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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1776 |
1776
Executive Wealth Management
Brighton,
Michigan
| US$7.07億 | +US$1.47億 | +26% | 3.32% | 18.4% | 972 | 15.02% | 0.4 |
|
| 1777 |
BCM
1777
Bluefin Capital Management
New York
| US$7.06億 | +US$1448萬 | +2% | 3.68% | – | 539 | 66.79% | 0.6 |
|
| 1778 |
1778
Hengistbury Investment Partners
London,
United Kingdom
| US$7.05億 | -US$2815萬 | -4% | 11% | 108% | 5 | 20% | 2.3 |
|
| 1779 |
1779
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$7.04億 | +US$2977萬 | +4% | 3.34% | – | 179 | 5.59% | 4.5 |
|
| 1780 |
1780
Nottingham Advisors
Amherst,
New York
| US$7.01億 | +US$1278萬 | +2% | 2.52% | 44.3% | 112 | 9.82% | 2.8 |
|
| 1781 |
1781
Alexandria Capital
Arlington,
Virginia
| US$7.01億 | +US$1140萬 | +2% | 3.5% | 66.8% | 264 | 6.06% | 3.4 |
|
| 1782 |
1782
First Midwest Bank Trust Division
Joliet,
Illinois
| US$7.01億 | -US$3418萬 | -5% | 2.68% | 107% | 398 | 10.55% | 3.6 |
|
| 1783 |
1783
Formula Growth
Montreal,
Quebec, Canada
| US$7億 | -US$804萬 | -1% | 1.14% | 118% | 164 | 20.12% | 1.7 |
|
| 1784 |
1784
CapWealth Advisors
Franklin,
Tennessee
| US$6.99億 | +US$4728萬 | +7% | 2.83% | 152% | 112 | 11.61% | 3.8 |
|
| 1785 |
1785
Highland Associates
Birmingham,
Alabama
| US$6.99億 | -US$506萬 | -0.7% | 2.88% | – | 14 | 78.57% | 0.3 |
|
| 1786 |
1786
Nine Masts Capital
Central,
Hong Kong
| US$6.98億 | +US$3.77億 | +118% | 1.9% | 88.1% | 238 | 67.65% | 0.3 |
|
| 1787 |
1787
Abner Herrman & Brock
Jersey City,
New Jersey
| US$6.97億 | +US$4905萬 | +8% | 6.37% | 156% | 141 | 14.18% | 3.4 |
|
| 1788 |
1788
Chicago Partners Investment Group
Chicago,
Illinois
| US$6.97億 | +US$2153萬 | +3% | 2.36% | 75.8% | 335 | 11.04% | 2.6 |
|
| 1789 |
1789
Periscope Capital
Toronto,
Ontario, Canada
| US$6.97億 | +US$1.17億 | +20% | 1.24% | 28.8% | 237 | 38.4% | 0.5 |
|
| 1790 |
MPAM
1790
Monarch Partners Asset Management
Boston,
Massachusetts
| US$6.97億 | +US$3396萬 | +5% | 6.57% | 136% | 200 | 32% | 1 |
|
| 1791 |
1791
ORIX Corp
Tokyo,
Japan
| US$6.97億 | +US$9055萬 | +15% | 14.9% | 11.7% | 1 | 0% | 1.5 |
|
| 1792 |
1792
Dean Investment Associates
Beavercreek,
Ohio
| US$6.96億 | +US$832萬 | +1% | 1.97% | 63.5% | 228 | 16.23% | 2.5 |
|
| 1793 |
1793
Godsey & Gibb Inc
Richmond,
Virginia
| US$6.94億 | +US$3508萬 | +5% | 3.88% | 87.5% | 95 | 21.05% | 2.9 |
|
| 1794 |
1794
Independent Advisor Alliance
Charlotte,
North Carolina
| US$6.91億 | -US$2008萬 | -3% | 4.86% | 135% | 497 | 24.55% | 1.3 |
|
| 1795 |
1795
Makaira Partners
La Jolla,
California
| US$6.91億 | -US$1.66億 | -19% | 9.08% | 22% | 10 | 10% | 2.6 |
|
| 1796 |
1796
Fidelity National Financial
Jacksonville,
Florida
| US$6.9億 | +US$5682萬 | +9% | 7.23% | 2.54% | 31 | 35.48% | 1.7 |
|
| 1797 |
1797
Altium Wealth Management
Purchase,
New York
| US$6.9億 | +US$6272萬 | +10% | 3.06% | 24.9% | 306 | 14.71% | 1 |
|
| 1798 |
1798
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$6.89億 | +US$855萬 | +1% | 2.94% | 28.2% | 168 | 11.9% | 2.8 |
|
| 1799 |
1799
TFG Asset Management
Grand Cayman,
Cayman Islands
| US$6.89億 | -US$1.15億 | -14% | 0.93% | 72.1% | 62 | 30.65% | 0.9 |
|
| 1800 |
1800
IHT Wealth Management
Chicago,
Illinois
| US$6.89億 | +US$8848萬 | +15% | 2.68% | 74.8% | 575 | 15.13% | 1.5 |
|