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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1451 |
1451
J.W. Cole Advisors
Tampa,
Florida
| US$13.6億 | -US$4652萬 | -3% | 3.46% | 95.5% | 803 | 14.2% | 1.9 |
|
| 1452 |
1452
MUFG Securities EMEA
London,
United Kingdom
| US$13.6億 | -US$146億 | -92% | 4.86% | 123% | 136 | 28.68% | 2.1 |
|
| 1453 |
TA
1453
Trivest Advisors
Hong Kong
| US$13.6億 | -US$15.5億 | -53% | 5.43% | 2,984% | 33 | 60.61% | 0.7 |
|
| 1454 |
1454
GAM Holding
Zurich,
Switzerland
| US$13.5億 | -US$9425萬 | -7% | 0.69% | 138% | 212 | 24.53% | 3.9 |
|
| 1455 |
1455
Nicholas Hoffman & Company
Atlanta,
Georgia
| US$13.5億 | -US$12億 | -47% | 3.58% | 71.9% | 285 | 7.72% | 4.3 |
|
| 1456 |
1456
Meritage Portfolio Management
Overland Park,
Kansas
| US$13.5億 | -US$5836萬 | -4% | 1.79% | 97.4% | 362 | 13.54% | 2.8 |
|
| 1457 |
1457
Summit Financial
Parsippany,
New Jersey
| US$13.5億 | -US$1773萬 | -1% | 3.88% | 91.9% | 347 | 12.39% | 1.6 |
|
| 1458 |
1458
CWA Asset Management Group
Naples,
Florida
| US$13.5億 | -US$1.01億 | -7% | 1.46% | – | 387 | 16.28% | 2.6 |
|
| 1459 |
1459
Novo Holdings A/S
Hellerup,
Denmark
| US$13.5億 | +US$5906萬 | +5% | 1.21% | 205% | 42 | 7.14% | 2.3 |
|
| 1460 |
1460
Greenhouse Funds
Baltimore,
Maryland
| US$13.5億 | +US$7084萬 | +6% | 5.47% | 90.7% | 49 | 44.9% | 1.2 |
|
| 1461 |
1461
Osborne Partners Capital Management
San Francisco,
California
| US$13.5億 | -US$3622萬 | -3% | 2.57% | 70.7% | 211 | 10.43% | 4.9 |
|
| 1462 |
GC
1462
Gobi Capital
San Francisco,
California
| US$13.5億 | -US$1.94億 | -13% | 1.57% | 93.7% | 10 | 0% | 3.3 |
|
| 1463 |
1463
Gillson Capital
Chicago,
Illinois
| US$13.5億 | +US$2.15億 | +19% | 1.13% | 84.9% | 121 | 61.16% | 0.3 |
|
| 1464 |
1464
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$13.5億 | -US$762萬 | -0.6% | 3.65% | 121% | 240 | 10.42% | 5 |
|
| 1465 |
1465
Cobblestone Capital Advisors
Rochester,
New York
| US$13.5億 | -US$6863萬 | -5% | 3.58% | 83.3% | 281 | 7.47% | 5.8 |
|
| 1466 |
1466
Obermeyer Wealth Partners
Aspen,
Colorado
| US$13.4億 | -US$4600萬 | -3% | 2.43% | 91.3% | 231 | 14.29% | 3.6 |
|
| 1467 |
1467
Halbert Hargrove Global Advisors
Long Beach,
California
| US$13.4億 | -US$2965萬 | -2% | 4.17% | 68.2% | 102 | 11.76% | 2.9 |
|
| 1468 |
1468
Chai Trust Company
Chicago,
Illinois
| US$13.4億 | -US$1.41億 | -10% | 3.16% | 12.7% | 20 | 35% | 4.3 |
|
| 1469 |
1469
Nicholas Investment Partners
Rancho Santa Fe,
California
| US$13.4億 | -US$1.23億 | -8% | 0.75% | 397% | 215 | 24.65% | 1.3 |
|
| 1470 |
1470
Westpac Banking Corp
Sydney,
Australia
| US$13.4億 | -US$8063萬 | -6% | 3.7% | 150% | 555 | 18.92% | 7.3 |
|
| 1471 |
1471
Shenkman Capital Management
New York
| US$13.3億 | +US$5062萬 | +4% | 0.2% | 2.21% | 122 | 3.28% | 1.4 |
|
| 1472 |
1472
Accredited Investors
Edina,
Minnesota
| US$13.3億 | -US$7000萬 | -5% | 5.51% | 81.5% | 197 | 6.09% | 4.6 |
|
| 1473 |
1473
1607 Capital Partners
Richmond,
Virginia
| US$13.3億 | -US$6234萬 | -4% | 4.81% | 28.5% | 153 | 11.76% | 3.7 |
|
| 1474 |
1474
Spinnaker Trust
Portland,
Maine
| US$13.3億 | -US$4819萬 | -4% | 3.28% | 77.2% | 273 | 7.69% | 5.5 |
|
| 1475 |
1475
Grandeur Peak Global Advisors
Salt Lake City,
Utah
| US$13.3億 | -US$1.37億 | -9% | 0.14% | 96% | 116 | 7.76% | 3 |
|