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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2851 |
2851
Intellus Advisors
Naples,
Florida
| US$6.71億 | +US$9859萬 | +17% | 11.7% | – | 143 | 21.68% | 0.4 |
|
| 2852 |
2852
Lifeworks Advisors
Grand Rapids,
Michigan
| US$6.71億 | +US$6891萬 | +11% | 7.57% | 80.4% | 334 | 14.37% | 1.6 |
|
| 2853 |
2853
Glenorchy Capital
Boorolite,
Australia
| US$6.71億 | +US$5.08億 | +312% | 11.8% | – | 66 | 4.55% | 1.3 |
|
| 2854 |
2854
Live Oak Private Wealth
Wilmington,
North Carolina
| US$6.7億 | +US$5326萬 | +9% | 7.36% | 74.6% | 194 | 4.64% | 3.7 |
|
| 2855 |
2855
Exchange Capital Management
Ann Arbor,
Michigan
| US$6.7億 | +US$5335萬 | +9% | 9.03% | 57.8% | 212 | 5.19% | 5.5 |
|
| 2856 |
ECM
2856
EagleClaw Capital Management
Boston,
Massachusetts
| US$6.7億 | +US$3363萬 | +5% | 9.05% | 109% | 150 | 8% | 6.6 |
|
| 2857 |
2857
Geometric Wealth Advisors
Washington,
District of Columbia
| US$6.69億 | +US$8425萬 | +14% | 10.3% | 62.1% | 76 | 10.53% | 1.9 |
|
| 2858 |
2858
Nexus Investment Management
Toronto,
Ontario, Canada
| US$6.69億 | -US$2.14億 | -24% | 10.5% | 93.5% | 82 | 10.98% | 4.2 |
|
| 2859 |
2859
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
| US$6.69億 | +US$1.17億 | +21% | 8.54% | 61.5% | 154 | 13.64% | 3.8 |
|
| 2860 |
LWANC
2860
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| US$6.69億 | +US$3015萬 | +5% | 7.08% | 71.1% | 698 | 73.21% | 5.6 |
|
| 2861 |
2861
High Probability Advisors
Pittsford,
New York
| US$6.69億 | +US$6913萬 | +12% | 7.77% | 52.6% | 61 | 11.48% | 2.9 |
|
| 2862 |
2862
Family Management
New York
| US$6.68億 | +US$5655萬 | +9% | 10.5% | 69% | 255 | 23.53% | 2.3 |
|
| 2863 |
2863
Daido Life Insurance Company
Osaka,
Japan
| US$6.68億 | -US$6925萬 | -9% | 10.4% | 78.3% | 6 | 0% | 5.1 |
|
| 2864 |
2864
Freemont Management
Vaud,
Switzerland
| US$6.67億 | +US$3.63億 | +119% | 25.4% | 102% | 113 | 32.74% | 1.7 |
|
| 2865 |
VCM
2865
Vivaldi Capital Management
Chicago,
Illinois
| US$6.66億 | +US$4515萬 | +7% | 9.12% | 69.2% | 309 | 12.62% | 3.2 |
|
| 2866 |
2866
Evelyn Partners Investment Management Services
London,
| US$6.66億 | +US$5637萬 | +9% | 11.5% | – | 282 | 10.28% | 0.5 |
|
| 2867 |
2867
Tarbox Family Office
Newport Beach,
California
| US$6.65億 | +US$6328萬 | +11% | 8.78% | 66.4% | 117 | 9.4% | 6.9 |
|
| 2868 |
2868
Concord Asset Management (Virginia)
Abingdon,
Virginia
| US$6.65億 | +US$2.11億 | +47% | 8.89% | 69% | 204 | 41.67% | 1.1 |
|
| 2869 |
2869
Arvest Investments
Lowell,
Arkansas
| US$6.64億 | +US$3027萬 | +5% | 5.79% | 50% | 185 | 17.84% | 1.1 |
|
| 2870 |
2870
Embree Financial Group
Chicago,
Illinois
| US$6.64億 | +US$6721萬 | +11% | 10.2% | 87.6% | 224 | 13.39% | 1.2 |
|
| 2871 |
2871
Beryl Capital Management
Redondo Beach,
California
| US$6.64億 | +US$3.96億 | +148% | 54.3% | 3,932% | 39 | 94.87% | 0 |
|
| 2872 |
2872
Boulay Financial Advisors
Eden Prairie,
Minnesota
| US$6.63億 | +US$3.64億 | +122% | 7.6% | – | 4 | 50% | 0.1 |
|
| 2873 |
2873
Intelligence Driven Advisers
Carlsbad,
California
| US$6.63億 | +US$1.44億 | +28% | 8% | 65.6% | 126 | 24.6% | 2 |
|
| 2874 |
2874
Atlas Venture Life Science Advisors
Cambridge,
Massachusetts
| US$6.62億 | +US$1.41億 | +27% | 52.9% | 484% | 13 | 15.38% | 2.7 |
|
| 2875 |
2875
McGlone Suttner Wealth Management
Appleton,
Wisconsin
| US$6.62億 | +US$5294萬 | +9% | 7.04% | 61.6% | 200 | 10% | 1.7 |
|