | 50.2% | 21 | 47.62% | 0.5 |
|
| 3204 |
3204
CoreCommodity Management
Stamford,
Connecticut
| US$1.59億 | +US$2503萬 | +19% | 3.24% | 65.8% | 253 | 35.18% | 0.7 |
|
| 3205 |
3205
Firsthand Capital Management
San Jose,
California
| US$1.59億 | -US$1178萬 | -7% | 6.54% | 265% | 57 | 8.77% | 1.4 |
|
| 3206 |
3206
Norman Fields Gottscho Capital Management
New York
| US$1.58億 | +US$550萬 | +4% | 3.92% | 96.9% | 75 | 21.33% | 1.2 |
|
| 3207 |
3207
Trust Company
Manhattan,
Kansas
| US$1.58億 | – | – | 0.66% | 40.6% | 291 | – | 0 |
|
| 3208 |
3208
Weybosset Research & Management
Province,
Rhode Island
| US$1.58億 | -US$7.7萬 | -0% | 0.24% | 74.8% | 56 | 12.5% | 1.4 |
|
| 3209 |
3209
Diversified Portfolios Inc
Bloomfield Hills,
Michigan
| US$1.58億 | -US$1045萬 | -6% | 1.7% | 38.2% | 83 | 42.17% | 0.2 |
|
| 3210 |
3210
Independence Trust
Franklin,
Tennessee
| US$1.58億 | -US$725萬 | -4% | 2.04% | 28.9% | 139 | 16.55% | 1.1 |
|
| 3211 |
3211
Norwest Venture Partners XI
Palo Alto,
California
| US$1.58億 | +US$8460萬 | +115% | 17.5% | – | 3 | 33.33% | 0.6 |
|
| 3212 |
3212
Boston Research & Management
Manchester,
Massachusetts
| US$1.58億 | -US$189萬 | -1% | 0.46% | 53.2% | 104 | 5.77% | 1.6 |
|
| 3213 |
BP
3213
Banbury Partners
Charlotte,
North Carolina
| US$1.58億 | +US$1764萬 | +13% | 12.5% | 138% | 14 | 42.86% | 0.2 |
|
| 3214 |
3214
Highland Management Partners VII
Cambridge,
Massachusetts
| US$1.58億 | -US$3729萬 | -19% | 23.6% | 131% | 4 | 25% | 1.2 |
|
| 3215 |
KCM
3215
Kempner Capital Management
Galveston,
Texas
| US$1.57億 | -US$6487萬 | -29% | 0.41% | 60.9% | 80 | 10% | 1.2 |
|
| 3216 |
3216
BSW Wealth Partners
Boulder,
Colorado
| US$1.57億 | +US$3342萬 | +27% | 2.44% | 75.4% | 57 | 12.28% | 1.4 |
|
| 3217 |
3217
Iowa State Bank
Urbandale,
Iowa
| US$1.57億 | -US$125萬 | -0.8% | 1.95% | 85.7% | 79 | 5.06% | 1.6 |
|
| 3218 |
3218
Court Place Advisors
Ellicott City,
Maryland
| US$1.57億 | +US$271萬 | +2% | 1.88% | 92% | 137 | 5.11% | 1.1 |
|
| 3219 |
3219
Peavine Capital
Reno,
Nevada
| US$1.57億 | +US$240萬 | +2% | 1.74% | 30.8% | 18 | 16.67% | 0.9 |
|
| 3220 |
3220
Pamplona Capital Management
New York
| US$1.57億 | +US$1.01億 | +181% | 2.49% | – | 5 | 60% | 0.5 |
|
| 3221 |
3221
Kistler-Tiffany Companies
Berwyn,
Pennsylvania
| US$1.57億 | +US$416萬 | +3% | 0.84% | 52% | 653 | 11.94% | 1.5 |
|
| 3222 |
LCP
3222
Legacy Capital Partners
Milwaukee,
Wisconsin
| US$1.57億 | +US$63.4萬 | +0.4% | 0.85% | 85.6% | 118 | 8.47% | 1.5 |
|
| 3223 |
3223
Neumann Capital Management
Foster City,
California
| US$1.57億 | +US$328萬 | +2% | 1.64% | 89.9% | 86 | 3.49% | 0.3 |
|
| 3224 |
MJP
3224
Michael J. Puzo
| US$1.57億 | +US$420萬 | +3% | 0.56% | 90.3% | 129 | 35.66% | 1 |
|
| 3225 |
3225
Hengistbury Investment Partners
London,
United Kingdom
| US$1.56億 | +US$692萬 | +5% | 2.98% | 108% | 4 | 25% | 0.7 |
|