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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) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 1901 |
1901
Hilton Capital Management
Garden City,
New York
| US$8.15億 | -US$1.21億 | -13% | 6.36% | 58.2% | 141 | 27.66% | 2.1 |
|
| 1902 |
GPCM
1902
Greenbrier Partners Capital Management
Dallas,
Texas
| US$8.14億 | -US$2.46億 | -23% | 22.4% | 96.1% | 15 | 0% | 7.2 |
|
| 1903 |
1903
BDO Wealth Advisors
Jacksonville,
Florida
| US$8.13億 | -US$1.24億 | -13% | 12.8% | 38.3% | 1,145 | 6.99% | 2.4 |
|
| 1904 |
1904
Strategic Blueprint
Atlanta,
Georgia
| US$8.12億 | -US$4877萬 | -6% | 13.3% | 82.1% | 568 | 24.82% | 1.2 |
|
| 1905 |
1905
Taurus Asset Management
New York
| US$8.11億 | -US$1.82億 | -18% | 15.5% | 26.9% | 92 | 8.7% | 5.9 |
|
| 1906 |
1906
Foster Dykema Cabot & Co
Waltham,
Massachusetts
| US$8.11億 | -US$1832萬 | -2% | 11.8% | 34% | 117 | 28.21% | 4.6 |
|
| 1907 |
1907
Novare Capital Management
Charlotte,
North Carolina
| US$8.1億 | -US$1.28億 | -14% | 12.6% | 76.5% | 186 | 18.28% | 3.7 |
|
| 1908 |
RPGK
1908
Retirement Planning Group (Kansas)
Leawood,
Kansas
| US$8.1億 | -US$1.05億 | -11% | 13.9% | 54.7% | 137 | 40.88% | 2.9 |
|
| 1909 |
1909
SPC Financial Inc
Rockville,
Maryland
| US$8.1億 | -US$5136萬 | -6% | 8.54% | 65.1% | 209 | 19.62% | 3.3 |
|
| 1910 |
1910
Ghisallo Capital Management
Boston,
Massachusetts
| US$8.1億 | -US$1.12億 | -12% | 3.27% | 122% | 340 | 35.59% | 0.7 |
|
| 1911 |
1911
McDaniel Terry & Co
Austin,
Texas
| US$8.1億 | -US$1.15億 | -12% | 12.7% | 57.9% | 103 | 13.59% | 4.5 |
|
| 1912 |
SGCIA
1912
Smith Graham & Co Investment Advisors
Houston,
Texas
| US$8.1億 | -US$1.53億 | -16% | 13.5% | 56.9% | 140 | 2.86% | 6 |
|
| 1913 |
1913
Woodmont Investment Counsel
Nashville,
Tennessee
| US$8.1億 | -US$5598萬 | -6% | 10.9% | 66.8% | 249 | 5.62% | 4.5 |
|
| 1914 |
1914
Bristlecone Advisors
Bellevue,
Washington
| US$8.1億 | -US$459萬 | -0.6% | 16.3% | 103% | 251 | 13.15% | 3.1 |
|
| 1915 |
1915
Jag Capital Management
St Louis,
Missouri
| US$8.09億 | -US$2.02億 | -20% | 17.7% | 230% | 258 | 51.16% | 2.7 |
|
| 1916 |
1916
Southernsun Asset Management
Memphis,
Tennessee
| US$8.07億 | -US$1.2億 | -13% | 8.11% | 54.7% | 31 | 12.9% | 5.4 |
|
| 1917 |
1917
MMBG Investment Advisors
Miami,
Florida
| US$8.06億 | -US$1.53億 | -16% | 18.8% | 118% | 164 | 8.54% | 0.5 |
|
| 1918 |
1918
Clough Capital Partners
Boston,
Massachusetts
| US$8.06億 | -US$5.12億 | -39% | 10.9% | 175% | 135 | 57.04% | 0.9 |
|
| 1919 |
1919
Wellington Shields Capital Management
New York
| US$8.06億 | -US$1.08億 | -12% | 7.37% | 137% | 329 | 11.25% | 3.7 |
|
| 1920 |
1920
Summit Securities Group
New York
| US$8.05億 | -US$8947萬 | -10% | 13.4% | 136% | 1,327 | 44.69% | 0.6 |
|
| 1921 |
1921
Conservest Capital Advisors
Wynnewood,
Pennsylvania
| US$8.03億 | -US$9929萬 | -11% | 13.3% | 58.6% | 101 | 22.77% | 3.3 |
|
| 1922 |
1922
Voya Financial Advisors
Windsor,
Connecticut
| US$8.03億 | -US$7138萬 | -8% | 11.7% | 44.8% | 273 | 13.55% | 4.6 |
|
| 1923 |
1923
Kontiki Capital Management (HK)
Hong Kong
| US$8.03億 | +US$1.79億 | +29% | 13.4% | 90.6% | 7 | 0% | 2.8 |
|
| 1924 |
1924
Bank Hapoalim BM
Tel Aviv,
Israel
| US$8.03億 | -US$1.58億 | -16% | 15.6% | 76.6% | 202 | 17.82% | 3 |
|
| 1925 |
1925
American Assets Investment Management
San Diego,
California
| US$8.01億 | -US$1.44億 | -15% | 11.7% | 507% | 178 | 5.06% | 4 |
|