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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1826 |
1826
FJ Capital Management
Mclean,
Virginia
| US$8.36億 | -US$2.05億 | -20% | 0.08% | 97.9% | 111 | 30.63% | 2.1 |
|
| 1827 |
1827
BerganKDV Wealth Management
Bloomington,
Minnesota
| US$8.36億 | -US$3755萬 | -4% | 5.33% | 27.9% | 1,107 | 12.65% | 3 |
|
| 1828 |
1828
Strategic Blueprint
Atlanta,
Georgia
| US$8.35億 | +US$2288萬 | +3% | 4.28% | 82.1% | 547 | 19.56% | 1.4 |
|
| 1829 |
1829
Thomasville National Bank
Thomasville,
Georgia
| US$8.34億 | -US$7238萬 | -8% | 6% | – | 213 | 5.16% | 5 |
|
| 1830 |
1830
Cardano Risk Management
Rotterdam,
Netherlands
| US$8.31億 | -US$3315萬 | -4% | 3.91% | 200% | 5 | 0% | 3.6 |
|
| 1831 |
1831
TFG Asset Management
Grand Cayman,
Cayman Islands
| US$8.3億 | -US$6.3億 | -43% | 3.11% | 72.1% | 179 | 18.44% | 1.2 |
|
| 1832 |
1832
Seeyond
Paris,
France
| US$8.3億 | -US$4935萬 | -6% | 5.06% | 21.3% | 616 | 4.38% | 3.3 |
|
| 1833 |
1833
Fund Evaluation Group
Cincinnati,
Ohio
| US$8.28億 | +US$4577萬 | +6% | 5.23% | 51.6% | 24 | 4.17% | 2.8 |
|
| 1834 |
1834
Delta Asset Management
Memphis,
Tennessee
| US$8.25億 | -US$5836萬 | -7% | 7.08% | 53.8% | 138 | 10.14% | 8 |
|
| 1835 |
1835
Dorsey Asset Management
Chicago,
Illinois
| US$8.25億 | +US$2407萬 | +3% | 3.77% | 122% | 10 | 0% | 2.8 |
|
| 1836 |
1836
Icon Wealth Advisors
Houston,
Texas
| US$8.24億 | – | – | 4.83% | – | 398 | – | 0 |
|
| 1837 |
1837
Ascent Group
Virginia Beach,
Virginia
| US$8.22億 | -US$1423萬 | -2% | 4.7% | 91.7% | 506 | 18.38% | 0.6 |
|
| 1838 |
1838
Adell Harriman & Carpenter
Houston,
Texas
| US$8.22億 | +US$629萬 | +0.8% | 5.28% | 191% | 167 | 20.36% | 4.8 |
|
| 1839 |
1839
Kontiki Capital Management (HK)
Hong Kong
| US$8.21億 | +US$1768萬 | +2% | 4.04% | 90.6% | 7 | 0% | 3.1 |
|
| 1840 |
1840
MainStreet Investment Advisors
Chicago,
Illinois
| US$8.21億 | -US$5072萬 | -6% | 5.1% | 61% | 172 | 5.23% | 3.3 |
|
| 1841 |
1841
Hikari Tsushin Inc
Tokyo,
Japan
| US$8.2億 | -US$46.6萬 | -0.1% | 3.79% | 59.5% | 55 | 5.45% | 4.5 |
|
| 1842 |
1842
Kepos Capital
New York
| US$8.2億 | -US$2.73億 | -25% | 0.71% | 21.1% | 561 | 18.36% | 0.9 |
|
| 1843 |
1843
Next Century Growth Investors
Plymouth,
Minnesota
| US$8.2億 | +US$5515萬 | +7% | 14.7% | 447% | 117 | 17.09% | 2.9 |
|
| 1844 |
1844
Hartford Funds Management
Wayne,
Pennsylvania
| US$8.19億 | -US$6960萬 | -8% | 5.98% | 26.8% | 29 | 31.03% | 0.8 |
|
| 1845 |
1845
Advance Capital Management
Southfield,
Michigan
| US$8.18億 | -US$1720萬 | -2% | 5.98% | 54.4% | 91 | 12.09% | 0.6 |
|
| 1846 |
1846
Tang Capital Management
San Diego,
California
| US$8.15億 | +US$1.56億 | +24% | 20.4% | 493% | 100 | 38% | 0.4 |
|
| 1847 |
1847
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$8.15億 | -US$543萬 | -0.7% | 5.81% | 68.6% | 186 | 7.53% | 6.4 |
|
| 1848 |
1848
BRR OpCo
Columbus,
Ohio
| US$8.14億 | -US$2716萬 | -3% | 3.83% | 23.6% | 235 | 19.15% | 3.6 |
|
| 1849 |
1849
Logos Global Management
San Francisco,
California
| US$8.13億 | +US$2.68億 | +49% | 49.7% | 1,585% | 46 | 45.65% | 0.7 |
|
| 1850 |
1850
Quest Investment Management
Lake Oswego,
Oregon
| US$8.11億 | -US$3846萬 | -5% | 4.45% | 105% | 95 | 9.47% | 4.9 |
|