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全球頂尖投資人與避險基金的最新股票投資組合

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)
Bridges Investment Counsel
1901
Bridges Investment Counsel
Nebraska
US$4.55億 -US$884萬 -2% 1.59% 33.7% 147 5.44% 2.2
YHB Investment Advisors
1902
YHB Investment Advisors
Connecticut
US$4.55億 +US$8431萬 +23% 3.04% 96.2% 169 13.02% 2.2
Howe & Rusling
1903
Howe & Rusling
New York
US$4.54億 +US$1080萬 +2% 3.93% 82% 1,121 18.91% 1.7
Evensky & Katz
1904
Evensky & Katz
Florida
US$4.52億 +US$2444萬 +6% 2.83% 57.1% 50 0% 2.5
SAM
1905
Sandell Asset Management
New York
US$4.51億 +US$3025萬 +7% 20.7% 322% 38 65.79% 0.4
Richard C. Young & Co
1906
Richard C. Young & Co
Rhode Island
US$4.51億 +US$685萬 +2% 5.36% 137% 67 5.97% 2
Laird Norton Wetherby Wealth Management
1907
Laird Norton Wetherby Wealth Management
California
US$4.51億 +US$2677萬 +6% 2.66% – 530 12.64% 2.2
Solus Alternative Asset Management
1908
Solus Alternative Asset Management
New Jersey
US$4.5億 +US$7404萬 +20% 4.69% 79.3% 15 46.67% 1.1
Opus Capital Group
1909
Opus Capital Group
Ohio
US$4.5億 -US$321萬 -0.7% 5.12% 49.7% 214 25.7% 1.5
Avoro Capital Advisors
1910
Avoro Capital Advisors
New York
US$4.5億 +US$1.63億 +57% 30.6% 512% 49 36.73% 0.6
Halsey Associates
1911
Halsey Associates
Connecticut
US$4.49億 +US$431萬 +1% 2.05% 63.8% 105 5.71% 2.4
ACG Wealth
1912
ACG Wealth
Georgia
US$4.49億 +US$572萬 +1% 1.24% 45.5% 243 10.29% 1.7
MCTIC
1913
MacGuire Cheswick & Tuttle Investment Counsel
Connecticut
US$4.49億 +US$1926萬 +4% 1.67% 38.8% 94 9.57% 2.4
CPWM LLC
1914
CPWM LLC
Washington
US$4.48億 -US$869萬 -2% 0.7% 36.6% 301 14.29% 1.6
SFMG Wealth Advisors
1915
SFMG Wealth Advisors
Texas
US$4.48億 -US$629萬 -1% 4% 76.1% 114 19.3% 1.6
Ashford Capital Management
1916
Ashford Capital Management
Delaware
US$4.47億 +US$2623萬 +6% 9.69% 150% 107 10.28% 2.1
Schonfeld Strategic Advisors
1917
Schonfeld Strategic Advisors
New York
US$4.47億 +US$2.02億 +82% 3.27% 146% 592 79.22% 0.1
Winslow Asset Management
1918
Winslow Asset Management
Ohio
US$4.47億 -US$69.7萬 -0.2% 3.79% 89.9% 95 6.32% 2.6
ARS Investment Partners
1919
ARS Investment Partners
New York
US$4.46億 +US$1973萬 +5% 4.27% 260% 91 5.49% 1.8
First Fiduciary Investment Counsel
1920
First Fiduciary Investment Counsel
Ohio
US$4.46億 -US$968萬 -2% 4.98% 48.1% 39 20.51% 2.5
McDaniel Terry & Co
1921
McDaniel Terry & Co
Texas
US$4.45億 +US$2016萬 +5% 2.95% 57.9% 68 30.88% 1.8
KFS
1922
Kurt F. Somerville
US$4.45億 +US$684萬 +2% 1.34% 92.9% 114 5.26% 2.5
CL
1923
Croft-Leominster
Maryland
US$4.45億 +US$427萬 +1% 1.51% 38% 176 16.48% 1.8
Baystate Wealth Management
1924
Baystate Wealth Management
Massachusetts
US$4.43億 -US$1783萬 -4% 2.34% 14.6% 66 16.67% 1.7
GWI
1925
Grace & White Inc
New York
US$4.43億 +US$187萬 +0.4% 6.37% 61.5% 143 6.99% 2.6