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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2051 |
WAM
2051
Wood Asset Management
Sarasota,
Florida
| US$3.48億 | -US$309萬 | -0.9% | 11.5% | – | 72 | 11.11% | 0.4 |
|
| 2052 |
2052
Brookstone Capital Management
Wheaton,
Illinois
| US$3.48億 | – | – | 8.67% | 72.1% | 115 | – | 0 |
|
| 2053 |
2053
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$3.48億 | -US$1948萬 | -5% | 9.56% | 49% | 85 | 16.47% | 0.5 |
|
| 2054 |
2054
Perennial Investment Partners
Sydney,
Australia
| US$3.47億 | -US$4106萬 | -11% | 3.26% | – | 105 | 48.57% | 0.3 |
|
| 2055 |
2055
Telemus Capital
Southfield,
Michigan
| US$3.47億 | +US$941萬 | +3% | 5.56% | 27.9% | 181 | 32.04% | 0.2 |
|
| 2056 |
2056
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| US$3.46億 | +US$1597萬 | +5% | 7.66% | 58.1% | 783 | 23.12% | 0.4 |
|
| 2057 |
NGA
2057
New Generation Advisors
Manchester,
Massachusetts
| US$3.45億 | +US$9607萬 | +39% | 14.6% | 45.1% | 58 | 50% | 0.3 |
|
| 2058 |
2058
MUFG Bank
Tokyo 100-8388,,
Japan
| US$3.45億 | -US$2.1億 | -38% | 9.92% | 61.3% | 2 | 0% | 0.4 |
|
| 2059 |
2059
Jacobus Wealth Management
Milwaukee,
Wisconsin
| US$3.45億 | +US$5845萬 | +20% | 7.46% | 17.2% | 324 | 28.09% | 0.4 |
|
| 2060 |
2060
Cormorant Asset Management
Boston,
Massachusetts
| US$3.45億 | – | – | 17.2% | 3,977% | 37 | – | 0 |
|
| 2061 |
PH
2061
Pinnacle Holdings
Tulsa,
Oklahoma
| US$3.44億 | +US$2843萬 | +9% | 6.94% | 79.6% | 205 | 14.15% | 0.4 |
|
| 2062 |
WRM
2062
Westport Resources Management
Westport,
Connecticut
| US$3.43億 | +US$4203萬 | +14% | 8.54% | 30.5% | 1,215 | 15.06% | 0.4 |
|
| 2063 |
2063
Heathbridge Capital Management
Toronto,
Ontario, Canada
| US$3.42億 | +US$1540萬 | +5% | 7.35% | 73.6% | 27 | 7.41% | 0.5 |
|
| 2064 |
2064
Hillsdale Investment Management
Toronto,
Ontario, Canada
| US$3.42億 | +US$575萬 | +2% | 8.91% | 271% | 625 | 32.48% | 0.4 |
|
| 2065 |
CCMD
2065
Cypress Capital Management (Delaware)
Greenville,
Delaware
| US$3.41億 | +US$2851萬 | +9% | 10% | 25.6% | 50 | 12% | 0.4 |
|
| 2066 |
CC
2066
Cornerstone Capital
Palo Alto,
California
| US$3.41億 | +US$1314萬 | +4% | 9.13% | 91.2% | 72 | 6.94% | 0.4 |
|
| 2067 |
2067
1834 Investment Advisors
Milwaukee,
Wisconsin
| US$3.41億 | +US$3588萬 | +12% | 8.59% | 68.7% | 162 | 11.11% | 0.5 |
|
| 2068 |
2068
Majedie Asset Management
London,
United Kingdom
| US$3.4億 | – | – | 23% | 126% | 13 | – | 0 |
|
| 2069 |
2069
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| US$3.4億 | +US$6502萬 | +24% | 10.6% | 140% | 156 | 17.31% | 0.4 |
|
| 2070 |
2070
Efficient Market Advisors
San Diego,
California
| US$3.38億 | +US$2918萬 | +9% | 4.34% | 5.97% | 168 | 25.6% | 0.4 |
|
| 2071 |
2071
Chase Investment Counsel
Charlottesville,
Virginia
| US$3.38億 | -US$5194萬 | -13% | 14.3% | 350% | 120 | 26.67% | 0.4 |
|
| 2072 |
2072
William Harris Investors
Chicago,
Illinois
| US$3.37億 | +US$1725萬 | +5% | 7.89% | 3.28% | 104 | 25.96% | 0.4 |
|
| 2073 |
2073
JMG Financial Group
Downers Grove,
Illinois
| US$3.37億 | +US$2949萬 | +10% | 5.88% | 58.7% | 54 | 5.56% | 0.5 |
|
| 2074 |
QAM
2074
Quentec Asset Management
New York
| US$3.37億 | +US$3715萬 | +12% | 7.71% | 43.5% | 49 | 24.49% | 0.4 |
|
| 2075 |
2075
Tiptree Advisors
New York
| US$3.36億 | +US$6971萬 | +26% | 13.9% | – | 34 | 38.24% | 0.3 |
|