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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1551 |
1551
Beaumont Financial Advisors
Needham,
Massachusetts
| US$6.91億 | -US$21.8億 | -76% | 0.28% | 80.6% | 161 | 28.57% | 1.3 |
|
| 1552 |
1552
IFC Holdings
Tampa,
Florida
| US$6.9億 | +US$3360萬 | +5% | 0.98% | 25.1% | 414 | 14.49% | 1.4 |
|
| 1553 |
1553
Hays Advisory
Franklin,
Tennessee
| US$6.9億 | -US$8415萬 | -11% | 2.31% | 31.8% | 79 | 30.38% | 0.9 |
|
| 1554 |
1554
First Horizon Advisors
Memphis,
Tennessee
| US$6.89億 | -US$171萬 | -0.2% | 0.74% | 55.2% | 1,660 | 18.07% | 1.4 |
|
| 1555 |
1555
Patten & Patten
Chattanooga,
Tennessee
| US$6.89億 | -US$630萬 | -0.9% | 0.2% | 74.1% | 217 | 5.53% | 1.7 |
|
| 1556 |
1556
Crosslink Capital
Menlo Park,
California
| US$6.87億 | -US$1128萬 | -2% | 2.17% | 135% | 52 | 32.69% | 0.9 |
|
| 1557 |
1557
Trust Company of Vermont
Brattleboro,
Vermont
| US$6.87億 | +US$25.7萬 | +0% | 1.08% | – | 875 | 13.94% | 1.6 |
|
| 1558 |
1558
Montag & Associates
Atlanta,
Georgia
| US$6.87億 | -US$443萬 | -0.6% | 0.74% | 82.9% | 265 | 10.57% | 1.5 |
|
| 1559 |
1559
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$6.86億 | -US$1978萬 | -3% | 1.36% | 109% | 144 | 8.33% | 1.6 |
|
| 1560 |
1560
S&T Bank
Indiana,
Pennsylvania
| US$6.84億 | +US$1604萬 | +2% | 1.66% | 193% | 85 | 4.71% | 1.6 |
|
| 1561 |
SCI
1561
S&CO Inc
Boston,
Massachusetts
| US$6.84億 | -US$1989萬 | -3% | 0.26% | 68.8% | 147 | 5.44% | 1.6 |
|
| 1562 |
1562
Nantahala Capital Management
New Canaan,
Connecticut
| US$6.82億 | +US$8056萬 | +13% | 3.72% | 341% | 81 | 18.52% | 1.1 |
|
| 1563 |
CPP
1563
Crow Point Partners
Boston,
Massachusetts
| US$6.8億 | -US$5152萬 | -7% | 3.41% | 56.9% | 327 | 24.16% | 0.7 |
|
| 1564 |
SMA
1564
Simply Money Advisors
Cincinnati,
Ohio
| US$6.79億 | -US$1148萬 | -2% | 1.29% | 11.5% | 23 | 13.04% | 1.5 |
|
| 1565 |
1565
Bryn Mawr Capital Management Inc
Bryn Mawr,
Pennsylvania
| US$6.79億 | -US$8301萬 | -11% | 0.96% | – | 640 | 59.53% | 0.4 |
|
| 1566 |
1GA
1566
1st Global Advisors
Dallas,
Texas
| US$6.78億 | -US$54.9萬 | -0.1% | 0.31% | 23.5% | 496 | 14.31% | 1.2 |
|
| 1567 |
1567
Baldwin Wealth Partners
Marion,
Massachusetts
| US$6.74億 | -US$442萬 | -0.7% | 0.12% | 94.5% | 267 | 13.48% | 1.4 |
|
| 1568 |
1568
Aisling Capital
New York
| US$6.72億 | -US$9260萬 | -12% | 3.31% | 386% | 18 | 0% | 0.9 |
|
| 1569 |
1569
Hikari Power
Tokyo,
Japan
| US$6.71億 | -US$3374萬 | -5% | 0.6% | 53.5% | 65 | 10.77% | 1 |
|
| 1570 |
1570
Spinnaker Trust
Portland,
Maine
| US$6.7億 | -US$2234萬 | -3% | 1.35% | 68.2% | 203 | 8.37% | 1.5 |
|
| 1571 |
1571
Murphy Capital Management
Bedminster,
New Jersey
| US$6.68億 | -US$904萬 | -1% | 0.51% | 41.6% | 345 | 13.62% | 1.6 |
|
| 1572 |
1572
Arden Trust
Wilmington,
Delaware
| US$6.68億 | -US$1910萬 | -3% | 0.19% | 22.5% | 450 | 12.67% | 1.1 |
|
| 1573 |
1573
Forvis Mazars Wealth Advisors
Springfield,
Missouri
| US$6.67億 | -US$2339萬 | -3% | 0.3% | 68.2% | 196 | 12.24% | 1.4 |
|
| 1574 |
1574
FrontFour Capital Group
Greenwich,
Connecticut
| US$6.66億 | +US$1894萬 | +3% | 1.78% | 8.55% | 49 | 61.22% | 0.6 |
|
| 1575 |
1575
Davidson Investment Advisors
Great Falls,
Montana
| US$6.65億 | -US$272萬 | -0.4% | 0.47% | 79% | 212 | 19.34% | 1.4 |
|