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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1751 |
1751
Osborne Partners Capital Management
San Francisco,
California
| US$18億 | -US$9120萬 | -5% | 14.1% | 60.8% | 214 | 13.08% | 5.8 |
|
| 1752 |
1752
Soltis Investment Advisors
St. George,
Utah
| US$18億 | +US$2.12億 | +13% | 15.3% | 80.8% | 697 | 23.82% | 2.2 |
|
| 1753 |
1753
1900 Wealth Management
San Antonio,
Texas
| US$18億 | +US$2.38億 | +15% | 12.7% | 61% | 317 | 21.77% | 2.9 |
|
| 1754 |
1754
Willis Johnson & Associates
Houston,
Texas
| US$18億 | +US$7804萬 | +5% | 10.7% | 50.9% | 199 | 49.75% | 3.6 |
|
| 1755 |
1755
Charles Schwab Trust
Henderson,
Nevada
| US$17.9億 | +US$2.5億 | +16% | 9.42% | 52.7% | 179 | 12.29% | 3.9 |
|
| 1756 |
1756
Empire Life Investments
Toronto,
Ontario, Canada
| US$17.9億 | +US$1.46億 | +9% | 20.6% | 90.8% | 117 | 9.4% | 3.5 |
|
| 1757 |
1757
Avestar Capital
New York
| US$17.9億 | +US$2.34億 | +15% | 19% | 101% | 587 | 20.61% | 2.4 |
|
| 1758 |
1758
Franklin Street Advisors
Chapel Hill,
North Carolina
| US$17.9億 | +US$1.6億 | +10% | 17.8% | 130% | 182 | 8.79% | 6.3 |
|
| 1759 |
FAB
1759
First American Bank
Dundee,
Illinois
| US$17.9億 | +US$1.96億 | +12% | 15.5% | 99.7% | 210 | 12.86% | 5.6 |
|
| 1760 |
1760
Oak Associates
Akron,
Ohio
| US$17.9億 | +US$3.01億 | +20% | 33.5% | 152% | 148 | 11.49% | 5.6 |
|
| 1761 |
1761
Catalyst Funds Management
Sydney NSW,
Australia
| US$17.8億 | +US$11.9億 | +202% | 43.9% | – | 940 | 69.47% | 0.3 |
|
| 1762 |
1762
E.S. Barr & Co
Lexington,
Kentucky
| US$17.8億 | +US$6444萬 | +4% | 8.87% | 73.5% | 114 | 7.02% | 6.7 |
|
| 1763 |
1763
Capital Impact Advisors
Boston,
Massachusetts
| US$17.8億 | +US$15.4億 | +621% | 53.1% | – | 35 | 31.43% | 0.7 |
|
| 1764 |
1764
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| US$17.8億 | +US$1.94億 | +12% | 12.6% | 58.9% | 646 | 45.98% | 2.6 |
|
| 1765 |
1765
Black Creek Investment Management
Toronto,
Ontario, Canada
| US$17.8億 | -US$8235萬 | -4% | 1.85% | 11.1% | 31 | 32.26% | 4 |
|
| 1766 |
WC
1766
Waterloo Capital
Austin,
Texas
| US$17.8億 | +US$3.55億 | +25% | 14.8% | 79.8% | 607 | 28.5% | 1.7 |
|
| 1767 |
1767
Nicholas Investment Partners
Rancho Santa Fe,
California
| US$17.8億 | +US$3.9億 | +28% | 34.8% | 397% | 245 | 32.24% | 1.5 |
|
| 1768 |
1768
Financiere des Professionnels
Montreal,
Quebec, Canada
| US$17.7億 | +US$6795萬 | +4% | 21.5% | 79.7% | 423 | 37.59% | 0.8 |
|
| 1769 |
1769
Covalis Capital
London,
United Kingdom
| US$17.7億 | +US$1.47億 | +9% | 6.44% | 37.9% | 175 | 72% | 0.3 |
|
| 1770 |
IP
1770
Indivisible Partners
Clearwater,
Florida
| US$17.7億 | +US$6.39億 | +57% | 26.4% | – | 663 | 31.07% | 0.3 |
|
| 1771 |
1771
Stephens Group Asset Management
Little Rock,
Arkansas
| US$17.7億 | +US$2億 | +13% | 12.4% | 51.4% | 26 | 0% | 6.8 |
|
| 1772 |
1772
Oak Ridge Investments
Chicago,
Illinois
| US$17.7億 | +US$2.56億 | +17% | 46.4% | 208% | 201 | 25.37% | 3 |
|
| 1773 |
1773
Park Presidio Capital
San Francisco,
California
| US$17.7億 | +US$3.41億 | +24% | 15.4% | 94.1% | 14 | 7.14% | 4.9 |
|
| 1774 |
1774
Dearborn Partners
Chicago,
Illinois
| US$17.7億 | -US$8125萬 | -4% | 6.67% | 46.1% | 290 | 8.97% | 5.9 |
|
| 1775 |
1775
Frank Rimerman Advisors
Palo Alto,
California
| US$17.7億 | +US$2.41億 | +16% | 25.5% | 149% | 660 | 17.88% | 1.9 |
|