我們已在上線!
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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1351 |
1351
Advisory Alpha
Holland,
Michigan
| US$14.1億 | +US$9912萬 | +8% | 6.02% | 55.1% | 272 | 15.81% | 1.8 |
|
| 1352 |
1352
WealthSource Partners
San Luis Obispo,
California
| US$14.1億 | +US$6184萬 | +5% | 6.47% | 16.8% | 544 | 22.06% | 2.6 |
|
| 1353 |
1353
Silvant Capital Management
Atlanta,
Georgia
| US$14.1億 | -US$5771萬 | -4% | 7.66% | 189% | 379 | 23.75% | 3.7 |
|
| 1354 |
1354
Dakota Wealth Management
Palm Beach Gardens,
Florida
| US$14.1億 | +US$1.75億 | +14% | 8.65% | 123% | 675 | 26.52% | 1.6 |
|
| 1355 |
1355
Trilogy Capital
Irvine,
California
| US$14.1億 | +US$2.94億 | +26% | 7.5% | 57.6% | 251 | 33.86% | 1.4 |
|
| 1356 |
1356
Apollon Wealth Management
Mount Pleasant,
South Carolina
| US$14.1億 | +US$1.95億 | +16% | 8.41% | 96.7% | 928 | 20.15% | 1.2 |
|
| 1357 |
1357
Chas P. Smith & Associates (CPS)
Lakeland,
Florida
| US$14.1億 | +US$2.31億 | +20% | 9.87% | 64.4% | 134 | 14.93% | 4.9 |
|
| 1358 |
1358
Uniplan Investment Counsel
Milwaukee,
Wisconsin
| US$14.1億 | +US$1.03億 | +8% | 5.5% | 76.7% | 134 | 19.4% | 2.6 |
|
| 1359 |
1359
Two Creeks Capital Management
New York
| US$14億 | +US$2012萬 | +1% | 11.2% | 38.8% | 15 | 20% | 2.9 |
|
| 1360 |
1360
CoreCap Advisors
Southfield,
Michigan
| US$14億 | +US$2.09億 | +18% | 7.02% | 89.8% | 2,410 | 76.93% | 0.2 |
|
| 1361 |
1361
Janney Capital Management
Pittsburgh,
Pennsylvania
| US$14億 | +US$1.73億 | +14% | 12.4% | 70.7% | 250 | 18% | 3.2 |
|
| 1362 |
1362
Comerica Securities
Detroit,
Michigan
| US$14億 | +US$1.85億 | +15% | 9.21% | 25.6% | 1,515 | 72.15% | 1.2 |
|
| 1363 |
1363
Halbert Hargrove Global Advisors
Long Beach,
California
| US$14億 | +US$1.05億 | +8% | 8.07% | 68.2% | 175 | 18.86% | 2.5 |
|
| 1364 |
1364
FIFTHDELTA
London,
United Kingdom
| US$14億 | -US$3091萬 | -2% | 11% | 13% | 13 | 38.46% | 0.7 |
|
| 1365 |
1365
Credential Qtrade Securities
Vancouver,
| US$13.9億 | +US$1.06億 | +8% | 9.68% | 27.7% | 413 | 27.36% | 2.8 |
|
| 1366 |
1366
Quantbot Technologies
New York
| US$13.9億 | +US$6949萬 | +5% | 4.9% | 36.8% | 2,257 | 59.95% | 0.4 |
|
| 1367 |
1367
Gladius Capital Management
Chicago,
Illinois
| US$13.9億 | -US$8.78億 | -39% | 8.7% | 85% | 471 | 48.83% | 0.5 |
|
| 1368 |
1368
NYL Investors
New York
| US$13.9億 | +US$5.36億 | +63% | 2.82% | 10.8% | 33 | 9.09% | 3.3 |
|
| 1369 |
1369
Carlson Capital Management
Northfield,
Minnesota
| US$13.9億 | +US$2.11億 | +18% | 9.69% | 9.85% | 173 | 12.72% | 4.1 |
|
| 1370 |
1370
Port Capital
Chicago,
Illinois
| US$13.8億 | +US$1.52億 | +12% | 13.8% | 74.4% | 71 | 7.04% | 3.9 |
|
| 1371 |
1371
Venture Visionary Partners
Sylvania,
Ohio
| US$13.8億 | +US$1.49億 | +12% | 9.87% | 95.4% | 512 | 17.38% | 1.9 |
|
| 1372 |
1372
Mountain Pacific Investment Advisers
Boise,
Idaho
| US$13.8億 | +US$1.01億 | +8% | 9.57% | 82.7% | 130 | 2.31% | 6.5 |
|
| 1373 |
1373
Cadian Capital Management
New York
| US$13.8億 | -US$3.32億 | -19% | 1.21% | 19.5% | 58 | 50% | 1.3 |
|
| 1374 |
1374
Woodley Farra Manion Portfolio Management
Indianapolis,
Indiana
| US$13.8億 | +US$1.46億 | +12% | 12.7% | 70.2% | 95 | 7.37% | 4.3 |
|
| 1375 |
1375
Osterweis Capital Management
San Francisco,
California
| US$13.8億 | +US$4427萬 | +3% | 7.52% | 93.7% | 262 | 19.08% | 1.5 |
|