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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
Matrix VIII US Management
Cambridge,
Massachusetts
| US$6796萬 | -US$4529萬 | -40% | 22.5% | – | 1 | 0% | 1.3 |
|
| 4002 |
4002
Commonwealth Financial Services
Vienna,
West Virginia
| US$6746萬 | +US$3802萬 | +129% | 2.24% | 64.2% | 253 | 8.7% | 1.1 |
|
| 4003 |
CMG
4003
Cavalry Management Group
San Francisco,
California
| US$6714萬 | +US$1252萬 | +23% | 6.14% | 59.6% | 28 | 60.71% | 0.1 |
|
| 4004 |
4004
Thompson Davis & Co
Richmond,
Virginia
| US$6710萬 | -US$373萬 | -5% | 1.99% | 188% | 1,301 | 27.21% | 1.2 |
|
| 4005 |
TCM
4005
Trishield Capital Management
New York
| US$6692萬 | -US$1318萬 | -16% | 0.36% | – | 12 | 33.33% | 0.8 |
|
| 4006 |
4006
B. Riley Wealth Management
Memphis,
Tennessee
| US$6691萬 | -US$1137萬 | -15% | 2.04% | 32.4% | 174 | 38.51% | 1.3 |
|
| 4007 |
4007
Baker Street Capital Management
Los Angeles,
California
| US$6630萬 | -US$5710萬 | -46% | 46.3% | 78.6% | 1 | 0% | 2 |
|
| 4008 |
4008
Limestone Value Partners
Houston,
Texas
| US$6615萬 | -US$4092萬 | -38% | 1.85% | – | 34 | 23.53% | 0.7 |
|
| 4009 |
4009
CAZ Investments
Houston,
Texas
| US$6613萬 | -US$546萬 | -8% | 3.6% | 263% | 38 | 15.79% | 0.8 |
|
| 4010 |
4010
Kessler Investment Group
Columbus,
Indiana
| US$6610萬 | +US$285萬 | +5% | 5.28% | 251% | 121 | 38.84% | 1.2 |
|
| 4011 |
4011
Anne Ray Charitable Trust
Eden Prairie,
Minnesota
| US$6610萬 | +US$249萬 | +4% | 0.18% | 31% | 4 | 0% | 1 |
|
| 4012 |
SAM
4012
Sunnymeath Asset Management
Red Bank,
New Jersey
| US$6557萬 | +US$285萬 | +5% | 4.53% | – | 159 | 40.88% | 0.2 |
|
| 4013 |
4013
Guild Investment Management
Los Angeles,
California
| US$6516萬 | +US$3401萬 | +109% | 5.55% | 101% | 26 | 73.08% | 0.2 |
|
| 4014 |
CIG
4014
Candlewood Investment Group
Rye,
New York
| US$6474萬 | -US$4742萬 | -42% | 7.79% | 10.6% | 9 | 44.44% | 0.4 |
|
| 4015 |
SAM
4015
Southpaw Asset Management
Stamford,
Connecticut
| US$6448萬 | -US$2.7億 | -81% | 0% | 0.05% | 5 | 20% | 1.3 |
|
| 4016 |
4016
ICM Asset Management
Spokane,
Washington
| US$6398萬 | -US$417萬 | -6% | 3.35% | 58.9% | 70 | 32.86% | 1.3 |
|
| 4017 |
4017
Greenwood Investments
Boston,
Massachusetts
| US$6362萬 | -US$1725萬 | -21% | 7.82% | 1.64% | 11 | 0% | 2.6 |
|
| 4018 |
NLCM
4018
Neon Liberty Capital Management
New York
| US$6361萬 | +US$831萬 | +15% | 18.6% | – | 8 | 12.5% | 2.3 |
|
| 4019 |
4019
Central Square Management
Naperville,
Illinois
| US$6347萬 | -US$2368萬 | -27% | 3.78% | 8.22% | 43 | 62.79% | 0.9 |
|
| 4020 |
4020
Independence Trust
Franklin,
Tennessee
| US$6342萬 | -US$1339萬 | -17% | 2.57% | 28.9% | 69 | 30.43% | 2.2 |
|
| 4021 |
KCP
4021
Kortright Capital Partners
New York
| US$6316萬 | -US$2792萬 | -31% | 4.01% | – | 19 | 52.63% | 1 |
|
| 4022 |
4022
Canaan Partners IX
Menlo Park,
California
| US$6301萬 | -US$3893萬 | -38% | 38.2% | – | 1 | 0% | 0.3 |
|
| 4023 |
4023
Sabal Capital Management
Santa Monica,
California
| US$6289萬 | +US$252萬 | +4% | 7.89% | – | 26 | 57.69% | 0.1 |
|
| 4024 |
4024
Coyle Financial Counsel
Glenview,
Illinois
| US$6288萬 | -US$3906萬 | -38% | 2.65% | 62.4% | 43 | 20.93% | 1.8 |
|
| 4025 |
MC
4025
Mitra Capital
Boston,
Massachusetts
| US$6283萬 | – | – | 2.06% | – | 18 | – | 0 |
|