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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1026 |
1026
Balentine LLC
Atlanta,
Georgia
| US$16.6億 | +US$2.2億 | +15% | 2.95% | 63.5% | 770 | 45.45% | 0.5 |
|
| 1027 |
1027
BBVA USA Bancshares
Houston,
Texas
| US$16.6億 | +US$6811萬 | +4% | 4.5% | 66.2% | 552 | 10.51% | 3.8 |
|
| 1028 |
1028
Sullivan, Bruyette, Speros & Blaney
Mclean,
Virginia
| US$16.6億 | +US$1935萬 | +1% | 2.91% | 46.7% | 238 | 12.61% | 1.7 |
|
| 1029 |
1029
LS Investment Advisors
Bloomfield Hills,
Michigan
| US$16.5億 | +US$4939萬 | +3% | 4.75% | 98.7% | 1,738 | 3.05% | 4.1 |
|
| 1030 |
1030
Burney Company
Reston,
Virginia
| US$16.5億 | +US$3488萬 | +2% | 4.08% | 129% | 467 | 9.85% | 3.6 |
|
| 1031 |
1031
Weiss Asset Management
Boston,
Massachusetts
| US$16.5億 | +US$3.7億 | +29% | 1.04% | 138% | 457 | 56.02% | 0.3 |
|
| 1032 |
1032
Taconic Capital Advisors
New York
| US$16.4億 | -US$1.33億 | -8% | 3.38% | 273% | 66 | 50% | 0.8 |
|
| 1033 |
1033
Two Creeks Capital Management
New York
| US$16.4億 | +US$1.6億 | +11% | 3.58% | 38.8% | 22 | 13.64% | 1.8 |
|
| 1034 |
1034
Ursa Fund Management
Danville,
California
| US$16.4億 | +US$4.36億 | +36% | 6.2% | 93.5% | 20 | 65% | 0.5 |
|
| 1035 |
1035
Dearborn Partners
Chicago,
Illinois
| US$16.4億 | +US$1.39億 | +9% | 5.24% | 46.1% | 232 | 14.22% | 3.4 |
|
| 1036 |
1036
Bailard
Foster City,
California
| US$16.4億 | +US$2354萬 | +1% | 4.29% | 105% | 630 | 28.89% | 1.6 |
|
| 1037 |
1037
NewEdge Advisors
New Orleans,
Louisiana
| US$16.3億 | +US$8496萬 | +5% | 3.65% | 88% | 717 | 15.48% | 1.5 |
|
| 1038 |
1038
Tremblant Capital Group
West Palm Beach,
Florida
| US$16.3億 | -US$9475萬 | -5% | 1.11% | 131% | 49 | 36.73% | 1.7 |
|
| 1039 |
1039
Advisory Services Network
Atlanta,
Georgia
| US$16.3億 | +US$2.07億 | +15% | 3.48% | 105% | 3,016 | 18.3% | 2.4 |
|
| 1040 |
1040
St. Denis J. Villere & Co
New Orleans,
Louisiana
| US$16.3億 | +US$1.04億 | +7% | 4.33% | 44.3% | 49 | 14.29% | 3.8 |
|
| 1041 |
1041
Cortina Asset Management
Milwaukee,
Wisconsin
| US$16.2億 | +US$1482萬 | +0.9% | 5.71% | 115% | 195 | 17.95% | 1.7 |
|
| 1042 |
1042
Iconiq Capital
San Francisco,
California
| US$16.1億 | +US$6.75億 | +72% | 6.99% | 0.88% | 54 | 24.07% | 2.7 |
|
| 1043 |
1043
Geneos Wealth Management
Englewood,
Colorado
| US$16.1億 | +US$9682萬 | +6% | 2.53% | 66.7% | 2,541 | 7.67% | 2.3 |
|
| 1044 |
1044
Parsec Financial Management
Asheville,
North Carolina
| US$16.1億 | +US$3632萬 | +2% | 3.2% | 70.7% | 258 | 8.14% | 3.7 |
|
| 1045 |
1045
Basswood Capital Management
New York
| US$16.1億 | +US$6811萬 | +4% | 7.12% | 111% | 142 | 19.72% | 3.1 |
|
| 1046 |
1046
Glenview Trust
Louisville,
Kentucky
| US$16.1億 | +US$5038萬 | +3% | 3.65% | 110% | 329 | 3.65% | 3.5 |
|
| 1047 |
1047
Praesidium Investment Management Company
New York
| US$16億 | +US$9917萬 | +7% | 4.72% | 79% | 13 | 0% | 3.2 |
|
| 1048 |
1048
Oak Associates
Akron,
Ohio
| US$16億 | -US$3253萬 | -2% | 2.21% | 152% | 157 | 7.01% | 3.7 |
|
| 1049 |
1049
EP Wealth Advisors
Torrance,
California
| US$16億 | +US$5.61億 | +54% | 4.04% | – | 349 | 41.83% | 1.4 |
|
| 1050 |
1050
Motley Fool Wealth Management
Alexandria,
Virginia
| US$16億 | +US$4158萬 | +3% | 4.55% | 70.7% | 142 | 11.27% | 2.8 |
|