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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3701 |
3701
Burke & Herbert Bank & Trust
Alexandria,
Virginia
| US$8894萬 | -US$499萬 | -5% | 6.75% | 67.8% | 111 | 11.71% | 2 |
|
| 3702 |
3702
New England Professional Planning Group
Westerly,
Rhode Island
| US$8833萬 | +US$1210萬 | +16% | 4.82% | 59% | 52 | 26.92% | 0.6 |
|
| 3703 |
3703
Argent Trust
San Antonio,
Texas
| US$8812萬 | -US$1398萬 | -14% | 8.54% | 25.8% | 130 | 26.15% | 0.6 |
|
| 3704 |
3704
Princeton Capital Management
Red Bank,
New Jersey
| US$8809萬 | -US$1063萬 | -11% | 7.73% | 180% | 93 | 19.35% | 1.4 |
|
| 3705 |
3705
Trust Investment Advisors
Indianapolis,
Indiana
| US$8806萬 | -US$1034萬 | -11% | 8.07% | 178% | 112 | 27.68% | 1.3 |
|
| 3706 |
3706
LBN Advisers
Central,
Hong Kong
| US$8795萬 | -US$2388萬 | -21% | 25.4% | – | 8 | 37.5% | 0.4 |
|
| 3707 |
3707
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| US$8794萬 | -US$1.18億 | -57% | 23.2% | 31% | 3 | 0% | 0.9 |
|
| 3708 |
3708
Capital Innovations
Pewaukee,
Wisconsin
| US$8793萬 | -US$1578萬 | -15% | 13.8% | – | 105 | 32.38% | 1.1 |
|
| 3709 |
CNFG
3709
Creegan & Nassoura Financial Group
Portsmouth,
New Hampshire
| US$8775萬 | -US$831萬 | -9% | 10% | 52.6% | 79 | 5.06% | 0.7 |
|
| 3710 |
3710
Dunvegan Associates
Santa Barbara,
California
| US$8771萬 | -US$270萬 | -3% | 8.15% | – | 212 | 7.08% | 1.5 |
|
| 3711 |
3711
Sterling Investment Advisors (Missouri)
Bolivar,
Missouri
| US$8752萬 | -US$670萬 | -7% | 6.89% | 37.8% | 30 | 10% | 0.7 |
|
| 3712 |
3712
Metalmark Management II
New York
| US$8744萬 | -US$7752萬 | -47% | 47.1% | 81.7% | 1 | 0% | 2 |
|
| 3713 |
3713
P.A.W. Capital
Greenwich,
Connecticut
| US$8720萬 | -US$1194萬 | -12% | 11.2% | 54.6% | 72 | 20.83% | 1.6 |
|
| 3714 |
3714
La Francaise Forum Securities
Old Greenwich,
Connecticut
| US$8701萬 | -US$3546萬 | -29% | 2.48% | 29.8% | 47 | 6.38% | 1.8 |
|
| 3715 |
3715
Shine Investment Advisory Services
Lone Tree,
Colorado
| US$8694萬 | +US$1573萬 | +22% | 8.68% | 29% | 32 | 43.75% | 0.6 |
|
| 3716 |
CC
3716
Consector Capital
New York
| US$8693萬 | -US$4375萬 | -33% | 6.64% | 0.05% | 31 | 41.94% | 0.8 |
|
| 3717 |
3717
Osmium Partners
Greenbrae,
California
| US$8679萬 | -US$3965萬 | -31% | 20.5% | 28.4% | 23 | 21.74% | 1.4 |
|
| 3718 |
3718
Progressive Investment Management
Lake Oswego,
Oregon
| US$8662萬 | -US$424萬 | -5% | 6.48% | 126% | 78 | 17.95% | 1 |
|
| 3719 |
3719
BTG Pactual Asset Management SA DTVM
Sao Paulo,
Brazil
| US$8653萬 | -US$3271萬 | -27% | 2.49% | – | 18 | 50% | 0.2 |
|
| 3720 |
OF
3720
Orbis Financial
Tortola,
British Virgin Islands
| US$8637萬 | -US$4767萬 | -36% | 35.2% | – | 2 | 0% | 0.8 |
|
| 3721 |
3721
Crosspoint Capital Strategies
Orinda,
California
| US$8623萬 | -US$2.66億 | -76% | 8.63% | – | 1,014 | 60.36% | 0.5 |
|
| 3722 |
3722
Hurley Capital
New York
| US$8613萬 | +US$374萬 | +5% | 16% | – | 21 | 4.76% | 0.7 |
|
| 3723 |
TSBJ
3723
Trevor, Stewart, Burton & Jacobsen
New York
| US$8610萬 | -US$2619萬 | -23% | 10.6% | – | 57 | 19.3% | 1 |
|
| 3724 |
3724
American Trust Investment Advisors
Lebanon,
New Hampshire
| US$8598萬 | -US$1439萬 | -14% | 8.29% | 91% | 83 | 27.71% | 0.6 |
|
| 3725 |
3725
DG Capital Management
New York
| US$8596萬 | -US$2711萬 | -24% | 18.4% | 76.7% | 21 | 28.57% | 0.4 |
|