我們已在上線!
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
YHB Investment Advisors
West Hartford,
Connecticut
| US$13.7億 | +US$7206萬 | +6% | 8.2% | 96.2% | 311 | 7.72% | 5.8 |
|
| 1902 |
1902
Nixon Peabody Trust
Boston,
Massachusetts
| US$13.7億 | +US$7461萬 | +6% | 7.62% | 101% | 155 | 6.45% | 3.2 |
|
| 1903 |
1903
Main Management
San Francisco,
California
| US$13.7億 | +US$9310萬 | +7% | 7.59% | 64.1% | 110 | 10% | 4.8 |
|
| 1904 |
1904
Delta Global Management
New York
| US$13.6億 | -US$1.33億 | -9% | 5.71% | – | 248 | 58.87% | 0.3 |
|
| 1905 |
1905
Washington Trust Bank
Spokane,
Washington
| US$13.6億 | +US$1.77億 | +15% | 7.37% | 89.9% | 210 | 10.95% | 6.3 |
|
| 1906 |
1906
Ulysses Management
New York
| US$13.6億 | +US$3.71億 | +37% | 2.51% | 51.8% | 67 | 43.28% | 2.1 |
|
| 1907 |
1907
American Assets Investment Management
San Diego,
California
| US$13.6億 | +US$1.17億 | +9% | 16.1% | 520% | 145 | 3.45% | 7.3 |
|
| 1908 |
1908
Clean Energy Transition
London,
United Kingdom
| US$13.6億 | +US$1.13億 | +9% | 14% | 129% | 21 | 47.62% | 1.2 |
|
| 1909 |
1909
Baskin Financial Services
Toronto,
Ontario, Canada
| US$13.6億 | +US$3798萬 | +3% | 4.07% | 69.1% | 52 | 0% | 5.9 |
|
| 1910 |
1910
Styrax Capital
New York
| US$13.6億 | -US$4503萬 | -3% | 2.42% | 310% | 12 | 41.67% | 1.7 |
|
| 1911 |
1911
Alaska Permanent Capital Management
Anchorage,
Alaska
| US$13.6億 | +US$6904萬 | +5% | 5.11% | 46.2% | 45 | 20% | 3.9 |
|
| 1912 |
1912
FountainVest China Capital Partners GP3
Grand Cayman,
Cayman Islands
| US$13.6億 | -US$2.39億 | -15% | 13.3% | 96.7% | 2 | 0% | 3.6 |
|
| 1913 |
1913
Hardy Reed
Tupelo,
Mississippi
| US$13.6億 | +US$1.1億 | +9% | 7.75% | 77.5% | 261 | 13.41% | 2.3 |
|
| 1914 |
1914
Forest Avenue Capital Management
Miami,
Florida
| US$13.6億 | +US$7517萬 | +6% | 9.86% | 415% | 27 | 55.56% | 0.6 |
|
| 1915 |
1915
Avenir Tech
Hong Kong
| US$13.6億 | +US$4393萬 | +3% | 6.78% | – | 46 | 52.17% | 0.5 |
|
| 1916 |
1916
ProVise Management Group
Clearwater,
Florida
| US$13.6億 | +US$9056萬 | +7% | 7.16% | 74.6% | 268 | 7.84% | 7.1 |
|
| 1917 |
1917
City of London Investment Management
London,
United Kingdom
| US$13.5億 | +US$2.77億 | +26% | 12.9% | 104% | 98 | 32.65% | 3 |
|
| 1918 |
1918
Mangrove Partners
Greenwich,
Connecticut
| US$13.5億 | +US$4.22億 | +45% | 13.4% | 185% | 264 | 74.62% | 0.4 |
|
| 1919 |
1919
Tradition Wealth Management
Edina,
Minnesota
| US$13.5億 | +US$1億 | +8% | 8.86% | 77.2% | 512 | 15.04% | 2.8 |
|
| 1920 |
1920
Journey Advisory Group
Covington,
Kentucky
| US$13.5億 | +US$6429萬 | +5% | 7.57% | 74.9% | 289 | 11.76% | 2.7 |
|
| 1921 |
1921
Narwhal Capital Management
Marietta,
Georgia
| US$13.5億 | +US$1.05億 | +8% | 10.7% | 109% | 171 | 9.36% | 5.8 |
|
| 1922 |
1922
Mill Capital Management
Concord,
North Carolina
| US$13.5億 | +US$7351萬 | +6% | 7.76% | 119% | 123 | 3.25% | 3.2 |
|
| 1923 |
1923
Warburg Pincus
New York
| US$13.5億 | +US$1.7億 | +14% | 32.7% | 3.59% | 5 | 20% | 2.3 |
|
| 1924 |
1924
CFS Investment Advisory Services
Totowa,
New Jersey
| US$13.5億 | +US$1.25億 | +10% | 6.67% | 59.7% | 349 | 9.46% | 1.6 |
|
| 1925 |
1925
Lyell Wealth Management
Menlo Park,
California
| US$13.5億 | +US$8023萬 | +6% | 8.68% | 144% | 224 | 8.04% | 4.3 |
|