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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2301 |
2301
First American Trust
Santa Ana,
California
| US$3.2億 | +US$3694萬 | +13% | 4.06% | 84.6% | 113 | 15.04% | 1.8 |
|
| 2302 |
2302
Bath Savings Trust
Bath,
Maine
| US$3.2億 | +US$23.4萬 | +0.1% | 0.52% | 57.8% | 117 | 5.98% | 2.6 |
|
| 2303 |
KCM
2303
KSA Capital Management
Morristown,
New Jersey
| US$3.2億 | -US$9323萬 | -23% | 33% | 109% | 40 | 65% | 1 |
|
| 2304 |
2304
Barings Real Estate Advisers
Hartford,
Connecticut
| US$3.2億 | +US$1687萬 | +6% | 2% | 44.2% | 44 | 36.36% | 1.5 |
|
| 2305 |
2305
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$3.2億 | +US$2502萬 | +8% | 4.3% | 80.1% | 168 | 7.74% | 2.1 |
|
| 2306 |
2306
Narwhal Capital Management
Marietta,
Georgia
| US$3.19億 | +US$97.9萬 | +0.3% | 1.63% | 93.8% | 141 | 11.35% | 2.2 |
|
| 2307 |
2307
Independent Portfolio Consultants
Boca Raton,
Florida
| US$3.19億 | +US$143萬 | +0.4% | 5.16% | 32.4% | 778 | 15.42% | 1.8 |
|
| 2308 |
2308
Evanston Advisors
Schaumburg,
Illinois
| US$3.19億 | +US$1240萬 | +4% | 4.13% | 16% | 65 | 21.54% | 1.7 |
|
| 2309 |
2309
Exane Asset Management
Paris,
France
| US$3.19億 | +US$6118萬 | +24% | 3.88% | 77.5% | 46 | 45.65% | 0.3 |
|
| 2310 |
2310
Ferox Capital Management
London,
United Kingdom
| US$3.19億 | -US$3800萬 | -11% | 0% | 2.07% | 29 | 3.45% | 1.1 |
|
| 2311 |
2311
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| US$3.19億 | +US$890萬 | +3% | 1.26% | 83.8% | 151 | 12.58% | 2.1 |
|
| 2312 |
CCM
2312
Clovis Capital Management
New York
| US$3.18億 | +US$1.03億 | +47% | 9.56% | 37.4% | 27 | 70.37% | 0.5 |
|
| 2313 |
2313
Colonial Trust Advisors
Spartanburg,
South Carolina
| US$3.18億 | +US$578萬 | +2% | 2.64% | 80% | 140 | 6.43% | 2.6 |
|
| 2314 |
TA
2314
Tamarack Advisers
Carlsbad,
California
| US$3.18億 | +US$5721萬 | +22% | 11.9% | 46.5% | 46 | 58.7% | 0.3 |
|
| 2315 |
2315
JCIC Asset Management
Toronto,
Ontario, Canada
| US$3.18億 | -US$1773萬 | -5% | 5.19% | – | 60 | 23.33% | 2.4 |
|
| 2316 |
2316
Hilltop Holdings
Dallas,
Texas
| US$3.18億 | +US$310萬 | +1% | 2.87% | 96.7% | 317 | 11.04% | 1.8 |
|
| 2317 |
2317
American Assets Inc
San Diego,
California
| US$3.17億 | +US$123萬 | +0.4% | 0.22% | 63.2% | 11 | 18.18% | 1.5 |
|
| 2318 |
2318
Freshford Capital Management
Rye Brook,
New York
| US$3.17億 | -US$2394萬 | -7% | 10.9% | 97.3% | 31 | 45.16% | 0.9 |
|
| 2319 |
2319
NewEdge Advisors
New Orleans,
Louisiana
| US$3.17億 | +US$7530萬 | +31% | 0.74% | 88% | 237 | 40.51% | 0.4 |
|
| 2320 |
2320
Quantum Capital Management (New Jersey)
Northfield,
New Jersey
| US$3.17億 | +US$1216萬 | +4% | 1.66% | 22.7% | 37 | 5.41% | 2.3 |
|
| 2321 |
2321
Chatham Capital Group
Savannah,
Georgia
| US$3.17億 | -US$659萬 | -2% | 2.52% | 97% | 140 | 5% | 2.5 |
|
| 2322 |
2322
Eubel Brady & Suttman Asset Management
Miamisburg,
Ohio
| US$3.17億 | +US$1582萬 | +5% | 4.99% | 40.2% | 82 | 8.54% | 2.3 |
|
| 2323 |
2323
Glynn Capital Management
Menlo Park,
California
| US$3.17億 | +US$987萬 | +3% | 17.6% | 252% | 46 | 10.87% | 2.4 |
|
| 2324 |
2324
Stairway Partners
Chicago,
Illinois
| US$3.16億 | +US$7663萬 | +32% | 5.55% | 48.1% | 9 | 0% | 2.9 |
|
| 2325 |
2325
Bright Rock Capital Management
Hanover,
Massachusetts
| US$3.16億 | +US$702萬 | +2% | 0.18% | 53.1% | 95 | 13.68% | 2.1 |
|