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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1401 |
1401
MYCIO Wealth Partners
Philadelphia,
Pennsylvania
| US$10.3億 | +US$6359萬 | +7% | 6.43% | 60.3% | 299 | 11.37% | 3 |
|
| 1402 |
1402
Beacon Investment Advisory Services
Morristown,
New Jersey
| US$10.3億 | +US$4048萬 | +4% | 5.38% | 95.8% | 263 | 12.93% | 1.3 |
|
| 1403 |
1403
Lido Advisors
Los Angeles,
California
| US$10.3億 | +US$1.58億 | +18% | 7.46% | 85.1% | 484 | 20.87% | 1.1 |
|
| 1404 |
1404
Greenwoods Asset Management
Grand Cayman,
Cayman Islands
| US$10.3億 | -US$7982萬 | -7% | 16.5% | 223% | 23 | 39.13% | 1.4 |
|
| 1405 |
1405
Fortress Investment Group
New York
| US$10.2億 | -US$13.7億 | -57% | 1.83% | 97.5% | 35 | 62.86% | 1 |
|
| 1406 |
1406
Honeycomb Asset Management
New York
| US$10.2億 | +US$1.57億 | +18% | 7.06% | 49% | 52 | 75% | 0.2 |
|
| 1407 |
1407
Aviance Capital Management
Sarasota,
Florida
| US$10.2億 | -US$1.78億 | -15% | 2.81% | 22% | 239 | 28.03% | 1.6 |
|
| 1408 |
1408
E.S. Barr & Co
Lexington,
Kentucky
| US$10.2億 | +US$4826萬 | +5% | 4.6% | 73.5% | 93 | 9.68% | 3.9 |
|
| 1409 |
BIC
1409
Beach Investment Counsel
West Conshohocken,
Pennsylvania
| US$10.2億 | +US$5810萬 | +6% | 7.78% | 36% | 161 | 10.56% | 3.8 |
|
| 1410 |
1410
Simmons Bank
Pine Bluff,
Arkansas
| US$10.2億 | -US$8559萬 | -8% | 6.45% | 92.9% | 387 | 10.08% | 1.7 |
|
| 1411 |
1411
American Financial Group
Cincinnati,
Ohio
| US$10.1億 | -US$2970萬 | -3% | 5% | 32.5% | 111 | 7.21% | 3.2 |
|
| 1412 |
1412
Portolan Capital Management
Boston,
Massachusetts
| US$10.1億 | +US$3414萬 | +3% | 10.8% | 738% | 114 | 28.95% | 1.3 |
|
| 1413 |
1413
Neville Rodie & Shaw
New York
| US$10.1億 | +US$6490萬 | +7% | 8.16% | 125% | 271 | 9.23% | 4.1 |
|
| 1414 |
1414
Spinnaker Trust
Portland,
Maine
| US$10.1億 | +US$7350萬 | +8% | 5.46% | 68.2% | 232 | 11.21% | 3.1 |
|
| 1415 |
1415
Boothbay Fund Management
New York
| US$10.1億 | -US$1.37億 | -12% | 4.33% | 328% | 1,058 | 58.88% | 0.5 |
|
| 1416 |
1416
Patten & Patten
Chattanooga,
Tennessee
| US$10.1億 | +US$3643萬 | +4% | 7.25% | 85.7% | 241 | 4.15% | 3.7 |
|
| 1417 |
1417
Lombard Odier Asset Management (Switzerland)
Petit-Lancy,
Switzerland
| US$10.1億 | +US$5956萬 | +6% | 5.96% | 135% | 372 | 24.73% | 1 |
|
| 1418 |
1418
Lee, Danner & Bass
Nashville,
Tennessee
| US$10.1億 | +US$6864萬 | +7% | 9% | – | 182 | 7.69% | 3.9 |
|
| 1419 |
WBG
1419
Wharton Business Group
Malvern,
Pennsylvania
| US$10.1億 | +US$4638萬 | +5% | 4.26% | 72.5% | 104 | 4.81% | 3.8 |
|
| 1420 |
RP
1420
RR Partners
New York
| US$10.1億 | -US$3.13億 | -24% | 5.53% | 73.3% | 21 | 14.29% | 1.9 |
|
| 1421 |
1421
Davidson Investment Advisors
Great Falls,
Montana
| US$10.1億 | +US$5395萬 | +6% | 7.51% | 79% | 102 | 2.94% | 3.9 |
|
| 1422 |
1422
Sequoia Financial Advisors
Akron,
Ohio
| US$10.1億 | +US$6758萬 | +7% | 3.63% | 78.3% | 339 | 13.27% | 2.3 |
|
| 1423 |
M
1423
MOTCO
San Antonio,
Texas
| US$10.1億 | +US$3401萬 | +3% | 3.69% | 63.5% | 588 | 14.97% | 3.1 |
|
| 1424 |
SC
1424
SRB Corp
Boston,
Massachusetts
| US$10億 | +US$9241萬 | +10% | 8.53% | 87.3% | 183 | 17.49% | 2 |
|
| 1425 |
1425
Beaumont Financial Advisors
Needham,
Massachusetts
| US$10億 | +US$5864萬 | +6% | 5.62% | 93.3% | 247 | 23.48% | 2.1 |
|