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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1851 |
1851
Laird Norton Wetherby Wealth Management
San Francisco,
California
| US$4.94億 | +US$4323萬 | +10% | 5.08% | – | 549 | 12.57% | 2.3 |
|
| 1852 |
1852
Fulton Breakefield Broenniman
Bethesda,
Maryland
| US$4.93億 | +US$281萬 | +0.6% | 1.16% | 68% | 121 | 6.61% | 2.4 |
|
| 1853 |
1853
Cortland Associates
St Louis,
Missouri
| US$4.93億 | +US$3702萬 | +8% | 4.53% | 57.1% | 57 | 33.33% | 1.7 |
|
| 1854 |
1854
Cadinha & Co
Honolulu,
Hawaii
| US$4.91億 | +US$2455萬 | +5% | 2.4% | 123% | 120 | 10% | 2.3 |
|
| 1855 |
1855
Iconiq Capital
San Francisco,
California
| US$4.9億 | +US$1810萬 | +4% | 10.1% | 0.21% | 51 | 15.69% | 1.7 |
|
| 1856 |
RC
1856
Rivulet Capital
Summit,
New Jersey
| US$4.9億 | +US$1.2億 | +32% | 7.53% | 27.4% | 13 | 30.77% | 1.2 |
|
| 1857 |
1857
GHP Investment Advisors
Denver,
Colorado
| US$4.9億 | +US$2596萬 | +6% | 4.14% | 81.4% | 288 | 6.25% | 2.6 |
|
| 1858 |
1858
Woodstock Corp
Boston,
Massachusetts
| US$4.89億 | +US$420萬 | +0.9% | 3.83% | 115% | 165 | 11.52% | 2.6 |
|
| 1859 |
1859
First Interstate Bank
Billings,
Montana
| US$4.88億 | +US$782萬 | +2% | 4.89% | 48.2% | 816 | 14.83% | 1 |
|
| 1860 |
1860
Joel Isaacson & Co
New York
| US$4.87億 | +US$1694萬 | +4% | 2.51% | 72.5% | 780 | 11.92% | 2.1 |
|
| 1861 |
1861
Granite Investment Advisors
Concord,
New Hampshire
| US$4.87億 | -US$827萬 | -2% | 2.08% | 55.6% | 125 | 7.2% | 2.4 |
|
| 1862 |
1862
Boussard & Gavaudan Investment Management
London,
United Kingdom
| US$4.86億 | +US$1.37億 | +39% | 25.1% | 25.8% | 21 | 52.38% | 0.8 |
|
| 1863 |
BAM
1863
BTS Asset Management
Lincoln,
Massachusetts
| US$4.86億 | – | – | 2.94% | 8.8% | 6 | – | 1.3 |
|
| 1864 |
1864
John G. Ullman & Associates
Corning,
New York
| US$4.86億 | -US$71.6萬 | -0.1% | 4.17% | 156% | 125 | 13.6% | 2.2 |
|
| 1865 |
1865
Ashford Capital Management
Wilmington,
Delaware
| US$4.86億 | +US$3882萬 | +9% | 13.2% | 150% | 110 | 9.09% | 2.2 |
|
| 1866 |
1866
Merriman Wealth Management
Seattle,
Washington
| US$4.86億 | +US$1.31億 | +37% | 5.83% | 18.3% | 153 | 42.48% | 0.4 |
|
| 1867 |
AC
1867
Aisling Capital
New York
| US$4.85億 | +US$6194萬 | +15% | 33.1% | 386% | 22 | 9.09% | 1.7 |
|
| 1868 |
1868
Hirtle Callaghan & Co
West Conshohocken,
Pennsylvania
| US$4.84億 | -US$5434萬 | -10% | 5.06% | 58.1% | 196 | 15.31% | 0.9 |
|
| 1869 |
1869
Opus Capital Group
Cincinnati,
Ohio
| US$4.84億 | +US$3417萬 | +8% | 7.62% | 49.7% | 222 | 27.48% | 1.5 |
|
| 1870 |
1870
NJ State Employees Deferred Compensation Plan
Trenton,
New Jersey
| US$4.83億 | +US$1270萬 | +3% | 6.02% | 127% | 376 | 3.72% | 3 |
|
| 1871 |
TAM
1871
Telemark Asset Management
Boston,
Massachusetts
| US$4.82億 | +US$4738萬 | +11% | 12% | 329% | 42 | 33.33% | 0.7 |
|
| 1872 |
SP
1872
SCF Partners
Houston,
Texas
| US$4.82億 | +US$6186萬 | +15% | 14.7% | 2.1% | 1 | 0% | 3.3 |
|
| 1873 |
1873
Provident Investment Management
Novi,
Michigan
| US$4.82億 | -US$337萬 | -0.7% | 4.91% | 69.5% | 53 | 3.77% | 2.5 |
|
| 1874 |
AAC
1874
Asset Advisors Corp
Augusta,
Georgia
| US$4.81億 | -US$89.7萬 | -0.2% | 0.7% | 41.4% | 194 | 20.1% | 2.3 |
|
| 1875 |
1875
Tiedemann Advisors
New York
| US$4.81億 | +US$3.77億 | +362% | 2.55% | 31.5% | 134 | 64.18% | 0.5 |
|