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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 |
3376
Engle Capital Management
Greenwich,
Connecticut
| US$1.95億 | -US$1343萬 | -6% | 13.6% | 398% | 32 | 40.63% | 0.6 |
|
| 3377 |
3377
Lumbard & Kellner
Hollis,
New Hampshire
| US$1.95億 | +US$1116萬 | +6% | 4.91% | 137% | 91 | 10.99% | 2.5 |
|
| 3378 |
3378
Stone Run Capital
New York
| US$1.95億 | +US$12.8萬 | +0.1% | 5.48% | 77.8% | 73 | 8.22% | 3.5 |
|
| 3379 |
GA
3379
Greytown Advisors
Miami,
Florida
| US$1.95億 | +US$2133萬 | +12% | 3.64% | 14.1% | 73 | 12.33% | 0.9 |
|
| 3380 |
3380
Stewardship Financial Advisors
Stockbridge,
Georgia
| US$1.95億 | +US$2061萬 | +12% | 5.27% | 39.1% | 47 | 10.64% | 1.5 |
|
| 3381 |
3381
Piershale Financial Group
Barrington,
Illinois
| US$1.94億 | +US$1776萬 | +10% | 6.67% | 82% | 30 | 56.67% | 1.3 |
|
| 3382 |
3382
Patriot Financial Partners
Radnor,
Pennsylvania
| US$1.94億 | -US$2814萬 | -13% | 2.12% | 16.6% | 8 | 12.5% | 3.1 |
|
| 3383 |
3383
Rowland Carmichael Advisors
Scottsdale,
Arizona
| US$1.94億 | +US$1366萬 | +8% | 4.55% | 39% | 335 | 17.31% | 1.2 |
|
| 3384 |
3384
GFI Investment Counsel
Toronto,
Ontario, Canada
| US$1.94億 | +US$2841萬 | +17% | 14.7% | 41.8% | 29 | 17.24% | 0.8 |
|
| 3385 |
3385
Consolidated Investment Group
Englewood,
Colorado
| US$1.94億 | -US$381萬 | -2% | 4.48% | 140% | 47 | 0% | 3.2 |
|
| 3386 |
APSP
3386
Asset Planning Services (Pennsylvania)
Harleysville,
Pennsylvania
| US$1.94億 | +US$1263萬 | +7% | 2.98% | 62.1% | 322 | 14.91% | 1.9 |
|
| 3387 |
3387
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
| US$1.94億 | +US$4798萬 | +33% | 6.44% | 167% | 71 | 50.7% | 0.7 |
|
| 3388 |
3388
Clearline Capital
New York
| US$1.94億 | +US$5618萬 | +41% | 2.5% | 57.4% | 80 | 80% | 0.2 |
|
| 3389 |
3389
Monetta Financial Services
Wheaton,
Illinois
| US$1.93億 | +US$920萬 | +5% | 8.97% | 275% | 57 | 50.88% | 1.8 |
|
| 3390 |
LGC
3390
Laurel Grove Capital
Los Angeles,
California
| US$1.93億 | +US$99萬 | +0.5% | 7.43% | 59.2% | 103 | 7.77% | 3.1 |
|
| 3391 |
3391
Cheviot Value Management
Beverly Hills,
California
| US$1.93億 | +US$909萬 | +5% | 5.27% | 77.8% | 60 | 10% | 2.5 |
|
| 3392 |
3392
Rational Advisors
Huntington,
New York
| US$1.93億 | +US$614萬 | +3% | 3.8% | 37.7% | 423 | 60.28% | 0.6 |
|
| 3393 |
3393
Slow Capital
Greenbrae,
California
| US$1.93億 | – | – | 8.18% | 124% | 190 | – | 0 |
|
| 3394 |
3394
Retirement Capital Strategies
San Jose,
California
| US$1.93億 | +US$737萬 | +4% | 3.33% | 59% | 21 | 28.57% | 2.2 |
|
| 3395 |
3395
Occidental Asset Management
Burlingame,
California
| US$1.93億 | +US$1162萬 | +6% | 3.57% | 82.5% | 153 | 16.34% | 1.8 |
|
| 3396 |
LFR
3396
Lehman Financial Resources
Media,
Pennsylvania
| US$1.93億 | -US$414萬 | -2% | 4.46% | 58.2% | 82 | 19.51% | 2.3 |
|
| 3397 |
FVCM
3397
F&V Capital Management
Boca Raton,
Florida
| US$1.93億 | +US$2153萬 | +13% | 6.88% | 123% | 65 | 10.77% | 2.7 |
|
| 3398 |
3398
Catalus Capital Management
Greenwich,
Connecticut
| US$1.92億 | – | – | 8.38% | – | 1 | – | 0 |
|
| 3399 |
3399
Blue Sky Asset Management
Greenwood Village,
Colorado
| US$1.92億 | +US$1832萬 | +11% | 3.37% | – | 132 | 78.03% | 0.2 |
|
| 3400 |
BI
3400
Boulegeris Investments
Sandy Springs,
Georgia
| US$1.92億 | +US$1235萬 | +7% | 6.17% | 39.1% | 53 | 5.66% | 2.2 |
|