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全球頂尖投資人與避險基金的最新股票投資組合

所有基金經理人
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）
Strategic Financial Services
2101
Strategic Financial Services
New York
US$3.58億 -US$289萬 -0.8% 1.52% 58.7% 100 9% 1.1
Heathbridge Capital Management
2102
Heathbridge Capital Management
Ontario, Canada
US$3.58億 -US$3509萬 -9% 3.19% 58.7% 27 22.22% 1.1
TD Ameritrade Trust
2103
TD Ameritrade Trust
Colorado
US$3.58億 +US$1237萬 +4% 3.04% 21.7% 50 12% 1
K.J. Harrison & Partners
2104
K.J. Harrison & Partners
Ontario, Canada
US$3.57億 +US$627萬 +2% 0.98% 140% 179 26.26% 0.9
GMCM
2105
Gruber & McBaine Capital Management
California
US$3.55億 -US$1688萬 -5% 3.21% – 235 26.81% 0.7
TCOTO
2106
Trust Company of the Ozarks
Missouri
US$3.55億 -US$1477萬 -4% 2.54% – 170 2.35% 1.1
Golden Gate Private Equity
2107
Golden Gate Private Equity
California
US$3.55億 -US$1.4億 -28% 6.36% 8.72% 23 30.43% 0.6
RRC
2108
Red Rocks Capital
Colorado
US$3.55億 -US$781萬 -2% 6.37% – 8 0% 1.1
Meritech Capital Associates III
2109
Meritech Capital Associates III
California
US$3.54億 -US$1451萬 -4% 6.38% 135% 7 0% 1.1
Fiduciary Financial Services of The Southwest
2110
Fiduciary Financial Services of The Southwest
Texas
US$3.54億 -US$288萬 -0.8% 0.12% 39.8% 173 7.51% 1.1
ACG Wealth
2111
ACG Wealth
Georgia
US$3.54億 -US$1.76億 -33% 0.17% 45.5% 226 24.78% 0.8
Old Mutual Customised Solutions
2112
Old Mutual Customised Solutions
South Africa
US$3.54億 -US$6050萬 -15% 0.04% 49.7% 745 5.77% 1.2
Jacobs & Co
2113
Jacobs & Co
California
US$3.54億 +US$855萬 +2% 0.53% 105% 117 0.85% 1.2
SPC
2114
Standard Pacific Capital
California
US$3.53億 -US$784萬 -2% 2.69% – 45 66.67% 0.3
U.S. Global Investors (USGI)
2115
U.S. Global Investors (USGI)
Texas
US$3.53億 -US$1.16億 -25% 5.01% 119% 369 47.15% 0.5
Grace Capital
2116
Grace Capital
Massachusetts
US$3.52億 -US$1151萬 -3% 0.49% 127% 100 8% 1
Coldstream Capital Management
2117
Coldstream Capital Management
Washington
US$3.52億 +US$1125萬 +3% 0.7% 71% 223 19.73% 1
RP
2118
Realm Partners
New York
US$3.5億 +US$1.11億 +46% 0.94% – 64 59.38% 0.3
First Nebraska Trust
2119
First Nebraska Trust
Nebraska
US$3.5億 +US$228萬 +0.7% 0.69% 67.9% 106 7.55% 1
Winslow Evans & Crocker
2120
Winslow Evans & Crocker
Massachusetts
US$3.49億 +US$4620萬 +15% 0.73% 76.2% 1,464 17.14% 0.6
Woodmont Investment Counsel
2121
Woodmont Investment Counsel
Tennessee
US$3.48億 -US$619萬 -2% 1.51% 66.8% 207 6.76% 1
Fairfield, Bush & Co
2122
Fairfield, Bush & Co
Connecticut
US$3.48億 +US$756萬 +2% 2.1% 112% 176 8.52% 0.9
FPCM
2123
Financial Partners Capital Management
New York
US$3.47億 +US$1959萬 +6% 1.2% 34.2% 117 16.24% 1
Denali Advisors
2124
Denali Advisors
California
US$3.47億 -US$1811萬 -5% 3.84% 106% 296 30.41% 0.8
Calamos Wealth Management
2125
Calamos Wealth Management
Illinois
US$3.46億 -US$422萬 -1% 0.19% 102% 241 19.92% 0.8
83 84
85
86 87