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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 3451 |
3451
Sands Capital Ventures
Arlington,
Virginia
| US$6.14億 | +US$1.92億 | +46% | 17% | 167% | 24 | 12.5% | 2.7 |
|
| 3452 |
3452
Turim 21 Investimentos
Rio De Janeiro,
Brazil
| US$6.13億 | +US$2.15億 | +54% | 4.96% | 62.1% | 125 | 9.6% | 1.3 |
|
| 3453 |
3453
VisionPoint Advisory Group
Dallas,
Texas
| US$6.13億 | +US$8220萬 | +15% | 15.5% | 79.3% | 528 | 26.89% | 1.3 |
|
| 3454 |
3454
M. Kulyk & Associates
Decatur,
Georgia
| US$6.13億 | +US$7707萬 | +14% | 12.2% | 63.3% | 126 | 15.87% | 3 |
|
| 3455 |
3455
Fonville Wealth Management
Richmond,
Virginia
| US$6.12億 | +US$8701萬 | +17% | 9.46% | – | 152 | 12.5% | 1.8 |
|
| 3456 |
3456
Twele Capital Management
Minnetonka,
Minnesota
| US$6.12億 | +US$5140萬 | +9% | 8.01% | 37.1% | 40 | 2.5% | 9.9 |
|
| 3457 |
3457
Jacobson & Schmitt Advisors
Middleton,
Wisconsin
| US$6.12億 | +US$6080萬 | +11% | 12.4% | 70.3% | 86 | 15.12% | 2.8 |
|
| 3458 |
3458
SkyOak Wealth
Southfield,
Michigan
| US$6.12億 | +US$6602萬 | +12% | 14% | 73.4% | 276 | 16.3% | 3.7 |
|
| 3459 |
3459
West Wealth Group
Irvine,
California
| US$6.11億 | +US$1.05億 | +21% | 16.1% | 79.8% | 147 | 14.29% | 1.8 |
|
| 3460 |
3460
Platform Technology Partners
New York
| US$6.11億 | +US$9246萬 | +18% | 13.9% | – | 425 | 26.35% | 2.5 |
|
| 3461 |
3461
Key Financial Inc
West Chester,
Pennsylvania
| US$6.11億 | +US$4877萬 | +9% | 11.2% | 55.5% | 1,466 | 12.41% | 3.9 |
|
| 3462 |
3462
Integrated Quantitative Investments
Bellevue,
Washington
| US$6.1億 | +US$5920萬 | +11% | 32.6% | – | 546 | 61.17% | 0.4 |
|
| 3463 |
3463
Addison Capital
Conshohocken,
Pennsylvania
| US$6.1億 | +US$4820萬 | +9% | 8.84% | 59.7% | 189 | 6.35% | 3.9 |
|
| 3464 |
3464
Grant Street Asset Management
Canonsburg,
Pennsylvania
| US$6.1億 | +US$9132萬 | +18% | 9.35% | 41.6% | 105 | 20.95% | 2.8 |
|
| 3465 |
3465
Childress Capital Advisors
Houston,
Texas
| US$6.1億 | +US$5538萬 | +10% | 17.9% | 101% | 425 | 22.59% | 1.7 |
|
| 3466 |
3466
Francis Financial
| US$6.1億 | +US$7093萬 | +13% | 11% | 56.2% | 138 | 19.57% | 2.1 |
|
| 3467 |
3467
Portfolio Design Labs
Encino,
California
| US$6.1億 | +US$4768萬 | +8% | 21% | – | 243 | 11.11% | 1.2 |
|
| 3468 |
3468
Gibson Capital
Wexford,
Pennsylvania
| US$6.1億 | +US$7226萬 | +13% | 13.7% | 60.4% | 98 | 15.31% | 4.2 |
|
| 3469 |
3469
Mattern Wealth Management
Lawrence,
Kansas
| US$6.09億 | +US$9646萬 | +19% | 11.2% | 54% | 191 | 21.47% | 3.5 |
|
| 3470 |
3470
Sompo Asset Management
Tokyo,
Japan
| US$6.09億 | +US$6449萬 | +12% | 18.3% | 84.7% | 183 | 4.92% | 4.6 |
|
| 3471 |
3471
Crusonia Wealth Advisors
Denver,
Colorado
| US$6.09億 | +US$1.24億 | +26% | 12.4% | – | 243 | 23.46% | 0.4 |
|
| 3472 |
3472
Summit Partners
Boston,
Massachusetts
| US$6.09億 | -US$6123萬 | -9% | 18.9% | 13.7% | 7 | 28.57% | 7.5 |
|
| 3473 |
3473
Ellsworth Advisors
Hudson,
Ohio
| US$6.09億 | +US$7634萬 | +14% | 18.2% | 131% | 203 | 29.56% | 1.9 |
|
| 3474 |
3474
Delta Investment Management
San Francisco,
California
| US$6.08億 | +US$4886萬 | +9% | 12.7% | 65.8% | 327 | 26.91% | 2.5 |
|
| 3475 |
MCM
3475
Mason Capital Management
New York
| US$6.07億 | -US$583萬 | -1% | 6.57% | 18.5% | 9 | 22.22% | 1.6 |
|