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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1251 |
1251
SurgoCap Partners
New York
| US$30.9億 | +US$9866萬 | +3% | 39.1% | – | 17 | 41.18% | 0.9 |
|
| 1252 |
1252
ZWJ Investment Counsel
Atlanta,
Georgia
| US$30.9億 | +US$3.18億 | +11% | 20.9% | 128% | 301 | 23.59% | 4.6 |
|
| 1253 |
1253
Winton Group
London,
United Kingdom
| US$30.9億 | +US$2.37億 | +8% | 20.7% | 128% | 1,573 | 59.06% | 0.6 |
|
| 1254 |
1254
Peregrine Capital Management
Minneapolis,
Minnesota
| US$30.8億 | +US$3.82億 | +14% | 24.7% | 95% | 313 | 17.25% | 3.1 |
|
| 1255 |
1255
Smartleaf Asset Management
Boston,
Massachusetts
| US$30.8億 | +US$3.08億 | +11% | 15.3% | – | 3,509 | 1.28% | 1.7 |
|
| 1256 |
1256
Dixon Mitchell Investment Counsel
Vancouver,
British Columbia, Canada
| US$30.7億 | +US$1.98億 | +7% | 8.23% | 67.9% | 151 | 11.92% | 3.3 |
|
| 1257 |
HC
1257
Henshaw Capital
Woburn,
Massachusetts
| US$30.7億 | +US$3.76億 | +14% | 23.9% | 128% | 170 | 11.76% | 5.3 |
|
| 1258 |
1258
Capital International
Los Angeles,
California
| US$30.6億 | +US$3.66億 | +14% | 22.9% | 147% | 159 | 13.84% | 4.5 |
|
| 1259 |
1259
Belpointe Asset Management
Reno,
Nevada
| US$30.6億 | +US$3.21億 | +12% | 15.7% | 80.1% | 1,246 | 24.48% | 2.7 |
|
| 1260 |
1260
Sowell Financial Services
North Little Rock,
Arkansas
| US$30.6億 | +US$3.56億 | +13% | 17.2% | 85.9% | 1,245 | 16.47% | 1.9 |
|
| 1261 |
1261
Western Wealth Management
Golden,
Colorado
| US$30.6億 | +US$4.28億 | +16% | 15.8% | 82.6% | 1,057 | 14.47% | 3.1 |
|
| 1262 |
1262
SageView Advisory Group
Newport Beach,
California
| US$30.5億 | +US$3.15億 | +12% | 11.4% | 52.3% | 637 | 11.77% | 1.9 |
|
| 1263 |
1263
Patient Capital Management
Baltimore,
Maryland
| US$30.5億 | +US$3.15億 | +12% | 17.7% | 131% | 42 | 9.52% | 2.7 |
|
| 1264 |
1264
DV Trading
Chicago,
Illinois
| US$30.5億 | -US$11.7億 | -28% | 13.4% | – | 724 | 65.61% | 0.2 |
|
| 1265 |
CFM
1265
Comprehensive Financial Management
Los Gatos,
California
| US$30.5億 | +US$3219萬 | +1% | 6.8% | 33.7% | 41 | 12.2% | 4 |
|
| 1266 |
1266
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| US$30.4億 | +US$1.23億 | +4% | 12.7% | 58.1% | 134 | 19.4% | 3 |
|
| 1267 |
1267
SBI Okasan Asset Management
Tokyo,
Japan
| US$30.4億 | +US$6.01億 | +25% | 6.38% | – | 348 | 15.8% | 0.4 |
|
| 1268 |
1268
Johnson Financial Group Inc (Wisconsin)
Racine,
Wisconsin
| US$30.4億 | +US$2.79億 | +10% | 12.6% | 58.1% | 968 | 23.66% | 4.4 |
|
| 1269 |
1269
Summitry LLC
Foster City,
California
| US$30.4億 | +US$2.05億 | +7% | 9.55% | 68.1% | 380 | 34.47% | 2 |
|
| 1270 |
1270
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
| US$30.4億 | +US$4.63億 | +18% | 4.51% | 25.1% | 369 | 11.38% | 1.7 |
|
| 1271 |
CA
1271
Cornerstone Advisors
Asheville,
North Carolina
| US$30.4億 | +US$3.18億 | +12% | 25.4% | 108% | 123 | 28.46% | 2.6 |
|
| 1272 |
1272
Cookson Peirce & Co
Pittsburgh,
Pennsylvania
| US$30.4億 | +US$6.73億 | +29% | 42.4% | 307% | 358 | 26.82% | 1.4 |
|
| 1273 |
1273
BlueCrest Capital Management
St Helier,
Jersey
| US$30.4億 | +US$13.4億 | +79% | 15.6% | 59.1% | 374 | 57.22% | 0.3 |
|
| 1274 |
1274
Scharf Investments
Los Gatos,
California
| US$30.3億 | -US$2.17億 | -7% | 4.79% | 55% | 84 | 22.62% | 3 |
|
| 1275 |
1275
Empyrean Capital Partners
Los Angeles,
California
| US$30.3億 | -US$4412萬 | -1% | 16.8% | 131% | 163 | 46.01% | 0.9 |
|