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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1001 |
1001
Anchor Capital Advisors
Boston,
Massachusetts
| US$34.1億 | +US$5668萬 | +2% | 4.93% | 64.3% | 249 | 6.83% | 5.5 |
|
| 1002 |
1002
Quotient Wealth Partners
Dallas,
Texas
| US$34億 | +US$2.68億 | +9% | 6.85% | – | 356 | 10.67% | 1.2 |
|
| 1003 |
1003
Arkadios Wealth Advisors
Atlanta,
Georgia
| US$33.9億 | +US$7.44億 | +28% | 10.8% | 91.1% | 1,383 | 22.49% | 1.8 |
|
| 1004 |
1004
Snowden Capital Advisors
New York
| US$33.9億 | +US$2.61億 | +8% | 12% | 100% | 1,281 | 13.04% | 3.8 |
|
| 1005 |
1005
Cerberus Capital Management
New York
| US$33.9億 | +US$3540萬 | +1% | 0.77% | 22.4% | 6 | 50% | 1.8 |
|
| 1006 |
1006
Avanza Fonder
Stockholm,
Sweden
| US$33.8億 | +US$3.28億 | +11% | 14.4% | – | 492 | 18.5% | 0.4 |
|
| 1007 |
1007
WesBanco Bank
Wheeling,
West Virginia
| US$33.7億 | +US$4.89億 | +17% | 10.3% | 87.2% | 675 | 12.3% | 5.2 |
|
| 1008 |
1008
Leonard Green & Partners
Los Angeles,
California
| US$33.7億 | -US$6.95億 | -17% | 6.96% | 53.9% | 8 | 0% | 3.2 |
|
| 1009 |
1009
Meiji Yasuda Life Insurance
Tokyo,
Japan
| US$33.6億 | -US$16.5億 | -33% | 2.7% | 27.5% | 261 | 24.14% | 5.2 |
|
| 1010 |
1010
Van Berkom & Associates
Montreal,
Quebec, Canada
| US$33.6億 | +US$2.46億 | +8% | 10.4% | 45% | 65 | 6.15% | 4.3 |
|
| 1011 |
1011
Castleark Management
Chicago,
Illinois
| US$33.3億 | +US$4.42億 | +15% | 21.5% | 248% | 347 | 40.06% | 3.3 |
|
| 1012 |
1012
Sigma Planning Corp
Ann Arbor,
Michigan
| US$33.3億 | +US$1.9億 | +6% | 10.3% | 97.5% | 1,348 | 18.47% | 4.1 |
|
| 1013 |
1013
Evergreen Capital Management
Bellevue,
Washington
| US$33.3億 | +US$3.46億 | +12% | 7.4% | 82.9% | 1,275 | 24.86% | 2.8 |
|
| 1014 |
1014
Peregrine Capital Management
Minneapolis,
Minnesota
| US$33.2億 | +US$3.05億 | +10% | 17.6% | 95% | 347 | 10.66% | 3.6 |
|
| 1015 |
1015
Suvretta Capital Management
New York
| US$33.2億 | +US$6.22億 | +23% | 12.9% | 364% | 112 | 23.21% | 1.8 |
|
| 1016 |
1016
Vestcor Inc
Fredericton,
New Brunswick, Canada
| US$33.1億 | +US$3.35億 | +11% | 8.67% | 101% | 1,258 | 16.14% | 3.3 |
|
| 1017 |
1017
Kestra Investment Management
Austin,
Texas
| US$33億 | +US$1.08億 | +3% | 7.84% | – | 995 | 37.39% | 0.5 |
|
| 1018 |
1018
JMG Financial Group
Downers Grove,
Illinois
| US$33億 | +US$3.34億 | +11% | 9.49% | 58.7% | 127 | 7.87% | 6 |
|
| 1019 |
1019
Lincoln National Corp
Radnor,
Pennsylvania
| US$33億 | +US$1.94億 | +6% | 7.01% | 42.9% | 22 | 13.64% | 6.9 |
|
| 1020 |
1020
CapitalatWork SA
Auderghem,
| US$32.9億 | +US$2.08億 | +7% | 9.81% | – | 88 | 11.36% | 1.2 |
|
| 1021 |
1021
Aristotle Atlantic Partners
Sarasota,
Florida
| US$32.9億 | +US$3.24億 | +11% | 19.4% | 144% | 90 | 6.67% | 5.3 |
|
| 1022 |
1022
MUFG Securities (Canada)
New York
| US$32.9億 | +US$4.18億 | +15% | 12.7% | – | 43 | 2.33% | 1.4 |
|
| 1023 |
1023
Mizuho Markets Americas
New York
| US$32.9億 | -US$15.9億 | -33% | 13.4% | 121% | 232 | 39.66% | 1.3 |
|
| 1024 |
1024
Busey Bank
Urbana,
Illinois
| US$32.8億 | +US$3.09億 | +10% | 12.4% | 108% | 374 | 10.16% | 6 |
|
| 1025 |
1025
Evelyn Partners Investment Management
London,
| US$32.7億 | +US$2.63億 | +9% | 11.4% | – | 438 | 9.36% | 0.5 |
|