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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
Applied Finance Capital Management
San Juan,
Puerto Rico
| US$9.2億 | +US$3709萬 | +4% | 1.87% | 106% | 75 | 2.67% | 0.7 |
|
| 1877 |
1877
Mount Yale Investment Advisors
Denver,
Colorado
| US$9.2億 | -US$2443萬 | -3% | 3.89% | 92.1% | 517 | 11.03% | 2.4 |
|
| 1878 |
1878
Next Century Growth Investors
Plymouth,
Minnesota
| US$9.2億 | -US$1.18億 | -11% | 6.89% | 447% | 119 | 17.65% | 2.5 |
|
| 1879 |
1879
Desjardins Global Asset Management
Montreal,
Quebec, Canada
| US$9.19億 | +US$5124萬 | +6% | 3.92% | – | 727 | 19.39% | 1.1 |
|
| 1880 |
1880
Lutz Financial Services
Omaha,
Nebraska
| US$9.18億 | -US$1153萬 | -1% | 3.75% | 37.2% | 82 | 2.44% | 3.5 |
|
| 1881 |
1881
Kiwi Wealth Investments Limited Partnership
Wellington,
New Zealand
| US$9.18億 | -US$7億 | -43% | 2.89% | 28.5% | 202 | 87.62% | 2.5 |
|
| 1882 |
1882
Eagle Ridge Investment Management
Stamford,
Connecticut
| US$9.17億 | -US$3536萬 | -4% | 3.19% | 28.2% | 155 | 10.97% | 4.8 |
|
| 1883 |
1883
Armstrong Advisory Group
Needham,
Massachusetts
| US$9.16億 | -US$2591萬 | -3% | 4% | 55.6% | 883 | 14.72% | 0.6 |
|
| 1884 |
1884
Kontiki Capital Management (HK)
Hong Kong
| US$9.16億 | -US$8589萬 | -9% | 9.39% | 90.6% | 8 | 25% | 2.8 |
|
| 1885 |
1885
Nationwide Fund Advisors
Columbus,
Ohio
| US$9.15億 | -US$5620萬 | -6% | 5.58% | 34.1% | 5 | 0% | 3.2 |
|
| 1886 |
1886
Nitorum Capital
New York
| US$9.15億 | -US$7436萬 | -8% | 3.66% | 87.1% | 29 | 13.79% | 3.3 |
|
| 1887 |
1887
Philosophy Capital Management
Alamo,
California
| US$9.15億 | -US$3.21億 | -26% | 5.49% | 77.5% | 42 | 45.24% | 0.8 |
|
| 1888 |
1888
Invictus Private Wealth
Denver,
Colorado
| US$9.14億 | -US$1306萬 | -1% | 3.07% | 84.2% | 94 | 9.57% | 0.7 |
|
| 1889 |
1889
Bell Bank
Fargo,
North Dakota
| US$9.14億 | -US$2990萬 | -3% | 2.43% | 71% | 195 | 12.82% | 4.6 |
|
| 1890 |
1890
Vivo Capital
Palo Alto,
California
| US$9.13億 | -US$5.36億 | -37% | 47.9% | 7,491% | 56 | 19.64% | 1.8 |
|
| 1891 |
1891
Livforsakringsbolaget Skandia
Stockholm,
Sweden
| US$9.11億 | -US$5281萬 | -5% | 2.29% | 181% | 595 | 5.71% | 6.8 |
|
| 1892 |
1892
First Financial Bank - Trust Division
Hamilton,
Ohio
| US$9.11億 | -US$4751萬 | -5% | 3.91% | 68.6% | 201 | 5.47% | 6.6 |
|
| 1893 |
1893
NBC Securities
Birmingham,
Alabama
| US$9.1億 | – | – | 3.72% | 93.1% | 2,196 | – | 0 |
|
| 1894 |
1894
Abrams Bison Investments
Bethesda,
Maryland
| US$9.1億 | -US$8725萬 | -9% | 3.47% | 170% | 12 | 8.33% | 1.7 |
|
| 1895 |
1895
Easterly Investment Partners
Beverly,
Massachusetts
| US$9.09億 | -US$2.21億 | -20% | 1.4% | 57.6% | 208 | 16.83% | 1.7 |
|
| 1896 |
1896
Stonebridge Capital Advisors
St Paul,
Minnesota
| US$9.08億 | -US$3282萬 | -3% | 3.87% | 80.1% | 1,017 | 17.7% | 2.8 |
|
| 1897 |
1897
Cahaba Wealth Management
Atlanta,
Georgia
| US$9.08億 | -US$1732萬 | -2% | 3.67% | 48.7% | 153 | 10.46% | 3.1 |
|
| 1898 |
1898
Provident Investment Management
Novi,
Michigan
| US$9.07億 | -US$3784萬 | -4% | 5.76% | 90.8% | 79 | 13.92% | 3.9 |
|
| 1899 |
1899
TCV Trust & Wealth Management
Richmond,
Virginia
| US$9.07億 | -US$3328萬 | -4% | 3.19% | 75.3% | 196 | 8.67% | 6.4 |
|
| 1900 |
1900
Jaffetilchin Investment Partners
Tampa,
Florida
| US$9.07億 | -US$4133萬 | -4% | 2.99% | 88.1% | 387 | 20.41% | 2.7 |
|