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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Efficient Market Advisors
San Diego,
California
| US$4.66億 | +US$4519萬 | +11% | 1.23% | 5.97% | 214 | 34.58% | 1.7 |
|
| 1877 |
1877
Kopernik Global Investors
Tampa,
Florida
| US$4.65億 | -US$1248萬 | -3% | 0.79% | 128% | 33 | 12.12% | 1.1 |
|
| 1878 |
1878
Courier Capital
Buffalo,
New York
| US$4.65億 | +US$1128萬 | +2% | 5.19% | 70.8% | 282 | 11.35% | 2 |
|
| 1879 |
CL
1879
Croft-Leominster
Baltimore,
Maryland
| US$4.64億 | +US$3178萬 | +7% | 6.97% | 38% | 194 | 20.1% | 1.6 |
|
| 1880 |
1880
Benjamin F. Edwards & Company
St. Louis,
Missouri
| US$4.64億 | +US$698萬 | +2% | 3.98% | 19.7% | 1,322 | 20.73% | 1.6 |
|
| 1881 |
1881
LBMC Investment Advisors
Brentwood,
Tennessee
| US$4.63億 | +US$2120萬 | +5% | 3.99% | 52.8% | 64 | 9.38% | 1.9 |
|
| 1882 |
1882
ArcLight Capital Partners
Boston,
Massachusetts
| US$4.63億 | -US$1.63億 | -26% | 26.9% | 50% | 3 | 33.33% | 0.7 |
|
| 1883 |
1883
Falcon Point Capital
San Francisco,
California
| US$4.63億 | +US$1.84億 | +66% | 6.2% | 119% | 134 | 20.9% | 1.3 |
|
| 1884 |
1884
USCA RIA
Houston,
Texas
| US$4.63億 | +US$6449萬 | +16% | 4.55% | 60.6% | 404 | 18.56% | 1.4 |
|
| 1885 |
1885
SG Capital Management
Chicago,
Illinois
| US$4.62億 | +US$999萬 | +2% | 7.78% | 250% | 84 | 75% | 0.2 |
|
| 1886 |
1886
Cooper Investors
Melbourne, Victoria,
Australia
| US$4.62億 | +US$3206萬 | +7% | 8.75% | 57.5% | 32 | 25% | 1.4 |
|
| 1887 |
1887
Foundation Resource Management
Little Rock,
Arkansas
| US$4.61億 | -US$388萬 | -0.8% | 2.51% | 84.5% | 61 | 4.92% | 2.3 |
|
| 1888 |
PCM
1888
Perritt Capital Management
Chicago,
Illinois
| US$4.61億 | -US$1559萬 | -3% | 6.76% | 80.9% | 255 | 8.63% | 1.8 |
|
| 1889 |
1889
Coldstream Capital Management
Bellevue,
Washington
| US$4.61億 | +US$8636萬 | +23% | 6.58% | 71% | 225 | 36% | 1.1 |
|
| 1890 |
1890
Encompass Capital Advisors
New York
| US$4.6億 | -US$7785萬 | -14% | 8.87% | 364% | 45 | 73.33% | 0.3 |
|
| 1891 |
AAM
1891
AO Asset Management
New York
| US$4.6億 | +US$5564萬 | +14% | 19.1% | 127% | 29 | 65.52% | 0.3 |
|
| 1892 |
1892
Campbell Newman Asset Management
Milwaukee,
Wisconsin
| US$4.59億 | +US$1869萬 | +4% | 6.64% | 116% | 87 | 9.2% | 2 |
|
| 1893 |
1893
Washington Trust Bank
Spokane,
Washington
| US$4.59億 | +US$8296萬 | +22% | 2.37% | 80.5% | 835 | 17.25% | 1.4 |
|
| 1894 |
NAM
1894
Nichols Asset Management
Sudbury,
Massachusetts
| US$4.59億 | +US$1146萬 | +3% | 7.47% | 43.8% | 125 | 15.2% | 1.8 |
|
| 1895 |
1895
Efficient Advisors
Mason,
Ohio
| US$4.58億 | +US$1117萬 | +2% | 1.52% | 30.6% | 43 | 0% | 1.6 |
|
| 1896 |
1896
Prospera Financial Services
Dallas,
Texas
| US$4.56億 | +US$6065萬 | +15% | 3.95% | 97.4% | 336 | 24.7% | 1.4 |
|
| 1897 |
1897
Coastline Trust
Providence,
Rhode Island
| US$4.55億 | +US$1623萬 | +4% | 5.37% | 106% | 268 | 10.07% | 2 |
|
| 1898 |
JPCCM
1898
J&P (China) Capital Management
Hong Kong,
China
| US$4.55億 | -US$2568萬 | -5% | 3.14% | 84.4% | 23 | 47.83% | 0.7 |
|
| 1899 |
1899
Woodstock Corp
Boston,
Massachusetts
| US$4.55億 | +US$1556萬 | +4% | 7.18% | 115% | 159 | 6.92% | 2.2 |
|
| 1900 |
1900
Towle & Co
Denver,
Colorado
| US$4.53億 | +US$1510萬 | +3% | 10% | 172% | 34 | 8.82% | 1.8 |
|