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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
Ascent Group
Virginia Beach,
Virginia
| US$8.36億 | -US$2294萬 | -3% | 10.8% | 83.3% | 512 | 23.24% | 0.4 |
|
| 1877 |
1877
Icon Wealth Partners
Houston,
Texas
| US$8.36億 | -US$1.69億 | -17% | 13.4% | – | 348 | 20.4% | 2.3 |
|
| 1878 |
1878
Wintrust Investments
Chicago,
Illinois
| US$8.36億 | -US$2.03億 | -20% | 14.2% | 27.5% | 423 | 17.26% | 1.5 |
|
| 1879 |
1879
Advance Capital Management
Southfield,
Michigan
| US$8.36億 | +US$1287萬 | +2% | 10.8% | 54.4% | 93 | 17.2% | 0.4 |
|
| 1880 |
1880
Bell Bank
Fargo,
North Dakota
| US$8.36億 | -US$6073萬 | -7% | 13.4% | 71% | 212 | 22.17% | 3.5 |
|
| 1881 |
1881
Roundview Capital
Princeton,
New Jersey
| US$8.35億 | -US$1.38億 | -14% | 12.8% | 77.7% | 296 | 7.77% | 4.5 |
|
| 1882 |
1882
TCV Trust & Wealth Management
Richmond,
Virginia
| US$8.35億 | -US$1.04億 | -11% | 11.5% | 75.3% | 209 | 8.61% | 5.4 |
|
| 1883 |
1883
Principle Wealth Partners
Madison,
Connecticut
| US$8.31億 | -US$1.2億 | -13% | 13% | 79.9% | 330 | 12.73% | 2.1 |
|
| 1884 |
1884
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$8.3億 | -US$1.08億 | -12% | 12% | 28.2% | 163 | 13.5% | 4.2 |
|
| 1885 |
1885
CapWealth Advisors
Franklin,
Tennessee
| US$8.29億 | -US$1.48億 | -15% | 11.7% | 152% | 130 | 20% | 4.4 |
|
| 1886 |
1886
Ledyard National Bank
| US$8.28億 | -US$1.72億 | -17% | 13.7% | 80.7% | 233 | 12.45% | 6.2 |
|
| 1887 |
1887
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$8.26億 | -US$9300萬 | -10% | 10.7% | 69.3% | 880 | 11.02% | 2.5 |
|
| 1888 |
1888
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$8.25億 | -US$1億 | -11% | 11.7% | 80.1% | 1,119 | 19.84% | 1.9 |
|
| 1889 |
1889
StrategIQ Financial Group
Merrillville,
Indiana
| US$8.25億 | -US$9573萬 | -10% | 12.1% | 12.6% | 299 | 7.69% | 3.3 |
|
| 1890 |
1890
Vestor Capital
Chicago,
Illinois
| US$8.25億 | -US$1.83億 | -18% | 11.8% | 188% | 245 | 20.82% | 3.1 |
|
| 1891 |
1891
Garde Capital
Seattle,
Washington
| US$8.22億 | -US$1.52億 | -16% | 14.7% | 57.6% | 287 | 13.59% | 3 |
|
| 1892 |
1892
Front Barnett Associates
Chicago,
Illinois
| US$8.21億 | -US$1.72億 | -17% | 15.1% | 40.5% | 119 | 7.56% | 6.3 |
|
| 1893 |
1893
Hikari Tsushin Inc
Tokyo,
Japan
| US$8.21億 | -US$1.75億 | -18% | 18.3% | 59.5% | 54 | 11.11% | 4.3 |
|
| 1894 |
1894
Arch Venture Management
Chicago,
Illinois
| US$8.21億 | +US$1.21億 | +17% | 3.83% | 228% | 10 | 20% | 0.7 |
|
| 1895 |
1895
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$8.2億 | -US$1.2億 | -13% | 12.7% | 68.6% | 186 | 7.53% | 6.5 |
|
| 1896 |
1896
BTC Capital Management
Des Moines,
Iowa
| US$8.18億 | -US$1.94億 | -19% | 14.8% | – | 269 | 10.04% | 2.9 |
|
| 1897 |
1897
Legacy Wealth Management (Tennessee)
Memphis,
Tennessee
| US$8.18億 | -US$2013萬 | -2% | 14.9% | 50.4% | 19 | 15.79% | 4.6 |
|
| 1898 |
1898
StoneX Group
New York
| US$8.18億 | -US$4.27億 | -34% | 12.7% | 85.2% | 866 | 44% | 1.5 |
|
| 1899 |
1899
Adell Harriman & Carpenter
Houston,
Texas
| US$8.15億 | -US$2.13億 | -21% | 13.8% | 176% | 175 | 22.29% | 5.5 |
|
| 1900 |
1900
Ironvine Capital Partners
Omaha,
Nebraska
| US$8.15億 | -US$1.12億 | -12% | 14.4% | 58.8% | 56 | 5.36% | 3.4 |
|