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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3376 |
MKC
3376
M. Kraus & Co
Shelburne,
Vermont
| US$1.24億 | -US$1368萬 | -10% | 7.37% | 65.9% | 51 | 9.8% | 1.6 |
|
| 3377 |
3377
West Oak Capital
Westlake Village,
California
| US$1.24億 | -US$1044萬 | -8% | 7.69% | 110% | 331 | 11.78% | 1.9 |
|
| 3378 |
3378
Keystone Financial Planning
Cleveland,
Ohio
| US$1.24億 | -US$689萬 | -5% | 5.11% | 46% | 45 | 11.11% | 1.4 |
|
| 3379 |
3379
Daily Journal Corp
Los Angeles,
California
| US$1.24億 | -US$1157萬 | -9% | 8.53% | 108% | 4 | 0% | 1.8 |
|
| 3380 |
3380
State of New Jersey Common Pension Fund E
Trenton,
New Jersey
| US$1.24億 | +US$15.7萬 | +0.1% | 3.57% | 26.4% | 2 | 50% | 0.6 |
|
| 3381 |
TCM
3381
TCS Capital Management
New York
| US$1.23億 | -US$7356萬 | -37% | 8.6% | 271% | 45 | 64.44% | 0.6 |
|
| 3382 |
3382
Juncture Wealth Strategies
Scottsdale,
Arizona
| US$1.23億 | +US$58.1萬 | +0.5% | 4.42% | 76.5% | 90 | 12.22% | 0.6 |
|
| 3383 |
3383
Lone Star Global Acquisitions
Hamilton,
Bermuda
| US$1.23億 | -US$1.23億 | -50% | 3.07% | 380% | 1 | 0% | 1.5 |
|
| 3384 |
3384
Blume Capital Management
Berkeley,
California
| US$1.23億 | -US$890萬 | -7% | 11.1% | 96.9% | 263 | 14.07% | 1.3 |
|
| 3385 |
3385
Murphy Pohlad Asset Management
Eden Prairie,
Minnesota
| US$1.23億 | -US$973萬 | -7% | 7.38% | 75.1% | 93 | 10.75% | 1.9 |
|
| 3386 |
3386
Cahill Financial Advisors
Edina,
Minnesota
| US$1.23億 | -US$1065萬 | -8% | 7.4% | 55.9% | 115 | 16.52% | 1.4 |
|
| 3387 |
GA
3387
Gagnon Advisors
New York
| US$1.23億 | -US$2314萬 | -16% | 14.3% | 129% | 24 | 8.33% | 1.5 |
|
| 3388 |
SL
3388
SIB LLC
New York,
New York
| US$1.23億 | -US$1537萬 | -11% | 5.37% | 29.2% | 27 | 3.7% | 2.1 |
|
| 3389 |
BCA
3389
Benchmark Capital Advisors
New York
| US$1.23億 | -US$1965萬 | -14% | 8.66% | 29.5% | 140 | 14.29% | 1.5 |
|
| 3390 |
3390
Lenox Wealth Management
Cincinnati,
Ohio
| US$1.22億 | -US$1284萬 | -9% | 9.29% | 24.7% | 153 | 3.92% | 1.7 |
|
| 3391 |
3391
Ogorek Anthony Joseph
Williamsville,
New York
| US$1.22億 | -US$795萬 | -6% | 6.61% | 61.1% | 70 | 25.71% | 0.6 |
|
| 3392 |
SM
3392
Salzhauer Michael
| US$1.22億 | -US$939萬 | -7% | 7.49% | 107% | 160 | 15.63% | 1.2 |
|
| 3393 |
NG
3393
Northstar Group
New York
| US$1.22億 | -US$871萬 | -7% | 3.04% | 63.9% | 115 | 11.3% | 0.7 |
|
| 3394 |
3394
Mercer Investments
Boston,
Massachusetts
| US$1.22億 | -US$2966萬 | -20% | 9.67% | 33.1% | 11 | 18.18% | 1.3 |
|
| 3395 |
WPEP
3395
Walnut Private Equity Partners
Omaha,
Nebraska
| US$1.22億 | -US$4469萬 | -27% | 26% | 48% | 25 | 8% | 1.6 |
|
| 3396 |
3396
Advance Capital I
Southfield,
Michigan
| US$1.22億 | -US$2963萬 | -20% | 5.26% | 34.1% | 270 | 58.15% | 0.3 |
|
| 3397 |
3397
Meridian Investment Counsel
Lafayette,
California
| US$1.22億 | -US$1735萬 | -12% | 8.37% | 116% | 154 | 5.84% | 1.6 |
|
| 3398 |
3398
Graybill Wealth Management
Elmhurst,
Illinois
| US$1.22億 | -US$1312萬 | -10% | 7.95% | – | 55 | 12.73% | 1.8 |
|
| 3399 |
3399
AB CarVal Investors
Minneapolis,
Minnesota
| US$1.22億 | -US$4340萬 | -26% | 8.59% | 24% | 8 | 50% | 1.6 |
|
| 3400 |
3400
Private Harbour Investment Management & Counsel
Sagamore Hills,
Ohio
| US$1.22億 | -US$1933萬 | -14% | 8.18% | 82.6% | 84 | 9.52% | 1.9 |
|