我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 751 |
751
Global Retirement Partners
San Rafael,
California
| US$65.4億 | – | – | 17.6% | – | 4,515 | – | 2.7 |
|
| 752 |
752
Eastern Bank
Boston,
Massachusetts
| US$65.3億 | +US$7.07億 | +12% | 19.2% | 102% | 1,199 | 24.1% | 2.4 |
|
| 753 |
753
Sagespring Wealth Partners
Franklin,
Tennessee
| US$65.1億 | +US$10.2億 | +19% | 16.4% | – | 878 | 13.55% | 1.1 |
|
| 754 |
754
Curi RMB Capital
Chicago,
Illinois
| US$64.8億 | +US$8.64億 | +15% | 20% | 81.4% | 989 | 21.13% | 3 |
|
| 755 |
755
Mondrian Investment Partners
London,
United Kingdom
| US$64.8億 | -US$2.02億 | -3% | 1.73% | – | 123 | 26.02% | 3.8 |
|
| 756 |
756
Montrusco Bolton Investments
Montreal,
Quebec, Canada
| US$64.6億 | -US$1.54億 | -2% | 23.4% | 101% | 83 | 16.87% | 3.6 |
|
| 757 |
757
Aequim Alternative Investments
Mill Valley,
California
| US$64.3億 | +US$12.8億 | +25% | 10.6% | 32.3% | 109 | 11.93% | 1.1 |
|
| 758 |
758
Ruane, Cunniff & Goldfarb
New York
| US$64.3億 | +US$3.99億 | +7% | 15.7% | 79.3% | 54 | 7.41% | 4.1 |
|
| 759 |
759
Confluence Investment Management
St. Louis,
Missouri
| US$64億 | -US$4033萬 | -0.6% | 4.02% | 37.7% | 311 | 15.76% | 4.7 |
|
| 760 |
760
RFG Advisory
Birmingham,
Alabama
| US$64億 | +US$9.6億 | +18% | 12% | 52.3% | 1,200 | 19.75% | 2.7 |
|
| 761 |
761
Mizuho Markets Americas
New York
| US$63.7億 | +US$27.1億 | +74% | 33.3% | 121% | 269 | 42.38% | 0.7 |
|
| 762 |
762
Mesirow Financial Investment Management
Chicago,
Illinois
| US$63.7億 | +US$1.9億 | +3% | 11.5% | 70% | 553 | 10.85% | 2 |
|
| 763 |
763
Energy Income Partners
Westport,
Connecticut
| US$63.6億 | +US$1.44億 | +2% | 0.89% | 66.9% | 92 | 9.78% | 5.6 |
|
| 764 |
764
Perigon Wealth Management
San Francisco,
California
| US$63.6億 | +US$8.43億 | +15% | 15.5% | 93.8% | 1,499 | 16.41% | 2.8 |
|
| 765 |
765
R.M. Davis Inc
Portland,
Maine
| US$63.4億 | +US$7.06億 | +13% | 17.9% | 85.2% | 288 | 7.99% | 6.9 |
|
| 766 |
766
Great Valley Advisor Group
Wilmington,
Delaware
| US$63.3億 | +US$8.28億 | +15% | 14.1% | 73.9% | 1,104 | 13.95% | 3.1 |
|
| 767 |
767
Old Mission Capital
Chicago,
Illinois
| US$63.1億 | +US$422萬 | +0.1% | 14.7% | 55.3% | 1,503 | 56.82% | 0.4 |
|
| 768 |
768
Axxcess Wealth Management
Carlsbad,
California
| US$62.8億 | +US$31.6億 | +101% | 13.4% | 73.6% | 1,065 | 66.2% | 1 |
|
| 769 |
769
Susquehanna Portfolio Strategies
Bala Cynwyd,
Pennsylvania
| US$62.7億 | -US$4.54億 | -7% | 17.1% | – | 1,098 | 36.79% | 0.6 |
|
| 770 |
770
Danica Pension Livsforsikrings
Copenhagen V,
| US$62.6億 | +US$9.28億 | +17% | 27% | – | 184 | 11.41% | 0.9 |
|
| 771 |
771
WIT LLC
District Of Columbia,
District of Columbia
| US$62.6億 | +US$9.6億 | +18% | 10.9% | 48% | 24 | 8.33% | 2.6 |
|
| 772 |
772
Alpha Wave Global
New York
| US$62.4億 | +US$54.5億 | +690% | 4.73% | 226% | 28 | 39.29% | 1.7 |
|
| 773 |
773
Diversified Trust
Memphis,
Tennessee
| US$62.4億 | +US$8.48億 | +16% | 14.8% | 81.5% | 1,214 | 21.75% | 3.1 |
|
| 774 |
774
Robeco Schweiz
Zurich,
Switzerland
| US$62.3億 | +US$15.1億 | +32% | 38.9% | 148% | 135 | 13.33% | 4.5 |
|
| 775 |
EQF
775
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
| US$62億 | +US$18.3億 | +42% | 116% | – | 60 | 61.67% | 0.4 |
|