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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3501 |
3501
Altegris Advisors
La Jolla,
California
| US$9012萬 | +US$7097萬 | +371% | 0.76% | 6.88% | 46 | 82.61% | 0.1 |
|
| 3502 |
LCP
3502
Lamond Capital Partners
San Francisco,
California
| US$9007萬 | -US$5402萬 | -37% | 0.85% | 54.3% | 27 | 88.89% | 0.1 |
|
| 3503 |
3503
Tiemann Investment Advisors
Menlo Park,
California
| US$8976萬 | -US$38.1萬 | -0.4% | 0.2% | 77% | 145 | 5.52% | 0.7 |
|
| 3504 |
3504
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$8952萬 | -US$354萬 | -4% | 1.6% | 85.6% | 96 | 10.42% | 1 |
|
| 3505 |
3505
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$8943萬 | +US$104萬 | +1% | 0.09% | 61% | 78 | 7.69% | 1.1 |
|
| 3506 |
3506
Ibbotson Associates
Chicago,
Illinois
| US$8943萬 | +US$1663萬 | +23% | 2.13% | – | 22 | 4.55% | 1.2 |
|
| 3507 |
3507
Texas Treasury Safekeeping Trust Company
Austin,
Texas
| US$8929萬 | -US$788萬 | -8% | 8.08% | 43.7% | 4 | 0% | 1.3 |
|
| 3508 |
3508
McCarthy Capital
Omaha,
Nebraska
| US$8917萬 | -US$530萬 | -6% | 5.61% | – | 1 | 0% | 1.3 |
|
| 3509 |
RAM
3509
Roumell Asset Management
Chevy Chase,
Maryland
| US$8907萬 | +US$378萬 | +4% | 10.7% | 46.9% | 17 | 23.53% | 0.6 |
|
| 3510 |
3510
Verity Asset Management
Durham,
North Carolina
| US$8884萬 | -US$300萬 | -3% | 1.53% | 79.7% | 83 | 48.19% | 0.4 |
|
| 3511 |
NLCM
3511
Neon Liberty Capital Management
New York
| US$8884萬 | -US$687萬 | -7% | 19.1% | – | 12 | 8.33% | 0.7 |
|
| 3512 |
3512
Oak Hill Capital Management
New York
| US$8852萬 | +US$4069萬 | +85% | 7.18% | 1.19% | 2 | 50% | 0.6 |
|
| 3513 |
BRAM
3513
Black River Asset Management
Hopkins,
Minnesota
| US$8830萬 | +US$1180萬 | +15% | 1.8% | – | 29 | 62.07% | 0.3 |
|
| 3514 |
OIA
3514
Oechsle International Advisors
Boston,
Massachusetts
| US$8814萬 | -US$1550萬 | -15% | 10.8% | – | 5 | 0% | 0.3 |
|
| 3515 |
3515
Portfolio Strategies (Washington)
Tacoma,
Washington
| US$8767萬 | -US$236萬 | -3% | 2% | – | 57 | 49.12% | 0.4 |
|
| 3516 |
3516
EnTrustPermal Management
New York
| US$8744萬 | -US$1094萬 | -11% | 0.64% | 19.3% | 33 | 18.18% | 0.9 |
|
| 3517 |
3517
Carlton Hofferkamp & Jenks Wealth Management
The Woodlands,
Texas
| US$8710萬 | +US$954萬 | +12% | 1.22% | 63.9% | 60 | 25% | 0.8 |
|
| 3518 |
3518
Whippoorwill Associates
White Plains,
New York
| US$8686萬 | -US$1868萬 | -18% | 0.74% | – | 7 | 0% | 0.8 |
|
| 3519 |
BC
3519
Banced Corp
Edwardsville,
Illinois
| US$8667萬 | +US$374萬 | +5% | 0.67% | 27.5% | 200 | 23% | 0.8 |
|
| 3520 |
3520
Reliance Trust
Atlanta,
Georgia
| US$8663萬 | -US$241萬 | -3% | 0.06% | 32.1% | 155 | 16.13% | 1.1 |
|
| 3521 |
3521
Harbert Fund Advisors
Birmingham,
Alabama
| US$8646萬 | +US$9.3萬 | +0.1% | 0.95% | 70.8% | 34 | 32.35% | 0.2 |
|
| 3522 |
3522
Guardian Investment Management
Tiburon,
California
| US$8638萬 | -US$518萬 | -6% | 0.8% | 103% | 59 | 13.56% | 1.1 |
|
| 3523 |
AO
3523
Allen Operations
New York
| US$8637萬 | +US$351萬 | +4% | 0.14% | 218% | 26 | 7.69% | 0.9 |
|
| 3524 |
3524
IMS Capital Management
Portland,
Oregon
| US$8622萬 | -US$548萬 | -6% | 2.38% | 119% | 177 | 18.08% | 0.8 |
|
| 3525 |
3525
Valley National Bancorp
New York
| US$8621萬 | +US$103萬 | +1% | 1.46% | – | 200 | 4.5% | 0.7 |
|