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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3276 |
3276
Prevail Innovative Wealth Advisors
Leawood,
Kansas
| US$6.71億 | +US$7720萬 | +13% | 13.2% | 33.5% | 245 | 46.94% | 0.8 |
|
| 3277 |
3277
Avenir Tech
Hong Kong
| US$6.71億 | -US$1.19億 | -15% | 0.19% | – | 36 | 50% | 0.6 |
|
| 3278 |
3278
Armbruster Capital Management
Pittsford,
New York
| US$6.71億 | +US$6060萬 | +10% | 14.6% | 64.3% | 134 | 8.21% | 5.9 |
|
| 3279 |
3279
Square Wave Capital
Brooklyn,
New York
| US$6.7億 | +US$2.57億 | +62% | 71.1% | – | 14 | 35.71% | 0.4 |
|
| 3280 |
3280
Founders Capital Management (Connecticut)
East Hartford,
Connecticut
| US$6.7億 | +US$6170萬 | +10% | 11.1% | 88.9% | 80 | 8.75% | 6.6 |
|
| 3281 |
3281
Strategy Asset Managers
Pasadena,
California
| US$6.7億 | +US$6036萬 | +10% | 16.7% | 115% | 289 | 17.3% | 3.5 |
|
| 3282 |
3282
Verum Partners
Charlotte,
North Carolina
| US$6.69億 | +US$1.42億 | +27% | 11.2% | 53.9% | 207 | 16.91% | 2.2 |
|
| 3283 |
3283
Montecito Bank & Trust
Santa Barbara,
California
| US$6.68億 | +US$6106萬 | +10% | 14.5% | – | 280 | 8.21% | 6.5 |
|
| 3284 |
3284
General Pension Society PZU Joint Stock
Warsaw,
Poland
| US$6.68億 | +US$1390萬 | +2% | 8.76% | 116% | 16 | 6.25% | 7.7 |
|
| 3285 |
3285
ORG Wealth Partners
Dallas,
Texas
| US$6.67億 | +US$1.59億 | +31% | 39.1% | – | 745 | 13.15% | 1.2 |
|
| 3286 |
3286
Vancity Investment Management
Vancouver,
British Columbia, Canada
| US$6.66億 | +US$3704萬 | +6% | 12% | – | 107 | 26.17% | 2.3 |
|
| 3287 |
3287
Annis Gardner Whiting Capital Advisors
Tampa,
Florida
| US$6.66億 | +US$4176萬 | +7% | 15.6% | 85% | 1,347 | 75.35% | 2.1 |
|
| 3288 |
3288
Steginsky Capital
Port Washington,
New York
| US$6.66億 | +US$6118萬 | +10% | 8.21% | 99.4% | 8 | 0% | 8.3 |
|
| 3289 |
CM
3289
Capital Management
Glen Allen,
Virginia
| US$6.66億 | +US$8111萬 | +14% | 12.4% | 52.5% | 75 | 9.33% | 4.9 |
|
| 3290 |
3290
Cynosure Group
Salt Lake City,
Utah
| US$6.66億 | -US$1.35億 | -17% | 12.2% | 56.8% | 269 | 59.48% | 1.3 |
|
| 3291 |
3291
Advocate Group
Minnetonka,
Minnesota
| US$6.65億 | +US$2578萬 | +4% | 8.29% | 47.3% | 134 | 14.93% | 3.1 |
|
| 3292 |
3292
Cantillon Capital Management
New York
| US$6.65億 | -US$144億 | -96% | 19% | 105% | 38 | 28.95% | 6.8 |
|
| 3293 |
ARG
3293
Advisory Resource Group
Tulsa,
Oklahoma
| US$6.65億 | +US$8383萬 | +14% | 13.7% | 66.5% | 192 | 15.1% | 3 |
|
| 3294 |
3294
Blue Owl Capital Holdings
New York
| US$6.65億 | +US$2.92億 | +79% | 23.2% | 145% | 93 | 36.56% | 1.1 |
|
| 3295 |
3295
San Luis Wealth Advisors
San Luis Obispo,
California
| US$6.64億 | +US$6006萬 | +10% | 10.3% | 58.8% | 203 | 21.67% | 1.6 |
|
| 3296 |
3296
Citizens Business Bank
Ontario,
California
| US$6.64億 | +US$5376萬 | +9% | 19.8% | 108% | 147 | 13.61% | 4.7 |
|
| 3297 |
3297
McMorgan & Co
San Francisco,
California
| US$6.64億 | +US$4589萬 | +7% | 7.8% | 30.1% | 42 | 16.67% | 2.5 |
|
| 3298 |
3298
Capital Group Investment Management
Raffles Quay,
Singapore
| US$6.64億 | +US$7857萬 | +13% | 23% | 145% | 154 | 16.23% | 2.3 |
|
| 3299 |
3299
Pacific Capital Wealth Advisors
Corona,
California
| US$6.63億 | +US$6795萬 | +11% | 10.2% | 46.9% | 96 | 13.54% | 2.9 |
|
| 3300 |
3300
Bain Capital Prairie
Boston,
Massachusetts
| US$6.63億 | -US$281萬 | -0.4% | 0.42% | – | 1 | 0% | 0.5 |
|