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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4126 |
TBAM
4126
True Bearing Asset Management
San Francisco,
California
| US$4992萬 | -US$898萬 | -15% | 12% | 66.3% | 70 | 40% | 1 |
|
| 4127 |
4127
FS Capital Partners V
Los Angeles,
California
| US$4932萬 | -US$1631萬 | -25% | 24.8% | 89.8% | 1 | 0% | 2.5 |
|
| 4128 |
4128
University of Texas/Texas AM Investment Management Co (UTIMCO)
Austin,
Texas
| US$4861萬 | -US$1.55億 | -76% | 2.42% | 68.3% | 36 | 55.56% | 0.7 |
|
| 4129 |
ACM
4129
Akanthos Capital Management
Woodland Hills,
California
| US$4854萬 | -US$1753萬 | -27% | 9.86% | 1.86% | 22 | 27.27% | 0.8 |
|
| 4130 |
RTIM
4130
Round Table Investment Management
Charlotte,
North Carolina
| US$4852萬 | -US$5922萬 | -55% | 1.1% | – | 53 | 77.36% | 0.5 |
|
| 4131 |
4131
TradeLink Capital
Chicago,
Illinois
| US$4814萬 | +US$776萬 | +19% | 6.94% | 73.7% | 162 | 72.22% | 0.4 |
|
| 4132 |
CC
4132
Consector Capital
New York
| US$4812萬 | -US$3881萬 | -45% | 4.18% | 0.05% | 25 | 40% | 0.8 |
|
| 4133 |
FTB
4133
First Trust Bank
Nassau,
Bahamas
| US$4782萬 | +US$1446萬 | +43% | 18.9% | 64.2% | 9 | 22.22% | 0.5 |
|
| 4134 |
4134
Blum Capital Partners
San Francisco,
California
| US$4779萬 | -US$1.4億 | -75% | 8.42% | 47.9% | 3 | 66.67% | 1 |
|
| 4135 |
4135
Connective Capital Management
Palo Alto,
California
| US$4769萬 | -US$106萬 | -2% | 7.78% | 188% | 43 | 69.77% | 0.6 |
|
| 4136 |
4136
Portland Investment Counsel
Burlington,
Ontario, Canada
| US$4712萬 | -US$650萬 | -12% | 0.69% | 108% | 38 | 21.05% | 1.4 |
|
| 4137 |
4137
Alphadyne Asset Management
New York
| US$4711萬 | +US$4036萬 | +598% | 3.39% | 159% | 15 | 93.33% | 0.1 |
|
| 4138 |
4138
Pleiad Investment Advisors
Hong Kong
| US$4652萬 | – | – | 27.7% | – | 2 | – | 0 |
|
| 4139 |
4139
Tanaka Capital Management
New York
| US$4644萬 | +US$691萬 | +17% | 3.31% | – | 94 | 41.49% | 0.9 |
|
| 4140 |
4140
Mount Vernon Associates
Baltimore,
Maryland
| US$4568萬 | +US$259萬 | +6% | 7.23% | 119% | 53 | 0% | 2.2 |
|
| 4141 |
DRD
4141
Dennis R. Delaney
| US$4476萬 | – | – | 5.85% | 84.3% | 50 | – | 0 |
|
| 4142 |
RAM
4142
Roumell Asset Management
Chevy Chase,
Maryland
| US$4317萬 | -US$612萬 | -12% | 2.04% | 46.9% | 12 | 8.33% | 1.4 |
|
| 4143 |
4143
FBL Investment Management Services
West Des Moines,
Iowa
| US$4297萬 | +US$57萬 | +1% | 1.3% | 16.6% | 25 | 8% | 2 |
|
| 4144 |
HMC
4144
Higher Moment Capital
Boston,
Massachusetts
| US$4289萬 | -US$791萬 | -16% | 0.18% | 11.8% | 4 | 50% | 0.8 |
|
| 4145 |
4145
University of Chicago
Chicago,
Illinois
| US$4271萬 | +US$205萬 | +5% | 0.04% | 62.3% | 4 | 0% | 0.9 |
|
| 4146 |
4146
AmeriServ Wealth Advisors
Johnstown,
Pennsylvania
| US$4217萬 | -US$1028萬 | -20% | 2.76% | – | 61 | 54.1% | 1.7 |
|
| 4147 |
OFG
4147
OTA Financial Group
Purchase,
New York
| US$4164萬 | – | – | 0.71% | 320% | 37 | – | 0.2 |
|
| 4148 |
4148
Meritech Capital Associates IV
Palo Alto,
California
| US$4150萬 | – | – | 1.62% | – | 2 | – | 0 |
|
| 4149 |
4149
KERN Cobalt Co-Invest Partners
Calgary,
Alberta, Canada
| US$4148萬 | -US$1292萬 | -24% | 23.7% | – | 1 | 0% | 2.5 |
|
| 4150 |
PRHC
4150
P.R. Herzig & Co
Roslyn Heights,
New York
| US$4148萬 | +US$159萬 | +4% | 7.29% | 49.9% | 51 | 23.53% | 1.6 |
|