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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
Sun Life Financial
Toronto,
Ontario, Canada
| US$7.02億 | +US$6.91億 | +6,171% | 3.29% | 65.7% | 635 | 24.41% | 1.3 |
|
| 1752 |
SCM
1752
Suffolk Capital Management
New York
| US$7.02億 | -US$426萬 | -0.6% | 3.78% | 48.6% | 155 | 41.94% | 1.1 |
|
| 1753 |
1753
Rivulet Capital
Summit,
New Jersey
| US$7.02億 | -US$1.77億 | -20% | 0.35% | 27.4% | 11 | 18.18% | 2.1 |
|
| 1754 |
1754
Clearstead Advisors
Cleveland,
Ohio
| US$7.01億 | +US$1108萬 | +2% | 1.34% | 71.4% | 232 | 10.34% | 1.3 |
|
| 1755 |
1755
Bragg Financial Advisors
Charlotte,
North Carolina
| US$7.01億 | +US$1712萬 | +3% | 3.82% | 101% | 259 | 5.02% | 3.9 |
|
| 1756 |
1756
First Long Island Investors
Jericho,
New York
| US$7億 | -US$2265萬 | -3% | 3.63% | 85.5% | 82 | 9.76% | 2.5 |
|
| 1757 |
1757
Parallel Advisors
San Francisco,
California
| US$6.99億 | +US$5902萬 | +9% | 3.18% | 109% | 2,318 | 12.94% | 1.2 |
|
| 1758 |
1758
Cornercap Investment Counsel
Atlanta,
Georgia
| US$6.99億 | -US$341萬 | -0.5% | 2.05% | 55.4% | 494 | 41.09% | 1 |
|
| 1759 |
1759
Sageworth Trust
Lancaster,
Pennsylvania
| US$6.99億 | +US$2807萬 | +4% | 0.08% | 64.5% | 215 | 74.88% | 1 |
|
| 1760 |
FWM
1760
Frontier Wealth Management
Kansas City,
Missouri
| US$6.99億 | -US$1530萬 | -2% | 7.65% | 42.8% | 437 | 24.26% | 1.9 |
|
| 1761 |
1761
Schaper Benz & Wise Investment Counsel
Neenah,
Wisconsin
| US$6.99億 | +US$2346萬 | +3% | 3.64% | 94.2% | 105 | 4.76% | 4 |
|
| 1762 |
1762
Appleton Partners
Boston,
Massachusetts
| US$6.98億 | +US$3941萬 | +6% | 3.81% | 101% | 272 | 7.72% | 2.6 |
|
| 1763 |
1763
First Trust Capital Management
Chicago,
Illinois
| US$6.98億 | -US$1175萬 | -2% | 15.5% | 214% | 68 | 69.12% | 0.3 |
|
| 1764 |
1764
Private Capital Management (Florida)
Naples,
Florida
| US$6.95億 | +US$5876萬 | +9% | 12.8% | 118% | 48 | 20.83% | 3.2 |
|
| 1765 |
1765
Howard Capital Management (New York)
New York
| US$6.95億 | +US$865萬 | +1% | 3.07% | 76.8% | 113 | 8.85% | 3.6 |
|
| 1766 |
1766
WFM Asia
Road Town, Tortola,
British Virgin Islands
| US$6.95億 | -US$5163萬 | -7% | 2.07% | 89.9% | 9 | 22.22% | 1.6 |
|
| 1767 |
1767
Summit Securities Group
New York
| US$6.95億 | +US$2.86億 | +70% | 4.66% | 136% | 281 | 73.31% | 0.2 |
|
| 1768 |
1768
Albion Financial Group
Salt Lake City,
Utah
| US$6.94億 | +US$4345萬 | +7% | 2.96% | 79.6% | 202 | 6.44% | 3.2 |
|
| 1769 |
1769
Darrell & King
Charlottesville,
Virginia
| US$6.94億 | -US$1079萬 | -2% | 0.84% | – | 56 | 7.14% | 1.7 |
|
| 1770 |
1770
Webster Bank
Waterbury,
Connecticut
| US$6.92億 | -US$36.8萬 | -0.1% | 1.99% | 77.5% | 539 | 7.98% | 2.4 |
|
| 1771 |
1771
Palisade Asset Management
Minneapolis,
Minnesota
| US$6.92億 | +US$3028萬 | +5% | 1.97% | 61.8% | 169 | 5.92% | 3.6 |
|
| 1772 |
1772
Murphy Capital Management
Bedminster,
New Jersey
| US$6.92億 | -US$1321萬 | -2% | 3.51% | 41.6% | 284 | 8.1% | 3.6 |
|
| 1773 |
1773
Vigilant Capital Management
Portland,
Maine
| US$6.91億 | -US$1213萬 | -2% | 2.22% | 48.8% | 545 | 40% | 1.8 |
|
| 1774 |
1774
Bainco International Investors
Boston,
Massachusetts
| US$6.9億 | +US$1830萬 | +3% | 3.76% | 69.4% | 102 | 9.8% | 2.7 |
|
| 1775 |
1775
Balasa Dinverno & Foltz
| US$6.9億 | +US$3018萬 | +5% | 4% | 23.2% | 235 | 14.47% | 3 |
|