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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
WDA
1801
Wendell David Associates
Portsmouth,
New Hampshire
| US$5.09億 | -US$553萬 | -1% | 2.52% | 46% | 147 | 4.76% | 2.6 |
|
| 1802 |
SAS
1802
Sarbit Advisory Services
Winnipeg,
Manitoba, Canada
| US$5.09億 | -US$8122萬 | -14% | 0.11% | 29.3% | 19 | 31.58% | 1.1 |
|
| 1803 |
1803
North Point Portfolio Managers
Orange Village,
Ohio
| US$5.08億 | -US$1144萬 | -2% | 1.49% | 72.8% | 86 | 11.63% | 2.3 |
|
| 1804 |
1804
J.V. Bruni & Co
Colorado Springs,
Colorado
| US$5.07億 | -US$2057萬 | -4% | 1.96% | 97.9% | 34 | 14.71% | 2.2 |
|
| 1805 |
1805
Foster & Motley
Cincinnati,
Ohio
| US$5.06億 | +US$1263萬 | +3% | 3.03% | 68.8% | 173 | 9.25% | 2.2 |
|
| 1806 |
PWM
1806
Patriot Wealth Management
Houston,
Texas
| US$5.06億 | +US$1108萬 | +2% | 2.3% | 24.3% | 74 | 13.51% | 2.1 |
|
| 1807 |
1807
Balentine LLC
Atlanta,
Georgia
| US$5.06億 | +US$1.12億 | +28% | 2.07% | 59.8% | 476 | 34.45% | 0.7 |
|
| 1808 |
1808
FJ Capital Management
Mclean,
Virginia
| US$5.04億 | -US$480萬 | -0.9% | 2.49% | 97.9% | 90 | 16.67% | 1.7 |
|
| 1809 |
CEI
1809
Clark Estates Inc
New York
| US$5.04億 | -US$1844萬 | -4% | 2.76% | 34.5% | 125 | 24.8% | 1.5 |
|
| 1810 |
1810
Clearline Capital
New York
| US$5.04億 | +US$1.06億 | +27% | 2.92% | 57.4% | 66 | 65.15% | 0.4 |
|
| 1811 |
1811
Brandywine Managers
Hockessin,
Delaware
| US$5.03億 | +US$1029萬 | +2% | 2.35% | 96.3% | 3 | 0% | 1.3 |
|
| 1812 |
1812
Hengistbury Investment Partners
London,
United Kingdom
| US$5.03億 | +US$893萬 | +2% | 0.43% | 108% | 8 | 25% | 0.8 |
|
| 1813 |
1813
RBF Capital
San Francisco,
California
| US$5.03億 | -US$1903萬 | -4% | 3.31% | 147% | 395 | 17.72% | 1.8 |
|
| 1814 |
1814
Cypress Asset Management
Houston,
Texas
| US$5.03億 | +US$1085萬 | +2% | 5.2% | 141% | 214 | 15.42% | 2.1 |
|
| 1815 |
1815
Colrain Capital
Boston,
Massachusetts
| US$5.01億 | -US$7364萬 | -13% | 0.25% | – | 91 | 18.68% | 2.1 |
|
| 1816 |
1816
Courier Capital
Buffalo,
New York
| US$5.01億 | +US$2048萬 | +4% | 2.47% | 70.8% | 287 | 7.67% | 2.3 |
|
| 1817 |
OC
1817
Oakmont Corp
Los Angeles,
California
| US$5億 | -US$9540萬 | -16% | 2.44% | 70.2% | 21 | 28.57% | 1.6 |
|
| 1818 |
1818
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$4.99億 | +US$6706萬 | +16% | 3.13% | 118% | 666 | 23.87% | 1.5 |
|
| 1819 |
1819
Regis Management Company
Menlo Park,
California
| US$4.99億 | +US$4328萬 | +9% | 3.08% | 5.33% | 78 | 12.82% | 1.6 |
|
| 1820 |
1820
LBMC Investment Advisors
Brentwood,
Tennessee
| US$4.99億 | +US$1502萬 | +3% | 2.72% | 52.8% | 70 | 10% | 2.2 |
|
| 1821 |
1821
Strategic Financial Services
Utica,
New York
| US$4.99億 | +US$6817萬 | +16% | 3.04% | 58.7% | 101 | 11.88% | 2.3 |
|
| 1822 |
1822
Henry H. Armstrong Associates
Pittsburgh,
Pennsylvania
| US$4.98億 | +US$1410萬 | +3% | 1.8% | 70% | 48 | 6.25% | 2.1 |
|
| 1823 |
AR
1823
Argyll Research
Wilmington,
Delaware
| US$4.97億 | +US$7762萬 | +18% | 18.1% | 0.8% | 6 | 16.67% | 1.7 |
|
| 1824 |
1824
Capital Analysts LLC
Fort Washington,
Pennsylvania
| US$4.97億 | -US$115萬 | -0.2% | 2.29% | 51.3% | 406 | 25.12% | 1.9 |
|
| 1825 |
1825
Tyrus Capital S.A.M.
Monaco
| US$4.97億 | -US$9078萬 | -15% | 12% | – | 57 | 85.96% | 0.1 |
|