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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
Icon Wealth Partners
Houston,
Texas
| US$9.45億 | +US$2641萬 | +3% | 5.6% | – | 439 | 10.93% | 2.3 |
|
| 1877 |
1877
Provident Investment Management
Novi,
Michigan
| US$9.45億 | +US$2208萬 | +2% | 9.28% | 90.8% | 75 | 2.67% | 3.8 |
|
| 1878 |
1878
Mount Yale Investment Advisors
Denver,
Colorado
| US$9.44億 | +US$5354萬 | +6% | 8.01% | 81.9% | 524 | 16.6% | 2.3 |
|
| 1879 |
1879
Bell Bank
Fargo,
North Dakota
| US$9.44億 | -US$143萬 | -0.2% | 4.34% | 71% | 203 | 16.26% | 4.4 |
|
| 1880 |
1880
Armstrong Advisory Group
Needham,
Massachusetts
| US$9.42億 | +US$9547萬 | +11% | 4.86% | 55.6% | 833 | 10.08% | 0.5 |
|
| 1881 |
1881
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$9.41億 | +US$6490萬 | +7% | 6.06% | 80.1% | 1,022 | 17.32% | 2.7 |
|
| 1882 |
1882
TCV Trust & Wealth Management
Richmond,
Virginia
| US$9.4億 | +US$3979萬 | +4% | 6.31% | 75.3% | 198 | 9.09% | 6.1 |
|
| 1883 |
1883
Salomon & Ludwin
Richmond,
Virginia
| US$9.4億 | +US$1.01億 | +12% | 6.35% | 52.6% | 176 | 8.52% | 2.2 |
|
| 1884 |
1884
Lindbrook Capital
Calabasas,
California
| US$9.39億 | +US$8617萬 | +10% | 7.65% | 35.8% | 2,925 | 12.48% | 2.5 |
|
| 1885 |
1885
Willis Johnson & Associates
Houston,
Texas
| US$9.38億 | +US$9538萬 | +11% | 4.11% | 50.9% | 133 | 13.53% | 1.5 |
|
| 1886 |
1886
Wesleyan Assurance Society
Birmingham,
United Kingdom
| US$9.36億 | +US$7353萬 | +9% | 8.39% | 102% | 103 | 1.94% | 3.5 |
|
| 1887 |
1887
Fragasso Financial Advisors
Sewickley,
Pennsylvania
| US$9.35億 | +US$5747萬 | +7% | 6.5% | 73.7% | 238 | 11.34% | 3 |
|
| 1888 |
1888
Koshinski Asset Management
Decatur,
Illinois
| US$9.33億 | -US$9074萬 | -9% | 5.51% | 76.5% | 671 | 27.57% | 2.4 |
|
| 1889 |
1889
Texas Capital Bank Wealth Management Services
Dallas,
Texas
| US$9.32億 | +US$6903萬 | +8% | 6.96% | 81.9% | 238 | 23.95% | 1.6 |
|
| 1890 |
1890
Blackhill Capital
Morristown,
New Jersey
| US$9.32億 | +US$3597萬 | +4% | 6.12% | 212% | 53 | 5.66% | 8.6 |
|
| 1891 |
1891
Crescent Grove Advisors
Lake Forest,
Illinois
| US$9.32億 | +US$7006萬 | +8% | 5.76% | 64.1% | 310 | 15.81% | 2.8 |
|
| 1892 |
BCM
1892
Bayesian Capital Management
Brooklyn,
New York
| US$9.31億 | +US$1.23億 | +15% | 10.6% | 107% | 1,150 | 70.17% | 0.2 |
|
| 1893 |
1893
Novare Capital Management
Charlotte,
North Carolina
| US$9.31億 | +US$5095萬 | +6% | 7.51% | 76.5% | 180 | 9.44% | 4.2 |
|
| 1894 |
1894
New York Life Insurance Company
New York
| US$9.31億 | -US$1.77億 | -16% | 7.97% | 61.5% | 9 | 22.22% | 2.5 |
|
| 1895 |
1895
Lutz Financial Services
Omaha,
Nebraska
| US$9.3億 | +US$5349萬 | +6% | 3.38% | 35.3% | 82 | 8.54% | 3.2 |
|
| 1896 |
1896
Wedmont Private Capital
West Chester,
Pennsylvania
| US$9.29億 | +US$1.71億 | +23% | 5.82% | 87.5% | 532 | 20.3% | 0.9 |
|
| 1897 |
1897
Meeder Advisory Services
Dublin,
Ohio
| US$9.29億 | +US$6078萬 | +7% | 6.45% | 91.4% | 453 | 9.71% | 0.4 |
|
| 1898 |
1898
Pembroke Management
Montreal,
Quebec, Canada
| US$9.28億 | +US$1349萬 | +1% | 7.81% | 105% | 66 | 9.09% | 3.3 |
|
| 1899 |
1899
Invictus Private Wealth
Denver,
Colorado
| US$9.27億 | +US$7728萬 | +9% | 8.48% | 84.2% | 93 | 9.68% | 0.4 |
|
| 1900 |
MIM
1900
Marco Investment Management
Atlanta,
Georgia
| US$9.25億 | +US$3826萬 | +4% | 7.43% | 127% | 210 | 8.1% | 6.3 |
|