我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1301 |
1301
Matrix Asset Advisors
White Plains,
New York
| US$8.24億 | +US$8243萬 | +11% | 10.6% | 84.9% | 81 | 13.58% | 0.4 |
|
| 1302 |
1302
Arden Trust
Wilmington,
Delaware
| US$8.24億 | +US$4008萬 | +5% | 7.61% | 22.5% | 337 | 16.62% | 0.4 |
|
| 1303 |
1303
Minneapolis Portfolio Management Group
Wayzata,
Minnesota
| US$8.22億 | +US$2271萬 | +3% | 9.66% | 140% | 31 | 16.13% | 0.4 |
|
| 1304 |
1304
Affinity Investment Advisors
Newport Beach,
California
| US$8.22億 | +US$5054萬 | +7% | 12.5% | 189% | 86 | 8.14% | 0.5 |
|
| 1305 |
1305
Check Capital Management
Costa Mesa,
California
| US$8.19億 | +US$6766萬 | +9% | 7% | 56.5% | 56 | 19.64% | 0.4 |
|
| 1306 |
1306
Halcyon Offshore Asset Management
New York
| US$8.19億 | +US$3.79億 | +86% | 13.9% | – | 91 | 47.25% | 0.3 |
|
| 1307 |
LCM
1307
Lonestar Capital Management
San Francisco,
California
| US$8.18億 | -US$2.45億 | -23% | 12.3% | 260% | 48 | 47.92% | 0.3 |
|
| 1308 |
1308
Elm Ridge Management
Briarcliff Manor,
New York
| US$8.17億 | -US$1.03億 | -11% | 7.77% | 93.6% | 71 | 25.35% | 0.4 |
|
| 1309 |
1309
Waters Parkerson & Co
New Orleans,
Louisiana
| US$8.16億 | +US$7300萬 | +10% | 9.49% | 72.6% | 144 | 11.81% | 0.4 |
|
| 1310 |
1310
Linscomb Wealth
Houston,
Texas
| US$8.15億 | +US$5290萬 | +7% | 7.15% | 82.7% | 256 | 14.45% | 0.5 |
|
| 1311 |
TAM
1311
Taylor Asset Management
Toronto,
Ontario, Canada
| US$8.15億 | +US$4472萬 | +6% | 9.47% | 12.9% | 35 | 34.29% | 0.4 |
|
| 1312 |
1312
Kestrel Investment Management
San Mateo,
California
| US$8.13億 | -US$1.6億 | -16% | 9.76% | 99.8% | 57 | 19.3% | 0.4 |
|
| 1313 |
1313
Zimmer Partners
New York
| US$8.13億 | +US$2.96億 | +57% | 8.71% | 67.7% | 55 | 65.45% | 0.2 |
|
| 1314 |
1314
Perella Weinberg Partners Capital Management
New York
| US$8.11億 | -US$1.24億 | -13% | 11.6% | 1.52% | 154 | 71.43% | 0.2 |
|
| 1315 |
1315
Redmile Group
San Francisco,
California
| US$8.1億 | +US$1.46億 | +22% | 15.1% | 777% | 72 | 52.78% | 0.2 |
|
| 1316 |
1316
Meritage Portfolio Management
Overland Park,
Kansas
| US$8.08億 | +US$3559萬 | +5% | 9.07% | 97.4% | 215 | 15.81% | 0.4 |
|
| 1317 |
1317
Hirzel Capital Management
Dallas,
Texas
| US$8.07億 | +US$2.13億 | +36% | 11.7% | 63.7% | 25 | 24% | 0.3 |
|
| 1318 |
1318
E.S. Barr & Co
Lexington,
Kentucky
| US$8.07億 | +US$6652萬 | +9% | 10.7% | 72.1% | 100 | 13% | 0.4 |
|
| 1319 |
1319
American Capital Management
New York
| US$8.07億 | +US$6228萬 | +8% | 10.1% | 96.7% | 88 | 13.64% | 0.5 |
|
| 1320 |
1320
Kingstown Capital Management
New York
| US$8.06億 | +US$1.5億 | +23% | 14.9% | 38.6% | 24 | 29.17% | 0.4 |
|
| 1321 |
1321
Private Capital Management (Florida)
Naples,
Florida
| US$8.06億 | -US$2.84億 | -26% | 9.84% | 118% | 76 | 11.84% | 0.5 |
|
| 1322 |
1322
Foyston, Gordon, & Payne
Toronto,
Ontario, Canada
| US$8.06億 | +US$3937萬 | +5% | 8.84% | 75.1% | 91 | 8.79% | 0.4 |
|
| 1323 |
1323
Howland Capital Management
Boston,
Massachusetts
| US$8.05億 | +US$7100萬 | +10% | 8.66% | 84.1% | 190 | 10% | 0.4 |
|
| 1324 |
1324
Mountain Pacific Investment Advisers
Boise,
Idaho
| US$8.02億 | +US$8151萬 | +11% | 11.7% | 82.7% | 105 | 8.57% | 0.5 |
|
| 1325 |
1325
Matthew 25 Management Corp
Ambler,
Pennsylvania
| US$8.01億 | +US$1.26億 | +19% | 13.7% | 141% | 29 | 6.9% | 0.5 |
|