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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4526 |
4526
NuWave Investment Management
Parsippany,
New Jersey
| US$8509萬 | – | – | 3.72% | 26.4% | 354 | – | 2.2 |
|
| 4527 |
4527
UBP Investment Advisors
Geneva,
Switzerland
| US$8463萬 | – | – | 2.09% | 11.2% | 55 | – | 0 |
|
| 4528 |
SHA
4528
Shelter Harbor Advisors
Weatogue,
Connecticut
| US$8458萬 | – | – | 0.54% | – | 21 | – | 0 |
|
| 4529 |
SSP
4529
Sapphire Star Partners
Redmond,
Washington
| US$8442萬 | +US$717萬 | +9% | 6.77% | 47.4% | 116 | 30.17% | 0.8 |
|
| 4530 |
4530
Q3 Asset Management
Birmingham,
Michigan
| US$8434萬 | – | – | 4.79% | 96.2% | 25 | – | 0 |
|
| 4531 |
4531
Lubar & Co
Milwaukee,
Wisconsin
| US$8390萬 | -US$352萬 | -4% | 2.9% | – | 13 | 30.77% | 3.2 |
|
| 4532 |
4532
Edgestream Partners
Princeton,
New Jersey
| US$8361萬 | -US$1.04億 | -55% | 7.84% | 41.7% | 128 | 49.22% | 0.8 |
|
| 4533 |
4533
Camarda Financial Advisors
Fleming Island,
Florida
| US$8356萬 | -US$942萬 | -10% | 2.4% | 196% | 234 | 31.62% | 1.8 |
|
| 4534 |
MIM
4534
MPI Investment Management
Hinsdale,
Illinois
| US$8348萬 | – | – | 5.88% | – | 67 | – | 0 |
|
| 4535 |
4535
Gratry & Company
Beachwood,
Ohio
| US$8294萬 | +US$120萬 | +1% | 5.06% | 44.3% | 101 | 38.61% | 1.1 |
|
| 4536 |
NED
4536
Nancy E. Dempze
| US$8285萬 | +US$1187萬 | +17% | 5.27% | 83.1% | 82 | 13.41% | 1.7 |
|
| 4537 |
4537
Yorkville Capital Management
New York
| US$8284萬 | -US$369萬 | -4% | 2.06% | – | 72 | 43.06% | 2 |
|
| 4538 |
4538
Value Monitoring
Menlo Park,
California
| US$8274萬 | -US$142萬 | -2% | 1.13% | – | 4 | 25% | 0.5 |
|
| 4539 |
4539
Squar Milner Financial Services
Irvine,
California
| US$8258萬 | – | – | 6.28% | – | 163 | – | 0 |
|
| 4540 |
4540
Axon Capital
New York
| US$8254萬 | -US$3751萬 | -31% | 0.29% | – | 15 | 40% | 1 |
|
| 4541 |
4541
Maso Capital Partners
Hong Kong
| US$8231萬 | -US$5596萬 | -40% | 7.02% | 8.67% | 20 | 45% | 0.4 |
|
| 4542 |
4542
Caxton Corporation
Princeton,
New Jersey
| US$8226萬 | -US$1599萬 | -16% | 3.34% | 512% | 22 | 36.36% | 0.7 |
|
| 4543 |
4543
New Capital Management
Houston,
Texas
| US$8210萬 | +US$2597萬 | +46% | 6.13% | 49.4% | 169 | 9.47% | 0.9 |
|
| 4544 |
4544
Tuttle Capital Management
Riverside,
Connecticut
| US$8209萬 | -US$1910萬 | -19% | 6.5% | 115% | 91 | 68.13% | 0.2 |
|
| 4545 |
CC
4545
Cambrian Capital
San Francisco,
California
| US$8191萬 | -US$26.9萬 | -0.3% | 12.2% | 17.3% | 40 | 22.5% | 2.4 |
|
| 4546 |
4546
New England Professional Planning Group
Westerly,
Rhode Island
| US$8187萬 | – | – | 3.96% | 59% | 44 | – | 2.4 |
|
| 4547 |
UC
4547
Unterberg Capital
New York
| US$8182萬 | +US$118萬 | +1% | 7.51% | – | 33 | 36.36% | 0.5 |
|
| 4548 |
4548
Silphium Asset Management
London,
United Kingdom
| US$8182萬 | – | – | 2.4% | 128% | 56 | – | 0.1 |
|
| 4549 |
4549
Summit Rock Advisors
New York
| US$8172萬 | +US$2206萬 | +37% | 4.93% | – | 3 | 0% | 1.8 |
|
| 4550 |
4550
Oasis Management Company
Grand Cayman,
Cayman Islands
| US$8109萬 | -US$1236萬 | -13% | 5.41% | 368% | 31 | 83.87% | 0.5 |
|