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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3401 |
3401
D.L. Carlson Investment Group
Concord,
New Hampshire
| US$6.28億 | +US$4635萬 | +8% | 15.2% | 113% | 149 | 20.13% | 4.4 |
|
| 3402 |
3402
RBO & Co
Saint Helena,
California
| US$6.28億 | +US$852萬 | +1% | 1.96% | 27.9% | 58 | 5.17% | 7.8 |
|
| 3403 |
3403
Marino Stram & Associates
Braintree,
Massachusetts
| US$6.28億 | +US$7117萬 | +13% | 12.1% | 72.2% | 204 | 10.29% | 4.1 |
|
| 3404 |
3404
Elk River Wealth Management
Denver,
Colorado
| US$6.28億 | +US$2553萬 | +4% | 16.9% | 81.8% | 105 | 7.62% | 3.9 |
|
| 3405 |
3405
Financial Strategies Group
Okemos,
Michigan
| US$6.28億 | +US$2983萬 | +5% | 7.98% | 44.9% | 103 | 4.85% | 3.4 |
|
| 3406 |
3406
Satovsky Asset Management
New York
| US$6.27億 | +US$6069萬 | +11% | 9.14% | 53.6% | 76 | 6.58% | 2.8 |
|
| 3407 |
PAS
3407
PKS Advisory Services
Albany,
New York
| US$6.27億 | +US$1.96億 | +46% | 15.4% | – | 388 | 43.3% | 0.8 |
|
| 3408 |
3408
Paradice Investment Management
Denver,
Colorado
| US$6.27億 | +US$9416萬 | +18% | 16.2% | 72.2% | 24 | 16.67% | 4.4 |
|
| 3409 |
BVC
3409
Bright Valley Capital
Hong Kong
| US$6.26億 | +US$4.73億 | +308% | 173% | – | 28 | 78.57% | 0.3 |
|
| 3410 |
3410
Fortis Group Advisors
Westwood,
New Jersey
| US$6.26億 | +US$2121萬 | +4% | 16.3% | 91.2% | 651 | 15.67% | 2.2 |
|
| 3411 |
3411
LMG Wealth Partners
Shreveport,
Louisiana
| US$6.26億 | +US$7706萬 | +14% | 18.6% | 88.9% | 170 | 11.76% | 2.2 |
|
| 3412 |
3412
Bellecapital
Zurich,
Switzerland
| US$6.25億 | +US$7117萬 | +13% | 23.3% | 152% | 152 | 41.45% | 3 |
|
| 3413 |
3413
Third Avenue Management
New York
| US$6.25億 | +US$931萬 | +2% | 7.42% | 113% | 57 | 10.53% | 5 |
|
| 3414 |
3414
RAM Investment Partners
Bellevue,
Washington
| US$6.25億 | +US$5594萬 | +10% | 10.8% | 61.9% | 136 | 17.65% | 1.9 |
|
| 3415 |
3415
Chemistry Wealth Management
New York
| US$6.25億 | +US$5661萬 | +10% | 9.24% | 77.1% | 219 | 10.5% | 2.8 |
|
| 3416 |
3416
Avidity Partners Management
Dallas,
Texas
| US$6.24億 | +US$1.31億 | +26% | 26.7% | 492% | 58 | 44.83% | 0.9 |
|
| 3417 |
3417
Davidson Capital Management
Corpus Christi,
Texas
| US$6.24億 | +US$7232萬 | +13% | 16.9% | 79.4% | 96 | 3.13% | 2.1 |
|
| 3418 |
3418
Spinnaker Investment Group
Newport Beach,
California
| US$6.24億 | +US$1.33億 | +27% | 9.57% | 56.9% | 195 | 32.82% | 1.7 |
|
| 3419 |
3419
Pettinga Financial Advisors
Evansville,
Indiana
| US$6.24億 | +US$9274萬 | +17% | 10.7% | 78.1% | 165 | 16.36% | 3.3 |
|
| 3420 |
3420
East Coast Asset Management
Essex,
Massachusetts
| US$6.24億 | +US$6546萬 | +12% | 15.7% | 167% | 85 | 10.59% | 8.2 |
|
| 3421 |
3421
Amarillo National Bank
Amarillo,
Texas
| US$6.24億 | +US$5764萬 | +10% | 11.3% | 63.5% | 103 | 16.5% | 6 |
|
| 3422 |
3422
Proactive Wealth Strategies
Marietta,
Georgia
| US$6.23億 | +US$9114萬 | +17% | 19.8% | – | 226 | 8.85% | 1.1 |
|
| 3423 |
TAA
3423
TB Alternative Assets
Grand Cayman,
Cayman Islands
| US$6.23億 | +US$1.42億 | +30% | 104% | 312% | 51 | 62.75% | 1.2 |
|
| 3424 |
3424
TruNorth Capital Management
Kalamazoo,
Michigan
| US$6.23億 | +US$1.01億 | +19% | 11.5% | – | 131 | 19.08% | 1.6 |
|
| 3425 |
3425
Parkwoods Wealth Partners
Syracuse,
New York
| US$6.22億 | +US$2.15億 | +53% | 10.5% | – | 168 | 33.93% | 0.7 |
|