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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 801 |
801
Homestead Advisers
Arlington,
Virginia
| US$40.6億 | -US$2.06億 | -5% | 1.94% | 92.1% | 137 | 31.39% | 4.1 |
|
| 802 |
802
HHLR Advisors
Grand Cayman,
Cayman Islands
| US$40.5億 | -US$5.5億 | -12% | 0.46% | 137% | 87 | 37.93% | 1.6 |
|
| 803 |
803
Badgley Phelps Wealth Managers
Seattle,
Washington
| US$40.4億 | +US$4364萬 | +1% | 3.54% | 100% | 273 | 11.72% | 2 |
|
| 804 |
804
SVB Wealth
Boston,
Massachusetts
| US$40.4億 | -US$4.45億 | -10% | 5.43% | 170% | 888 | 17.34% | 4.4 |
|
| 805 |
805
Ancora Advisors
Cleveland,
Ohio
| US$40.4億 | -US$3.64億 | -8% | 0.67% | 74.2% | 2,051 | 16.28% | 3.3 |
|
| 806 |
806
E. Ohman J:or Asset Management
Stockholm,
Sweden
| US$40.3億 | +US$1.08億 | +3% | 5.63% | 132% | 435 | 7.59% | 5.2 |
|
| 807 |
807
Southpoint Capital Advisors
New York
| US$40.2億 | -US$10.3億 | -20% | 4.47% | 124% | 60 | 40% | 1.3 |
|
| 808 |
808
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| US$40.1億 | +US$7144萬 | +2% | 1.76% | 68.2% | 415 | 10.12% | 4.6 |
|
| 809 |
809
Signature Estate & Investment Advisors
Los Angeles,
California
| US$40億 | +US$4.58億 | +13% | 2.45% | 84.4% | 509 | 66.6% | 1.4 |
|
| 810 |
810
Permira Holdings
St. Peter Port,
Guernsey
| US$39.9億 | -US$5.6億 | -12% | 10.2% | – | 2 | 0% | 0.5 |
|
| 811 |
811
Provida Pension Fund Administrator
Las Condes, Santiago,
Chile
| US$39.7億 | -US$5947萬 | -1% | 0.84% | 48.1% | 63 | 3.17% | 3.6 |
|
| 812 |
812
Gulf International Bank (UK)
London,
United Kingdom
| US$39.7億 | -US$531萬 | -0.1% | 5.7% | 152% | 667 | 3.15% | 7.9 |
|
| 813 |
813
Trillium Asset Management
Boston,
Massachusetts
| US$39.6億 | +US$3054萬 | +0.8% | 4.83% | 81.7% | 245 | 7.76% | 6.1 |
|
| 814 |
814
Country Trust Bank
Bloomington,
Illinois
| US$39.6億 | +US$1.01億 | +3% | 3.91% | 76.2% | 406 | 30.79% | 4.2 |
|
| 815 |
815
Exchange Traded Concepts
Oklahoma City,
Oklahoma
| US$39.6億 | +US$7826萬 | +2% | 2.42% | 159% | 1,323 | 15.57% | 1.9 |
|
| 816 |
816
Vaughan David Investments
Peoria,
Illinois
| US$39.5億 | -US$6947萬 | -2% | 0.68% | 69.5% | 226 | 9.73% | 6.6 |
|
| 817 |
817
United Services Automobile Association
San Antonio,
Texas
| US$39.5億 | -US$1.21億 | -3% | 1.62% | 31.8% | 474 | 10.55% | 2.6 |
|
| 818 |
818
Meritage Group
San Francisco,
California
| US$39.4億 | -US$3.1億 | -7% | 5.04% | 22.1% | 76 | 46.05% | 0.9 |
|
| 819 |
819
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$39.3億 | +US$2.31億 | +6% | 4.52% | 118% | 1,651 | 28.95% | 3.8 |
|
| 820 |
820
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| US$39.3億 | +US$2.43億 | +7% | 1.99% | 50.3% | 264 | 10.98% | 1.2 |
|
| 821 |
821
Donald Smith & Co
New York
| US$39.2億 | -US$3.79億 | -9% | 0.07% | 152% | 65 | 7.69% | 4.7 |
|
| 822 |
AG
822
Artal Group
Luxembourg
| US$39.2億 | -US$246萬 | -0.1% | 11.9% | 181% | 132 | 31.06% | 1.8 |
|
| 823 |
823
Equity Investment Corp
Atlanta,
Georgia
| US$39.2億 | -US$8235萬 | -2% | 3.79% | 43% | 66 | 6.06% | 3.5 |
|
| 824 |
824
Parallel Advisors
San Francisco,
California
| US$39億 | +US$2.13億 | +6% | 4.9% | 109% | 3,497 | 10.61% | 4.3 |
|
| 825 |
825
Boston Common Asset Management
Boston,
Massachusetts
| US$39億 | -US$2.79億 | -7% | 2.38% | 61.2% | 328 | 12.2% | 3.4 |
|