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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
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| US$12.2億 | +US$4230萬 | +4% | 6.93% | 181% | 585 | 6.5% | 7.2 |
|
| 1777 |
1777
Nations Financial Group
Cedar Rapids,
Iowa
| US$12.2億 | +US$3702萬 | +3% | 2.53% | 105% | 662 | 11.18% | 3 |
|
| 1778 |
1778
Woodmont Investment Counsel
Nashville,
Tennessee
| US$12.2億 | +US$3721萬 | +3% | 2.52% | 66.8% | 377 | 37.14% | 5.5 |
|
| 1779 |
1779
Lakewood Capital Management
New York
| US$12.2億 | -US$221萬 | -0.2% | 3.77% | 45.4% | 51 | 29.41% | 2.4 |
|
| 1780 |
1780
Stadion Money Management
Watkinsville,
Georgia
| US$12.2億 | -US$3.2億 | -21% | 1.9% | 55.3% | 29 | 31.03% | 2.6 |
|
| 1781 |
1781
Freedom Investment Management
Hartford,
Connecticut
| US$12.2億 | -US$2603萬 | -2% | 1.21% | 68.5% | 888 | 24.55% | 3.2 |
|
| 1782 |
1782
BIP Wealth
Atlanta,
Georgia
| US$12.2億 | -US$1.46億 | -11% | 1.29% | 51.8% | 224 | 15.18% | 1.1 |
|
| 1783 |
1783
American Trust
Lexington,
Kentucky
| US$12.2億 | +US$2362萬 | +2% | 1.63% | 59% | 305 | 27.87% | 1.7 |
|
| 1784 |
1784
BBR Partners
New York
| US$12.2億 | -US$2784萬 | -2% | 3.26% | 63.4% | 272 | 24.63% | 2.5 |
|
| 1785 |
1785
Willis Johnson & Associates
Houston,
Texas
| US$12.2億 | +US$6828萬 | +6% | 1.31% | 50.9% | 172 | 16.28% | 1.9 |
|
| 1786 |
1786
Rush Island Management
New York
| US$12.2億 | +US$6434萬 | +6% | 3.88% | 15.5% | 18 | 38.89% | 1.1 |
|
| 1787 |
1787
Arete Wealth Advisors
Chicago,
Illinois
| US$12.2億 | +US$1.36億 | +13% | 0.57% | 85.3% | 751 | 53.26% | 1.2 |
|
| 1788 |
1788
Needham Investment Management
New York
| US$12.2億 | +US$1.41億 | +13% | 2.07% | 424% | 144 | 11.11% | 4.4 |
|
| 1789 |
1789
Callan Capital
La Jolla,
California
| US$12.2億 | +US$7757萬 | +7% | 2.13% | 20.1% | 332 | 15.96% | 2.2 |
|
| 1790 |
1790
Portolan Capital Management
Boston,
Massachusetts
| US$12.1億 | -US$9848萬 | -8% | 3.72% | 738% | 137 | 29.93% | 1.5 |
|
| 1791 |
1791
Point72 Europe
London,
United Kingdom
| US$12.1億 | +US$9343萬 | +8% | 0.84% | 95.4% | 171 | 66.08% | 0.3 |
|
| 1792 |
1792
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$12.1億 | +US$3105萬 | +3% | 2.74% | 73.7% | 268 | 8.21% | 3.6 |
|
| 1793 |
1793
Good Life Advisors
Reading,
Pennsylvania
| US$12.1億 | +US$8572萬 | +8% | 2.94% | 60% | 493 | 12.37% | 3.2 |
|
| 1794 |
GPCM
1794
Greenbrier Partners Capital Management
Dallas,
Texas
| US$12.1億 | +US$1.29億 | +12% | 12.3% | 96.1% | 13 | 0% | 9.5 |
|
| 1795 |
1795
Kimelman & Baird
New York
| US$12.1億 | – | – | 2.24% | – | 373 | – | 2.1 |
|
| 1796 |
1796
Phillips Financial Management
Fort Wayne,
Indiana
| US$12.1億 | -US$882萬 | -0.7% | 0.16% | 45.6% | 276 | 7.25% | 3.4 |
|
| 1797 |
1797
Advocacy Wealth Management Services
Atlanta,
Georgia
| US$12.1億 | +US$4875萬 | +4% | 1.82% | 48.3% | 55 | 9.09% | 2.2 |
|
| 1798 |
ACM
1798
Ashe Capital Management
Englewood Cliffs,
New Jersey
| US$12.1億 | -US$1391萬 | -1% | 1.59% | 70.7% | 9 | 22.22% | 5.3 |
|
| 1799 |
1799
Mill Capital Management
Concord,
North Carolina
| US$12.1億 | +US$1344萬 | +1% | 2.47% | 104% | 124 | 5.65% | 2.2 |
|
| 1800 |
1800
Main Management
San Francisco,
California
| US$12.1億 | +US$3786萬 | +3% | 1.58% | 64.1% | 159 | 13.21% | 3.3 |
|