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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
Sargent Bickham Lagudis
Boulder,
Colorado
| US$6.44億 | +US$2316萬 | +4% | 2.54% | 19.1% | 821 | 18.39% | 0.2 |
|
| 1552 |
1552
Polaris Wealth Advisory Group
San Rafael,
California
| US$6.44億 | +US$438萬 | +0.7% | 3.83% | 64% | 133 | 43.61% | 0.7 |
|
| 1553 |
1553
CIBC Bank USA
Chicago,
Illinois
| US$6.44億 | +US$7599萬 | +13% | 3.01% | 32.3% | 268 | 14.93% | 2.1 |
|
| 1554 |
HA
1554
Hays Advisory
Franklin,
Tennessee
| US$6.43億 | -US$6783萬 | -10% | 2.44% | 31.8% | 44 | 18.18% | 1 |
|
| 1555 |
BCM
1555
Brigade Capital Management
New York
| US$6.43億 | +US$6330萬 | +11% | 11% | 42.7% | 45 | 31.11% | 1 |
|
| 1556 |
1556
Junto Capital Management
New York
| US$6.4億 | +US$5642萬 | +10% | 3.15% | 122% | 30 | 63.33% | 0.3 |
|
| 1557 |
1557
Park Presidio Capital
San Francisco,
California
| US$6.4億 | +US$4955萬 | +8% | 0.08% | 94.1% | 17 | 11.76% | 0.9 |
|
| 1558 |
1558
Adams Natural Resources Fund
Baltimore,
Maryland
| US$6.36億 | +US$4440萬 | +8% | 8.38% | 43% | 40 | 2.5% | 2.3 |
|
| 1559 |
1559
Maryland Capital Management
Towson,
Maryland
| US$6.36億 | -US$5956萬 | -9% | 1.14% | 44.5% | 170 | 15.29% | 2.3 |
|
| 1560 |
1560
Sand Hill Global Advisors
Palo Alto,
California
| US$6.35億 | -US$2283萬 | -3% | 1.99% | 58.6% | 84 | 17.86% | 2.3 |
|
| 1561 |
PS
1561
Presima Securities
Montreal,
Quebec, Canada
| US$6.34億 | +US$504萬 | +0.8% | 3.74% | 10.3% | 35 | 14.29% | 1.6 |
|
| 1562 |
LC
1562
LNZ Capital
New York
| US$6.34億 | -US$2778萬 | -4% | 7.21% | 58.8% | 39 | 82.05% | 0.2 |
|
| 1563 |
1563
Edgemoor Investment Advisors
Bethesda,
Maryland
| US$6.33億 | -US$832萬 | -1% | 2.09% | 109% | 124 | 8.06% | 2.3 |
|
| 1564 |
1564
Pacer Advisors
Malvern,
Pennsylvania
| US$6.33億 | +US$1.93億 | +44% | 3.45% | 58.4% | 1,083 | 24.65% | 0.5 |
|
| 1565 |
1565
Matson Money Inc
Mason,
Ohio
| US$6.33億 | +US$1055萬 | +2% | 0.8% | 34.2% | 2 | 0% | 0.3 |
|
| 1566 |
1566
Neumeier Poma Investment Counsel
Carmel,
California
| US$6.32億 | +US$149萬 | +0.2% | 4.91% | 229% | 46 | 13.04% | 1.7 |
|
| 1567 |
1567
Mizuho Securities USA
New York
| US$6.31億 | +US$1.83億 | +41% | 1.87% | 99% | 252 | 75.79% | 0.2 |
|
| 1568 |
1568
Efficient Advisors
Mason,
Ohio
| US$6.29億 | +US$7330萬 | +13% | 0.69% | 30.6% | 64 | 9.38% | 1.5 |
|
| 1569 |
1569
BOK Financial Private Wealth
Denver,
Colorado
| US$6.29億 | +US$4002萬 | +7% | 2.09% | 61.8% | 137 | 45.99% | 1.3 |
|
| 1570 |
WCP
1570
Waterfront Capital Partners
New York
| US$6.29億 | +US$2235萬 | +4% | 8.2% | 88.3% | 60 | 63.33% | 0.4 |
|
| 1571 |
1571
EP Wealth Advisors
Torrance,
California
| US$6.28億 | -US$2456萬 | -4% | 2.44% | – | 152 | 25% | 1.7 |
|
| 1572 |
6CM
1572
683 Capital Management
New York
| US$6.27億 | +US$6638萬 | +12% | 5.88% | 311% | 87 | 41.38% | 0.7 |
|
| 1573 |
1573
Meiji Yasuda Life Insurance
Tokyo,
Japan
| US$6.27億 | -US$627萬 | -1% | 1.83% | 27.5% | 357 | 36.13% | 1.8 |
|
| 1574 |
1574
Signature Estate & Investment Advisors
Los Angeles,
California
| US$6.26億 | +US$1596萬 | +3% | 3.22% | 84.4% | 168 | 30.36% | 1.1 |
|
| 1575 |
GLRA
1575
Gerald L. Ray & Associates
Dallas,
Texas
| US$6.26億 | +US$863萬 | +1% | 1.96% | 38.2% | 316 | 9.81% | 2.4 |
|