我們已在上線!
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
Howe & Rusling
Rochester,
New York
| US$14.6億 | +US$1.05億 | +8% | 6.27% | 82% | 496 | 13.71% | 4.4 |
|
| 1827 |
1827
Certuity
North Palm Beach,
Florida
| US$14.6億 | +US$3.94億 | +37% | 10.6% | 197% | 575 | 28.7% | 1.8 |
|
| 1828 |
1828
Proficio Capital Partners
Newton,
Massachusetts
| US$14.6億 | -US$1.52億 | -9% | 10.6% | 97% | 453 | 55.19% | 3.4 |
|
| 1829 |
1829
Sound View Wealth Advisors Group
Savannah,
Georgia
| US$14.5億 | +US$1.02億 | +8% | 7.41% | 80.8% | 436 | 6.19% | 3.8 |
|
| 1830 |
1830
Trust Asset Management
Houston,
Texas
| US$14.5億 | +US$1.06億 | +8% | 8.57% | 104% | 232 | 4.31% | 4 |
|
| 1831 |
1831
Valiant Capital Management
San Francisco,
California
| US$14.5億 | -US$3.74億 | -20% | 10.6% | 348% | 37 | 21.62% | 2.5 |
|
| 1832 |
1832
Marathon Trading Investment Management
Radnor,
Pennsylvania
| US$14.5億 | +US$6.16億 | +74% | 17.1% | 143% | 365 | 42.19% | 1.3 |
|
| 1833 |
1833
CapWealth Advisors
Franklin,
Tennessee
| US$14.5億 | +US$4.37億 | +43% | 8.84% | 152% | 126 | 21.43% | 5 |
|
| 1834 |
1834
Eversept Partners
New York
| US$14.5億 | +US$3.64億 | +33% | 63.9% | 321% | 99 | 44.44% | 1.4 |
|
| 1835 |
1835
Cormorant Asset Management
Boston,
Massachusetts
| US$14.5億 | +US$1.07億 | +8% | 163% | 3,977% | 44 | 22.73% | 2.1 |
|
| 1836 |
1836
BTC Capital Management
Des Moines,
Iowa
| US$14.5億 | +US$2.24億 | +18% | 8.97% | – | 216 | 13.43% | 4.9 |
|
| 1837 |
1837
Alua Capital Management
New York
| US$14.5億 | -US$944萬 | -0.6% | 0.86% | 46.7% | 26 | 50% | 1.2 |
|
| 1838 |
1838
Sunbelt Securities
Houston,
Texas
| US$14.5億 | +US$3.16億 | +28% | 8.02% | 83.5% | 2,900 | 44.59% | 1.8 |
|
| 1839 |
1839
Beese Fulmer Investment Management
Canton,
Ohio
| US$14.5億 | +US$1.05億 | +8% | 8.78% | 124% | 297 | 8.08% | 5.8 |
|
| 1840 |
1840
Soltis Investment Advisors
St. George,
Utah
| US$14.5億 | +US$1.74億 | +14% | 8.89% | 95.1% | 489 | 21.47% | 2.3 |
|
| 1841 |
1841
PDS Planning
Dublin,
Ohio
| US$14.5億 | +US$1.04億 | +8% | 6.94% | 69.1% | 562 | 12.1% | 2.8 |
|
| 1842 |
1842
Kanawha Capital Management
Richmond,
Virginia
| US$14.5億 | +US$9631萬 | +7% | 8.51% | 74.5% | 224 | 8.48% | 7.8 |
|
| 1843 |
1843
Norris Perne & French
Grand Rapids,
Michigan
| US$14.4億 | +US$803萬 | +0.6% | 5.74% | 91.1% | 165 | 7.88% | 5.1 |
|
| 1844 |
1844
SFMG Wealth Advisors
Plano,
Texas
| US$14.4億 | +US$1.1億 | +8% | 7.23% | 76.1% | 313 | 13.1% | 3.9 |
|
| 1845 |
1845
Bridgewater Advisors
New York
| US$14.4億 | +US$1.27億 | +10% | 6.94% | 61% | 455 | 10.55% | 1.4 |
|
| 1846 |
1846
Clear Harbor Asset Management
Stamford,
Connecticut
| US$14.4億 | +US$1.08億 | +8% | 9.33% | 106% | 453 | 16.56% | 4 |
|
| 1847 |
1847
Mount Yale Investment Advisors
Denver,
Colorado
| US$14.4億 | +US$1.54億 | +12% | 6.82% | 92.1% | 1,683 | 71.3% | 1.9 |
|
| 1848 |
1848
Ranger Investment Management
Dallas,
Texas
| US$14.3億 | +US$238萬 | +0.2% | 8.17% | 105% | 81 | 17.28% | 3 |
|
| 1849 |
1849
Needham Investment Management
New York
| US$14.3億 | +US$1.8億 | +14% | 13.6% | 424% | 164 | 10.37% | 4.7 |
|
| 1850 |
1850
Sandhill Capital Partners
Buffalo,
New York
| US$14.3億 | +US$4061萬 | +3% | 5.01% | 64.9% | 111 | 12.61% | 4.5 |
|