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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2101 |
2101
Kingstown Capital Management
New York
| US$4.61億 | -US$2.94億 | -39% | 22.1% | 38.6% | 18 | 22.22% | 1.7 |
|
| 2102 |
2102
Manitou Investment Management
Toronto,
Ontario, Canada
| US$4.6億 | +US$6261萬 | +16% | 13.2% | 69.3% | 40 | 12.5% | 2.2 |
|
| 2103 |
2103
Shepherd Financial Partners
Winchester,
Massachusetts
| US$4.6億 | +US$1690萬 | +4% | 13.1% | 78% | 144 | 26.39% | 1.4 |
|
| 2104 |
CCP
2104
Caymus Capital Partners
The Woodlands,
Texas
| US$4.6億 | -US$1.37億 | -23% | 38.3% | 57.3% | 25 | 44% | 0.9 |
|
| 2105 |
AIC
2105
AWM Investment Company
New York
| US$4.59億 | -US$1.45億 | -24% | 19.3% | 778% | 96 | 18.75% | 2 |
|
| 2106 |
2106
Vestor Capital
Chicago,
Illinois
| US$4.59億 | -US$5670萬 | -11% | 12.3% | 188% | 124 | 17.74% | 2.9 |
|
| 2107 |
2107
Northstar Investment Advisors
Denver,
Colorado
| US$4.59億 | -US$4434萬 | -9% | 6.88% | 85.8% | 122 | 17.21% | 3.4 |
|
| 2108 |
SFG
2108
Sather Financial Group
Victoria,
Texas
| US$4.59億 | -US$3802萬 | -8% | 9.44% | 82.3% | 60 | 11.67% | 3.1 |
|
| 2109 |
2109
Signet Financial Management
Parsippany,
New Jersey
| US$4.59億 | -US$1.13億 | -20% | 12.4% | 65.2% | 1,000 | 76.8% | 2.1 |
|
| 2110 |
2110
Kingsview Wealth Management
Grants Pass,
Oregon
| US$4.58億 | -US$3503萬 | -7% | 11% | 71.5% | 458 | 29.26% | 1.1 |
|
| 2111 |
2111
W.R. Berkley Corp
Greenwich,
Connecticut
| US$4.58億 | -US$1.91億 | -29% | 2.35% | 38.7% | 134 | 61.19% | 0.5 |
|
| 2112 |
2112
Dundas Partners
Edinburgh,
United Kingdom
| US$4.58億 | -US$3741萬 | -8% | 11.2% | 87.6% | 32 | 0% | 0.8 |
|
| 2113 |
2113
Bremer Trust National Association
St. Cloud,
Minnesota
| US$4.58億 | +US$5890萬 | +15% | 12% | 31.2% | 757 | 65.52% | 1.2 |
|
| 2114 |
2114
CDAM (UK)
London,
United Kingdom
| US$4.57億 | -US$7162萬 | -14% | 21.1% | 7.89% | 16 | 37.5% | 0.6 |
|
| 2115 |
2115
CKW Financial Group
Honolulu,
Hawaii
| US$4.56億 | -US$7374萬 | -14% | 12.8% | 70.3% | 194 | 9.28% | 3.4 |
|
| 2116 |
2116
Regal Investment Advisors
Kentwood,
Michigan
| US$4.56億 | -US$1857萬 | -4% | 10.4% | 64.7% | 386 | 31.09% | 2.4 |
|
| 2117 |
2117
Petrus Trust Company
Dallas,
Texas
| US$4.56億 | +US$273萬 | +0.6% | 14.5% | 36.9% | 339 | 64.01% | 0.9 |
|
| 2118 |
2118
American Financial Advisors
Marietta,
Georgia
| US$4.56億 | – | – | 8.43% | 52.7% | 90 | – | 0 |
|
| 2119 |
2119
Clearwater Capital Advisors
Hoffman Estates,
Illinois
| US$4.56億 | -US$5651萬 | -11% | 12.1% | 44.7% | 198 | 10.1% | 1.9 |
|
| 2120 |
2120
Buckingham Capital Management (Ohio)
Dayton,
Ohio
| US$4.56億 | -US$5595萬 | -11% | 9.73% | 26.3% | 137 | 7.3% | 4.1 |
|
| 2121 |
2121
Credential Qtrade Securities
Vancouver,
| US$4.56億 | -US$3827萬 | -8% | 11.9% | 27.7% | 304 | 16.12% | 0.2 |
|
| 2122 |
ICM
2122
Indaba Capital Management
San Francisco,
California
| US$4.55億 | +US$1.24億 | +37% | 18.2% | 66.7% | 32 | 50% | 0.5 |
|
| 2123 |
2123
Cobiz Wealth
Denver,
Colorado
| US$4.55億 | -US$6559萬 | -13% | 13% | 54% | 137 | 11.68% | 3.8 |
|
| 2124 |
2124
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$4.55億 | -US$4432萬 | -9% | 15.4% | 50.4% | 18 | 33.33% | 2.3 |
|
| 2125 |
2125
Lunia Capital
Dallas,
Texas
| US$4.55億 | -US$2082萬 | -4% | 15.6% | 115% | 40 | 40% | 0.5 |
|