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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 876 |
876
HBK Sorce Advisory
Erie,
Pennsylvania
| US$52.7億 | +US$2.29億 | +5% | 10.7% | 58.2% | 715 | 13.15% | 4.6 |
|
| 877 |
WAP
877
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$52.7億 | +US$1.32億 | +3% | 13.1% | 60.4% | 1,165 | 14.85% | 3.4 |
|
| 878 |
878
Orgel Wealth Management
Altoona,
Wisconsin
| US$52.7億 | +US$6.31億 | +14% | 11% | 39.6% | 115 | 19.13% | 3.5 |
|
| 879 |
879
DF Dent & Co
Baltimore,
Maryland
| US$52.7億 | +US$5004萬 | +1% | 14.1% | 47.1% | 279 | 8.96% | 6.1 |
|
| 880 |
880
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| US$52.7億 | +US$3.35億 | +7% | 8.22% | 55.6% | 254 | 40.94% | 3.5 |
|
| 881 |
881
Itau Unibanco Holding S.A.
Sao Paulo,
Brazil
| US$52.7億 | +US$9.6億 | +22% | 9.86% | 105% | 502 | 49.2% | 1.1 |
|
| 882 |
882
Fideuram Asset Management (Ireland)
Dublin 1,
| US$52.6億 | +US$44.8億 | +569% | 23.4% | – | 756 | 42.99% | 0.3 |
|
| 883 |
883
Equity Investment Corp
Atlanta,
Georgia
| US$52.4億 | +US$1.36億 | +3% | 3.43% | 43% | 79 | 13.92% | 3.9 |
|
| 884 |
884
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$52.4億 | +US$6.18億 | +13% | 18% | 112% | 848 | 17.92% | 2.9 |
|
| 885 |
885
Cincinnati Financial Corp
Fairfield,
Ohio
| US$52.3億 | +US$2.69億 | +5% | 12.7% | 74.2% | 57 | 5.26% | 8.9 |
|
| 886 |
886
Caprock Group
Boise,
Idaho
| US$52.2億 | +US$11億 | +27% | 24.6% | – | 1,341 | 25.28% | 2.5 |
|
| 887 |
DFO
887
Duquesne Family Office
New York
| US$52.1億 | +US$18.3億 | +54% | 40.2% | 345% | 118 | 60.17% | 0.5 |
|
| 888 |
888
Laird Norton Wetherby Trust Company
Seattle,
Washington
| US$52.1億 | +US$6.22億 | +14% | 20.8% | 88.1% | 1,053 | 10.16% | 0.6 |
|
| 889 |
889
SNS Financial Group
Minneapolis,
Minnesota
| US$52億 | +US$40.4億 | +348% | 13.9% | 54.2% | 557 | 64.09% | 2.1 |
|
| 890 |
890
Ancora Advisors
Cleveland,
Ohio
| US$51.9億 | +US$4.9億 | +10% | 12.7% | 74.2% | 2,586 | 24.13% | 3.9 |
|
| 891 |
891
Kestra Investment Management
Austin,
Texas
| US$51.6億 | -US$6.36億 | -11% | 11.2% | – | 561 | 29.23% | 0.9 |
|
| 892 |
892
Context Capital Management
Lajolla,
California
| US$51.5億 | +US$8.21億 | +19% | 0.8% | 3.38% | 457 | 20.79% | 0.7 |
|
| 893 |
893
SIG Brokerage
New York
| US$51.5億 | +US$13.6億 | +36% | 45.8% | – | 1,146 | 53.93% | 0.4 |
|
| 894 |
894
Skye Global Management
West Palm Beach,
Florida
| US$51.4億 | +US$1.36億 | +3% | 11.9% | 77.8% | 47 | 36.17% | 2.8 |
|
| 895 |
895
Beck Mack & Oliver
New York
| US$51.3億 | +US$2.79億 | +6% | 9.53% | 68.2% | 209 | 10.53% | 7.1 |
|
| 896 |
896
AKRE Capital Management
Middleburg,
Virginia
| US$51.2億 | -US$10.1億 | -16% | 0.23% | 21.6% | 20 | 0% | 6.4 |
|
| 897 |
897
Bank Pictet & Cie (Europe)
Frankfurt Am Main,
Germany
| US$51.2億 | +US$4.3億 | +9% | 17.2% | 99.4% | 222 | 12.16% | 3.9 |
|
| 898 |
898
Callan Family Office
Radnor,
Pennsylvania
| US$51.1億 | +US$7.08億 | +16% | 20.9% | 93.4% | 1,262 | 13.23% | 1.1 |
|
| 899 |
899
Maple Rock Capital Partners
Toronto,
Ontario, Canada
| US$51億 | +US$20.3億 | +66% | 53.8% | 602% | 55 | 27.27% | 1 |
|
| 900 |
900
Kayne Anderson Capital Advisors
Los Angeles,
California
| US$51億 | -US$1.19億 | -2% | 1.05% | 83% | 57 | 22.81% | 4.3 |
|