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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3076 |
3076
SC&H Financial Advisors
Sparks,
Maryland
| US$5.86億 | +US$7723萬 | +15% | 8.8% | 66.2% | 159 | 6.92% | 2.7 |
|
| 3077 |
3077
Bellwether Advisors
Lincoln,
Nebraska
| US$5.85億 | +US$1.07億 | +22% | 19.2% | 115% | 617 | 19.61% | 0.9 |
|
| 3078 |
3078
Tolleson Wealth Management
Dallas,
Texas
| US$5.85億 | +US$6650萬 | +13% | 9.05% | 56.2% | 89 | 8.99% | 3.9 |
|
| 3079 |
3079
Pasadena Private Wealth
Pasadena,
California
| US$5.85億 | +US$6589萬 | +13% | 8.55% | 53% | 217 | 19.35% | 1.8 |
|
| 3080 |
3080
Albar Capital Partners
London,
United Kingdom
| US$5.85億 | +US$3.65億 | +166% | 20.9% | – | 34 | 67.65% | 0.1 |
|
| 3081 |
3081
Hudson Edge Investment Partners
Jersey City,
New Jersey
| US$5.84億 | +US$9260萬 | +19% | 9.71% | 67.9% | 108 | 22.22% | 4.9 |
|
| 3082 |
3082
Tobias Financial Advisors
Plantation,
Florida
| US$5.84億 | +US$6936萬 | +13% | 7.02% | 44.5% | 127 | 14.17% | 2.3 |
|
| 3083 |
3083
Ithaka Group
Arlington,
Virginia
| US$5.84億 | +US$9340萬 | +19% | 28.3% | 143% | 40 | 10% | 4.7 |
|
| 3084 |
3084
Topline Capital Management
Santa Monica,
California
| US$5.83億 | +US$1.47億 | +34% | 43.4% | – | 50 | 40% | 0.3 |
|
| 3085 |
3085
M Holdings Securities
Portland,
Oregon
| US$5.83億 | -US$1771萬 | -3% | 9.75% | 83.9% | 212 | 59.91% | 1.7 |
|
| 3086 |
3086
North Point Portfolio Managers
Orange Village,
Ohio
| US$5.83億 | +US$1264萬 | +2% | 8.19% | 72.8% | 77 | 14.29% | 4.7 |
|
| 3087 |
3087
Regatta Capital Group
El Segundo,
California
| US$5.82億 | +US$6608萬 | +13% | 9.17% | 78.1% | 218 | 17.89% | 2.3 |
|
| 3088 |
3088
Hughes Financial Services
Herndon,
Virginia
| US$5.82億 | +US$7093萬 | +14% | 8.72% | – | 1,265 | 34.47% | 0.2 |
|
| 3089 |
3089
12th Street Asset Management Company
Nashville,
Tennessee
| US$5.82億 | -US$507萬 | -0.9% | 5.83% | 106% | 33 | 21.21% | 3.3 |
|
| 3090 |
3090
Fort Baker Capital Management
Larkspur,
California
| US$5.82億 | +US$9740萬 | +20% | 4% | 46.3% | 85 | 78.82% | 0.3 |
|
| 3091 |
3091
Convergence Financial
Columbia,
Missouri
| US$5.82億 | +US$7245萬 | +14% | 9.5% | 70.6% | 186 | 13.98% | 1.1 |
|
| 3092 |
3092
111 Capital
Paris,
France
| US$5.82億 | +US$6347萬 | +12% | 13.1% | – | 717 | 68.62% | 0.2 |
|
| 3093 |
3093
Bell Investment Advisors
Oakland,
California
| US$5.82億 | +US$4038萬 | +7% | 5.22% | 45% | 2,001 | 10.94% | 3 |
|
| 3094 |
3094
Affinity Capital Advisors
Berkeley,
California
| US$5.81億 | +US$7696萬 | +15% | 8.65% | 72.7% | 164 | 9.15% | 3.3 |
|
| 3095 |
3095
Elk River Wealth Management
Denver,
Colorado
| US$5.81億 | +US$4699萬 | +9% | 11.7% | 81.8% | 99 | 7.07% | 3.3 |
|
| 3096 |
GUB
3096
Golden Unicorn BVI
Road Town,
| US$5.81億 | +US$1.13億 | +24% | 29% | – | 3 | 0% | 0.5 |
|
| 3097 |
3097
Anatole Investment Management
Central,
Hong Kong
| US$5.81億 | +US$2.18億 | +60% | 73.1% | 3,486% | 26 | 84.62% | 0.1 |
|
| 3098 |
3098
Alpha Capital Management
Austin,
Texas
| US$5.81億 | +US$5467萬 | +10% | 14.1% | 88% | 122 | 13.93% | 4.6 |
|
| 3099 |
3099
2Xideas
Kusnacht,
Switzerland
| US$5.81億 | -US$7734萬 | -12% | 8.51% | 40.6% | 63 | 12.7% | 2.6 |
|
| 3100 |
HCP
3100
Holt Capital Partners
Fort Worth,
Texas
| US$5.8億 | -US$7503萬 | -11% | 6.46% | 69.5% | 151 | 3.97% | 7.5 |
|