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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4001 |
4001
Sippican Capital Advisors
Boston,
Massachusetts
| US$7921萬 | +US$45.1萬 | +0.6% | 3.07% | 81.1% | 96 | 3.13% | 1.2 |
|
| 4002 |
4002
Old Dominion Capital Management
Charlottesville,
Virginia
| US$7914萬 | +US$812萬 | +11% | 4.37% | 45.9% | 43 | 6.98% | 2.1 |
|
| 4003 |
NCM
4003
Niemann Capital Management
Stateline,
Nevada
| US$7910萬 | +US$1320萬 | +20% | 10.3% | 103% | 22 | 86.36% | 0.1 |
|
| 4004 |
SSIA
4004
Spero-Smith Investment Advisers
Cleveland,
Ohio
| US$7855萬 | +US$467萬 | +6% | 6.47% | 31.3% | 46 | 8.7% | 2 |
|
| 4005 |
4005
Lyons Wealth Management
Winter Park,
Florida
| US$7839萬 | +US$43.5萬 | +0.6% | 2.01% | 40.1% | 86 | 40.7% | 0.9 |
|
| 4006 |
4006
B. Riley Wealth Management
Memphis,
Tennessee
| US$7828萬 | +US$775萬 | +11% | 5.5% | 32.2% | 180 | 34.44% | 1.2 |
|
| 4007 |
4007
Bellecapital
Zurich,
Switzerland
| US$7820萬 | +US$1059萬 | +16% | 8.07% | 152% | 54 | 20.37% | 1.5 |
|
| 4008 |
4008
Occidental Asset Management
Burlingame,
California
| US$7784萬 | +US$691萬 | +10% | 4.37% | 82.5% | 68 | 7.35% | 1.5 |
|
| 4009 |
4009
RobecoSam USA
New York
| US$7784萬 | +US$852萬 | +12% | 12.2% | 50.1% | 61 | 27.87% | 1.2 |
|
| 4010 |
CAD
4010
Craig A. Drill
| US$7740萬 | +US$711萬 | +10% | 5.78% | 67.1% | 27 | 48.15% | 0.7 |
|
| 4011 |
BGA
4011
Belmont Global Advisors
Dallas,
Texas
| US$7719萬 | +US$1828萬 | +31% | 1.87% | 81% | 90 | 63.33% | 0.5 |
|
| 4012 |
4012
Capital Innovations
Pewaukee,
Wisconsin
| US$7714萬 | -US$1078萬 | -12% | 4.29% | – | 91 | 20.88% | 1.4 |
|
| 4013 |
TSP
4013
Tappan Street Partners
Chicago,
Illinois
| US$7712萬 | – | – | 0.52% | – | 26 | – | 0 |
|
| 4014 |
4014
Ramsey Asset Management
Reston,
Virginia
| US$7702萬 | +US$2032萬 | +36% | 4.77% | 30.6% | 35 | 31.43% | 1.7 |
|
| 4015 |
4015
Nations Financial Group
Cedar Rapids,
Iowa
| US$7687萬 | – | – | 3.65% | 105% | 127 | – | 0 |
|
| 4016 |
4016
Independence Trust
Franklin,
Tennessee
| US$7680萬 | -US$2068萬 | -21% | 7.8% | 28.9% | 106 | 40.57% | 1.6 |
|
| 4017 |
4017
Appleton Group
Appleton,
Wisconsin
| US$7680萬 | +US$4262萬 | +125% | 5.34% | 58.3% | 20 | 40% | 1.3 |
|
| 4018 |
SAMT
4018
Select Asset Management & Trust
Mechanicsburg,
Pennsylvania
| US$7677萬 | +US$1867萬 | +32% | 5.24% | 68.4% | 43 | 41.86% | 1 |
|
| 4019 |
4019
Johanson Financial Advisors
Campbell,
California
| US$7667萬 | – | – | 6.58% | 101% | 65 | – | 0 |
|
| 4020 |
4020
Hatteras Investment Partners
Raleigh,
North Carolina
| US$7648萬 | +US$303萬 | +4% | 8.97% | – | 153 | 73.2% | 0.3 |
|
| 4021 |
LFWA
4021
LBJ Family Wealth Advisors
Austin,
Texas
| US$7625萬 | +US$298萬 | +4% | 3.72% | 64.9% | 15 | 6.67% | 1.9 |
|
| 4022 |
4022
Marshall & Sullivan
Seattle,
Washington
| US$7568萬 | -US$100萬 | -1% | 6.34% | 82% | 65 | 3.08% | 1.6 |
|
| 4023 |
4023
Moon Capital Management (Tennessee)
Knoxville,
Tennessee
| US$7565萬 | +US$640萬 | +9% | 1.44% | 15.7% | 42 | 16.67% | 1.4 |
|
| 4024 |
4024
Threshold Group
Seattle,
Washington
| US$7560萬 | – | – | 5.81% | – | 27 | – | 0 |
|
| 4025 |
SSP
4025
Sapphire Star Partners
Redmond,
Washington
| US$7552萬 | – | – | 8.62% | 47.4% | 70 | – | 0 |
|