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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 826 |
826
Badgley Phelps Wealth Managers
Seattle,
Washington
| US$45.1億 | +US$3.73億 | +9% | 11.4% | 100% | 306 | 5.56% | 2.6 |
|
| 827 |
827
Great Valley Advisor Group
Wilmington,
Delaware
| US$45.1億 | -US$1.31億 | -3% | 9.84% | 73.9% | 952 | 15.13% | 2.9 |
|
| 828 |
828
W.H. Reaves & Co
Jersey City,
New Jersey
| US$45.1億 | +US$5.81億 | +15% | 17.7% | 111% | 81 | 7.41% | 5.1 |
|
| 829 |
829
Mill Creek Capital Advisors
Conshohocken,
Pennsylvania
| US$45.1億 | +US$3.81億 | +9% | 9.41% | 50.3% | 276 | 13.77% | 1.8 |
|
| 830 |
830
Diversified Trust
Memphis,
Tennessee
| US$45.1億 | +US$4.64億 | +11% | 8.04% | 81.5% | 1,029 | 18.66% | 3.2 |
|
| 831 |
831
Chilton Investment Company
Stamford,
Connecticut
| US$45億 | +US$4.05億 | +10% | 9.13% | 55.1% | 241 | 24.07% | 3.3 |
|
| 832 |
832
Nan Shan Life Insurance
Taipei City,
Taiwan
| US$45億 | +US$2.59億 | +6% | 6.9% | 41% | 120 | 10% | 3 |
|
| 833 |
833
Folketrygdfondet
Oslo Norway,
Norway
| US$44.9億 | -US$479萬 | -0.1% | 2.85% | 30.6% | 10 | 0% | 6.4 |
|
| 834 |
834
Auto-Owners Insurance
Lansing,
Michigan
| US$44.8億 | +US$7.05億 | +19% | 10.4% | 82.2% | 108 | 0.93% | 2.3 |
|
| 835 |
835
Vaughan David Investments
Peoria,
Illinois
| US$44.7億 | +US$2.01億 | +5% | 7.12% | 69.5% | 234 | 9.4% | 6.8 |
|
| 836 |
836
First Financial Bankshares
Abilene,
Texas
| US$44.6億 | -US$1.7億 | -4% | 10.4% | – | 218 | 27.06% | 1 |
|
| 837 |
837
Country Trust Bank
Bloomington,
Illinois
| US$44.6億 | +US$4.87億 | +12% | 10.7% | 76.2% | 582 | 41.92% | 3.1 |
|
| 838 |
838
Empirical Wealth Management
Seattle,
Washington
| US$44.3億 | +US$5.42億 | +14% | 10% | 87.1% | 736 | 18.21% | 3.5 |
|
| 839 |
839
Summit Financial
Parsippany,
New Jersey
| US$44.2億 | +US$8.56億 | +24% | 10% | 81.8% | 837 | 19% | 1.6 |
|
| 840 |
840
DRW Securities
Chicago,
Illinois
| US$44.2億 | +US$8.35億 | +23% | 10.6% | 96.2% | 1,313 | 72.89% | 0.3 |
|
| 841 |
841
Atria Wealth Solutions
New York
| US$44.2億 | -US$38.9億 | -47% | 9.87% | 63.8% | 1,968 | 31.66% | 2.3 |
|
| 842 |
842
TwinBeech Capital
Purchase,
New York
| US$44.1億 | -US$11億 | -20% | 6.3% | 5.7% | 1,031 | 75.75% | 0.2 |
|
| 843 |
843
WhitTier Trust Company
Reno,
Nevada
| US$44.1億 | +US$4.5億 | +11% | 13.1% | 98.2% | 1,485 | 7.41% | 5.8 |
|
| 844 |
844
World Investment Advisors
Santa Barbara,
California
| US$44.1億 | +US$5.57億 | +14% | 9.01% | 65.4% | 1,208 | 18.71% | 1.3 |
|
| 845 |
845
Facet Wealth Inc
Baltimore,
Maryland
| US$44億 | +US$5.38億 | +14% | 7.37% | 48.1% | 177 | 24.29% | 1.9 |
|
| 846 |
846
Generali Asset Management
Trieste,
Italy
| US$43.9億 | +US$3.3億 | +8% | 14.3% | – | 527 | 11.76% | 0.5 |
|
| 847 |
847
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$43.8億 | +US$6.56億 | +18% | 8.36% | 65.6% | 1,009 | 14.47% | 3.1 |
|
| 848 |
848
Atlantic Union Bankshares
Glen Allen,
Virginia
| US$43.8億 | +US$27.3億 | +165% | 10.1% | 78.9% | 1,237 | 75.99% | 1.3 |
|
| 849 |
BG
849
Bollard Group
Boston,
Massachusetts
| US$43.7億 | +US$5.66億 | +15% | 6.36% | 64.4% | 311 | 13.83% | 7.2 |
|
| 850 |
850
Evoke Wealth
Los Angeles,
California
| US$43.7億 | +US$5.39億 | +14% | 8.18% | 65.2% | 622 | 31.35% | 0.8 |
|