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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2726 |
2726
Pacific Life Fund Advisors
Newport Beach,
California
| US$9.1億 | +US$3912萬 | +4% | 11.3% | 47.6% | 35 | 62.86% | 1 |
|
| 2727 |
2727
FORM Wealth Advisors
Lake Geneva,
Wisconsin
| US$9.09億 | +US$5572萬 | +7% | 12.6% | – | 62 | 8.06% | 1.1 |
|
| 2728 |
2728
Tennessee Valley Asset Management Partners
Knoxville,
Tennessee
| US$9.07億 | +US$1.49億 | +20% | 16.9% | 65.7% | 220 | 18.64% | 1.6 |
|
| 2729 |
2729
Greatmark Investment Partners
Columbus,
Georgia
| US$9.06億 | +US$5290萬 | +6% | 7.35% | 62% | 154 | 6.49% | 6.3 |
|
| 2730 |
2730
Oak Root LLC
Santa Barbara,
California
| US$9.06億 | +US$8622萬 | +11% | 14.3% | 75.4% | 10 | 0% | 2.5 |
|
| 2731 |
2731
Manchester Global Management
London,
United Kingdom
| US$9.06億 | +US$1.57億 | +21% | 28.3% | 156% | 24 | 8.33% | 1.6 |
|
| 2732 |
2732
One Wealth Advisors
San Francisco,
California
| US$9.06億 | +US$1.03億 | +13% | 13.9% | 66% | 351 | 20.51% | 2.1 |
|
| 2733 |
2733
SeaCrest Wealth Management
Purchase,
New York
| US$9.03億 | -US$3159萬 | -3% | 24% | 142% | 683 | 26.5% | 4.8 |
|
| 2734 |
2734
Ranmore Fund Management
Cobham,
United Kingdom
| US$9.03億 | +US$1.46億 | +19% | 4.47% | – | 29 | 51.72% | 0.4 |
|
| 2735 |
2735
Light Street Capital Management
Palo Alto,
California
| US$9.03億 | +US$3.69億 | +69% | 77.1% | 377% | 32 | 37.5% | 1.3 |
|
| 2736 |
2736
Bay Colony Advisors
Concord,
Massachusetts
| US$9.03億 | +US$8451萬 | +10% | 19% | 91.8% | 560 | 24.64% | 3.2 |
|
| 2737 |
2737
TFC Financial Management
Boston,
Massachusetts
| US$9.02億 | +US$9062萬 | +11% | 12.2% | 60% | 1,094 | 14.26% | 2.9 |
|
| 2738 |
2738
Parkside Investments
Deerfield,
Illinois
| US$9.02億 | +US$7907萬 | +10% | 14.6% | 70% | 101 | 12.87% | 4.4 |
|
| 2739 |
2739
Soundwatch Capital
Rowayton,
Connecticut
| US$9.01億 | +US$1.08億 | +14% | 15.2% | 68.6% | 53 | 11.32% | 1.6 |
|
| 2740 |
2740
Strid Group
Newtown Square,
Pennsylvania
| US$9.01億 | +US$9386萬 | +12% | 10.9% | 50.4% | 94 | 10.64% | 2.9 |
|
| 2741 |
2741
Nellore Capital Management
Redwood City,
California
| US$9.01億 | +US$1.18億 | +15% | 11.1% | 73.8% | 11 | 9.09% | 4.4 |
|
| 2742 |
2742
MayTech Global Investments
New York
| US$9億 | +US$8036萬 | +10% | 21.1% | 158% | 25 | 20% | 5 |
|
| 2743 |
2743
Wealth Enhancement Trust Services
Sioux Falls,
South Dakota
| US$9億 | +US$7363萬 | +9% | 14.8% | – | 1,560 | 51.99% | 0.2 |
|
| 2744 |
2744
Blueprint Financial Advisors
Greensboto,
North Carolina
| US$9億 | +US$2.25億 | +33% | 18.2% | – | 136 | 30.15% | 0.6 |
|
| 2745 |
2745
North Peak Capital Management
New York
| US$9億 | +US$2.99億 | +50% | 232% | 301% | 9 | 33.33% | 1.7 |
|
| 2746 |
2746
Valley National Advisers
Bethlehem,
Pennsylvania
| US$9億 | +US$1.27億 | +16% | 18.8% | 79% | 1,084 | 22.42% | 4.5 |
|
| 2747 |
2747
BSW Wealth Partners
Boulder,
Colorado
| US$8.99億 | +US$7979萬 | +10% | 16.1% | 75.4% | 345 | 13.62% | 3.9 |
|
| 2748 |
2748
Financial Consulate
Hunt Valley,
Maryland
| US$8.99億 | +US$9596萬 | +12% | 11.1% | 53.3% | 1,533 | 13.96% | 0.7 |
|
| 2749 |
2749
SPX Gestao de Recursos
Rio De Janeiro,
Brazil
| US$8.98億 | -US$3.06億 | -25% | 8.88% | 98.1% | 118 | 68.64% | 0.7 |
|
| 2750 |
2750
Johnson Bixby & Associates
Vancouver,
Washington
| US$8.96億 | +US$8933萬 | +11% | 10.1% | 48.7% | 138 | 13.04% | 3.1 |
|