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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3551 |
LD
3551
Lipe & Dalton
Syracuse,
New York
| US$1.41億 | -US$884萬 | -6% | 4.36% | 101% | 78 | 23.08% | 1.8 |
|
| 3552 |
DCM
3552
Delta Capital Management
Red Bank,
New Jersey
| US$1.41億 | +US$373萬 | +3% | 5.94% | 129% | 72 | 5.56% | 2.3 |
|
| 3553 |
SV
3553
Stilwell Value
New York
| US$1.41億 | -US$2521萬 | -15% | 13.3% | 87.9% | 49 | 30.61% | 1.4 |
|
| 3554 |
DR
3554
Davis Rea
Toronto,
Ontario, Canada
| US$1.41億 | +US$643萬 | +5% | 1.68% | 66.9% | 38 | 10.53% | 2.7 |
|
| 3555 |
CMI
3555
Cider Mill Investments
Greenwich,
Connecticut
| US$1.4億 | – | – | 7.57% | – | 22 | – | 0 |
|
| 3556 |
DDC
3556
Daniel Devine & Co
Parkland,
Florida
| US$1.4億 | -US$852萬 | -6% | 2.59% | 34.2% | 51 | 13.73% | 1.7 |
|
| 3557 |
LC
3557
Lincoln Capital
Lincoln,
Nebraska
| US$1.4億 | +US$495萬 | +4% | 3.13% | 67.1% | 66 | 6.06% | 1.6 |
|
| 3558 |
DSN
3558
D. Scott Neal
Lexington,
Kentucky
| US$1.4億 | +US$1294萬 | +10% | 0% | 105% | 201 | 26.87% | 1 |
|
| 3559 |
CA
3559
Cumberland Advisors
Sarasota,
Florida
| US$1.4億 | -US$3924萬 | -22% | 2.76% | 73.5% | 64 | 28.13% | 1.2 |
|
| 3560 |
HWM
3560
Holloway Wealth Management
Gainesville,
Florida
| US$1.4億 | – | – | 3.32% | 50.7% | 247 | – | 0 |
|
| 3561 |
FM
3561
Fondren Management
Houston,
Texas
| US$1.4億 | – | – | 12.3% | 14.2% | 56 | – | 0 |
|
| 3562 |
MCM
3562
McMillion Capital Management
Greensboro,
North Carolina
| US$1.4億 | +US$658萬 | +5% | 4.83% | 59.3% | 62 | 14.52% | 2.5 |
|
| 3563 |
KAS
3563
Kemnay Advisory Services
New York
| US$1.4億 | -US$494萬 | -3% | 4.13% | 167% | 48 | 16.67% | 2.2 |
|
| 3564 |
ACM
3564
Astenbeck Capital Management
Southport,
Connecticut
| US$1.4億 | +US$1504萬 | +12% | 1.15% | 12.4% | 3 | 0% | 0.8 |
|
| 3565 |
3565
Westover Capital Advisors
Wilmington,
Delaware
| US$1.4億 | +US$510萬 | +4% | 5.27% | 133% | 105 | 21.9% | 1.5 |
|
| 3566 |
OCM
3566
Orleans Capital Management
Mandeville,
Louisiana
| US$1.4億 | -US$431萬 | -3% | 2.89% | 94.6% | 92 | 13.04% | 2.6 |
|
| 3567 |
HM
3567
HCSF Management
San Francisco,
California
| US$1.4億 | +US$1404萬 | +11% | 6.83% | 58.8% | 11 | 9.09% | 1.4 |
|
| 3568 |
NLVP
3568
New Leaf Venture Partners
New York
| US$1.4億 | +US$71.2萬 | +0.5% | 7.48% | 17.1% | 16 | 18.75% | 1 |
|
| 3569 |
GCM
3569
Garland Capital Management
Bellevue,
Washington
| US$1.4億 | +US$1617萬 | +13% | 4.05% | 55.7% | 32 | 12.5% | 2.6 |
|
| 3570 |
HCA
3570
Harbour Capital Advisors
Tysons Corner,
Virginia
| US$1.39億 | -US$2023萬 | -13% | 4.69% | 168% | 280 | 48.57% | 1.8 |
|
| 3571 |
JAM
3571
Jolley Asset Management
Rocky Mount,
North Carolina
| US$1.39億 | +US$1585萬 | +13% | 8.97% | 3.47% | 163 | 14.72% | 2.1 |
|
| 3572 |
PWMAG
3572
Pinnacle Wealth Management Advisory Group
Red Bank,
New Jersey
| US$1.39億 | +US$737萬 | +6% | 2.79% | 80.5% | 127 | 9.45% | 1.5 |
|
| 3573 |
OIMU
3573
Orbis Investment Management (US)
San Francisco,
California
| US$1.39億 | -US$135萬 | -1% | 12.2% | 48.8% | 24 | 20.83% | 1.6 |
|
| 3574 |
3574
Occidental Asset Management
Burlingame,
California
| US$1.39億 | +US$1623萬 | +13% | 0% | 82.5% | 139 | 39.57% | 1.2 |
|
| 3575 |
DCM
3575
Divisar Capital Management
San Francisco,
California
| US$1.39億 | – | – | 14.9% | 194% | 27 | – | 0 |
|