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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 776 |
776
Ethic Inc
New York
| US$42.6億 | +US$3.06億 | +8% | 4.44% | 130% | 1,191 | 14.44% | 2.2 |
|
| 777 |
777
Raymond James Trust
St. Petersburg,
Florida
| US$42.6億 | +US$1.35億 | +3% | 2.22% | 41.3% | 1,312 | 9.15% | 5 |
|
| 778 |
778
Donor Advised Charitable Giving
San Francisco,
California
| US$42.6億 | +US$10.4億 | +32% | 36.2% | 365% | 40 | 25% | 2.6 |
|
| 779 |
779
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$42.6億 | +US$2.27億 | +6% | 5.75% | 112% | 770 | 12.47% | 2.2 |
|
| 780 |
780
Castle Hook Partners
New York
| US$42.5億 | +US$6.86億 | +19% | 16.1% | 1,120% | 78 | 65.38% | 0.3 |
|
| 781 |
781
Old National Bancorp
Evansville,
Indiana
| US$42.5億 | +US$3284萬 | +0.8% | 4.12% | 83% | 704 | 22.16% | 4.9 |
|
| 782 |
782
Border to Coast Pensions Partnership
Leeds,
United Kingdom
| US$42.4億 | -US$2.42億 | -5% | 6.36% | 119% | 83 | 7.23% | 2.5 |
|
| 783 |
783
Kingsview Wealth Management
Grants Pass,
Oregon
| US$42.3億 | +US$2.47億 | +6% | 2.17% | 71.5% | 1,135 | 19.91% | 2.9 |
|
| 784 |
784
Nan Shan Life Insurance
Taipei City,
Taiwan
| US$42.3億 | -US$2295萬 | -0.5% | 1.07% | 41% | 110 | 10.91% | 3.1 |
|
| 785 |
785
Boothbay Fund Management
New York
| US$42.2億 | -US$9.7億 | -19% | 0.22% | 328% | 1,976 | 48.03% | 0.8 |
|
| 786 |
786
Advent International
Boston,
Massachusetts
| US$41.8億 | -US$15.1億 | -27% | 10.1% | 15.9% | 25 | 32% | 2.4 |
|
| 787 |
787
Mizuho Markets Americas
New York
| US$41.7億 | +US$1.18億 | +3% | 0.2% | 121% | 242 | 41.32% | 0.7 |
|
| 788 |
788
Curi RMB Capital
Chicago,
Illinois
| US$41.7億 | -US$1.94億 | -4% | 0.53% | 81.4% | 577 | 11.79% | 4.3 |
|
| 789 |
789
Vest Financial
Mclean,
Virginia
| US$41.7億 | +US$4.02億 | +11% | 3.86% | 68.4% | 264 | 4.92% | 1.3 |
|
| 790 |
790
Advent Capital Management
New York
| US$41.7億 | +US$2.31億 | +6% | 0.11% | 2.9% | 233 | 28.33% | 1.3 |
|
| 791 |
791
Perceptive Advisors
New York
| US$41.5億 | -US$15.6億 | -27% | 10.2% | 1,707% | 133 | 33.08% | 1.9 |
|
| 792 |
792
Foundations Investment Advisors
Phoenix,
Arizona
| US$41.2億 | +US$3.01億 | +8% | 2.62% | 80.9% | 813 | 21.16% | 1.7 |
|
| 793 |
793
Barings
Charlotte,
North Carolina
| US$41.1億 | +US$1.29億 | +3% | 1.76% | 61.5% | 175 | 21.71% | 3.6 |
|
| 794 |
794
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| US$41.1億 | +US$2.63億 | +7% | 6.9% | 119% | 180 | 21.11% | 4 |
|
| 795 |
795
Dai-ichi Life Insurance Company
Tokyo,
Japan
| US$41.1億 | -US$3.24億 | -7% | 5.1% | 128% | 485 | 11.13% | 5.3 |
|
| 796 |
796
Coldstream Capital Management
Bellevue,
Washington
| US$41億 | +US$1.66億 | +4% | 2.56% | 71% | 1,053 | 11.68% | 2.8 |
|
| 797 |
797
Miracle Mile Advisors
Los Angeles,
California
| US$41億 | +US$1.26億 | +3% | 1.84% | 56% | 541 | 12.94% | 2.9 |
|
| 798 |
798
Trian Fund Management
New York
| US$41億 | -US$39.2億 | -49% | 3.98% | 106% | 13 | 38.46% | 2.9 |
|
| 799 |
799
Bpifrance
Maisons Alfort, Cedex,
France
| US$40.9億 | -US$18億 | -31% | 28.6% | 53.2% | 5 | 0% | 4.3 |
|
| 800 |
800
Central Trust Company
Jefferson City,
Missouri
| US$40.8億 | +US$6582萬 | +2% | 4% | 84% | 1,472 | 11.07% | 5.4 |
|