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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
Tang Capital Management
San Diego,
California
| US$6.31億 | +US$3.04億 | +93% | 17.3% | 493% | 6 | 50% | 2.3 |
|
| 1852 |
1852
BOK Financial Private Wealth
Denver,
Colorado
| US$6.3億 | +US$2187萬 | +4% | 4.81% | 61.8% | 131 | 11.45% | 2.5 |
|
| 1853 |
1853
Matrix Asset Advisors
White Plains,
New York
| US$6.3億 | +US$2310萬 | +4% | 6.62% | 84.9% | 71 | 9.86% | 3.6 |
|
| 1854 |
1854
Capital Investment Services of America
Milwaukee,
Wisconsin
| US$6.3億 | +US$3535萬 | +6% | 7.14% | 50.7% | 73 | 5.48% | 3.3 |
|
| 1855 |
1855
Ninety One North America
New York
| US$6.3億 | +US$3835萬 | +6% | 5.7% | 70.6% | 95 | 29.47% | 1.3 |
|
| 1856 |
PAM
1856
Private Asset Management
San Diego,
California
| US$6.29億 | +US$801萬 | +1% | 7.23% | 38.2% | 157 | 13.38% | 3.4 |
|
| 1857 |
1857
Harvest Fund Management
Beijing,
China
| US$6.28億 | -US$9822萬 | -14% | 2.19% | 327% | 260 | 40.38% | 0.6 |
|
| 1858 |
1858
Howard Capital Management
Roswell,
Georgia
| US$6.27億 | – | – | 7.34% | 144% | 90 | – | 0 |
|
| 1859 |
1859
Provident Investment Management
Novi,
Michigan
| US$6.26億 | +US$3635萬 | +6% | 5.96% | 90.8% | 55 | 10.91% | 3.3 |
|
| 1860 |
1860
Foster & Motley
Cincinnati,
Ohio
| US$6.26億 | +US$4471萬 | +8% | 6.08% | 68.8% | 226 | 11.06% | 2.6 |
|
| 1861 |
1861
Stoneridge Investment Partners
Radnor,
Pennsylvania
| US$6.26億 | -US$1033萬 | -2% | 5.35% | 44.2% | 290 | 42.07% | 1.1 |
|
| 1862 |
1862
Central Securities
New York
| US$6.24億 | +US$4043萬 | +7% | 9.15% | 90.2% | 39 | 0% | 3 |
|
| 1863 |
FWM
1863
Frontier Wealth Management
Kansas City,
Missouri
| US$6.23億 | -US$7122萬 | -10% | 5.2% | 42.8% | 418 | 24.88% | 1.9 |
|
| 1864 |
1864
Endurance Wealth Management
Providence,
Rhode Island
| US$6.22億 | +US$1928萬 | +3% | 6.19% | 59% | 529 | 4.91% | 2.6 |
|
| 1865 |
1865
Private Capital Management (Florida)
Naples,
Florida
| US$6.22億 | -US$3410萬 | -5% | 2.09% | 118% | 50 | 12% | 3.2 |
|
| 1866 |
1866
Sonora Investment Management
Tucson,
Arizona
| US$6.22億 | +US$4586萬 | +8% | 3.77% | 32.8% | 1,509 | 38.37% | 1.2 |
|
| 1867 |
1867
McGowan Group Asset Management
Dallas,
Texas
| US$6.21億 | +US$1.08億 | +21% | 1.53% | 69.8% | 105 | 23.81% | 1.7 |
|
| 1868 |
1868
Hillsdale Investment Management
Toronto,
Ontario, Canada
| US$6.2億 | +US$2634萬 | +4% | 7.55% | 271% | 562 | 31.14% | 1.5 |
|
| 1869 |
1869
SQN Investors
Menlo Park,
California
| US$6.2億 | +US$1.3億 | +27% | 4.41% | – | 17 | 35.29% | 1 |
|
| 1870 |
1870
Partners Capital Investment Group
Boston,
Massachusetts
| US$6.2億 | +US$1728萬 | +3% | 6.2% | 47.5% | 84 | 16.67% | 1.1 |
|
| 1871 |
1871
Glazer Capital LLC
New York
| US$6.18億 | -US$4.26億 | -41% | 8.85% | 323% | 136 | 65.44% | 0.4 |
|
| 1872 |
1872
Melqart Asset Management
London,
United Kingdom
| US$6.18億 | – | – | 0.33% | 250% | 15 | – | 0 |
|
| 1873 |
1873
Grassi Investment Management
Santa Clara,
California
| US$6.17億 | +US$2292萬 | +4% | 3.59% | 170% | 135 | 5.93% | 3.4 |
|
| 1874 |
1874
Frazier Management
Seattle,
Washington
| US$6.17億 | +US$3.36億 | +120% | 135% | 408% | 9 | 11.11% | 1.4 |
|
| 1875 |
1875
Miracle Mile Advisors
Los Angeles,
California
| US$6.17億 | +US$3107萬 | +5% | 3.73% | 56% | 114 | 38.6% | 1 |
|