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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 |
2051
First Niagara Bank
Lockport,
New York
| US$3.81億 | -US$6492萬 | -15% | 7.03% | 38.1% | 242 | 14.05% | 2 |
|
| 2052 |
2052
Central Securities
New York
| US$3.81億 | -US$6434萬 | -14% | 6.83% | 90.2% | 35 | 20% | 1.6 |
|
| 2053 |
2053
First Wilshire Securities Management
Pasadena,
California
| US$3.81億 | -US$6390萬 | -14% | 9.88% | 135% | 128 | 12.5% | 1.8 |
|
| 2054 |
2054
Veritas Investment Management
London,
United Kingdom
| US$3.81億 | +US$2682萬 | +8% | 3.12% | 69% | 78 | 17.95% | 0.9 |
|
| 2055 |
2055
Kings Point Capital Management
Great Neck,
New York
| US$3.8億 | -US$3259萬 | -8% | 9.47% | 80.1% | 398 | 18.84% | 1.5 |
|
| 2056 |
2056
Penn Davis McFarland
Dallas,
Texas
| US$3.8億 | -US$4927萬 | -11% | 11.7% | 86.8% | 35 | 22.86% | 1.6 |
|
| 2057 |
2057
Mather Group
Chicago,
Illinois
| US$3.79億 | -US$23.6萬 | -0.1% | 6.42% | 54.1% | 30 | 13.33% | 1.4 |
|
| 2058 |
2058
Delphi Financial Group
Wilmington,
Delaware
| US$3.79億 | -US$4900萬 | -11% | 9.2% | 66.3% | 21 | 19.05% | 1.3 |
|
| 2059 |
MAM
2059
Mastrapasqua Asset Management
Nashville,
Tennessee
| US$3.79億 | -US$3433萬 | -8% | 5.2% | 54.9% | 160 | 19.38% | 0.7 |
|
| 2060 |
2060
Burnham Asset Management
New York
| US$3.79億 | -US$5386萬 | -12% | 8.54% | 39.5% | 233 | 7.3% | 2 |
|
| 2061 |
2061
Red Mountain Capital Partners
Los Angeles,
California
| US$3.78億 | -US$8799萬 | -19% | 11% | 37.4% | 10 | 20% | 1.7 |
|
| 2062 |
IMOV
2062
Investment Management of Virginia
Richmond,
Virginia
| US$3.78億 | -US$5575萬 | -13% | 10.6% | 93.4% | 164 | 16.46% | 1.7 |
|
| 2063 |
2063
Laffer Tengler Investments
Nashville,
Tennessee
| US$3.78億 | -US$3421萬 | -8% | 4% | 96.5% | 236 | 92.8% | 0 |
|
| 2064 |
2064
Vicus Capital
State College,
Pennsylvania
| US$3.77億 | -US$669萬 | -2% | 7.44% | 59.6% | 205 | 18.54% | 1.3 |
|
| 2065 |
DS
2065
Dalal Street
West Lake Hills,
Texas
| US$3.77億 | -US$9754萬 | -21% | 12.5% | 92.7% | 7 | 0% | 1.3 |
|
| 2066 |
2066
Jacobs & Co
San Francisco,
California
| US$3.77億 | -US$2299萬 | -6% | 6.38% | 105% | 127 | 5.51% | 1.9 |
|
| 2067 |
2067
Washington Trust Bank
Spokane,
Washington
| US$3.76億 | -US$3363萬 | -8% | 10.3% | 80.5% | 842 | 13.18% | 1.3 |
|
| 2068 |
2068
Shepherd Kaplan Krochuk
Boston,
Massachusetts
| US$3.76億 | -US$1.56億 | -29% | 21.2% | 38.5% | 516 | 40.5% | 1.3 |
|
| 2069 |
2069
Ativo Capital Management
Chicago,
Illinois
| US$3.76億 | +US$9191萬 | +32% | 5.26% | 63.8% | 253 | 23.32% | 1 |
|
| 2070 |
2070
Hikari Tsushin Inc
Tokyo,
Japan
| US$3.76億 | -US$8323萬 | -18% | 4.28% | 59.5% | 37 | 27.03% | 2 |
|
| 2071 |
2071
13D Management
New York
| US$3.76億 | -US$6856萬 | -15% | 8.8% | 157% | 36 | 38.89% | 1.1 |
|
| 2072 |
CCM
2072
Clovis Capital Management
New York
| US$3.75億 | +US$4940萬 | +15% | 16.5% | 37.4% | 26 | 61.54% | 0.5 |
|
| 2073 |
2073
Joel Isaacson & Co
New York
| US$3.75億 | -US$1552萬 | -4% | 6.34% | 72.5% | 851 | 20.21% | 1.4 |
|
| 2074 |
GPCM
2074
Greenbrier Partners Capital Management
Dallas,
Texas
| US$3.75億 | -US$3032萬 | -7% | 1.06% | 96.1% | 17 | 11.76% | 2.1 |
|
| 2075 |
2075
Coldstream Capital Management
Bellevue,
Washington
| US$3.74億 | -US$820萬 | -2% | 7.09% | 71% | 195 | 27.69% | 1.2 |
|