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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1801 |
1801
Matrix Asset Advisors
White Plains,
New York
| US$5.69億 | -US$2097萬 | -4% | 2.62% | 84.9% | 76 | 13.16% | 3.1 |
|
| 1802 |
1802
Courier Capital
Buffalo,
New York
| US$5.68億 | +US$4387萬 | +8% | 5.19% | 70.8% | 279 | 10.04% | 2.8 |
|
| 1803 |
1803
Steel Grove Capital Advisors
Memphis,
Tennessee
| US$5.67億 | +US$6700萬 | +13% | 3.29% | 106% | 297 | 22.22% | 1.4 |
|
| 1804 |
1804
Franklin Street Advisors
Chapel Hill,
North Carolina
| US$5.67億 | -US$29.6萬 | -0.1% | 6.35% | 130% | 199 | 20.6% | 2.5 |
|
| 1805 |
1805
Antipodes Partners
Royal Exchange,
Australia
| US$5.65億 | +US$1.21億 | +27% | 6.36% | 96.4% | 24 | 25% | 0.2 |
|
| 1806 |
1806
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$5.65億 | +US$3543萬 | +7% | 7.44% | 50.7% | 70 | 2.86% | 2.8 |
|
| 1807 |
1807
Financial Architects (New Jersey)
Marlton,
New Jersey
| US$5.64億 | +US$1.38億 | +33% | 4.21% | 31.3% | 1,695 | 22.3% | 0.9 |
|
| 1808 |
1808
Granite Investment Advisors
Concord,
New Hampshire
| US$5.62億 | +US$7380萬 | +15% | 3.47% | 55.6% | 132 | 10.61% | 2.5 |
|
| 1809 |
1809
Windward Capital Management
Los Angeles,
California
| US$5.62億 | +US$3757萬 | +7% | 8.78% | 78.5% | 91 | 13.19% | 2.6 |
|
| 1810 |
1810
Virtus ETF Advisers
New York
| US$5.62億 | +US$2.27億 | +68% | 4.96% | 177% | 194 | 22.16% | 0.8 |
|
| 1811 |
1811
Dragoneer Investment Group
San Francisco,
California
| US$5.61億 | +US$1.38億 | +33% | 14.7% | 77.3% | 25 | 32% | 0.9 |
|
| 1812 |
1812
CCMP Capital
New York
| US$5.6億 | -US$2.11億 | -27% | 0.11% | 12.3% | 2 | 50% | 1.8 |
|
| 1813 |
MG
1813
Meditor Group
Hamilton,
Bermuda
| US$5.59億 | +US$1.54億 | +38% | 34.4% | 41.1% | 8 | 50% | 1.3 |
|
| 1814 |
1814
LBMC Investment Advisors
Brentwood,
Tennessee
| US$5.59億 | +US$2485萬 | +5% | 4.53% | 52.8% | 78 | 10.26% | 2.5 |
|
| 1815 |
1815
Carret Asset Management
New York
| US$5.57億 | +US$2946萬 | +6% | 6.65% | 94.4% | 251 | 5.58% | 3 |
|
| 1816 |
1816
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$5.56億 | +US$4545萬 | +9% | 7.11% | – | 579 | 13.64% | 2.5 |
|
| 1817 |
IR
1817
IAT Reinsurance
New York
| US$5.56億 | -US$2456萬 | -4% | 7.12% | 60.2% | 139 | 44.6% | 1.2 |
|
| 1818 |
1818
North Point Portfolio Managers
Orange Village,
Ohio
| US$5.56億 | +US$2624萬 | +5% | 4.9% | 72.8% | 87 | 8.05% | 2.7 |
|
| 1819 |
1819
Tekne Capital Management
New York
| US$5.55億 | +US$1.47億 | +36% | 14.2% | 516% | 20 | 15% | 1 |
|
| 1820 |
1820
Prospera Financial Services
Dallas,
Texas
| US$5.55億 | +US$4436萬 | +9% | 4.83% | 97.4% | 430 | 23.02% | 1.8 |
|
| 1821 |
CA
1821
Cornerstone Advisors
Asheville,
North Carolina
| US$5.54億 | +US$1220萬 | +2% | 6.19% | 108% | 278 | 36.69% | 1.2 |
|
| 1822 |
1822
Osborn Williams & Donohoe
Cincinnati,
Ohio
| US$5.54億 | +US$2144萬 | +4% | 4.9% | 23.7% | 225 | 7.11% | 2.9 |
|
| 1823 |
1823
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$5.5億 | +US$1869萬 | +4% | 4.78% | 34% | 111 | 7.21% | 2.3 |
|
| 1824 |
1824
Strategic Financial Services
Utica,
New York
| US$5.5億 | +US$2900萬 | +6% | 5.57% | 58.7% | 116 | 6.03% | 2.5 |
|
| 1825 |
1825
Godsey & Gibb Inc
Richmond,
Virginia
| US$5.5億 | +US$1063萬 | +2% | 3.65% | 87.5% | 51 | 0% | 3.2 |
|