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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$5.43億 | -US$9044萬 | -14% | 12% | 121% | 192 | 13.54% | 3.3 |
|
| 1902 |
1902
LBMC Investment Advisors
Brentwood,
Tennessee
| US$5.43億 | -US$8470萬 | -13% | 13.6% | 52.8% | 102 | 10.78% | 3.3 |
|
| 1903 |
1903
Silverback Asset Management
Chapel Hill,
North Carolina
| US$5.41億 | -US$1.03億 | -16% | 3.44% | 92.1% | 57 | 22.81% | 0.6 |
|
| 1904 |
NAM
1904
North American Management
Boston,
Massachusetts
| US$5.4億 | -US$7323萬 | -12% | 8.83% | 61.7% | 139 | 19.42% | 3.7 |
|
| 1905 |
1905
Crestview Partners III
New York
| US$5.4億 | +US$4617萬 | +9% | 39.1% | 51.2% | 4 | 50% | 0.5 |
|
| 1906 |
1906
Estabrook Capital Management
New York
| US$5.39億 | -US$1.22億 | -18% | 12% | 87.2% | 369 | 9.76% | 4.5 |
|
| 1907 |
1907
Engaged Capital
Newport Beach,
California
| US$5.39億 | -US$1.74億 | -24% | 23% | 26.2% | 18 | 27.78% | 1.4 |
|
| 1908 |
1908
Trigran Investments
Northbrook,
Illinois
| US$5.39億 | +US$5619萬 | +12% | 17.4% | 30.2% | 22 | 18.18% | 2.5 |
|
| 1909 |
1909
Matrix Asset Advisors
White Plains,
New York
| US$5.39億 | -US$8831萬 | -14% | 13.5% | 84.9% | 70 | 10% | 4 |
|
| 1910 |
1910
Dynamo Internacional Gestao de Recursos
Rio De Janeiro,
Brazil
| US$5.38億 | +US$3.8萬 | +0% | 12% | 34.1% | 10 | 30% | 3.2 |
|
| 1911 |
1911
Blueshift Asset Management
Red Bank,
New Jersey
| US$5.38億 | – | – | 15.9% | 38.8% | 613 | – | 0 |
|
| 1912 |
CPP
1912
Crow Point Partners
Boston,
Massachusetts
| US$5.38億 | -US$4358萬 | -7% | 1.98% | 56.9% | 179 | 44.13% | 1.4 |
|
| 1913 |
1913
Efficient Advisors
Mason,
Ohio
| US$5.37億 | -US$4676萬 | -8% | 8.65% | 30.6% | 48 | 6.25% | 3.9 |
|
| 1914 |
1914
Cevian Capital II
St. Helier,
Jersey
| US$5.37億 | -US$2.74億 | -34% | 28.6% | 105% | 2 | 0% | 0.5 |
|
| 1915 |
AL
1915
Arnhold LLC
New York
| US$5.37億 | -US$4402萬 | -8% | 10.5% | 164% | 146 | 15.75% | 0.6 |
|
| 1916 |
1916
Endurance Wealth Management
Providence,
Rhode Island
| US$5.36億 | -US$9928萬 | -16% | 13.1% | 59% | 511 | 8.41% | 3.4 |
|
| 1917 |
1917
Periscope Capital
Toronto,
Ontario, Canada
| US$5.36億 | +US$1143萬 | +2% | 0.42% | 26.5% | 221 | 42.53% | 0.6 |
|
| 1918 |
PFMOSF
1918
Philadelphia Financial Management of San Francisco
San Francisco,
California
| US$5.35億 | -US$5072萬 | -9% | 12.3% | 209% | 55 | 61.82% | 0.7 |
|
| 1919 |
1919
Wintrust Investments
Chicago,
Illinois
| US$5.35億 | -US$7876萬 | -13% | 12.5% | 27.5% | 380 | 19.47% | 1.4 |
|
| 1920 |
1920
Shanda Asset Management Holdings
Tortola,,
British Virgin Islands
| US$5.35億 | -US$8678萬 | -14% | 26.6% | 125% | 60 | 53.33% | 0.8 |
|
| 1921 |
1921
HG Vora Capital Management
New York
| US$5.34億 | -US$11.1億 | -68% | 10.9% | 42.6% | 22 | 63.64% | 0.9 |
|
| 1922 |
1922
Kopernik Global Investors
Tampa,
Florida
| US$5.33億 | -US$204萬 | -0.4% | 11.8% | 128% | 34 | 11.76% | 2.2 |
|
| 1923 |
1923
Beacon Financial Group
Dallas,
Texas
| US$5.33億 | -US$5935萬 | -10% | 8.13% | 66.6% | 192 | 16.67% | 3.1 |
|
| 1924 |
1924
L & S Advisors
Los Angeles,
California
| US$5.33億 | -US$2.39億 | -31% | 5.96% | 231% | 363 | 26.17% | 1.2 |
|
| 1925 |
1925
Brouwer & Janachowski
Mill Valley,
California
| US$5.32億 | -US$3067萬 | -5% | 8.82% | 41.8% | 53 | 11.32% | 2.9 |
|