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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
Compass Financial Group (Florida)
Deerfield Beach,
Florida
| US$1.04億 | +US$605萬 | +6% | 4.13% | 44.1% | 16 | 6.25% | 0.9 |
|
| 4002 |
4002
Narus Financial Partners
Salt Lake City,
Utah
| US$1.03億 | +US$864萬 | +9% | 4.21% | 85.3% | 78 | 12.82% | 0.2 |
|
| 4003 |
4003
Vienna Insurance Group
Warsaw,
Poland
| US$1.03億 | -US$2639萬 | -20% | 9.73% | 188% | 29 | 51.72% | 0.5 |
|
| 4004 |
KCP
4004
Kenmare Capital Partners
New York
| US$1.03億 | -US$2870萬 | -22% | 9.96% | 48.8% | 24 | 33.33% | 1.2 |
|
| 4005 |
AC
4005
Aperimus Capital
Marina Del Rey,
California
| US$1.03億 | +US$294萬 | +3% | 3.63% | 44% | 3 | 0% | 3.8 |
|
| 4006 |
4006
NGP MR Management
Dallas,
Texas
| US$1.03億 | -US$4406萬 | -30% | 4.35% | 21.9% | 2 | 0% | 2.3 |
|
| 4007 |
4007
Guild Investment Management
Los Angeles,
California
| US$1.03億 | -US$738萬 | -7% | 6.6% | 101% | 42 | 69.05% | 0.3 |
|
| 4008 |
4008
Jentner Corp
Akron,
Ohio
| US$1.03億 | +US$412萬 | +4% | 2.97% | 38.9% | 28 | 14.29% | 0.2 |
|
| 4009 |
4009
EnCap Energy Capital Fund VIII Co-Investors
Houston,
Texas
| US$1.03億 | -US$526萬 | -5% | 4.87% | 64.7% | 1 | 0% | 0.3 |
|
| 4010 |
4010
Nations Financial Group
Cedar Rapids,
Iowa
| US$1.03億 | +US$990萬 | +11% | 5.21% | 105% | 158 | 17.09% | 1 |
|
| 4011 |
4011
Camarda Financial Advisors
Fleming Island,
Florida
| US$1.02億 | -US$4461萬 | -30% | 5.72% | 196% | 280 | 45% | 1.7 |
|
| 4012 |
4012
MAK Capital One
New York
| US$1.02億 | -US$585萬 | -5% | 2.09% | 200% | 6 | 33.33% | 1.2 |
|
| 4013 |
4013
Kopp Investment Advisors
Bloomington,
Minnesota
| US$1.02億 | +US$760萬 | +8% | 9.66% | 109% | 63 | 6.35% | 2.4 |
|
| 4014 |
WPA
4014
Winning Points Advisors
Boca Raton,
Florida
| US$1.02億 | +US$1067萬 | +12% | 3.63% | – | 68 | 14.71% | 0.2 |
|
| 4015 |
4015
Venator Capital Management
Toronto,
Ontario, Canada
| US$1.02億 | -US$856萬 | -8% | 6.5% | 154% | 40 | 65% | 0.4 |
|
| 4016 |
4016
Wela Strategies
Atlanta,
Georgia
| US$1.02億 | – | – | 3.25% | 51.3% | 31 | – | 0 |
|
| 4017 |
4017
Godshalk Welsh Capital Management
Radnor,
Pennsylvania
| US$1.02億 | +US$409萬 | +4% | 5.03% | 61.1% | 135 | 5.19% | 1.9 |
|
| 4018 |
4018
Fairbanks Capital Management
Rancho Santa Fe,
California
| US$1.02億 | +US$484萬 | +5% | 8.42% | 81.3% | 27 | 11.11% | 0.7 |
|
| 4019 |
4019
Stuart Chaussee & Associates
Palos Verdes Estates,
California
| US$1.02億 | -US$2745萬 | -21% | 1.13% | 58.6% | 93 | 55.91% | 0.6 |
|
| 4020 |
4020
Yorkville Capital Management
New York
| US$1.02億 | +US$92.3萬 | +0.9% | 7.81% | – | 60 | 25% | 2.1 |
|
| 4021 |
BIMC
4021
Benson Investment Management Company
Roanoke,
Virginia
| US$1.01億 | +US$67.2萬 | +0.7% | 6.55% | 99.8% | 102 | 23.53% | 0.2 |
|
| 4022 |
4022
Security National Bank of Sioux City Iowa
Sioux City,
Iowa
| US$1.01億 | +US$510萬 | +5% | 2.78% | 61% | 85 | 12.94% | 2.7 |
|
| 4023 |
CC
4023
Cambrian Capital
San Francisco,
California
| US$1.01億 | -US$9567萬 | -49% | 2.79% | 17.3% | 48 | 29.17% | 1.9 |
|
| 4024 |
DIS
4024
Diversified Investment Strategies
Baton Rouge,
Louisiana
| US$1.01億 | +US$548萬 | +6% | 6.83% | 86% | 52 | 26.92% | 2.5 |
|
| 4025 |
4025
Precept Management
Dallas,
Texas
| US$1.01億 | -US$3382萬 | -25% | 18% | 110% | 63 | 50.79% | 0.2 |
|