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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 926 |
926
Members Trust
Tampa,
Florida
| US$33億 | -US$5591萬 | -2% | 0.09% | 31.5% | 122 | 7.38% | 2.4 |
|
| 927 |
927
MassMutual Private Wealth & Trust
Windsor,
Connecticut
| US$33億 | +US$8215萬 | +3% | 2.87% | 90.4% | 2,290 | 15.41% | 3.1 |
|
| 928 |
928
Fort Pitt Capital Group
Pittsburgh,
Pennsylvania
| US$32.9億 | +US$4821萬 | +1% | 0.42% | 42.1% | 126 | 7.14% | 5.8 |
|
| 929 |
929
Systematic Financial Management
Teaneck,
New Jersey
| US$32.9億 | -US$2.91億 | -8% | 2.59% | 120% | 254 | 3.15% | 6.6 |
|
| 930 |
930
First Horizon Advisors
Memphis,
Tennessee
| US$32.9億 | +US$5464萬 | +2% | 1.51% | 55.2% | 2,429 | 10.87% | 4.1 |
|
| 931 |
931
Mackay Shields LLC
New York
| US$32.9億 | -US$3.18億 | -9% | 0.02% | 8.26% | 142 | 7.75% | 2.5 |
|
| 932 |
932
Apollon Wealth Management
Mount Pleasant,
South Carolina
| US$32.8億 | +US$1.08億 | +3% | 3.45% | 96.7% | 1,181 | 12.53% | 1.9 |
|
| 933 |
933
Capital International Sarl
Los Angeles,
California
| US$32.8億 | +US$2.59億 | +9% | 5.45% | 149% | 280 | 16.43% | 3 |
|
| 934 |
934
Nuance Investments
Kansas City,
Missouri
| US$32.7億 | -US$5.4億 | -14% | 5.38% | 8.87% | 55 | 23.64% | 2.4 |
|
| 935 |
935
EcoR1 Capital
San Francisco,
California
| US$32.7億 | -US$6.85億 | -17% | 12.4% | 310% | 65 | 24.62% | 1.8 |
|
| 936 |
936
NFJ Investment Group
Dallas,
Texas
| US$32.6億 | -US$4.04億 | -11% | 3.08% | 80.7% | 262 | 14.12% | 1.6 |
|
| 937 |
937
Facet Wealth Inc
Baltimore,
Maryland
| US$32.6億 | +US$2.9億 | +10% | 1.37% | 52.9% | 147 | 21.77% | 1.5 |
|
| 938 |
938
Swan Global Investments
Durango,
Colorado
| US$32.5億 | +US$4516萬 | +1% | 3.13% | 62.5% | 43 | 11.63% | 4.7 |
|
| 939 |
939
ACR Alpine Capital Research
St. Louis,
Missouri
| US$32.4億 | -US$6013萬 | -2% | 2.82% | 69.5% | 40 | 15% | 4.9 |
|
| 940 |
940
Associated Banc-Corp
Green Bay,
Wisconsin
| US$32.2億 | +US$6050萬 | +2% | 3.3% | 102% | 327 | 7.65% | 7.2 |
|
| 941 |
941
Sumitomo Mitsui Financial Group
Tokyo,
Japan
| US$32.2億 | -US$1366萬 | -0.4% | 1.17% | 55.6% | 191 | 17.8% | 3.4 |
|
| 942 |
KCM
942
Kensico Capital Management
Greenwich,
Connecticut
| US$32.1億 | +US$1.73億 | +6% | 6.34% | 304% | 30 | 36.67% | 2.5 |
|
| 943 |
943
Carnegie Investment Counsel
Pepper Pike,
Ohio
| US$32.1億 | -US$506萬 | -0.2% | 2.96% | 112% | 510 | 11.57% | 5.5 |
|
| 944 |
944
SONA Asset Management (US)
New York
| US$32億 | +US$2.16億 | +7% | 0.7% | 41% | 91 | 41.76% | 0.3 |
|
| 945 |
945
Wealthcare Advisory Partners
West Chester,
Pennsylvania
| US$32億 | +US$1.51億 | +5% | 1.74% | 65.6% | 868 | 13.48% | 2.9 |
|
| 946 |
946
Valeo Financial Advisors
Carmel,
Indiana
| US$32億 | +US$4.09億 | +15% | 2.95% | 82.7% | 726 | 14.74% | 3.4 |
|
| 947 |
947
Global Retirement Partners
San Rafael,
California
| US$31.9億 | +US$5.12億 | +19% | 2.71% | – | 3,685 | 11.78% | 1.9 |
|
| 948 |
948
Marathon Asset Management (UK)
London,
United Kingdom
| US$31.9億 | -US$5.54億 | -15% | 1.89% | 94.3% | 88 | 9.09% | 4.1 |
|
| 949 |
949
Braidwell
Stamford,
Connecticut
| US$31.9億 | +US$8499萬 | +3% | 7.84% | 96.5% | 85 | 31.76% | 0.7 |
|
| 950 |
950
Cassaday & Co Wealth Management
Mclean,
Virginia
| US$31.8億 | +US$1.04億 | +3% | 2.77% | 78.9% | 319 | 16.3% | 1.2 |
|