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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1576 |
1576
Oxford Financial Group
Carmel,
Indiana
| US$16.8億 | +US$2.57億 | +18% | 6.37% | 77.2% | 272 | 8.82% | 3.8 |
|
| 1577 |
1577
Efficient Advisors
Mason,
Ohio
| US$16.8億 | +US$1.44億 | +9% | 6.56% | 30.6% | 101 | 44.55% | 4.4 |
|
| 1578 |
1578
Roffman Miller Associates
Philadelphia,
Pennsylvania
| US$16.7億 | +US$8863萬 | +6% | 7.6% | 83.5% | 75 | 1.33% | 8.2 |
|
| 1579 |
SC
1579
SRB Corp
Boston,
Massachusetts
| US$16.7億 | +US$1.34億 | +9% | 11.8% | 87.3% | 23 | 0% | 3.8 |
|
| 1580 |
1580
Univest Financial
Souderton,
Pennsylvania
| US$16.7億 | +US$1.36億 | +9% | 10.9% | 82.6% | 289 | 12.8% | 2.7 |
|
| 1581 |
1581
Cidel Asset Management
Toronto, Ontario,
Ontario, Canada
| US$16.6億 | +US$1.35億 | +9% | 8.72% | 69.1% | 368 | 9.78% | 2.6 |
|
| 1582 |
1582
Spinnaker Trust
Portland,
Maine
| US$16.6億 | +US$1.31億 | +9% | 9.02% | 68.2% | 295 | 6.78% | 6.2 |
|
| 1583 |
1583
Maren Capital
Chicago,
Illinois
| US$16.6億 | +US$1.93億 | +13% | 9.32% | – | 25 | 0% | 1.4 |
|
| 1584 |
1584
Motley Fool Wealth Management
Alexandria,
Virginia
| US$16.6億 | -US$3358萬 | -2% | 10.6% | 70.7% | 138 | 17.39% | 4.2 |
|
| 1585 |
1585
Sax Wealth Advisors
Parsippany,
New Jersey
| US$16.6億 | +US$2.59億 | +19% | 8.08% | 64.3% | 427 | 16.86% | 1.6 |
|
| 1586 |
1586
Financiere des Professionnels
Montreal,
Quebec, Canada
| US$16.6億 | +US$1.1億 | +7% | 9.94% | 79.7% | 395 | 58.23% | 0.5 |
|
| 1587 |
1587
L1 Capital
Melbourne VIC 3000,
Australia
| US$16.5億 | +US$5.81億 | +54% | 19% | 127% | 31 | 58.06% | 0.7 |
|
| 1588 |
1588
Rehmann Capital Advisory Group
Lansing,
Michigan
| US$16.5億 | +US$6282萬 | +4% | 7.91% | 64.6% | 651 | 13.82% | 4.3 |
|
| 1589 |
1589
Knights of Columbus Asset Advisors
New Haven,
Connecticut
| US$16.5億 | +US$1.98億 | +14% | 12.6% | 137% | 394 | 14.97% | 2.3 |
|
| 1590 |
1590
Courier Capital
Buffalo,
New York
| US$16.5億 | +US$1.19億 | +8% | 7.92% | 70.8% | 397 | 8.82% | 5.7 |
|
| 1591 |
CWM
1591
Cornerstone Wealth Management
St. Peters,
Missouri
| US$16.5億 | +US$1.7億 | +11% | 8.83% | 69.8% | 664 | 10.99% | 3.9 |
|
| 1592 |
TP
1592
Theleme Partners
London,
United Kingdom
| US$16.5億 | +US$3.73億 | +29% | 14.7% | 35.5% | 13 | 30.77% | 1.3 |
|
| 1593 |
1593
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
| US$16.4億 | +US$2.33億 | +17% | 29.1% | 478% | 239 | 24.69% | 2 |
|
| 1594 |
1594
Evensky & Katz
Coral Gables,
Florida
| US$16.4億 | +US$1.47億 | +10% | 8.6% | 61.1% | 79 | 8.86% | 6.5 |
|
| 1595 |
1595
SoFi Wealth
San Francisco,
California
| US$16.4億 | +US$3.07億 | +23% | 10.6% | 67.9% | 46 | 13.04% | 1.1 |
|
| 1596 |
KNB
1596
KHAZANAH NASIONAL BERHAD
Kuala Lumpur,
| US$16.4億 | +US$1.61億 | +11% | 9.6% | 73.6% | 17 | 17.65% | 1.3 |
|
| 1597 |
1597
Sofinnova Investments
Menlo Park,
California
| US$16.4億 | +US$1.04億 | +7% | 13.9% | 450% | 80 | 41.25% | 1.2 |
|
| 1598 |
1598
Chai Trust Company
Chicago,
Illinois
| US$16.3億 | +US$2300萬 | +1% | 2.12% | 12.7% | 12 | 8.33% | 5.9 |
|
| 1599 |
1599
Guyasuta Investment Advisors
Pittsburgh,
Pennsylvania
| US$16.3億 | +US$1.03億 | +7% | 11.2% | 99.5% | 263 | 7.6% | 6.4 |
|
| 1600 |
1600
BloombergSen
Toronto,
Ontario, Canada
| US$16.3億 | +US$1752萬 | +1% | 4.75% | 46.9% | 34 | 17.65% | 3.4 |
|