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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1876 |
1876
Lavaca Capital
Houston,
Texas
| US$10億 | -US$1.71億 | -15% | 4.88% | 46.5% | 180 | 41.11% | 1 |
|
| 1877 |
1877
RWC Asset Advisors
Miami,
Florida
| US$10億 | -US$1.94億 | -16% | 8.04% | 267% | 22 | 36.36% | 1.3 |
|
| 1878 |
1878
Oakworth Capital
Birmingham,
Alabama
| US$10億 | +US$1.23億 | +14% | 7.26% | 70% | 623 | 11.72% | 4.7 |
|
| 1879 |
1879
Krilogy Financial
St. Louis,
Missouri
| US$10億 | +US$5556萬 | +6% | 7.16% | 79% | 281 | 9.96% | 2.7 |
|
| 1880 |
1880
Zions Bancorporation
Salt Lake City,
Utah
| US$10億 | +US$1.16億 | +13% | 6.56% | 22.9% | 1,030 | 8.64% | 2.2 |
|
| 1881 |
1881
Peconic Partners
New York
| US$10億 | +US$4606萬 | +5% | 5.6% | 300% | 67 | 38.81% | 1.6 |
|
| 1882 |
1882
Parcion Private Wealth
Bellevue,
Washington
| US$10億 | +US$1.15億 | +13% | 5.82% | 103% | 202 | 8.42% | 1.1 |
|
| 1883 |
1883
Pier Capital
Stamford,
Connecticut
| US$10億 | -US$5749萬 | -5% | 8.16% | 223% | 125 | 13.6% | 1.4 |
|
| 1884 |
1884
Regal Investment Advisors
Kentwood,
Michigan
| US$10億 | +US$8.98億 | +910% | 6.29% | 64.7% | 527 | 94.69% | 0.4 |
|
| 1885 |
1885
Visionary Wealth Advisors
O'fallon,
Illinois
| US$9.9億 | +US$4435萬 | +5% | 5.74% | 69.4% | 360 | 20.28% | 0.9 |
|
| 1886 |
1886
Avior Wealth Management
Omaha,
Nebraska
| US$9.9億 | +US$5944萬 | +6% | 6.49% | 71.4% | 1,181 | 15.5% | 2.7 |
|
| 1887 |
DTL
1887
Dynamic Technology Lab
Singapore
| US$9.9億 | +US$1.09億 | +12% | 3.99% | 30.8% | 1,748 | 75.86% | 0.2 |
|
| 1888 |
1888
EnCap Energy Capital Fund X
Houston,
Texas
| US$9.9億 | +US$2.5億 | +34% | 33.6% | – | 1 | 0% | 0.3 |
|
| 1889 |
1889
HighPoint Advisor Group
Downers Grove,
Illinois
| US$9.9億 | +US$1.29億 | +15% | 8.4% | – | 594 | 17.34% | 2.2 |
|
| 1890 |
1890
Formation8
Los Altos,
California
| US$9.9億 | -US$2.06億 | -17% | 17.2% | – | 2 | 0% | 0.4 |
|
| 1891 |
1891
Hemenway Trust Hemenway Trust
Salem,
New Hampshire
| US$9.9億 | +US$7748萬 | +8% | 7% | 87.2% | 143 | 10.49% | 4.5 |
|
| 1892 |
1892
Alerus Financial
Grand Forks,
North Dakota
| US$9.9億 | +US$4305萬 | +5% | 7% | 97.1% | 203 | 15.76% | 2.4 |
|
| 1893 |
1893
KG Funds Management
New York
| US$9.9億 | +US$1.29億 | +15% | 9.77% | 45.8% | 12 | 16.67% | 1.7 |
|
| 1894 |
1894
Mason Investment Advisory Services
Reston,
Virginia
| US$9.9億 | +US$3077萬 | +3% | 3.66% | 76.1% | 100 | 22% | 1.4 |
|
| 1895 |
1895
Growth Interface Management
Orlando,
Florida
| US$9.9億 | +US$2.15億 | +28% | 10.6% | 12% | 10 | 0% | 1.4 |
|
| 1896 |
1896
Nachman Norwood & Parrott
Greenville,
South Carolina
| US$9.8億 | +US$7589萬 | +8% | 5.5% | – | 295 | 7.8% | 1.9 |
|
| 1897 |
1897
QVR
San Francisco,
California
| US$9.8億 | -US$1.31億 | -12% | 7.21% | – | 303 | 30.03% | 0.3 |
|
| 1898 |
1898
Bank of the West
Monterey Park,
California
| US$9.8億 | +US$9281萬 | +10% | 8.05% | 35.4% | 226 | 7.08% | 5.2 |
|
| 1899 |
1899
Front Barnett Associates
Chicago,
Illinois
| US$9.8億 | +US$8228萬 | +9% | 7.1% | 40.5% | 120 | 12.5% | 5.8 |
|
| 1900 |
1900
ARS Investment Partners
New York
| US$9.8億 | +US$1.2億 | +14% | 11.5% | 260% | 153 | 20.26% | 1.9 |
|