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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3526 |
3526
Matrix VII Management
Cambridge,
Massachusetts
| US$8985萬 | – | – | 31.9% | – | 1 | – | 0 |
|
| 3527 |
3527
Permanens Capital
New York
| US$8955萬 | -US$1859萬 | -17% | 0.84% | 76.9% | 11 | 45.45% | 0.3 |
|
| 3528 |
3528
Mitchell Sinkler & Starr
Philadelphia,
Pennsylvania
| US$8937萬 | +US$39.4萬 | +0.4% | 0.5% | 85.6% | 92 | 14.13% | 0.6 |
|
| 3529 |
BCM
3529
Brightfield Capital Management
New York
| US$8933萬 | +US$1719萬 | +24% | 2.98% | – | 44 | 27.27% | 0.5 |
|
| 3530 |
3530
Tiemann Investment Advisors
Menlo Park,
California
| US$8915萬 | +US$468萬 | +6% | 2.1% | 77% | 144 | 6.94% | 0.2 |
|
| 3531 |
3531
Stellar Capital Management
Phoenix,
Arizona
| US$8910萬 | -US$443萬 | -5% | 1.15% | 23.4% | 78 | 16.67% | 0.2 |
|
| 3532 |
3532
WealthTrust-Arizona
Scottsdale,
Arizona
| US$8860萬 | +US$267萬 | +3% | 2.03% | 20.2% | 755 | 16.29% | 0.6 |
|
| 3533 |
3533
RobecoSam USA
New York
| US$8797萬 | -US$462萬 | -5% | 3.29% | 50.1% | 80 | 35% | 0.5 |
|
| 3534 |
3534
First Commonwealth Financial Corp
Indiana,
Pennsylvania
| US$8784萬 | -US$122萬 | -1% | 1.42% | 72.9% | 87 | 5.75% | 0.7 |
|
| 3535 |
3535
Portfolio Strategies (Washington)
Tacoma,
Washington
| US$8778萬 | +US$1042萬 | +13% | 1.6% | – | 63 | 50.79% | 0.2 |
|
| 3536 |
3536
Investure LLC
Charlottesville,
Virginia
| US$8725萬 | -US$1.18億 | -58% | 0.01% | 55.4% | 5 | 20% | 0.7 |
|
| 3537 |
HPA
3537
Hilltop Park Associates
New York
| US$8702萬 | -US$4596萬 | -35% | 12.4% | 293% | 88 | 76.14% | 0.2 |
|
| 3538 |
3538
Grey Owl Capital Management
Falls Church,
Virginia
| US$8682萬 | +US$1079萬 | +14% | 5.65% | – | 47 | 23.4% | 0.2 |
|
| 3539 |
3539
Value Partners
Hong Kong
| US$8676萬 | -US$4676萬 | -35% | 3.45% | – | 29 | 48.28% | 0.2 |
|
| 3540 |
3540
Heritage Wealth Advisors
Richmond,
Virginia
| US$8644萬 | +US$707萬 | +9% | 1.16% | 65% | 69 | 11.59% | 0.2 |
|
| 3541 |
3541
Guardian Investment Management
Tiburon,
California
| US$8638萬 | -US$380萬 | -4% | 1.53% | 103% | 66 | 24.24% | 0.7 |
|
| 3542 |
3542
Braeside Investments
Dallas,
Texas
| US$8615萬 | +US$829萬 | +11% | 14.3% | – | 18 | 0% | 0.7 |
|
| 3543 |
GC
3543
Gruss & Co
West Palm Beach,
Florida
| US$8579萬 | -US$125萬 | -1% | 1.81% | 163% | 66 | 37.88% | 0.5 |
|
| 3544 |
3544
Piershale Financial Group
Barrington,
Illinois
| US$8564萬 | +US$1672萬 | +24% | 11.6% | 82% | 203 | 43.35% | 0.4 |
|
| 3545 |
QAM
3545
Quantres Asset Management
Cayman,
Cayman Islands
| US$8542萬 | – | – | 0.73% | 11% | 173 | – | 0 |
|
| 3546 |
3546
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$8536萬 | +US$287萬 | +3% | 1.62% | 61% | 83 | 20.48% | 0.6 |
|
| 3547 |
3547
Westend Capital Management
Sausalito,
California
| US$8527萬 | -US$791萬 | -8% | 2.39% | – | 94 | 55.32% | 0.6 |
|
| 3548 |
LCP
3548
LeVasseur Capital Partners
Newport Beach,
California
| US$8505萬 | +US$536萬 | +7% | 5.81% | 38.8% | 7 | 14.29% | 0.2 |
|
| 3549 |
3549
IMS Capital Management
Portland,
Oregon
| US$8478萬 | +US$526萬 | +7% | 0.57% | 119% | 189 | 42.33% | 0.5 |
|
| 3550 |
3550
Cornerstone Advisors (Washington)
Bellevue,
Washington
| US$8476萬 | +US$1360萬 | +19% | 1.88% | 24.3% | 621 | 42.35% | 0.4 |
|