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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1601 |
LT
1601
LJ Trust
Reno,
Nevada
| US$6.37億 | +US$1.1億 | +21% | 8.06% | 19.3% | 13 | 7.69% | 0.9 |
|
| 1602 |
CHA
1602
Cedar Hill Associates
Chicago,
Illinois
| US$6.34億 | +US$1513萬 | +2% | 1.61% | 21% | 83 | 8.43% | 1.3 |
|
| 1603 |
AP
1603
Alydar Partners
Boston,
Massachusetts
| US$6.33億 | -US$2.89億 | -31% | 9.97% | – | 158 | 70.25% | 0.3 |
|
| 1604 |
1604
Neuberger Berman Canada
Toronto,
Ontario, Canada
| US$6.33億 | -US$710萬 | -1% | 1.77% | 15.7% | 402 | 55.97% | 0.4 |
|
| 1605 |
1605
Ardsley Advisory Partners
Stamford,
Connecticut
| US$6.31億 | -US$1.28億 | -17% | 3.62% | 555% | 283 | 71.38% | 0.4 |
|
| 1606 |
1606
Park West Asset Management
San Francisco,
California
| US$6.31億 | -US$4562萬 | -7% | 7.96% | 181% | 63 | 50.79% | 0.5 |
|
| 1607 |
PAM
1607
Private Asset Management
San Diego,
California
| US$6.29億 | +US$483萬 | +0.8% | 2.16% | 38.2% | 153 | 11.11% | 1.3 |
|
| 1608 |
1608
JFS Wealth Advisors
Hermitage,
Pennsylvania
| US$6.29億 | +US$5729萬 | +10% | 6.57% | 54.8% | 566 | 19.79% | 0.6 |
|
| 1609 |
1609
Lowe Brockenbrough & Co
Richmond,
Virginia
| US$6.29億 | +US$265萬 | +0.4% | 4.57% | 78.8% | 199 | 6.53% | 1.3 |
|
| 1610 |
1610
George Kaiser Family Foundation
Tulsa,
Oklahoma
| US$6.29億 | +US$4269萬 | +7% | 13.4% | 106% | 22 | 18.18% | 0.8 |
|
| 1611 |
1611
Wellington Shields Capital Management
New York
| US$6.29億 | +US$2571萬 | +4% | 5.28% | 137% | 381 | 19.42% | 1.1 |
|
| 1612 |
1612
Dubuque Bank & Trust
Dubuque,
Iowa
| US$6.27億 | +US$1956萬 | +3% | 4.27% | 24% | 619 | 18.42% | 1 |
|
| 1613 |
1613
Basso Capital Management
Stamford,
Connecticut
| US$6.26億 | -US$2597萬 | -4% | 0.3% | 85.5% | 151 | 31.79% | 0.5 |
|
| 1614 |
1614
Truepoint Inc
Cincinnati,
Ohio
| US$6.25億 | +US$3346萬 | +6% | 3.66% | 43.4% | 32 | 6.25% | 0.9 |
|
| 1615 |
1615
Daiwa SB Investments
Tokyo,
Japan
| US$6.24億 | -US$1.74億 | -22% | 5% | 60.6% | 170 | 40.59% | 0.8 |
|
| 1616 |
1616
Oakmont Corp
Los Angeles,
California
| US$6.24億 | +US$6754萬 | +12% | 11.1% | 70.2% | 22 | 40.91% | 0.8 |
|
| 1617 |
1617
Avity Investment Management
Greenwich,
Connecticut
| US$6.23億 | +US$3587萬 | +6% | 6.77% | 119% | 70 | 14.29% | 1.1 |
|
| 1618 |
1618
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$6.22億 | -US$1.58億 | -20% | 12.7% | 38.5% | 632 | 38.29% | 1 |
|
| 1619 |
1619
Investment House LLC
Redondo Beach,
California
| US$6.2億 | +US$1863萬 | +3% | 5.26% | 137% | 162 | 8.64% | 1.3 |
|
| 1620 |
CDH
1620
Charles D. Hyman
| US$6.2億 | +US$2194萬 | +4% | 4.21% | 36.8% | 153 | 6.54% | 1.4 |
|
| 1621 |
1621
Tirschwell & Loewy
New York
| US$6.19億 | +US$2042萬 | +3% | 5.2% | 78% | 86 | 5.81% | 1.4 |
|
| 1622 |
1622
BOK Financial Private Wealth
Denver,
Colorado
| US$6.15億 | +US$1893萬 | +3% | 2.75% | 61.8% | 86 | 15.12% | 1.2 |
|
| 1623 |
1623
Guardian Capital Advisors (Canada)
Toronto,
Ontario, Canada
| US$6.15億 | +US$1355萬 | +2% | 0.56% | 26.1% | 186 | 11.83% | 1.2 |
|
| 1624 |
1624
Gerstein Fisher
New York
| US$6.14億 | +US$4589萬 | +8% | 3.34% | 28.7% | 417 | 16.07% | 1 |
|
| 1625 |
PGCM
1625
Prescott Group Capital Management
Tulsa,
Oklahoma
| US$6.12億 | +US$1.05億 | +21% | 3.06% | 148% | 274 | 44.89% | 0.8 |
|