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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1701 |
1701
Moody Lynn & Lieberson
Boston,
Massachusetts
| US$19億 | +US$1.14億 | +6% | 13% | 142% | 283 | 18.37% | 5.4 |
|
| 1702 |
1702
Turtle Creek Wealth Advisors
Dallas,
Texas
| US$18.9億 | +US$5.7億 | +43% | 18% | 112% | 561 | 22.82% | 0.8 |
|
| 1703 |
1703
Kathmere Capital Management
Wayne,
Pennsylvania
| US$18.9億 | +US$2.66億 | +16% | 14.4% | 62.3% | 717 | 18.83% | 1.9 |
|
| 1704 |
1704
Patten & Patten
Chattanooga,
Tennessee
| US$18.9億 | +US$2.33億 | +14% | 14.7% | 74.1% | 357 | 7.28% | 6.8 |
|
| 1705 |
1705
Next Century Growth Investors
Plymouth,
Minnesota
| US$18.9億 | +US$5.06億 | +37% | 57.4% | 447% | 130 | 26.92% | 2 |
|
| 1706 |
1706
CAS Investment Partners
Westport,
Connecticut
| US$18.8億 | +US$1.35億 | +8% | 9.75% | 527% | 7 | 42.86% | 3.5 |
|
| 1707 |
1707
Occudo Quantitative Strategies
Fort Lauderdale,
Florida
| US$18.8億 | +US$4380萬 | +2% | 24.4% | 94.6% | 1,012 | 54.25% | 0.4 |
|
| 1708 |
1708
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$18.8億 | +US$2.22億 | +13% | 14.3% | 73.7% | 370 | 15.41% | 3.6 |
|
| 1709 |
1709
Koshinski Asset Management
Decatur,
Illinois
| US$18.8億 | +US$2.75億 | +17% | 16.7% | 76.5% | 803 | 13.95% | 3.2 |
|
| 1710 |
1710
Oasis Management Company
Grand Cayman,
Cayman Islands
| US$18.8億 | +US$1.6億 | +9% | 32.3% | 368% | 123 | 25.2% | 1.2 |
|
| 1711 |
1711
Atwood & Palmer
Kansas City,
Missouri
| US$18.7億 | +US$1.03億 | +6% | 10.2% | 90% | 556 | 15.47% | 5.4 |
|
| 1712 |
1712
Proem Advisors
Dallas,
Texas
| US$18.7億 | +US$1.95億 | +12% | 76% | – | 67 | 62.69% | 0.6 |
|
| 1713 |
1713
Robinhood Asset Management
Menlo Park,
California
| US$18.7億 | +US$4.9億 | +36% | 16.1% | – | 105 | 43.81% | 0.3 |
|
| 1714 |
1714
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$18.7億 | +US$1.83億 | +11% | 15.7% | 81.9% | 378 | 16.14% | 2.1 |
|
| 1715 |
1715
Keystone Investors
Singapore
| US$18.7億 | – | – | 61.2% | – | 84 | – | 0.4 |
|
| 1716 |
1716
B. Riley Wealth Advisors
Boca Raton,
Florida
| US$18.7億 | +US$2.89億 | +18% | 21.3% | 118% | 1,023 | 22.87% | 4.9 |
|
| 1717 |
1717
LMCG Investments
Boston,
Massachusetts
| US$18.7億 | +US$1.87億 | +11% | 22% | 125% | 230 | 6.52% | 7.3 |
|
| 1718 |
1718
Bar Harbor Wealth Management
Concord,
New Hampshire
| US$18.6億 | +US$1.53億 | +9% | 15.2% | 79.2% | 281 | 9.96% | 7.2 |
|
| 1719 |
1719
Invictus Private Wealth
Denver,
Colorado
| US$18.6億 | +US$2.4億 | +15% | 17% | 84.2% | 95 | 20% | 2.5 |
|
| 1720 |
SC
1720
SRB Corp
Boston,
Massachusetts
| US$18.6億 | +US$2.31億 | +14% | 29.4% | 87.3% | 23 | 0% | 4.8 |
|
| 1721 |
1721
Johnson Financial Group LLC (Colorado)
Denver,
Colorado
| US$18.6億 | +US$3.55億 | +24% | 14.8% | 58.7% | 289 | 39.45% | 0.9 |
|
| 1722 |
1722
Pertento Partners
London,
United Kingdom
| US$18.6億 | +US$4.88億 | +36% | 30.5% | 196% | 20 | 20% | 1.1 |
|
| 1723 |
1723
Private Advisory Group
Redmond,
Washington
| US$18.5億 | +US$3.29億 | +22% | 31.9% | 177% | 345 | 34.49% | 1.5 |
|
| 1724 |
1724
Ninety One
Cape Town,
South Africa
| US$18.5億 | -US$4.79億 | -21% | 1.79% | 232% | 115 | 20.87% | 2.7 |
|
| 1725 |
1725
Spyglass Capital Management
San Francisco,
California
| US$18.5億 | +US$4.35億 | +31% | 35.2% | 154% | 28 | 21.43% | 1.8 |
|