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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2551 |
2551
Quantum Financial Advisors
El Segundo,
California
| US$10.1億 | +US$1.2億 | +13% | 12.3% | 61.1% | 261 | 15.33% | 1.9 |
|
| 2552 |
2552
DiNuzzo Private Wealth
Beaver,
Pennsylvania
| US$10.1億 | +US$8277萬 | +9% | 8.63% | 42.7% | 1,383 | 5.28% | 2.2 |
|
| 2553 |
2553
Gladstone Capital Management
London,
United Kingdom
| US$10.1億 | +US$1484萬 | +1% | 38.7% | 304% | 44 | 36.36% | 1.1 |
|
| 2554 |
2554
IAG Wealth Partners
Waukesha,
Wisconsin
| US$10.1億 | +US$1.15億 | +13% | 8.91% | 47.3% | 525 | 6.29% | 3.9 |
|
| 2555 |
2555
Redwood Investment Management
Scottsdale,
Arizona
| US$10.1億 | +US$2.04億 | +25% | 16.2% | 62.5% | 361 | 42.11% | 1.4 |
|
| 2556 |
2556
Steigerwald Gordon & Koch
Leesburg,
Virginia
| US$10.1億 | +US$3472萬 | +4% | 8.38% | 59.5% | 786 | 3.56% | 1.7 |
|
| 2557 |
2557
KR Capital LP
New York City,
New York
| US$10.1億 | +US$5.1億 | +102% | 41.4% | – | 103 | 75.73% | 0.1 |
|
| 2558 |
2558
Catalyst Financial Partners
Boston,
Massachusetts
| US$10.1億 | +US$1.61億 | +19% | 19.9% | 98.6% | 435 | 19.31% | 1.9 |
|
| 2559 |
2559
Grove Bank & Trust
Miami,
Florida
| US$10.1億 | +US$1.24億 | +14% | 14.2% | 80.5% | 931 | 12.89% | 3.4 |
|
| 2560 |
2560
Occidental Asset Management
Burlingame,
California
| US$10.1億 | +US$1.63億 | +19% | 17.7% | 82.5% | 347 | 23.63% | 3.3 |
|
| 2561 |
2561
Eagle Strategies
New York
| US$10.1億 | +US$1.69億 | +20% | 16.1% | 77.7% | 282 | 11.7% | 2.2 |
|
| 2562 |
2562
Patton Albertson Miller Group
Chattanooga,
Tennessee
| US$10億 | +US$1.63億 | +19% | 24.4% | 109% | 217 | 4.15% | 6 |
|
| 2563 |
2563
Mar Vista Investment Partners
Los Angeles,
California
| US$10億 | +US$509萬 | +0.5% | 14.3% | 73.9% | 36 | 11.11% | 5.8 |
|
| 2564 |
BDWCC
2564
B&D White Capital Company
Lakeway,
Texas
| US$10億 | +US$1.96億 | +24% | 10.9% | 38.1% | 102 | 35.29% | 1.2 |
|
| 2565 |
2565
Sendero Wealth Management
San Antonio,
Texas
| US$10億 | +US$1億 | +11% | 13.7% | 99.2% | 222 | 13.51% | 2.1 |
|
| 2566 |
2566
BlueStem Wealth Partners
Minnetonka,
Minnesota
| US$10億 | +US$1.04億 | +12% | 12.1% | – | 143 | 24.48% | 1.1 |
|
| 2567 |
KL
2567
KIM LLC
Wichita,
Kansas
| US$10億 | +US$2738萬 | +3% | 26.9% | 49.7% | 69 | 4.35% | 0.9 |
|
| 2568 |
2568
Fulcrum Asset Management
London,
United Kingdom
| US$10億 | +US$3.41億 | +52% | 22.1% | – | 1,054 | 81.78% | 0.2 |
|
| 2569 |
2569
Advisory Research
Chicago,
Illinois
| US$10億 | +US$1.89億 | +23% | 24.2% | 144% | 139 | 3.6% | 3.9 |
|
| 2570 |
2570
Hohimer Wealth Management
Seattle,
Washington
| US$10億 | +US$1.55億 | +18% | 15.3% | 99.7% | 424 | 16.98% | 1.8 |
|
| 2571 |
2571
Sheets Smith Wealth Management
Winston-Salem,
North Carolina
| US$10億 | +US$1.12億 | +13% | 14.2% | 83.4% | 424 | 11.08% | 5.1 |
|
| 2572 |
2572
Liberty One Investment Management
Libertyville,
Illinois
| US$10億 | +US$3025萬 | +3% | 5.07% | 40.3% | 159 | 6.29% | 3.6 |
|
| 2573 |
2573
Ascent Wealth Partners
New Hartford,
New York
| US$10億 | +US$1.4億 | +16% | 20.5% | 94.4% | 204 | 9.8% | 4 |
|
| 2574 |
2574
Embree Financial Group
Chicago,
Illinois
| US$10億 | +US$1.49億 | +18% | 14.6% | – | 304 | 17.43% | 1.5 |
|
| 2575 |
2575
180 Wealth Advisors
Federal Way,
Washington
| US$10億 | +US$1.18億 | +13% | 22.1% | 136% | 515 | 12.62% | 3.8 |
|