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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4101 |
4101
Hartree Partners
New York
| US$8988萬 | +US$4124萬 | +85% | 3.72% | 138% | 33 | 66.67% | 0.1 |
|
| 4102 |
4102
Weatherstone Capital Management
Denver,
Colorado
| US$8968萬 | -US$6341萬 | -41% | 4.69% | 32% | 111 | 39.64% | 1 |
|
| 4103 |
WEO
4103
William E. Oberndorf
| US$8943萬 | +US$512萬 | +6% | 14.6% | 36.2% | 6 | 0% | 1 |
|
| 4104 |
4104
Pring Turner Capital Group
Alamo,
California
| US$8924萬 | -US$472萬 | -5% | 3.27% | 70.8% | 42 | 9.52% | 1.9 |
|
| 4105 |
4105
FFL Partners
San Francisco,
California
| US$8910萬 | +US$757萬 | +9% | 17.1% | 36.1% | 2 | 50% | 0.3 |
|
| 4106 |
4106
Hill Path Capital
New York
| US$8897萬 | +US$553萬 | +7% | 5.16% | 5.23% | 2 | 50% | 0.1 |
|
| 4107 |
PP
4107
Pension Partners
New York
| US$8881萬 | -US$2021萬 | -19% | 1.68% | – | 21 | 85.71% | 0.3 |
|
| 4108 |
4108
Lightyear Capital
New York
| US$8864萬 | -US$3234萬 | -27% | 5.05% | – | 2 | 50% | 2.3 |
|
| 4109 |
BA
4109
Bristol Advisors
Conshohocken,
Pennsylvania
| US$8816萬 | -US$1086萬 | -11% | 6.33% | – | 99 | 80.81% | 0.1 |
|
| 4110 |
SSP
4110
Sapphire Star Partners
Redmond,
Washington
| US$8783萬 | -US$206萬 | -2% | 6.36% | 47.4% | 117 | 41.88% | 0.6 |
|
| 4111 |
4111
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$8782萬 | -US$3702萬 | -30% | 6.03% | 66.9% | 105 | 46.67% | 0.2 |
|
| 4112 |
4112
Risk Paradigm Group
Austin,
Texas
| US$8775萬 | -US$314萬 | -3% | 4.55% | – | 273 | 21.61% | 1.2 |
|
| 4113 |
4113
Ramsey Quantitative Systems
Louisville,
Kentucky
| US$8754萬 | +US$1370萬 | +19% | 3.81% | 51.1% | 196 | 66.33% | 0.5 |
|
| 4114 |
4114
Water Oak Advisors
Winter Park,
Florida
| US$8745萬 | +US$707萬 | +9% | 7.66% | 12.9% | 15 | 20% | 1.8 |
|
| 4115 |
TWS
4115
Thomas W. Smith
| US$8738萬 | -US$473萬 | -5% | 0.45% | – | 11 | 9.09% | 3.4 |
|
| 4116 |
4116
Cetera Investment Management
El Segundo,
California
| US$8729萬 | -US$4612萬 | -35% | 3.87% | – | 114 | 23.68% | 0.9 |
|
| 4117 |
4117
Kathryn A. Hall
| US$8682萬 | +US$317萬 | +4% | 8.19% | 95.2% | 8 | 37.5% | 1.5 |
|
| 4118 |
4118
Cordasco Financial Network
Naples,
Florida
| US$8676萬 | -US$115萬 | -1% | 4.83% | 31.1% | 309 | 29.13% | 1.9 |
|
| 4119 |
SIA
4119
Spruce Investment Advisors
Stamford,
Connecticut
| US$8674萬 | -US$4209萬 | -33% | 4.96% | 23.5% | 47 | 19.15% | 1.2 |
|
| 4120 |
4120
Horan Securities
Cincinnati,
United States
| US$8666萬 | +US$539萬 | +7% | 3.49% | 50.1% | 185 | 84.32% | 0.2 |
|
| 4121 |
4121
Legg Mason Asset Management
Tokyo,
Japan
| US$8665萬 | -US$82.1萬 | -0.9% | 7.06% | – | 90 | 15.56% | 1.6 |
|
| 4122 |
4122
WESPAC Advisors
Orinda,
California
| US$8664萬 | -US$245萬 | -3% | 7.06% | 126% | 134 | 41.79% | 0.7 |
|
| 4123 |
4123
Appleton Group
Appleton,
Wisconsin
| US$8655萬 | +US$1083萬 | +14% | 4.96% | 58.3% | 36 | 30.56% | 1 |
|
| 4124 |
4124
Meritech Capital Associates III
Palo Alto,
California
| US$8634萬 | -US$1488萬 | -15% | 38.3% | 135% | 3 | 0% | 3 |
|
| 4125 |
4125
Washington Capital Management
Seattle,
Washington
| US$8621萬 | +US$501萬 | +6% | 4.43% | 81.8% | 111 | 21.62% | 1.7 |
|