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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2376 |
SC
2376
Serenity Capital
Palo Alto,
California
| US$3.55億 | +US$8833萬 | +33% | 7.43% | – | 6 | 16.67% | 0.2 |
|
| 2377 |
2377
Weatherly Asset Management
Del Mar,
California
| US$3.55億 | +US$1669萬 | +5% | 2.56% | 116% | 186 | 9.68% | 2.7 |
|
| 2378 |
2378
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$3.55億 | +US$1706萬 | +5% | 1.88% | 59.5% | 90 | 6.67% | 2.3 |
|
| 2379 |
2379
Berkshire Money Management
Dalton,
Massachusetts
| US$3.55億 | +US$2179萬 | +7% | 2.65% | 61.8% | 21 | 4.76% | 2 |
|
| 2380 |
2380
Martin Investment Management
Palm Beach Gardens,
Florida
| US$3.54億 | +US$58.1萬 | +0.2% | 4.25% | 44.7% | 36 | 13.89% | 2.9 |
|
| 2381 |
2381
Woodmont Investment Counsel
Nashville,
Tennessee
| US$3.54億 | +US$1044萬 | +3% | 1.8% | 66.8% | 192 | 10.94% | 2.9 |
|
| 2382 |
SC
2382
Selz Capital
New York
| US$3.54億 | -US$3014萬 | -8% | 4.55% | 10.2% | 59 | 25.42% | 1.7 |
|
| 2383 |
LA
2383
Leonetti & Associates
Buffalo Grove,
Illinois
| US$3.54億 | +US$945萬 | +3% | 4% | 49.5% | 45 | 20% | 2 |
|
| 2384 |
ECM
2384
Endurant Capital Management
San Mateo,
California
| US$3.54億 | +US$4265萬 | +14% | 7.15% | 18.4% | 110 | 36.36% | 0.9 |
|
| 2385 |
2385
Ropes Wealth Advisors
Boston,
Massachusetts
| US$3.53億 | +US$730萬 | +2% | 2.6% | 71% | 620 | 25.97% | 1.5 |
|
| 2386 |
2386
Brandywine Managers
Hockessin,
Delaware
| US$3.53億 | -US$1659萬 | -4% | 2.87% | 96.3% | 23 | 8.7% | 0.7 |
|
| 2387 |
2387
Hutchinson Capital Management
San Rafael,
California
| US$3.53億 | -US$903萬 | -2% | 0.1% | 52.6% | 48 | 6.25% | 3.1 |
|
| 2388 |
2388
Caledonia Investments plc (UK)
London England,
United Kingdom
| US$3.53億 | -US$222萬 | -0.6% | 1.4% | 61.9% | 14 | 0% | 2.7 |
|
| 2389 |
2389
Bremer Trust National Association
St. Cloud,
Minnesota
| US$3.52億 | -US$1691萬 | -5% | 3.43% | 31.2% | 266 | 10.15% | 2.6 |
|
| 2390 |
2390
Sowell Financial Services
North Little Rock,
Arkansas
| US$3.52億 | +US$1364萬 | +4% | 1.99% | 94.8% | 287 | 23.69% | 0.4 |
|
| 2391 |
2391
Claar Advisors
New York
| US$3.52億 | +US$6556萬 | +23% | 1.54% | 65.5% | 44 | 40.91% | 0.6 |
|
| 2392 |
2392
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$3.52億 | +US$1551萬 | +5% | 1.97% | 27.9% | 182 | 13.19% | 1 |
|
| 2393 |
2393
Cannell Capital
Alta,
Wyoming
| US$3.5億 | +US$3487萬 | +11% | 11.1% | 127% | 84 | 29.76% | 1.2 |
|
| 2394 |
2394
First Wilshire Securities Management
Pasadena,
California
| US$3.5億 | +US$401萬 | +1% | 4.9% | 135% | 132 | 10.61% | 2.7 |
|
| 2395 |
2395
Lathrop Investment Management
Little Rock,
Arkansas
| US$3.5億 | +US$670萬 | +2% | 3.71% | 72.2% | 65 | 7.69% | 3 |
|
| 2396 |
PCM
2396
Piermont Capital Management
St. Louis,
Missouri
| US$3.5億 | -US$6991萬 | -17% | 0.96% | 33.2% | 280 | 26.07% | 0.9 |
|
| 2397 |
2397
Princeton Portfolio Strategies Group
Princeton,
New Jersey
| US$3.5億 | +US$1285萬 | +4% | 3.11% | 83.8% | 191 | 21.47% | 2.4 |
|
| 2398 |
TM
2398
Thiel Macro
Los Angeles,
California
| US$3.49億 | +US$1.87億 | +116% | 3.49% | – | 20 | 80% | 0.2 |
|
| 2399 |
2399
Soma Equity Partners
San Francisco,
California
| US$3.49億 | +US$6253萬 | +22% | 6.4% | 151% | 15 | 6.67% | 0.4 |
|
| 2400 |
2400
Oak Hill Capital Management
New York
| US$3.49億 | -US$4799萬 | -12% | 12% | 1.19% | 3 | 0% | 1.1 |
|