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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 951 |
951
General Atlantic
New York
| US$31.8億 | -US$11.3億 | -26% | 1.94% | 168% | 22 | 13.64% | 2.9 |
|
| 952 |
952
W.K. Kellogg Foundation Trust
Battle Creek,
Michigan
| US$31.8億 | -US$6511萬 | -2% | 0.24% | 25.5% | 2 | 0% | 5.8 |
|
| 953 |
953
Dynamic Advisor Solutions
Phoenix,
Arizona
| US$31.8億 | +US$2.14億 | +7% | 2.13% | 70.9% | 1,007 | 13.11% | 3.1 |
|
| 954 |
954
PAR Capital Management
Boston,
Massachusetts
| US$31.8億 | -US$3953萬 | -1% | 2.26% | 138% | 54 | 16.67% | 3 |
|
| 955 |
955
TD Private Client Wealth
New York
| US$31.8億 | +US$1.29億 | +4% | 1.55% | 61.6% | 1,277 | 9.55% | 3.4 |
|
| 956 |
956
Sigma Planning Corp
Ann Arbor,
Michigan
| US$31.6億 | -US$2600萬 | -0.8% | 3.52% | 97.5% | 1,289 | 12.88% | 3.7 |
|
| 957 |
957
Boston Financial Management
Boston,
Massachusetts
| US$31.4億 | +US$26.9萬 | +0% | 1.68% | 30.1% | 337 | 3.86% | 5.4 |
|
| 958 |
958
MUFG Bank
Tokyo 100-8388,,
Japan
| US$31.3億 | -US$3.82億 | -11% | 7.25% | 61.3% | 3 | 0% | 1.8 |
|
| 959 |
959
Highbridge Capital Management
New York
| US$31.3億 | +US$3.98億 | +15% | 1.15% | 55.8% | 359 | 16.16% | 1.1 |
|
| 960 |
960
Avantax Planning Partners
Dubuque,
Iowa
| US$31.1億 | +US$2348萬 | +0.8% | 0.8% | 55.9% | 496 | 11.09% | 3.5 |
|
| 961 |
961
Salem Investment Counselors
Winston Salem,
North Carolina
| US$31億 | +US$5452萬 | +2% | 3.9% | 181% | 1,221 | 8.76% | 3.7 |
|
| 962 |
962
Jasper Ridge Partners
Menlo Park,
California
| US$30.9億 | -US$8877萬 | -3% | 0.94% | 84.2% | 154 | 6.49% | 4.4 |
|
| 963 |
963
Aristotle Atlantic Partners
Sarasota,
Florida
| US$30.9億 | +US$2257萬 | +0.7% | 8.54% | 144% | 96 | 6.25% | 4.3 |
|
| 964 |
964
Troy Asset Management
London,
United Kingdom
| US$30.8億 | -US$2.27億 | -7% | 0.95% | 66.6% | 35 | 11.43% | 4.9 |
|
| 965 |
965
Focused Investors
Los Angeles,
California
| US$30.8億 | -US$1.14億 | -4% | 0.98% | 59.9% | 23 | 0% | 7.3 |
|
| 966 |
966
Readystate Asset Management
Chicago,
Illinois
| US$30.8億 | -US$39.9億 | -56% | 1.75% | 43.4% | 1,155 | 66.23% | 0.4 |
|
| 967 |
967
RFG Advisory
Birmingham,
Alabama
| US$30.7億 | +US$1.31億 | +4% | 1.8% | 57% | 753 | 12.75% | 2.8 |
|
| 968 |
968
Atreides Management
Boston,
Massachusetts
| US$30.6億 | -US$13.4億 | -30% | 1.54% | 229% | 52 | 50% | 0.8 |
|
| 969 |
969
Alesco Advisors
Pittsford,
New York
| US$30.5億 | +US$1040萬 | +0.3% | 0.29% | 46.9% | 192 | 6.25% | 5.5 |
|
| 970 |
970
Concurrent Investment Advisors
Tampa,
Florida
| US$30.4億 | +US$5.63億 | +23% | 3.35% | 99.5% | 1,091 | 24.93% | 0.4 |
|
| 971 |
971
Moran Wealth Management
Naples,
Florida
| US$30.4億 | -US$4712萬 | -2% | 0.25% | 111% | 440 | 19.09% | 1 |
|
| 972 |
972
NEPC LLC
Boston,
Massachusetts
| US$30.3億 | +US$1.27億 | +4% | 0.07% | 21.3% | 41 | 2.44% | 2.3 |
|
| 973 |
973
Ritholtz Wealth Management
New York
| US$30.3億 | +US$1.32億 | +5% | 3.38% | 99.3% | 882 | 17.46% | 2.2 |
|
| 974 |
974
Brighton Jones LLC
Seattle,
Washington
| US$30.3億 | +US$2.55億 | +9% | 4.6% | 114% | 674 | 12.46% | 3.5 |
|
| 975 |
975
Destination Wealth Management
Walnut Creek,
California
| US$30.3億 | +US$1854萬 | +0.6% | 2.58% | 52.7% | 233 | 9.87% | 5.3 |
|