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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
Smith Salley Wealth Management
Greensboro,
North Carolina
| US$17.3億 | +US$2.03億 | +13% | 11.5% | 106% | 264 | 10.98% | 4.9 |
|
| 1552 |
1552
Quintet Private Bank (Europe)
Luxembourg
| US$17.3億 | +US$2966萬 | +2% | 16.5% | 111% | 229 | 15.72% | 2 |
|
| 1553 |
1553
NXG Investment Management
Dallas,
Texas
| US$17.3億 | +US$1.03億 | +6% | 3.75% | 121% | 74 | 25.68% | 3.2 |
|
| 1554 |
1554
Capstone Financial Advisors
Downers Grove,
Illinois
| US$17.3億 | +US$1.32億 | +8% | 8.37% | 54.5% | 184 | 16.85% | 4.1 |
|
| 1555 |
1555
NWAM LLC
Mercer Island,
Washington
| US$17.2億 | +US$5.59億 | +48% | 14.2% | 112% | 638 | 24.61% | 1.3 |
|
| 1556 |
OCBV
1556
Ownership Capital B.V.
Amsterdam,
Netherlands
| US$17.2億 | -US$4.62億 | -21% | 7.49% | 62.8% | 22 | 4.55% | 4.6 |
|
| 1557 |
1557
Tectonic Advisors
Frisco,
Texas
| US$17.2億 | +US$1.21億 | +8% | 4.61% | 44.9% | 337 | 11.87% | 2.6 |
|
| 1558 |
1558
Clarius Group LLC
Seattle,
Washington
| US$17.2億 | +US$1.23億 | +8% | 11.1% | 92.1% | 518 | 14.29% | 4 |
|
| 1559 |
1559
Arvest Bank Trust Division
Dewey,
Oklahoma
| US$17.1億 | +US$1.33億 | +8% | 8.75% | – | 202 | 19.31% | 4.3 |
|
| 1560 |
1560
Centaurus Financial
Anaheim,
California
| US$17.1億 | +US$6071萬 | +4% | 12.7% | 83.5% | 1,002 | 15.27% | 3 |
|
| 1561 |
1561
Willis Investment Counsel
Gainesville,
Georgia
| US$17.1億 | +US$2.21億 | +15% | 2.56% | 65.3% | 123 | 8.94% | 5.7 |
|
| 1562 |
1562
Grandfield & Dodd
New York
| US$17.1億 | +US$9474萬 | +6% | 8.46% | 70.8% | 214 | 8.88% | 7.3 |
|
| 1563 |
1563
Analog Century Management
New York
| US$17.1億 | +US$4.72億 | +38% | 40.6% | 785% | 27 | 29.63% | 1.9 |
|
| 1564 |
1564
PFG Investments
Woodbury,
New York
| US$17.1億 | +US$1.47億 | +9% | 11.4% | 106% | 1,135 | 18.24% | 1.4 |
|
| 1565 |
SFG
1565
Sather Financial Group
Victoria,
Texas
| US$17億 | +US$1.71億 | +11% | 10.5% | 70% | 113 | 17.7% | 3.5 |
|
| 1566 |
1566
Siemens Fonds Invest
Munich,
Germany
| US$17億 | +US$2.49億 | +17% | 14.2% | 126% | 579 | 4.32% | 2.5 |
|
| 1567 |
1567
Canada Post Corporation Pension Plan
Toronto,
Canada
| US$17億 | +US$14.8億 | +652% | 13.3% | – | 492 | 91.06% | 0 |
|
| 1568 |
1568
First Interstate Bank
Billings,
Montana
| US$17億 | +US$2724萬 | +2% | 5.31% | 49.7% | 186 | 11.29% | 4.9 |
|
| 1569 |
1569
Summit Global Investments
Bountiful,
Utah
| US$17億 | +US$3.22億 | +23% | 4.33% | 68.4% | 537 | 35.38% | 1.4 |
|
| 1570 |
1570
Spyglass Capital Management
San Francisco,
California
| US$17億 | +US$2.39億 | +16% | 26.1% | 154% | 28 | 21.43% | 1.5 |
|
| 1571 |
1571
Accredited Investors
Edina,
Minnesota
| US$16.9億 | +US$8054萬 | +5% | 9.59% | 74% | 258 | 15.12% | 4.9 |
|
| 1572 |
1572
EcoR1 Capital
San Francisco,
California
| US$16.9億 | +US$331萬 | +0.2% | 16.1% | 310% | 52 | 40.38% | 2 |
|
| 1573 |
1573
Cyndeo Wealth Partners
St. Petersburg,
Florida
| US$16.9億 | +US$1.63億 | +11% | 11.7% | 93% | 497 | 16.3% | 1.6 |
|
| 1574 |
1574
Alaska Permanent Fund
Juneau,
Alaska
| US$16.9億 | -US$54.3億 | -76% | 6.18% | 69.2% | 474 | 97.89% | 3.8 |
|
| 1575 |
1575
Western Wealth Management
Golden,
Colorado
| US$16.9億 | +US$1.74億 | +12% | 11.2% | 82.6% | 750 | 13.2% | 3.5 |
|