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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 |
OCM
1876
Opti Capital Management
New York
| US$16.4億 | +US$2.5億 | +18% | 0% | 0.01% | 46 | 0% | 0.5 |
|
| 1877 |
MRG
1877
Milestone Resources Group
Road Town Tortola,
British Virgin Islands
| US$16.4億 | +US$196萬 | +0.1% | 15.5% | 95% | 9 | 11.11% | 4 |
|
| 1878 |
1878
Evolve Private Wealth
Los Angeles,
California
| US$16.4億 | -US$2.35億 | -13% | 18.6% | – | 1,265 | 42.06% | 0.3 |
|
| 1879 |
1879
Tradition Wealth Management
Edina,
Minnesota
| US$16.4億 | +US$2.3億 | +16% | 15.9% | 69.6% | 582 | 13.4% | 2.9 |
|
| 1880 |
1880
MONECO Advisors
Fairfield,
Connecticut
| US$16.4億 | +US$3.46億 | +27% | 14.1% | 70.5% | 625 | 22.4% | 2.7 |
|
| 1881 |
1881
Howard Capital Management Group
Los Angeles,
California
| US$16.4億 | +US$1.29億 | +9% | 16% | 114% | 160 | 16.88% | 3.3 |
|
| 1882 |
1882
Vantage Investment Partners
Kansas City,
Missouri
| US$16.3億 | +US$1.84億 | +13% | 16.7% | 77.4% | 68 | 7.35% | 5 |
|
| 1883 |
1883
Kopernik Global Investors
Tampa,
Florida
| US$16.3億 | +US$2億 | +14% | 8.7% | 128% | 33 | 15.15% | 3.6 |
|
| 1884 |
1884
Appleton Partners
Boston,
Massachusetts
| US$16.3億 | +US$1.98億 | +14% | 26.2% | 110% | 284 | 10.92% | 6.6 |
|
| 1885 |
1885
Himension Capital (Singapore)
Singapore
| US$16.3億 | +US$3.29億 | +25% | 71.1% | 492% | 197 | 46.19% | 0.6 |
|
| 1886 |
1886
Atalan Capital Partners
New York
| US$16.3億 | +US$5.45億 | +50% | 73.1% | 319% | 11 | 27.27% | 1.8 |
|
| 1887 |
1887
Corda Investment Management
Houston,
Texas
| US$16.3億 | +US$1.84億 | +13% | 19% | 85% | 88 | 12.5% | 5.3 |
|
| 1888 |
1888
Lyell Wealth Management
Menlo Park,
California
| US$16.3億 | +US$2.69億 | +20% | 27.7% | 144% | 241 | 14.11% | 4.2 |
|
| 1889 |
1889
Quent Capital
New York
| US$16.3億 | +US$2.18億 | +15% | 14.1% | 78.1% | 1,697 | 12.37% | 1.3 |
|
| 1890 |
1890
Sage Mountain Advisors
Atlanta,
Georgia
| US$16.3億 | +US$1.97億 | +14% | 11% | 62.5% | 321 | 17.76% | 3 |
|
| 1891 |
1891
Avalon Trust
Santa Fe,
New Mexico
| US$16.3億 | +US$1.74億 | +12% | 21.8% | 118% | 485 | 9.9% | 1.9 |
|
| 1892 |
1892
Westpac Banking Corp
Sydney,
Australia
| US$16.2億 | +US$1.86億 | +13% | 24.6% | 127% | 544 | 17.46% | 7.3 |
|
| 1893 |
1893
Strategy Capital
Los Altos,
California
| US$16.2億 | +US$4億 | +33% | 67.1% | 316% | 11 | 0% | 3.8 |
|
| 1894 |
1894
Clear Harbor Asset Management
Stamford,
Connecticut
| US$16.2億 | +US$1.72億 | +12% | 23.3% | 98.6% | 492 | 17.07% | 4.2 |
|
| 1895 |
1895
Morningstar Investment Management
Chicago,
Illinois
| US$16.2億 | +US$635萬 | +0.4% | 6.92% | 48.2% | 317 | 0.63% | 1.2 |
|
| 1896 |
1896
Naples Global Advisors
Naples,
Florida
| US$16.2億 | +US$2.5億 | +18% | 26.8% | 103% | 472 | 7.84% | 6 |
|
| 1897 |
1897
Capital Investment Advisory Services
Raleigh,
North Carolina
| US$16.2億 | +US$2.49億 | +18% | 13.9% | 75.7% | 1,341 | 13.27% | 3.5 |
|
| 1898 |
1898
Coastal Bridge Advisors
Westport,
Connecticut
| US$16.2億 | +US$2.02億 | +14% | 20.4% | 88.1% | 493 | 14% | 2.5 |
|
| 1899 |
1899
Strategic Wealth Partners
Independence,
Ohio
| US$16.2億 | +US$1.73億 | +12% | 11.6% | – | 1,575 | 13.52% | 1.5 |
|
| 1900 |
1900
Recurrent Investment Advisors
Houston,
Texas
| US$16.1億 | -US$5040萬 | -3% | 2.76% | 99.7% | 71 | 5.63% | 3.7 |
|