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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
SFMG Wealth Advisors
Plano,
Texas
| US$8.57億 | -US$511萬 | -0.6% | 5.47% | 76.1% | 282 | 13.48% | 3 |
|
| 1802 |
1802
Mill Capital Management
Concord,
North Carolina
| US$8.57億 | -US$4606萬 | -5% | 5.55% | 119% | 135 | 16.3% | 0.7 |
|
| 1803 |
1803
1900 Wealth Management
San Antonio,
Texas
| US$8.55億 | -US$6150萬 | -7% | 5.89% | 61% | 231 | 8.23% | 1.4 |
|
| 1804 |
1804
NYL Investors
New York
| US$8.55億 | +US$352萬 | +0.4% | 4.27% | 12.7% | 32 | 3.13% | 3.2 |
|
| 1805 |
1805
Heard Capital LLC
Chicago,
Illinois
| US$8.55億 | -US$7799萬 | -8% | 11% | 161% | 37 | 24.32% | 1.4 |
|
| 1806 |
1806
Bayview Asset Management
Coral Gables,
Florida
| US$8.53億 | +US$5598萬 | +7% | 2.27% | 55.4% | 11 | 27.27% | 1.6 |
|
| 1807 |
1807
Evanson Asset Management
Carmel,
California
| US$8.52億 | -US$5737萬 | -6% | 6.12% | 66.6% | 283 | 14.13% | 5 |
|
| 1808 |
1808
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$8.51億 | -US$2754萬 | -3% | 3.02% | 87.2% | 135 | 10.37% | 5.5 |
|
| 1809 |
1809
Taiyo Life Insurance Company
Chuo-Ku, Tokyo,
Japan
| US$8.49億 | +US$9166萬 | +12% | 5.34% | 90.5% | 10 | 10% | 2.1 |
|
| 1810 |
1810
Vicus Capital
State College,
Pennsylvania
| US$8.49億 | -US$3625萬 | -4% | 5.71% | 59.6% | 226 | 13.72% | 2.6 |
|
| 1811 |
1811
Anson Funds Management
Dallas,
Texas
| US$8.47億 | -US$2.29億 | -21% | 13.9% | 2,010% | 377 | 40.05% | 0.7 |
|
| 1812 |
1812
Alpha Wave Global
New York
| US$8.46億 | -US$1.27億 | -13% | 3.55% | 226% | 141 | 29.79% | 0.8 |
|
| 1813 |
1813
Evensky & Katz
Coral Gables,
Florida
| US$8.45億 | -US$3106萬 | -4% | 5.53% | 61.1% | 85 | 12.94% | 4.4 |
|
| 1814 |
1814
Empirical Finance
Havertown,
Pennsylvania
| US$8.43億 | +US$5856萬 | +7% | 3.88% | 124% | 502 | 11.55% | 1.9 |
|
| 1815 |
RA
1815
Resolute Advisors
San Francisco,
California
| US$8.43億 | -US$1.2億 | -12% | 11.7% | 36.7% | 147 | 14.97% | 1.1 |
|
| 1816 |
1816
Blackhill Capital
Morristown,
New Jersey
| US$8.42億 | -US$2092萬 | -2% | 0.41% | 212% | 52 | 0% | 8 |
|
| 1817 |
1817
YCG LLC
Austin,
Texas
| US$8.4億 | -US$4415萬 | -5% | 4.67% | 27% | 42 | 2.38% | 5.5 |
|
| 1818 |
1818
Essex Financial Services
Essex,
Connecticut
| US$8.39億 | -US$5922萬 | -7% | 3.02% | 87.7% | 492 | 10.37% | 3.6 |
|
| 1819 |
1819
Cape Cod Five Cents Savings Bank
Orleans,
Massachusetts
| US$8.39億 | -US$5170萬 | -6% | 5.34% | – | 198 | 4.55% | 5.9 |
|
| 1820 |
1820
Bain Capital Life Sciences Investors
Boston,
Massachusetts
| US$8.38億 | -US$1494萬 | -2% | 9.82% | 507% | 36 | 11.11% | 1.8 |
|
| 1821 |
1821
Krilogy Financial
St. Louis,
Missouri
| US$8.38億 | -US$2350萬 | -3% | 5.17% | 79% | 327 | 10.7% | 3.1 |
|
| 1822 |
1822
Koshinski Asset Management
Decatur,
Illinois
| US$8.38億 | -US$1.69億 | -17% | 5.3% | 76.5% | 628 | 17.2% | 2.5 |
|
| 1823 |
1823
Stephens Group Asset Management
Little Rock,
Arkansas
| US$8.37億 | -US$2615萬 | -3% | 4.57% | 51.4% | 25 | 0% | 3.4 |
|
| 1824 |
1824
Baskin Financial Services
Toronto,
Ontario, Canada
| US$8.36億 | -US$8694萬 | -9% | 3.08% | 69.1% | 57 | 7.02% | 4.5 |
|
| 1825 |
1825
Clearline Capital
New York
| US$8.36億 | +US$6236萬 | +8% | 6.31% | 57.4% | 166 | 29.52% | 0.8 |
|